The earnings call reflects a mixed outlook for Orion S.A. with both positive and negative aspects. While the company achieved expected EBITDA performance and made progress in operational initiatives, it faces significant demand headwinds and challenges in its specialty segment. The shift in capital allocation and self-help initiatives are positive steps for long-term improvement, but current market conditions remain challenging.

Company Guidance -

Q3 2025

During the Orion S.A. Second Quarter 2025 Earnings Conference Call, the company provided guidance that reflected several key metrics and strategic directions. Orion reported an adjusted EBITDA of $69 million for Q2, which was in line with expectations despite experiencing demand headwinds. Overall volumes increased by 3% year-over-year but declined by more than 4.5% sequentially. The company highlighted improved manufacturing performance as a driver of earnings, with efforts to optimize operational excellence and reduce unplanned downtime. Orion also narrowed its adjusted EBITDA guidance by reducing the high end of the prior range, maintaining free cash flow expectations of $40 million to $70 million, with a midpoint of $55 million. The company emphasized a shift in capital allocation priorities towards debt reduction over share repurchases, aiming to improve its net debt-to-EBITDA ratio, which stood at 3.55 at the end of the quarter. Orion is also focusing on long-term growth in its Specialty segment, with an emphasis on high-growth conductive grades for lithium-ion batteries and other applications. Additionally, the company announced plans to rationalize production by shuttering 3 to 5 production lines, representing less than 5% of global capacity, to improve cash flow and operational efficiency.

Adjusted EBITDA Performance

Orion generated $69 million of adjusted EBITDA in Q2, which was in line with expectations despite demand headwinds.

Volume Growth

Overall, volumes were up 3% year-over-year in the quarter, driven by improved manufacturing performance and operational excellence initiatives.

Specialty Product Resilience

Some profitable specialty product lines exhibited resilience, and progress was made with new customer qualifications in higher-growth segments like lithium-ion batteries and energy storage systems.

Capital Allocation Shift

Company shifted capital allocation priorities towards debt reduction over share repurchases, indicating a focus on strengthening the balance sheet.

Self-help Initiatives

Operational excellence programs and production rationalization are being implemented to bolster performance, including the shutdown of 3 to 5 production lines representing less than 5% of global capacity.

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
Oct 30, 2025	2025 (Q3)	0.40 / -	0.47	―	―	―
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)
Aug 09, 2023	2023 (Q2)	0.52 / 0.53	0.58	-8.62% (-0.05)

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
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%
Nov 07, 2024	$16.34	$15.57	-4.71%

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 Oct 30, 2025, After Close (Confirmed).

What is Orion Engineered (OEC) earnings time?

Orion Engineered (OEC) earnings time is at Oct 30, 2025, 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 (Q3) is 0.4.

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