OCOwens Corning
Abrasive, Asbestos & Misc Nonmetallic Mineral Prods
- Revenue
- $10.1B
- 2.6% YoY
- Operating margin
- 3.6%
- 76% YoY
- EBITDA
- $1.1B
- 51% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.7×
- $3.9B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear59% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear13% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $8.5B | $9.8B | $8.4B | $9.9B | $10.1B | 2.6% |
| Operating income | $1.4B | $1.7B | $1.6B | $1.5B | $360M | 76% |
| Net income | $995M | $1.2B | $1.2B | $647M | −$522M | 181% |
| Operating cash flow | $1.5B | $1.8B | $1.7B | $1.9B | $1.8B | 5.6% |
| Capex | $416M | $446M | $526M | $647M | $824M | 27% |
| Stock-based comp | $50M | $51M | $51M | $93M | $71M | 24% |
| Buybacks | $570M | $795M | $657M | $491M | $815M | 66% |
| Dividends | $108M | $136M | $188M | $208M | $232M | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.