Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Owens Corning reported its first quarter 2026 results amid ongoing challenges in the residential construction and remodel markets, driven by affordability constraints and consumer caution.</li><li>The company generated $2.3 billion in revenue, reflecting a 10% year-over-year decline, and achieved adjusted EBITDA of $369 million with a margin of 16%, demonstrating margin resilience compared to historical cycles.</li><li>Adjusted earnings per diluted share stood at $1.22.</li></ul>

Owens Corning reported its first quarter 2026 results amid ongoing challenges in the residential construction and remodel markets, driven by affordability constraints and consumer caution.The company generated $2.3 billion in revenue, reflecting a 10% year-over-year decline, and achieved adjusted EBITDA of $369 million with a margin of 16%, demonstrating margin resilience compared to historical cycles.Adjusted earnings per diluted share stood at $1.22.

Owens Corning’s $2.3 Billion Quarter: Can Margins Defy Housing Weakness?

<ul><li>Owens Corning reported its first quarter 2026 results amid challenging residential market conditions characterized by affordability headwinds and consumer uncertainty.</li><li>Despite a 10% year-over-year revenue decline to $2.3 billion, the company delivered an adjusted EBITDA of $369 million, maintaining a 16% EBITDA margin.</li><li>This margin performance reflects resilience and benefits from structural improvements implemented over recent years, including cost optimizations and commercial strategies designed to strengthen market positioning across its three core segments: Roofing, Insulation, and Doors.</li></ul>

Owens Corning reported its first quarter 2026 results amid challenging residential market conditions characterized by affordability headwinds and consumer uncertainty.Despite a 10% year-over-year revenue decline to $2.3 billion, the company delivered an adjusted EBITDA of $369 million, maintaining a 16% EBITDA margin.This margin performance reflects resilience and benefits from structural improvements implemented over recent years, including cost optimizations and commercial strategies designed to strengthen market positioning across its three core segments: Roofing, Insulation, and Doors.

Owens Corning’s Pricing Power Test: Can Roofing And Insulation Beat The Inflation Squeeze?

<ul><li>Owens Corning reported third quarter revenue of approximately $2.7 billion and adjusted EBITDA of $638 million, translating into an adjusted EBITDA margin of 24 percent despite weaker market conditions across several residential construction related segments.</li><li>The company also generated strong free cash flow during the quarter, aided by disciplined working capital management and lower cash taxes, while returning capital to shareholders through dividends and share repurchases.</li><li>Through the first three quarters of the year, more than $700 million has been returned as part of a broader commitment to return $2 billion across 2025 and 2026.</li></ul>

Owens Corning reported third quarter revenue of approximately $2.7 billion and adjusted EBITDA of $638 million, translating into an adjusted EBITDA margin of 24 percent despite weaker market conditions across several residential construction related segments.The company also generated strong free cash flow during the quarter, aided by disciplined working capital management and lower cash taxes, while returning capital to shareholders through dividends and share repurchases.Through the first three quarters of the year, more than $700 million has been returned as part of a broader commitment to return $2 billion across 2025 and 2026.

Owens Corning Strengthens Market Leadership In Roofing—A Resilient Business Driving Earnings Stability!

<ul><li>Owens Corning exhibited a blend of resilience and challenges in its third-quarter performance for 2025, reflecting the company’s strategic strengths and market adversities.</li><li>The firm reported revenues of $2.7 billion, with an adjusted EBITDA of $638 million, equating to a robust 24% margin.</li><li>Despite facing significant market hurdles, notably in residential sectors in the U.S., Owens Corning's financial results underscore its operational efficiencies and disciplined capital management strategies.</li></ul>

Owens Corning exhibited a blend of resilience and challenges in its third-quarter performance for 2025, reflecting the company’s strategic strengths and market adversities.The firm reported revenues of $2.7 billion, with an adjusted EBITDA of $638 million, equating to a robust 24% margin.Despite facing significant market hurdles, notably in residential sectors in the U.S., Owens Corning's financial results underscore its operational efficiencies and disciplined capital management strategies.

Owens Corning: The Billion-Dollar Capital Plan That Signals Long-Term Confidence!

<ul><li>Owens Corning's second quarter of 2025 demonstrated a blend of strategic advancement and lingering market challenges.</li><li>The company reported a 10% revenue increase compared to the prior year, with revenues reaching notable highs due partly to the addition of its Doors business in May of the previous year.</li><li>This addition reflects strategic diversification efforts to capture a larger share of the building products market in North America and Europe despite a softening market environment.</li></ul>

Owens Corning's second quarter of 2025 demonstrated a blend of strategic advancement and lingering market challenges.The company reported a 10% revenue increase compared to the prior year, with revenues reaching notable highs due partly to the addition of its Doors business in May of the previous year.This addition reflects strategic diversification efforts to capture a larger share of the building products market in North America and Europe despite a softening market environment.

Owens Corning: Initiation of Coverage- Unlocking $125 Million in Doors Synergies—Will Integration Drive a Margin Breakthrough?

United States

Owens Corning produces residential and commercial building materials, glass-fiber reinforcements and engineered materials for composite systems. The Company offers its products globally to various industries.

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Owens Corning (OC US)

Owens Corning’s $2.3 Billion Quarter: Can Margins Defy Housing Weakness?

Owens Corning reported its first quarter 2026 results amid ongoing challenges in the residential construction and remodel markets, driven by...

Baptista Research

Owens Corning’s Pricing Power Test: Can Roofing And Insulation Beat The Inflation Squeeze?

Owens Corning reported its first quarter 2026 results amid challenging residential market conditions characterized by affordability headwinds and...

Baptista Research

Owens Corning Strengthens Market Leadership In Roofing—A Resilient Business Driving Earnings Stability!

Owens Corning reported third quarter revenue of approximately $2.7 billion and adjusted EBITDA of $638 million, translating into an adjusted...

Baptista Research

Owens Corning: The Billion-Dollar Capital Plan That Signals Long-Term Confidence!

Owens Corning exhibited a blend of resilience and challenges in its third-quarter performance for 2025, reflecting the company’s strategic...

Baptista Research

Owens Corning: Initiation of Coverage- Unlocking $125 Million in Doors Synergies—Will Integration Drive a Margin Breakthrough?

Owens Corning's second quarter of 2025 demonstrated a blend of strategic advancement and lingering market challenges. The company reported a 10%...

Baptista Research

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