FOURTH-QUARTER AND FULL-YEAR 2023 RESULTS Brian Chambers | Chair & Chief Executive Officer Todd Fister | Chief Financial Officer February 14, 2024 | Q4 & FY 2023 FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES This presentation and the associated remarks contain forward-looking statements. We caution you against relying on these statements as they are subject to risks, uncertainties and other factors and actual results may differ materially from any results projected in the statements. These risks, uncerta ...

公司业绩 - Owens Corning在2023年第四季度和全年报告了9.7亿美元的净销售额，略有下降[1] - 公司在2023年第四季度的EBIT为-277百万美元，其中包括重组成本、养老金结算损失等项目[38] - 公司在2023年第四季度的调整后净收入为257百万美元，调整后每股稀释收益为2.80美元[39] 公司发展 - 公司将收购Masonite International Corporation，以加强在建筑和建筑材料领域的地位[2] - 公司在2023年推出了39种新产品或更新产品，持续投资于新产品和流程创新[4] - 公司发布的新闻中包含了前瞻性声明，提到了可能影响公司业绩的风险和不确定因素[32] 部门业绩 - 屋面部门在2023年第四季度和全年的净销售额分别为928和4030百万美元，EBIT分别为284和1174百万美元，EBIT占净销售额的比例分别为31%和29%[37] - 绝缘部门在2023年第四季度和全年的净销售额分别为931和3668百万美元，EBIT分别为150和619百万美元，EBIT占净销售额的比例分别为16%和17%[37] - 复合材料部门在2023年第四季度和全年的净销售额分别为514和2286百万美元，EBIT分别为26和242百万美元，EBIT占净销售额的比例分别为5%和11%[37] 财务状况 - 公司在2023年实现了良好的现金流，主要来自经营活动，同时也进行了投资和融资活动[35] - 公司资产负债表显示，截至2023年底，公司资产总额和股东权益均有所增长，但负债也有所增加[36] - 公司在2023年第四季度的自由现金流为562百万美元，全年自由现金流为1193百万美元，自由现金流转换率为91%[42]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-33100 Owens Corning (Exact name of registrant as specified in its charter) Delaware 43-2109021 (State or other jurisdiction of incorporation or o ...

财报预期 - Owens Corning (OC)即将发布财报，市场预期其有望超越预期[1] - 分析师最近对OC的盈利预期进行了积极修订，这通常是盈利超预期的前兆[2] - 目前OC本季度的最准确盈利预期为每股2.88美元，高于更广泛的Zacks共识预期2.82美元[3] - Zacks盈利ESP为+1.95%，显示分析师最近上调了对OC的盈利预期[3] 投资建议 - 具有正面Zacks盈利ESP和Zacks排名3或更好的股票，通常会在财报中取得正面的意外收益[4] - OC具有Zacks排名3和正面的ESP，投资者可能应该在财报发布前考虑购买该股[5] 前景展望 - 最近的盈利预期修订表明OC未来前景看好，有望在即将发布的财报中取得好成绩[6]

Analysts on Wall Street project that Owens Corning (OC) will announce quarterly earnings of $2.82 per share in its forthcoming report, representing an increase of 13.3% year over year. Revenues are projected to reach $2.24 billion, declining 2.1% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Prior to a company's earn ...

TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC), a global building and construction materials leader, today announced that the company has decided to review strategic alternatives for its global glass reinforcements (GR) business. The decision to explore alternatives for the GR business is consistent with the company’s strategy to focus on building and construction materials. The business, which operates within the company’s Composites segment, manufactures, fabricates, and sells glass fiber reinfor ...

Owens Corning (OC)盈利预测 - Owens Corning (OC)将在2023年12月报告的季度中，预计盈利将增长，但营收将下降[1] - 如果关键数字超过预期，股价可能会上涨，否则可能会下跌[2] - 分析师最近对公司的盈利前景变得乐观，预计将超过市场预期[12] - 过去四个季度，Owens Corning每次都超过了市场预期[14] - Earnings ESP和Zacks Rank是预测公司季度报告前的关键指标[16]

Owens Corning (OC) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this construction materials company have returned +5.4%, compared to the Zacks S&P 500 composite's +4.6% change. During this period, the Zacks Building Products - Miscellaneous industry, which Owens Corning falls in, has gained 5.6%. The key question now is: What could be the stock's futu ...

Owens Corning（OC） - Owens Corning股价在过去一个月上涨了7.2%，创下了新的52周高点[1] - Owens Corning自今年年初以来股价上涨了5%，表现优于Zacks建筑部门的0.9%和Zacks建筑产品-杂项行业的3.6%[2] - Owens Corning在过去四个季度中均未错过盈利预期，最近一次财报显示，公司每股收益为4.15美元，高于预期的3.78美元[3] - 预计本财年，Owens Corning每股盈利将为13.83美元，营收为96.1亿美元；而下一财年，预计每股盈利将为15.59美元，营收仍为96.1亿美元[4] - Owens Corning目前的价值评分为A，成长和动量评分分别为C和F，综合VGM评分为B[5] - Owens Corning目前的股价与同行业平均值不一致，当前市盈率为11.3倍，远低于同行业的18.2倍；现金流市盈率为7.7倍，低于同行业的14.9倍；此外，公司的PEG比率为1.94[6] - Owens Corning目前的Zacks排名为2（买入），得益于分析师对盈利预期的积极修订[7] - Owens Corning符合公司推荐的Zacks排名为1（强烈买入）或2（买入）以及价值评分为A或B的标准，看起来公司未来可能具有潜力[8] Advanced Drainage Systems, Inc.（WMS） - Advanced Drainage Systems, Inc.是一个看好的同行，具有Zacks排名2（买入）和价值评分B、成长评分B、动量评分B[9] - Advanced Drainage Systems, Inc.上一季度的盈利表现强劲，超出了预期，预计本财年公司每股盈利为5.63美元，营收为27.9亿美元[10] - Advanced Drainage Systems, Inc.股价在过去一个月上涨了3.2%，目前的前瞻市盈率为23.6倍，现金流市盈率为16.52倍[11] - 建筑产品-杂项行业在我们的行业范围内排名前22%，因此OC和WMS可能会受到一些良好的推动，即使超越了他们自身的良好基本面情况[12]

TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC) today announced that its Board of Directors has declared a quarterly cash dividend of $0.60 per common share. The dividend will be payable on April 4, 2024, to shareholders of record as of March 4, 2024. Future dividend declarations will be made at the discretion of the Board of Directors and will be based on the company’s earnings, financial condition, cash requirements, future prospects and other factors. About Owens Corning Owens Corning is a global ...