OC Owens Corning Loading... : Bullish and Bearish Analyst Opinions
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13:30
Jul 29
Jul 29
Lennox is losing significant share in new construction by intentionally walking away from low-margin business, which is a bigger impact than originally anticipated and driving most of the one-step volume decline. — This market share forfeiture in new construction is a strategic decision that pressures near-term volumes for LII, but could create pricing power shifts for competitors in the residential new construction channel.
MED
17:12
Jun 29
Jun 29
Carlisle Companies made unsolicited bids for Owens Corning according to a Wall Street Journal.
Carlisle Companies made unsolicited bids for Owens Corning according to a Wall Street Journal report.
17:10
Jun 29
Jun 29
Carlisle Companies, a construction-products supplier.
Carlisle Companies, a construction-products supplier, made unsolicited offers for a rival according to a Wall Street Journal report.
14:00
Feb 24
Feb 24
Roofing industry shipments dropped 28% in Q4, making 2025 the lowest volume year since 2019, which likely indicates severe distress for industry players like GAF and Owens Corning. — This indicates a more severe demand downturn in the roofing materials industry than headline housing data suggests, impacting manufacturers' volumes.
MED
21:11
Jan 09
Jan 09
Buy housing R&R beneficiaries — if rates fall below 5.75%.
Buy housing R&R beneficiaries — if rates fall below 5.75%, frozen existing home inventory unlocks, driving a sequential wave of paint, appliances, DIY, and exterior spending that disproportionately benefits these names over homebuilders.
MED
14:00
Nov 18
Nov 18
SRS, which is heavily exposed to the roofing market, comped flat in Q3 while industry roofing shipments were down mid-teens, indicating substantial market share gains. — SRS's resilience in a downturn highlights its growing competitive position, potentially pressuring roofing material suppliers and smaller distributors.
MED
About OC Analyst Coverage
Buzzberg tracks OC (Owens Corning) across 4 sources. 1 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (17%). 6 total trade ideas tracked. Latest voices: Alok Maskara, zerohedge, LiveSquawk.