The latest call
FetchingOwens Corning reported on 2026年11月4日. We are fetching the call transcript; its summary follows once the transcript is in.
US$115.94-1.4%11月13日 收盘
数据截至2026年9月30日,来自2026年11月4日提交的10-Q
公司指引:2026 财年第 4 季度营收 US$2B 至 US$2.2B — 同比下降 2.0%(上年同期 US$2.1B)
| 指标 | 截至该日的 3 个月2026年9月30日 | 截至该日的 3 个月2025年9月30日 | 变动 |
|---|---|---|---|
| 营业收入合计 | US$2.5B | US$2.7B | -7.27% |
| 利润 | -US$250M | -US$494M | +49.39% |
| 每股收益 | -US$3.18 | -US$5.92 | +46.28% |
| 自由现金流 | US$622M | US$752M | -17.29% |
这些是单季度数字,不是滚动一年——本站其他地方的数字覆盖十二个月,会大得多。季节性业务在两者之间摆动很大:ServiceNow 在十二月季度赚 20 亿美元自由现金流,在六月季度只有 5 亿。
对比对象是去年同一季度,而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据,那是我们没有的授权数据——而搞错它比不提更糟。
“During the quarter, challenging residential market conditions were further impacted by a second consecutive year of weak storm activity and rapidly rising transportation and input material costs. Despite these pressures, our team demonstrated disciplined commercial and operational execution, delivering a resilient margin and strong cash flow,”
逐字引自公告,且只在文件将其归于具名人士时才展示。
公告在开盘前或收盘后发布,因此区间从公告日前一个交易日的收盘价到公告日之后那个交易日的收盘价——无论哪种情况,反应都包含在内。
Owens Corning is a branded building products leader with three complementary market‑leading businesses providing roofing, insulation, and doors primarily for residential markets in North America and Europe. The company operates with an integrated go‑to‑market strategy and a unique set of OC Advantages™ – including its iconic brand, unparalleled commercial strength, leading technology, and winning cost position – to help customers win and grow in the market. Owens Corning is committed to helping build better and achieve more through winning partnerships, leading performance, and engaging people. Founded in 1938 and headquartered in Toledo, Ohio, Owens Corning is listed on the New York Stock Exchange (NYSE: OC).
公司自己的描述,取自公告末尾。
引述和公司简介来自 Owens Corning 于 2026年11月4日 提交的第 2.02 项 8-K 文件;表格根据其季度报告编制。 在 EDGAR 上阅读公告 股价已按拆股和分红复权。
Owens Corning reported on 2026年11月4日. We are fetching the call transcript; its summary follows once the transcript is in.
Just reported
From Owens Corning's results release of 2026年11月4日; its quarterly report has since been filed.
Actual
US$2.49B
-7.3% y/y
-9.7% q/q
Guided
US$2.65B
midpoint
Actual
-US$3.18
Guided
—
No guide given
Actual
-US$152M
Guided
—
No guide given
Q4 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.