The earnings call highlighted significant achievements like the launch of PET bottle caps and strategic partnerships, which position the company well for future growth. However, challenges such as manufacturing delays, tariff impacts, and revised financial guidance weigh heavily, balancing the positive aspects with significant concerns.

Company Guidance

During the Origin Materials Second Quarter 2025 Earnings Call, the company provided several metrics and guidance updates. They announced the debut of their Origin PET bottle caps in the market, specifically targeting the $7 billion noncarbonated water segment, with plans to expand into the broader $65 billion closures packaging market. Origin experienced delays in their CapFormer manufacturing lines, resulting in a revised revenue guidance of $20 million to $30 million for 2026 and $100 million to $200 million for 2027, down from previous estimates of $50 million to $70 million and $150 million to $210 million, respectively. The delays also impacted their adjusted EBITDA run rate breakeven, now expected in 2027 rather than 2026. Despite challenges, Origin remains focused on strategic collaborations to enhance manufacturing capacity and distribution, with ongoing efforts to optimize their financing strategy in the face of increased tariffs on European imports. The company ended the quarter with $69 million in cash and marketable securities and expects additional cash inflow from receivables and land sales.

Launch of Origin PET Bottle Caps

Origin Materials announced the first Origin PET bottle caps are now on store shelves, marking a significant inflection point for the company and the packaging industry.

Strategic Partnership with Berlin Packaging

Origin Materials secured Berlin Packaging as a new customer, expanding market reach for the 1881 cap and opening doors for forthcoming formats across all closure applications globally.

European Manufacturing Partnership

Origin Materials announced a partnership with Royal Hordijk, a leading Dutch producer, to expand European manufacturing capacity, allowing for production without US tariff impacts.

Strong Financial Position

The company ended the quarter with $69 million in cash, cash equivalents, and marketable securities, and expects significant cash inflow from accounts receivable and land sale.

Origin Materials (ORGN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ORGN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	- / -	-0.223	―	―	―
Aug 14, 2025	2025 (Q2)	- / -0.10	-0.124	20.97% (+0.03)
May 15, 2025	2025 (Q1)	- / -0.21	-0.117	-83.76% (-0.10)
Mar 13, 2025	2024 (Q4)	-0.11 / -0.10	-0.094	-6.38% (>-0.01)
Nov 14, 2024	2024 (Q3)	-0.11 / -0.22	-0.072	-209.72% (-0.15)
Aug 14, 2024	2024 (Q2)	-0.12 / -0.12	-0.087	-42.53% (-0.04)
May 14, 2024	2024 (Q1)	-0.10 / -0.12	-0.073	-60.27% (-0.04)
Feb 29, 2024	2023 (Q4)	-0.14 / -0.09	-0.073	-28.77% (-0.02)
Nov 09, 2023	2023 (Q3)	-0.12 / -0.07	-0.044	-63.64% (-0.03)
Aug 09, 2023	2023 (Q2)	-0.12 / -0.09	-0.046	-89.13% (-0.04)

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

ORGN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$0.84	$0.56	-33.33%
May 15, 2025	$0.65	$0.44	-32.31%
Mar 13, 2025	$0.85	$0.81	-4.71%
Nov 14, 2024	$1.25	$1.09	-12.80%

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.