-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：歐文斯科寧（Owens Corning）公佈第一季銷售額為22.65億美元（年減10%），調整後每股收益為1.22美元。受全面疲軟的影響，所有業務板塊均下滑，其中屋頂材料業務下降14%至9.6億美元，保溫材料業務下降5%至8.67億美元，門窗業務下降12%至4.75億美元。各業務板塊的EBITDA利潤率下降了600個基點，綜合利潤率為16%。經營現金流轉為負值，為1.54億美元，自由現金流惡化至3.87億美元。該公司以約2.8億美元的現金完成了玻璃纖維增強材料業務的策略性出售，所得款項將用於支持內生增長和股東回報，助力歐文斯科寧轉型為專注於建築產品的平台。管理層預計第二季營收為26億至27億美元，調整後EBITDA利潤率為20%至22%（第一季為16%），並預期伊朗衝突將帶來6,000萬美元的通膨不利影響。住宅建設和非必需的房屋改造市場預計將持續承壓，在沒有重大風暴的情況下，屋頂需求將略有下降，但潛在的2500萬美元關稅退款將帶來未計入業績指引的額外增長。
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Research Alert: L: Q1 Revenue And Eps Miss, Though Results May Not Be Comparable To Consensus
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