Reading filings and transcripts…
Reading filings and transcripts…
Owens Corning
“We have committed to a measurable reduction across our raw material footprint, and our supplier base has to move with us.”Chief Executive Officer · Q3 2026 Earnings Call →
“Supplier emissions are the part of this we control least and need most. We are going to be demanding about it.”Chief Executive Officer
“Customers are asking us for documentation we cannot yet produce. That is a supply chain problem before it is a reporting problem.”Chief Executive Officer
“Our capital allocation priorities are unchanged: organic growth first, then the dividend, then opportunistic repurchase.”Chief Executive Officer · Q3 2026 Earnings Call →
“If we cannot clear our hurdle rate on a project, we would rather hand the money back than force it.”Chief Executive Officer
“Capital expenditure for the year is expected to exceed the prior period as previously announced capacity projects reach construction.”Chief Executive Officer
“We are willing to give up volume where the margin is not there. That is a deliberate choice and you will see it in the numbers.”Chief Executive Officer · Q3 2026 Earnings Call →
“We lost share in two segments this year on purpose. I would do it again.”Chief Executive Officer
“Single-source exposure remains our largest operational risk, and we are actively qualifying second sources across critical inputs.”Chief Executive Officer · Q3 2026 Earnings Call →
“We want two qualified suppliers on every critical input. Today we have one on rather more of them than I would like.”Chief Executive Officer