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Orion Engineered (OEC)
NYSE:OEC
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.37Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -0.80%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Negative
The earnings call highlighted significant challenges, including unplanned plant outages and cost issues impacting the rubber segment, alongside cautious specialty demand. These challenges were somewhat offset by sequential improvements in plant operations, progress in China, and cost reduction measures. However, the lowlights weigh heavily, indicating significant operational hurdles.Company Guidance
During the Orion First Quarter 2025 Earnings Results Conference Call, the company provided several key metrics and guidance for the year. The first quarter was challenging, with several unplanned plant outages impacting productivity and costs, masking $10 million of greater earnings potential. This resulted in an underlying earnings power of approximately $70 million for EBITDA. Despite these issues, Orion reaffirmed its free cash flow guidance for 2025, targeting an improvement of $100 million compared to 2024, with a forecasted range of $40 million to $70 million. The company reduced its 2025 capital expenditure expectations by $10 million, down to $150 million, and plans to focus on building cash and reducing debt. Orion expects benefits from tariffs on imported tires to materialize in the second half of 2025, potentially improving demand for local tire manufacturing. Additionally, the company highlighted improved operations in its South American and Asian regions, although challenges persist due to elevated tire imports impacting Western markets.Improved Sequential Plant Operations
Orion reported improved sequential plant operations, which is expected to contribute favorably moving forward.
Specialty Segment Volume Growth
Specialty segment volumes improved by 3% sequentially, although they declined 2% year-over-year.
China Operational Improvements
Orion made good progress in resolving operational challenges at the new facility in China, expecting a positive EBITDA contribution swing.
Cost Reduction and Efficiency Measures
Headcount reduction measures completed in Q1 are expected to save $5 million to $6 million annually, with additional savings anticipated.
Free Cash Flow Guidance Reaffirmed
Despite lower EBITDA guidance, Orion reaffirmed its full-year free cash flow expectations.
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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 |
|---|---|---|---|
May 07, 2025 | $11.23 | $10.03 | -10.69% |
Feb 19, 2025 | $14.64 | $15.12 | +3.28% |
Nov 07, 2024 | $16.39 | $15.63 | -4.64% |
Aug 01, 2024 | $22.98 | $17.83 | -22.41% |
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 Jul 31, 2025, TBA Not Confirmed.
What is Orion Engineered (OEC) earnings time?
Orion Engineered (OEC) earnings time is at Jul 31, 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 (Q2) is 0.37.
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