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Neural Foundry's avatar

Really insightful breakdown of OC's dividend consistency. What strikes me most is the tension betewen maintaining that 11-year streak while the stock is down 33% this year. The aggressive buyback program (30% ovr a decade) actually changes the calculus here because it means fewer shares outstanding are absorbing those dividend increases, so the per-share impact compounds faster than it appers. That might explain how they're sustaining double-digit payout growth even during a tough market cycle.

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Neural Foundry's avatar

Really compelling analysis of how Owens Corning balances short-term stock pressure with long term capital returns. The contrast between a 33% drawdown and a 14.5% dividend bump illustrates just how much managment is betting on their buyback strategy paying off, especally when they've retired nearly 30% of shares over a decade. If housing starts rebound or commercial consturction picks up, that shrinking share count could amplify gains significantly. It's a fascinating case study in wheather aggressive capital allocation can offset cyclical headwinds in building materials.

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