Have you been paying attention to shares of Owens Corning (OC) ? Shares have been on the move with the stock up 7.6% over the past month. The stock hit a new 52-week high of $181.6 in the previous session. Owens Corning has gained 22.3% since the start of the year compared to the 10% move for the Zacks Construction sector and the 11.1% return for the Zacks Building Products - Miscellaneous industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as it h ...

Owens Corning Headquarters. Owens Corning develops and produces insulation, roofing, and fiberglass composites. jetcityimage Introduction You may be familiar with my series of articles where I predict annual dividend increases for several long-term dividend growth companies. (If you aren't, you can see them on my profile page.) In general, this involves reviewing a dividend growth company's fundamental performance to predict that company's next dividend increase. However, in the modern stock market, much of ...

Investors might want to bet on Owens Corning (OC) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Individual invest ...

文章核心观点 - 公司在第一季度的业绩超出预期,收益和销售额均超过市场预期 [3] - 公司各个业务板块表现不一,其中复合材料和隔热材料板块销售额下降,而屋顶材料板块销售额上升 [6][7][8] - 公司整体的调整后息税前利润和调整后息税折旧及摊销前利润同比均有所改善 [10] - 公司预计第二季度销售额与去年同期持平,息税前利润率约为20% [15] - 公司预计2024年全年的一般管理费用、利息费用、资本支出和折旧摊销等指标 [16][17] 分组1: 业务板块表现 - 复合材料板块销售额下降11%,主要受到玻璃纤维价格下跌和销量下降的影响,但利润率有所改善 [6] - 隔热材料板块销售额下降2%,北美业务需求稳定,但欧洲业务受宏观环境影响 [7] - 屋顶材料板块销售额增长7%,得益于优质层压瓦片和配件产品的强劲需求,以及有利的价格和产品组合 [8][9] 分组2: 财务状况 - 公司现金及现金等价物从2023年末的16.2亿美元下降至12.5亿美元 [11] - 长期债务从2023年末的26.2亿美元增加至26.5亿美元 [11] - 经营活动产生的现金流从去年同期的净流出1.64亿美元转为净流入0.24亿美元,自由现金流从去年同期的3.22亿美元转为负1.28亿美元 [12] - 公司在第一季度通过股息和股票回购向股东返还了1.82亿美元 [12][13] 分组3: 未来展望 - 公司预计北美建筑和建设市场将保持有利,产品需求强劲,但全球宏观经济增长放缓 [14] - 公司预计2024年的一般管理费用在2.4-2.5亿美元之间,利息费用在0.7-0.8亿美元之间,资本支出和折旧摊销约5.5亿美元,税率为24-26% [16][17] - 分析师对公司未来业绩预期有所上调,公司目前评级为强烈买入 [18][21]

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May 21st: Onto Innovation Inc. (ONTO) : This manufacturer of process control tools for optical metrology has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.6% over the last 60 days. Onto’s shares gained 27.8% over the last three months compared with the S&P 500’s advance of 4.8%. The company possesses a Momentum Score of A. Southern Copper Corporatio ...

文章核心观点 - Zacks Premium是一个研究服务,提供多种方式帮助投资者更有信心地利用股票市场[1][2] - Zacks Style Scores是一个评分系统,根据价值、成长和动量三大投资方法对股票进行评分,帮助投资者选择更有潜力的股票[3][4] - Zacks Rank是一个股票评级模型,结合盈利预期变化来构建获胜投资组合,与Style Scores配合使用可以提高选股成功率[9][10][12][13][14] 公司分析 - Owens Corning(OC)是一家建材和复合材料解决方案的领先企业,自1938年成立以来一直是玻璃纤维技术的市场领导者[15] - OC目前被评为Zacks 2(买入)评级,VGM评分为A,表现出良好的价值、成长和动量特征[15] - 过去4周OC股价上涨8.2%,显示出良好的动量特征[16] - 过去60天内有3家分析师上调了OC 2024财年的盈利预测,预期每股收益为15.37美元,平均超预期17.4%[17] 行业分析 无相关内容

Owens Corning (OC) is capitalizing on strong demand for its Roofing business along with ongoing product innovation and effective pricing strategies. Additionally, OC is benefiting from reduced input and manufacturing costs, further bolstering its profitability. Moreover, strategic initiatives and targeted acquisitions are reinforcing its market position and contributing to its overall success. Shares of this Toledo, OH-based building materials systems and composite solutions provider have rallied 64.6% over ...

文章核心观点 - 动量投资策略是关注股票近期的涨跌趋势,买入上涨的股票,希望能继续上涨并获利 [1] - 动量是一个复杂的概念,存在争议的最佳衡量指标,Zacks动量风格评分可以帮助解决这个问题 [2] 公司概况 - 公司名称为Owens Corning(OC),目前动量风格评分为B,同时也有Zacks评级为2(买入)的评级 [3][4] - 根据研究,Zacks评级为1(强烈买入)和2(买入)且动量风格评分为A或B的股票在未来一个月内会跑赢大盘 [5] 动量特征分析 - 从短期价格变动来看,公司股价过去一周上涨1.14%,优于同行业2.96%的涨幅 [8] - 从中长期来看,公司股价过去3个月上涨25.53%,过去一年上涨66.6%,明显优于大盘 [9] - 公司近20日的成交量平均值为665,165股,显示一定的交投活跃度 [10] 盈利预测 - 过去2个月内,公司全年盈利预测从$14.08上调至$15.37,下一财年也有2家分析师上调预测 [12]

Investors interested in Construction stocks should always be looking to find the best-performing companies in the group. Has Owens Corning (OC) been one of those stocks this year? A quick glance at the company's year- to-date performance in comparison to the rest of the Construction sector should help us answer this question. Owens Corning is a member of the Construction sector. This group includes 95 individual stocks and currently holds a Zacks Sector Rank of #1. The Zacks Sector Rank includes 16 differen ...

Owens Corning (OC) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. The upward trend in estimate revisions for this construction materials company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation betw ...