The earnings call presented a mixed picture with strong operational performance and strategic growth in the Specialty segment, but significant challenges in the Rubber segment demand and profitability pressures due to market conditions. The company's focus on cost control and free cash flow generation is a positive, but the current market challenges and financial impacts weigh heavily on the sentiment.

Company Guidance

During the Orion S.A. Third Quarter 2025 Earnings Call, the company provided several metrics and insights into their performance and future expectations. Orion reported an adjusted EBITDA of approximately $58 million, which was slightly above their mid-October preannouncement but still below expectations. The company highlighted a 29% decline in U.S. tire production and a 20% decline across Europe, with Western Europe seeing a more significant 35% drop. These declines have been attributed to a malaise in global industrial activity, as reflected by soft PMI readings, and elevated levels of imports affecting production rates. Despite these challenges, Orion is focusing on improving its structural cost competitiveness and aims to ensure positive free cash flow, with expectations of $25 million to $40 million in free cash flow for the full year 2025. The company is also implementing cost-saving strategies and optimizing its production network to enhance its competitive position in anticipation of potentially improved demand conditions.

New CFO Announcement

A new CFO with 30-plus years of financial and business leadership experience, including 15 years in the chemical industry, will start on December 1, 2025.

Plant Reliability and Operational Performance

Operating teams delivered strong plant reliability, contributing to improved customer service levels, better quality, reduced scrap, and lower inventory levels.

Specialty Segment Growth

Efforts in the Specialty segment are bearing fruit with customer qualifications in high-voltage wire and cable market and battery energy storage space, indicating growth potential in applications beyond traditional EV batteries.

Positive Free Cash Flow Outlook

Despite EBITDA decline, the company expects to generate positive free cash flow of $25 million to $40 million for the full year 2025.

Orion Engineered (OEC) 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 >

OEC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 12, 2026	2025 (Q4)	0.07 / -	0.35	―	―	―
Nov 04, 2025	2025 (Q3)	0.26 / 0.29	0.47	-38.30% (-0.18)
Aug 06, 2025	2025 (Q2)	0.34 / 0.32	0.41	-21.95% (-0.09)
May 07, 2025	2025 (Q1)	0.43 / 0.22	0.52	-57.69% (-0.30)
Feb 19, 2025	2024 (Q4)	0.21 / 0.35	0.17	105.88% (+0.18)
Nov 07, 2024	2024 (Q3)	0.47 / 0.47	0.49	-4.08% (-0.02)
Aug 01, 2024	2024 (Q2)	0.57 / 0.41	0.53	-22.64% (-0.12)
May 02, 2024	2024 (Q1)	0.52 / 0.52	0.74	-29.73% (-0.22)
Feb 14, 2024	2023 (Q4)	0.34 / 0.17	0.26	-34.62% (-0.09)
Nov 02, 2023	2023 (Q3)	0.46 / 0.49	0.57	-14.04% (-0.08)

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

OEC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$4.90	$4.50	-8.16%
Aug 06, 2025	$9.06	$10.88	+20.09%
May 07, 2025	$11.19	$9.99	-10.72%
Feb 19, 2025	$14.58	$15.07	+3.36%

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 Orion Engineered (OEC) report earnings?

Orion Engineered (OEC) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).

What is Orion Engineered (OEC) earnings time?

Orion Engineered (OEC) earnings time is at Feb 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 OEC EPS forecast?

OEC EPS forecast for the fiscal quarter 2025 (Q4) is 0.07.

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