财务表现 - Owens Corning在2023年第一季度的净利润为3.83亿美元，较2022年同期的3.04亿美元增长[117] - Owens Corning在2023年第一季度的调整前利息和税前利润为5.34亿美元，较2022年同期的4.42亿美元增长[117] - Owens Corning在2023年第一季度的现金及现金等价物为7.57亿美元，较2022年同期的7.48亿美元略有增长[118] - Owens Corning在2023年第一季度的净销售额为23.31亿美元，较2022年同期的23.46亿美元略有下降[123] - Owens Corning在2023年第一季度的毛利为5.89亿美元，较2022年同期的6.19亿美元下降[123] - Owens Corning在2023年第一季度的营销和管理费用为2.04亿美元，较2022年同期的1.84亿美元增加[123] - Owens Corning在2023年第一季度的其他支出增加了4千万美元，主要受到上海、中国工厂出售所带来的2.7亿美元收益和较2022年同期更高的摊销费用的影响[128] - Owens Corning在2023年第一季度的利息支出减少了6百万美元，主要受到更高的利息收入和资本化利息的影响[129] - Owens Corning在2023年第一季度的所得税费用为1.3亿美元，有效税率为25%[130] 市场预测 - Owens Corning预计全球玻璃增强材料市场需求将在经济不确定性、持续的成本通胀和主要劳动力供应可用性方面继续暂时放缓[141] - 屋顶部门预计北美新住宅建筑市场将放缓，其他可能影响屋顶需求的不确定因素包括来自风暴和其他与天气相关的事件的需求、维修和翻新活动的需求、竞争性定价压力以及原材料成本和供应的成本和可用性，公司将继续专注于管理成本、资本支出和营运资本[149] 资金管理 - 公司主要的流动性来源是截至2023年3月31日的现金及现金等价物余额为7.57亿美元、其8000万美元的高级循环信贷设施和2800万美元的应收账款证券化设施[152] - 公司的主要现金需求包括资本支出、营运资本需求、股票回购、履行财务义务、董事会授权的任何股息支付、收购、重组行动和养老金缴款[159] - 公司预计现金余额、未来经营现金流以及其他可用的流动性来源，包括其高级循环信贷设施和应收账款证券化设施，将提供充足的流动性以满足现金需求[159] 经营活动 - 公司的运营活动在2023年第一季度使用了1.64亿美元的现金，主要是由于与2022年同期相比，应付账款显著减少所致[166] 风险披露 - 公司在2023年第一季度没有发生市场风险暴露的重大变化[176] - 公司在2022年10-K表格中提到了市场风险的定量和定性披露[176] - 公司的财务报告中包含了前瞻性陈述，需要考虑到风险和其他因素[174]

Amber Wohlfarth - Director of Investor Relations Brian Chambers - Chairman, President & Chief Executive Officer Ken Parks - Executive Vice President & Chief Financial Officer Operator I'll now hand over to your host, Amber Wohlfarth, to begin. Please go ahead. Amber Wohlfarth Earlier this morning, we issued a news release and filed a 10-K that detailed our financial results for the fourth quarter and full year 2022. For the purposes of our discussion today, we have prepared presentation slides that summariz ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-33100 Owens Corning (Exact name of registrant as specified in its charter) Delaware 43-2109021 (State or other jurisdiction of incorporation or o ...

Start Time: 09:00 January 1, 0000 10:01 AM ET Owens Corning (NYSE:OC) Q3 2022 Earnings Conference Call October 26, 2022, 09:00 AM ET Company Participants Brian Chambers - Chairman, President and CEO Ken Parks - EVP and CFO Amber Wohlfarth - Director, IR Conference Call Participants Stephen Kim - Evercore ISI Truman Patterson - Wolfe Research Michael Rehaut - JPMorgan Kathryn Thompson - Thompson Research Group Michael Dahl - RBC Capital Markets John Lovallo - UBS Matthew Bouley - Barclays Philip Ng - Jefferi ...

THIRD-QUARTER 2022 RESULTS Brian Chambers | Chair & Chief Executive Officer Ken Parks | Chief Financial Officer October 26, 2022 | Q3 2022 FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES This presentation and the associated remarks contain forward-looking statements. We caution you against relying on these statements as they involve risks and uncertainties that are difficult to predict and the Company's actual results may differ materially from those projected. Such risks and uncertainties include, without ...

Owens Corning (NYSE:OC) Q2 2022 Earnings Conference Call July 27, 2022 9:00 AM ET Company Participants Amber Wohlfarth - Director, Investor Relations Brian Chambers - Chairman, Chief Executive Officer Kenneth Parks - Chief Financial Officer Conference Call Participants Stephen Kim - Evercore ISI Matthew Bouley - Barclays Bank Philip Ng - Jefferies Kathryn Thompson - Thompson Research Group John Lovallo - UBS Asher Sohnen - Citigroup Susan Maklari - Goldman Sachs Michael Rehaut - JPMorgan Keith Hughes - Trui ...

Owens Corning (NYSE:OC) Q1 2022 Earnings Conference Call April 27, 2022 9:00 AM ET Company Participants Brian Chambers - Chairman, Chief Executive Officer Ken Parks - Chief Financial Officer Amber Wohlfarth - Director, Investor Relations Conference Call Participants Stephen Kim - Evercore ISI Matthew Bouley - Barclays Kathryn Thompson - Thompson Research Group Mike Rehaut - JP Morgan Phil Ng - Jefferies Susan Maklari - Goldman Sachs Deepa Raghavan - Wells Fargo David MacGregor - Longbow Research John Lovall ...

03/09/22 OC (Virtual) Roadshow Hosted by J.P. Morgan Ken Parks, Chief Financial Officer 03/04/22 OC (Virtual) Roadshow Hosted by Loop Capital Ken Parks, Chief Financial Officer 03/01/22 Wolfe Research (Virtual) Real Estate Conference Ken Parks, Chief Financial Officer 02/22/22 OC (Virtual) Roadshow Hosted by Northcoast Research Brian Chambers, Chair & Chief Executive Officer Q1 2022 This presentation shared at the following events: FOCUSED ON SHAREHOLDER VALUE FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURE ...

Owens Corning (NYSE:OC) Q4 2021 Earnings Conference Call February 16, 2022 9:00 AM ET Company Participants Brian Chambers - Chairman, Chief Executive Officer Ken Parks - Chief Financial Officer Amber Wohlfarth - Director, Investor Relations Conference Call Participants Anthony Pettinari - Citi John Lovallo - UBS Matt Bouley - Barclays Mike Rehaut - JP Morgan Yves Bromehead - BNP Paribas Garik Schmois - Loop Capital Phil Ng - Jefferies Deepa Raghavan - Wells Fargo Chris - RBC Capital Markets Keith Hughes - T ...

FOURTH-QUARTER AND FULL-YEAR 2021 RESULTS Brian Chambers | Chair & Chief Executive Officer Ken Parks | Chief Financial Officer February 16, 2022 | Q4 & FY 2021 FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES This presentation and the associated remarks contain forward-looking statements. We caution you against relying on these statements as they involve risks and uncertainties that are difficult to predict and the Company's actual results may differ materially from those projected. Such risks and uncertain ...