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Orion Engineered (OEC)
NYSE:OEC
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.44Last Year’s EPS
0.52Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 19, 2025
|% Change Since: 2.93%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
Orion's earnings call highlighted the company's strong performance in specialty segments and significant achievements in sustainability, alongside a promising free cash flow outlook. However, demand weakness in the rubber segment, inflationary pressures, and geopolitical uncertainties pose challenges. Overall, the sentiment is balanced, considering both strong company fundamentals and external headwinds.Company Guidance
During the Orion Fourth Quarter and Full Year 2024 Earnings Conference Call, the company provided guidance for 2025, projecting adjusted EBITDA to reach a midpoint of $310 million, reflecting 7% to 8% constant currency growth. This forecast assumes flat market conditions and no benefits from potential tariffs yet. The guidance also includes expectations for the adjusted EPS to range between $1.45 and $1.90, with a tax rate assumption of approximately 30%. The company anticipates a significant improvement in free cash flow, projected to be between $40 million and $70 million, driven by a sharp reduction in CapEx, lower cash taxes, and improved EBITDA performance. Key factors contributing to this outlook include higher rubber volumes, better specialty demand and mix, resolution of operational challenges in China, a higher cogeneration contribution, and benefits from cost actions offsetting adverse foreign exchange and inflationary costs.Achieved $300 Million EBITDA
Despite late Q4 demand weakness in the rubber segment, Orion finished 2024 with an EBITDA just over $300 million, which is 14% above pre-COVID earnings levels.
Strong Specialty Segment Recovery
The specialty segment showed strong volume recovery in 2024, with full year volumes advancing 11% and a 9% year-over-year growth in Q4.
Sustainability Achievements
Orion achieved EcoVadis’s platinum rating, positioned in the 99th percentile for sustainability, and led in ISCC PLUS certifications for production sites.
Free Cash Flow Inflection
Orion expects a sharp improvement in free cash flow beginning in 2025, with CapEx being significantly reduced and free cash flow expected to exceed $100 million in 2026.
Share Repurchase Program
Orion bought back nearly $20 million worth of stock in 2024 and continued repurchases in 2025, reducing the share count by 7% in just over two years.
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OEC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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OEC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 19, 2025 | $14.66 | $15.15 | +3.34% |
| Nov 07, 2024 | $16.42 | $15.65 | -4.69% |
| Aug 01, 2024 | $23.01 | $17.86 | -22.38% |
| May 02, 2024 | $24.17 | $23.53 | -2.65% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Orion Engineered (OEC) report earnings?
Orion Engineered (OEC) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Orion Engineered (OEC) earnings time?
Orion Engineered (OEC) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OEC EPS forecast?
OEC EPS forecast for the fiscal quarter 2025 (Q1) is 0.44.
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