Equity Profile

OC

Owens Corning

IndustrialsBuilding Products$9.6B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:00 AM EDT

Owens Corning Beats on EPS, Stock Up 0.11%

Metric	Actual	Expected	Surprise
EPS	$1.22	$0.90	+20.55%
Revenue	—	$2.2B	—

management commentary, guidance changes, and full analysis available with Pro.

Owens Corning Beats on EPS, Stock Up 0.11%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.22	$0.90	+20.55%
Revenue	—	$2.2B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Owens Corning's earnings report shows a strong performance in EPS, beating expectations significantly. However, the lack of revenue data and guidance leaves some uncertainty. The stock reacted modestly, increasing by 0.11%, reflecting a positive sentiment from the EPS surprise.

Company Snapshot

Owens Corning (OC) is a leading global producer of insulation, roofing, and fiberglass composites. Operating in the industrials sector, the company plays a crucial role in the building products industry, which is influenced by trends in construction, energy efficiency, and sustainability.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.90

Revenue

Total revenue reflects the company's sales performance and market demand, which is critical for assessing growth.

$2.2B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+5.97%

Avg Stock Reaction

-2.52%

Last Quarter Recap

In Q4 2025, Owens Corning reported an EPS of $1.10, falling short of the expected $1.33, leading to a stock decline of 2.49% the following day. The company has shown mixed performance in recent quarters, with a notable surprise in Q2 2025.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Owens Corning's upcoming earnings, expecting a modest EPS of $0.90 and revenue of $2.2B. However, the company's recent earnings history shows volatility, which adds uncertainty.

Bull Case

If Owens Corning beats expectations, it could indicate strong demand in the building products sector, potentially driving the stock higher as investors regain confidence.

Bear Case

Conversely, if the company misses estimates again, it may signal ongoing challenges in the market, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.90

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$2.2B

Total revenue reflects the company's sales performance and market demand, which is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Owens Corning achieve an EPS of $0.90 or higher?

This figure is critical as it will indicate the company's ability to manage costs and generate profit amidst market challenges.

What insights can management provide about revenue growth trends in the building products sector?

Understanding revenue trends will help gauge market demand and the company's positioning within the industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of recent construction trends and energy efficiency demands, which could boost Owens Corning's revenue beyond expectations.

Supporting Evidence

The building products sector is experiencing increased demand due to sustainability initiatives.

Owens Corning's strong position in insulation products may lead to better-than-expected sales.

Options pricing indicates a higher expected move, suggesting traders anticipate significant news.

Key Risk

If revenue growth exceeds $2.2B, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is pivotal as it will reveal whether Owens Corning can sustain growth in a challenging economic environment.

Bull Confirmed If

An EPS of $0.90 or better, with revenue exceeding $2.2B, would confirm a strong performance and positive market outlook.

Bear Confirmed If

An EPS below $0.65 would raise concerns about the company's profitability and market position.

Pre-Earnings Positioning

Options Market

Implied Move

±6.85%

Historical Avg

±4.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±9.0% while OC has averaged ±4.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

39.5%

Calls (110K)P/C Ratio: 0.07Puts (16K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Owens Corning beats expectations, history suggests a potential average one-day move of +4.22%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in the market.

Miss

A miss could lead to a decline, with history indicating an average one-day move of -2.49%, reinforcing bearish sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the insulation and roofing markets.
2Updates on cost management strategies and their impact on profitability.
3Insights into supply chain challenges and how they are being addressed.
4Details on new product launches or innovations that could drive future growth.
5Management's outlook on the overall construction market and economic conditions.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.90

Revenue

Total revenue reflects the company's sales performance and market demand, which is critical for assessing growth.

$2.2B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+5.97%

Avg Stock Reaction

-2.52%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Owens Corning beats expectations, it could indicate strong demand in the building products sector, potentially driving the stock higher as investors regain confidence.

Bear Case

Conversely, if the company misses estimates again, it may signal ongoing challenges in the market, leading to further declines in stock price.

Key Metrics to Watch

EPS

$0.90

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$2.2B

Total revenue reflects the company's sales performance and market demand, which is critical for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Owens Corning achieve an EPS of $0.90 or higher?

This figure is critical as it will indicate the company's ability to manage costs and generate profit amidst market challenges.

What insights can management provide about revenue growth trends in the building products sector?

Understanding revenue trends will help gauge market demand and the company's positioning within the industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of recent construction trends and energy efficiency demands, which could boost Owens Corning's revenue beyond expectations.

Supporting Evidence

The building products sector is experiencing increased demand due to sustainability initiatives.

Owens Corning's strong position in insulation products may lead to better-than-expected sales.

Options pricing indicates a higher expected move, suggesting traders anticipate significant news.

Key Risk

If revenue growth exceeds $2.2B, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is pivotal as it will reveal whether Owens Corning can sustain growth in a challenging economic environment.

Bull Confirmed If

An EPS of $0.90 or better, with revenue exceeding $2.2B, would confirm a strong performance and positive market outlook.

Bear Confirmed If

An EPS below $0.65 would raise concerns about the company's profitability and market position.

Pre-Earnings Positioning

Options Market

Implied Move

±6.85%

Historical Avg

±4.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±9.0% while OC has averaged ±4.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

39.5%

Calls (110K)P/C Ratio: 0.07Puts (16K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Owens Corning beats expectations, history suggests a potential average one-day move of +4.22%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in the market.

Miss

A miss could lead to a decline, with history indicating an average one-day move of -2.49%, reinforcing bearish sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the insulation and roofing markets.
2Updates on cost management strategies and their impact on profitability.
3Insights into supply chain challenges and how they are being addressed.
4Details on new product launches or innovations that could drive future growth.
5Management's outlook on the overall construction market and economic conditions.