Revenue by Segment:

• Insulation: 38%
• Roofing Systems: 35%
• Composites: 27%

TOP 3 Markets:

• USA: 55%
• Europe: 20%
• Asia-Pacific: 15%

Owens Corning mainly generates its revenue from three core segments: Insulation, Roofing Systems, and Composites. The largest market is the USA, accounting for more than half of the total revenue. Europe and the Asia-Pacific region follow as important markets, together making up 35% of the revenue. This distribution demonstrates the company's strong presence in North America as well as a significant international market position.

Production sites of Owens Corning:

Owens Corning operates production facilities worldwide, mainly located in North America, Europe, and Asia.

The company is known for its fiberglass products and insulation materials and strategically has locations in the USA, Canada, Mexico, as well as in several European countries such as Germany, France, and Spain. In Asia, they are present in countries like China and India.

This global presence enables Owens Corning to efficiently respond to regional market demands and optimize logistics costs.

Revenue Growth: Estimated 8-10% annually (2025 forecast)

Investments in Sustainable Products: $500 million USD (2024-2026)

Owens Corning pursues a growth strategy that is strongly focused on sustainability and innovation. The company is investing significantly in the development of sustainable products, particularly in the field of insulation and roofing solutions, to meet the increasing demands for environmentally friendly construction practices.

Another focus is on geographical expansion, especially in high-growth markets such as Asia and Latin America. Through strategic partnerships and acquisitions, Owens Corning plans to strengthen its market presence in these regions.

Additionally, the company is focusing on digital transformation and efficiency improvements in production to reduce operating costs and enhance margins. These measures are intended to enable Owens Corning to increase its competitiveness and ensure long-term profitable growth.

Main raw materials: Glass fibers, asphalt, resins

Countries of origin:

• Glass fibers: Mainly from the USA and China
• Asphalt: Primarily from the USA and Canada
• Resins: Imported from Germany and the Netherlands

Owens Corning is a leading company in the production of construction materials, especially fiberglass products. The glass fibers, which are a significant component of their products, are sourced both locally in the USA and from China to meet demand and optimize costs.

Asphalt, another important raw material for their roofing products, is mainly sourced from North America, minimizing transportation costs and increasing supply security.

Resins needed for the production of composite materials are imported from Europe, particularly from Germany and the Netherlands, where specialized chemical companies are located. This geographical diversification in sourcing helps Owens Corning minimize risks in the supply chain and ensure the quality of their products.

Market share in the construction industry: 12% (2024, estimate)
EBITDA margin: 20.5% (2023)
R&D expenses: 3% of revenue (2023)

Owens Corning has a significant competitive advantage in the construction industry, especially in the areas of insulation materials, roofing products, and composite materials. The company benefits from strong brand recognition and a wide product portfolio, allowing it to successfully operate in various market segments.

The EBITDA margin of 20.5% demonstrates solid profitability, attributed to efficient production processes and cost efficiency. Additionally, Owens Corning continuously invests in research and development, accounting for approximately 3% of revenue, to develop innovative products and differentiate itself from competitors.

The company's competitive advantage is further strengthened by its global presence and strategic partnerships, enabling it to quickly respond to market changes and capitalize on new growth opportunities.

Institutional Investor Share: 85% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

Owens Corning has a high institutional investor share, indicating the confidence of large investors in the company's stability and growth potential.

There were no significant insider transactions in the last quarter, which could suggest that the management is satisfied with the current company performance and does not expect any drastic changes. This stability is often positively evaluated by investors.

Market share of Owens Corning: 12% (estimated, 2025)

Top competitors and their market shares:

1. Saint-Gobain: 18%
2. Kingspan Group: 15%
3. Owens Corning: 12%
4. Rockwool International: 10%
5. Johns Manville (Berkshire Hathaway): 8%
6. GAF Materials Corporation: 7%
7. CertainTeed (Saint-Gobain): 6%
8. Knauf Insulation: 5%
9. Atlas Roofing Corporation: 4%
10. IKO Industries: 3%

Moat of Owens Corning:

Owens Corning has a moderate moat, mainly supported by its strong brand recognition, wide product portfolio, and established distribution infrastructure. The company benefits from its innovation, especially in the sustainable and energy-efficient building products sector, giving it a certain competitive advantage.

In comparison to its competitors, Saint-Gobain has a stronger moat due to its broader global presence and diversified product offering. Kingspan Group is also well-positioned, particularly in the high-performance insulation sector, providing a significant advantage in markets with high energy efficiency requirements.

Overall, Owens Corning has a solid, but not insurmountable moat. The competition, especially Saint-Gobain and Kingspan, offer strong alternatives and may have a better strategic advantage in certain areas.

Revenue Growth: 8% (estimated 2024)
Profit Growth: 10% (estimated 2024)
Market Share in Insulation Materials: 20% (estimated 2024)

Owens Corning has experienced solid revenue and profit growth in recent years, driven by strong demand in the construction and infrastructure sectors. The company has strengthened its market position through strategic acquisitions and investments in new technologies, particularly in the sustainable insulation materials sector.

The focus on sustainable products and the increasing demand for energy-efficient construction methods provide Owens Corning with significant growth potential. Additionally, the company has expanded its production capacities to meet the growing demand.

Analysts view Owens Corning as an attractive investment opportunity, particularly due to its stable market position and positive growth prospects in the construction industry. In the long term, the company could benefit from global trends such as urbanization and sustainability.

Dividend Yield: 2.1% (estimated 2025)

Owens Corning pays a dividend, and the current dividend yield is estimated to be around 2.1%. The company has followed a consistent dividend policy in recent years, indicating a certain reliability in its payouts.

The stability of dividend payments is supported by the company's solid financial performance. Owens Corning has demonstrated a healthy balance sheet and stable cash flows in the past, underpinning its ability to sustain continuous dividend payments. Analysts view Owens Corning's dividend policy as sustainable as long as the company maintains its financial health and market conditions remain stable.