OrionOEC
OEC
About: Orion SA is a manufacturer of carbon black products. Carbon black is a powdered form of carbon used to create the desired physical, electrical and optical qualities of various materials. The company's operating segments are Specialty Carbon Black and Rubber Carbon Black. It generates maximum revenue from the Rubber Carbon Black segment. Rubber Carbon Black segment is used in the reinforcement of rubber in tires and mechanical rubber goods. The Specialty Carbon Black segment is used as pigments and performance additives in coatings, polymers, printing and special applications. Geographically, it derives a majority of its revenue from Germany.
Employees: 1,658
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1,766% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $610K
35% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 57
0.84% more ownership
Funds ownership: 91.94% [Q1] → 92.79% (+0.84%) [Q2]
4% less funds holding
Funds holding: 197 [Q1] → 189 (-8) [Q2]
13% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 30
19% less capital invested
Capital invested by funds: $674M [Q1] → $548M (-$126M) [Q2]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$9
14%
downside
Avg. target
$9.50
9%
downside
High target
$10
4%
downside
2 analyst ratings
0 positive
0%
1 neutral
50%
1 negative
50%
JP Morgan Jeffrey Zekauskas | 14%downside $9 | Underweight Downgraded | 11 Aug 2025 |
Mizuho John Rogers | 4%downside $10 | Neutral Maintained | 15 Jul 2025 |
Financial journalist opinion
Based on 5 articles about OEC published over the past 30 days
Neutral
Seeking Alpha
2 weeks ago
Orion S.A. (OEC) Q2 2025 Earnings Call Transcript
Orion S.A. (NYSE:OEC ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Christopher John Kapsch - Vice President of Investor Relations Corning F. Painter - CEO & Executive Director Jeffrey F.
Negative
The Motley Fool
2 weeks ago
Orion (OEC) Q2 Profit Drops 56%
Orion (OEC) Q2 Profit Drops 56%
Negative
Zacks Investment Research
2 weeks ago
Orion (OEC) Q2 Earnings Miss Estimates
Orion (OEC) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.41 per share a year ago.
Neutral
Business Wire
2 weeks ago
Orion S.A. Reports Second Quarter 2025 Financial Results
HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a specialty chemical company, today announced financial results for the period ended June 30, 2025 as follows: Second Quarter 2025 Highlights Net sales of $466.4 million, down $10.6 million year over year Net income of $9.0 million, down $11.5 million year over year Diluted EPS of $0.16, down $0.19 year over year Adjusted EBITDA1 of $68.8 million, down 8% year over year Adjusted Diluted EPS1 of $0.32, down $0.09 year over year Six Months 2025 H.
Neutral
Business Wire
3 weeks ago
Orion S.A. Announces Upcoming CFO Retirement
HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, announced today the upcoming retirement of Jeff Glajch, its Chief Financial Officer, who intends to step down early in the fourth quarter of 2025. "On behalf of our entire organization, we thank Jeff for his guidance and valuable contributions to Orion over the past three and a half years," Orion CEO Corning Painter said. “Thanks to Jeff's leadership, we have exceptional finance and IT teams in place, and we.
Neutral
Business Wire
1 month ago
Orion S.A. Announces Second Quarter 2025 Earnings Release Date and Conference Call Information
HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemical company, today announced it will release its second quarter 2025 results after the market closes on Wednesday, Aug. 6, 2025, to be followed by a conference call on Thursday, Aug. 7, 2025, at 8:30 a.m. (ET). The dial-in details for the live conference call are: U.S. Toll Free: 1-877-407-4018 International: 1-201-689-8471 A conference call replay may be accessed at the following numbers through Thursday, Aug. 21, 2025:.
Negative
Zacks Investment Research
1 month ago
Orion to Shut Carbon Black Line, Streamlines Investments
OEC plans to shut carbon black lines in up to five plants, shifting focus to higher-performing assets by 2025.
Neutral
Business Wire
1 month ago
Orion S.A. to Participate in Upcoming Investor Conferences
HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced participation in upcoming investor conferences. Orion will attend the: CJS Securities' 25th Annual “New Ideas” Summer Conference in White Plains, New York, on Thursday, July 10. Mizuho Securities' Industrials & Chemicals Conference in New York City, on Wednesday, August 13. Participating in the both the CJS Securities and Mizuho events will be CEO Corning Painter, Chief Financial Officer.
Neutral
Business Wire
1 month ago
Orion S.A. to rationalize production lines in Americas, EMEA
HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, announced today it plans to discontinue production at three to five of its carbon black lines at multiple facilities in the Americas and EMEA by the end of 2025. "This decision is part of Orion's strategy to focus maintenance investments on higher-performing production lines – making them more reliable and productive – and to rationalize underperforming assets,” Orion CEO Corning Painter said. “This move is.
Neutral
Business Wire
1 month ago
Orion S.A. Declares Interim Quarterly Dividend
HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced that its Board of Directors has declared an interim dividend to be paid in the fourth quarter of 2025 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 8, 2025, to holders of record as of the close of business in New York,.
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