Origin Materials, Inc. (ORGN)
NASDAQ:ORGN
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.22Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call conveyed meaningful technical and commercial progress — a validated new PET cap design, an initial retail placement, distribution partnerships, and full procurement of production lines — but these positives are overshadowed by significant financial and execution risks: a $165.9M impairment tied to ceasing the furanics platform, constrained liquidity with cash runway into Q3 2026 absent financing, limited access to existing facilities due to low stock price, and a one-year delay to adjusted EBITDA breakeven (2027 to 2028). While product prospects and partner interest remain, near-term survival and slower-than-expected commercialization elevate downside risk.Company Guidance
Product Development Progress — Improved PET Cap Design
Origin delivered the latest iteration of PET caps to multiple world-class beverage brands; internal testing shows market improvement in seal performance and impact resistance, meeting industry benchmarks on ball impact and heated stress testing. Approximately 30 key prospects are receiving and evaluating the latest design.
First Commercial Shelf Placement
First products with Origin PET caps reached retail shelves in California in August 2025 (Power Hydration), with on-shelf performance reported as essentially equivalent to standard HDPE caps and plans for expansion in that product line.
Distribution and Partnership Expansion
New and existing go-to-market relationships announced to support global distribution: HP Embalagens (March 2026), Berlin Packaging (August 2025) and Matrix Bottling Group (February 2026), enabling access to small and mid-size brands and international markets.
Manufacturing Capacity Procured
CapFormer line build-out: six production lines fully procured and projected to be installed by year-end 2026. Encouraging 100-up mold inline test results; mold alterations in process prior to wider installation.
Balance Sheet Assets that Could Provide Liquidity
Cash, cash equivalents and marketable securities of $53.5 million as of December 31, 2025; net accounts receivable of $13 million tied to the legacy supply chain activation program (expected to be collected); and $9.1 million in land held for sale (Geismar, LA) being actively marketed.
Existing Convertible Facility and Equipment Financing Efforts
Announced convertible debt facility with initial tranche of $15 million and optional capacity up to $90 million (equity payment feature available but constrained by stock price). Announced a nonbinding $20 million equipment financing term sheet (later did not progress to definitive agreement).
Focused Commercial Strategy
Company is executing a 'water-first' go-to-market approach within the $65 billion global closures market and is intensifying a strategic review to pursue business combinations, licensing, asset divestitures or financing to accelerate value creation.
ORGN 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
ORGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 27, 2026 | $3.66 | $2.41 | -34.15% |
Nov 13, 2025 | $15.03 | $14.40 | -4.21% |
Aug 14, 2025 | $25.16 | $16.80 | -33.25% |
May 15, 2025 | $19.42 | $13.20 | -32.04% |
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.
FAQ
When does Origin Materials, Inc. (ORGN) report earnings?
Origin Materials, Inc. (ORGN) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Origin Materials, Inc. (ORGN) earnings time?
Origin Materials, Inc. (ORGN) earnings time is at May 12, 2026, After Close (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 ORGN EPS forecast?
Currently, no data Available
