OC
Market read
OC accounts for 28.5% of the group's measured movement across 5.6 effective names. all 7 measured members are falling in raw terms, but 7 of 7 session-normalized paths align to the upside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
OC was the first measured mover. OC crossed its material path threshold at 10:50 ET. MHK, FBIN, JHX followed.
5 of 7 members in Construction Building Products are active. 0 of 6 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 2 of 7 members or fewer.
Research brief
OC accounts for 28.5% of the group's measured movement across 5.6 effective names. all 7 measured members are falling in raw terms, but 7 of 7 session-normalized paths align to the upside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Higher delivery costs of $11 million, lower volumes, higher manufacturing costs of $7 million, and unfavorable mix were partially offset by $8 million of lower selling, general and administrative costs and lower input cost inflation of $7 million, which inclu…”10-Q · Aug 5, 2026 ↗
“For year-to-date, the increase was primarily driven by higher restructuring costs and an increase in the liability for the Paroc marine recall.”10-Q · Aug 5, 2026 ↗
“The decrease was primarily driven by lower volumes, higher manufacturing costs of $16 million and higher delivery costs of $11 million.”10-Q · Aug 5, 2026 ↗
“Higher delivery costs of $11 million, lower volumes, higher manufacturing costs of $7 million, and unfavorable mix were partially offset by $8 million of lower selling, general and administrative costs and lower input cost inflation of $7 million, which inclu…”10-Q · Aug 5, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for OC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Year-to-date, the decrease was primarily driven by lower sales volumes in the Doors and Roofing segments, input cost inflation, the impact of production downtime, higher delivery costs and lower selling prices.”
“MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS (continued) Doors The table below provides a summary of net sales and EBITDA for the Doors segment: Three Months Ended June 30, Six Months Ended June 30, (In millions) 2026 2025 2026 2025 Net sales $ 513 $ 554 $ 988 $ 1,094 % change from prior year -7 % N/A -10 % N/A EBITDA $ 57 $ 75 $ 91 $ 143 EBITDA as a % of net sales 11 % 14 % 9 % 13 % NET SALES In our Doors segment, net sales decreased $41 million in the second quarter 2026 compared to the second quarter 2025 due to lower volumes of 3%, primarily driven by the exit of our Prineville, Oregon facility, a $19 million unfavorable impact from the divestitu...”
“1 % 14 % 9 % 13 % NET SALES In our Doors segment, net sales decreased $41 million in the second quarter 2026 compared to the second quarter 2025 due to lower volumes of 3%, primarily driven by the exit of our Prineville, Oregon facility, a $19 million unfavorable impact from the divestiture of our distribution business and slightly unfavorable mix.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Dollar, Danish Krone and the Norwegian Krone.”
Depended on by
“Our largest suppliers include predominantly domestic companies such as Owens Corning, GAF, Carlisle Construction Materials, CertainTeed Roofing and Siding, IKO Manufacturing, TAMKO Building Products, Johns Manville, James Hardie Building Products, Dow, Sika U…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
OC is currently a Leader in the organic co-movement group Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.