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 second quarter 2026 revenues of $2.8 billion and adjusted EBITDA of $660 million, delivering a 24% adjusted EBITDA margin.</li><li>The company’s results reflect a stable performance supported by strong execution of strategic initiatives aimed at revenue growth, productivity improvements, and earnings enhancement, despite challenging market conditions.</li><li>Owens Corning’s focus on building a large-scale residential-focused building products company with strong brand recognition, commercial capabilities, advanced product technologies, and solid cost positions is highlighted as key to its operating resilience.</li></ul>

Owens Corning reported second quarter 2026 revenues of $2.8 billion and adjusted EBITDA of $660 million, delivering a 24% adjusted EBITDA margin.The company’s results reflect a stable performance supported by strong execution of strategic initiatives aimed at revenue growth, productivity improvements, and earnings enhancement, despite challenging market conditions.Owens Corning’s focus on building a large-scale residential-focused building products company with strong brand recognition, commercial capabilities, advanced product technologies, and solid cost positions is highlighted as key to its operating resilience.

Owens Corning’s Pivotal Bet — $800 Million Of Investment Targets Growth & Productivity!

<ul><li>Owens Corning, the company many consumers still associate with its famous pink insulation, has suddenly become one of the more interesting names in building products after reports that Carlisle Companies made multiple unsolicited cash-and-stock offers to acquire it.</li><li>The news sent Owens Corning shares higher while Carlisle’s stock fell, reflecting both takeover excitement and investor caution over deal price, structure, and execution risk.</li><li>The appeal is not hard to understand.</li></ul>

Owens Corning, the company many consumers still associate with its famous pink insulation, has suddenly become one of the more interesting names in building products after reports that Carlisle Companies made multiple unsolicited cash-and-stock offers to acquire it.The news sent Owens Corning shares higher while Carlisle’s stock fell, reflecting both takeover excitement and investor caution over deal price, structure, and execution risk.The appeal is not hard to understand.

Owens Corning: The $13 Billion Building Products Prize That CARLISLE Wants!

<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!

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 Pivotal Bet — $800 Million Of Investment Targets Growth & Productivity!

Owens Corning reported second quarter 2026 revenues of $2.8 billion and adjusted EBITDA of $660 million, delivering a 24% adjusted EBITDA...

Baptista Research

Owens Corning: The $13 Billion Building Products Prize That CARLISLE Wants!

Owens Corning, the company many consumers still associate with its famous pink insulation, has suddenly become one of the more interesting names...

Baptista Research

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

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