Orion

OEC

Market cap $285M

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals producer, is expanding its business providing conductive additives for high-voltage cable compounds and battery energy storage systems (BESS), the company said today. These technologies are at the core of global efforts to modernize electricity grids, build power-hungry data centers for AI and accelerate the transition to renewable energy. “Orion is well positioned to be a key supplier of high-performance carbon mate.

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, announced today that Jonathan “Jon” Puckett will succeed Jeff Glajch as chief financial officer, effective Dec. 1, 2025. Puckett brings to Orion more than 30 years of financial leadership experience – much of it within the chemical industry. He joins the company after 14 years with Celanese (NYSE: CE), where he recently served as vice president and CFO for the Acetyl Chain segment. While at Celanese, Puckett.

Orion S.A. ( OEC ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Christopher Kapsch - Vice President of Investor Relations Corning Painter - CEO & Executive Director Jeffrey Glajch - Chief Financial Officer Conference Call Participants Christopher Perrella - UBS Investment Bank, Research Division Jonathan Tanwanteng - CJS Securities, Inc. Kevin Estok - Jefferies LLC, Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Presentation Operator Greetings, and welcome to the Orion S.A. Third Quarter 2025 Earnings Call.

Orion (OEC) came out with quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.47 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a specialty chemical company, today announced financial results for the period ended September 30, 2025 as follows: Third Quarter 2025 Highlights Net sales of $450.9 million, down $12.5 million year over year Net loss of $67.1 million, which includes a $80.8 million impact from goodwill impairment, down $46.9 million year over year Diluted Loss per share of $1.20, down $0.85 year over year Adjusted Diluted EPS1 of $0.29, down $0.18 year over yea.

Orion S.A. stock hit an all-time low after disappointing Q3 results and a sharp reduction in full-year guidance. Despite a steep decline, OEC's valuation remains unattractive, with high leverage, minimal free cash flow, and a third year of EBITDA decline expected. Management credibility is severely damaged after repeated overpromising and guidance cuts, with leadership changes likely needed to restore confidence.

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced a preliminary unaudited financial update for its fiscal third quarter ending September 30, 2025, and the company adjusted its full year 2025 guidance. The company also announced it will release actual third quarter 2025 results after the market closes on Tuesday, Nov. 4, 2025, to be followed by a conference call on Wednesday, Nov. 5, 2025, at 8:30 a.m. (ET). Call dial-in details are provided.

Orion S.A. trades at deep value multiples, with a forward non-GAAP P/E just over 6 and below book value. OEC's 2024 earnings were hit by a $59 million fraud loss, but the company remains profitable and has strengthened security measures. Cyclical weakness in the tire industry and US tariffs have pressured OEC, but higher-margin segments, like batteries and cables, remain resilient.

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 first quarter of 2026 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 January 20, 2026, to holders of record as of the close of business in New York,.

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced participation in upcoming investor conferences. Orion will attend the: UBS Global Materials Conference in New York City, on Wednesday, September 3. Jefferies Industrials Conference in New York City, on Thursday, September 4. Participating in both the UBS and Jefferies events will be CEO Corning Painter, Chief Financial Officer Jeff Glajch and Vice President of Investor Relations Chris Kapsch.