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Goldman Sachs

June 29, 2026

Americas Construction Building Products Media Reports Interest in Potential Takeover of Owens Corning by Carlisle

Sector ReportEquitiesIndustrials

The Wall Street Journal reported that Carlisle has made multiple unsolicited bids to acquire Owens Corning. The potential transaction would combine leaders in commercial and residential roofing and deepen Carlisle's exposure to the building envelope.

Key Takeaways

  • 1.Media reports indicate Carlisle has made multiple unsolicited takeover bids for Owens Corning.
  • 2.The potential deal would consolidate leadership in residential and commercial roofing sectors, similar to the market position of GAF.
  • 3.Owens Corning holds a significant ~40% share of the North American residential fiberglass insulation market.

Table of Contents

  • Americas Construction: Building Products: Media Reports Interest in Potential Takeover of Owens Corning by Carlisle
  • Disclosure Appendix
  • Reg AC
  • GS Factor Profile
  • M&A Rank
  • Quantum
  • Disclosures
  • Company-specific regulatory disclosures
  • Distribution of ratings/investment banking relationships
  • Price target and rating history chart(s)
  • Target price history table(s)
  • Regulatory disclosures
  • Ratings, coverage universe and related definitions
  • Global product; distributing entities
  • General disclosures
  • Differing Levels of Service provided by Global Investment Research

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