Orion

OEC

Market cap $431M

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals producer, today released its 2025 Sustainability Report, showcasing how the company's materials are advancing electrification, energy storage and the circular economy. With the theme “Driving innovation – essential for the future,” the report's highlights include upgrading technology in Sweden that recovers heat from the production process and supplies it to a city. In South Africa, operational improvements reduced w.

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced participation in upcoming investor conferences. Orion will attend the: Mizuho Small & Mid-Cap Chemicals Conference in New York on Tuesday, June 2. Wells Fargo 16th Industrials & Materials Conference in Chicago on Thursday, June 11. Participating in the Mizuho event will be Chief Financial Officer Jon Puckett and Vice President of Investor Relations Chris Kapsch. Attending the Wells Fa.

Orion swings to a Q1 loss as lower pricing, oil pass-through effects and weak Rubber Carbon Black margins offset higher volumes.

Orion NYSE: OEC raised its full-year earnings outlook after reporting first-quarter adjusted EBITDA that exceeded internal expectations, as management cited stronger demand late in the quarter and ongoing benefits from the company's regional manufacturing footprint amid volatile energy markets and supply chain disruptions.

Orion S.A. (OEC) Q1 2026 Earnings Call Transcript

Orion (OEC) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of $0.19. This compares to earnings of $0.22 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a specialty chemical company, today reported First Quarter 2026 Net sales of $460 million, a 4% decrease from the prior year, consisting of a 11% reduction in price, predominantly from the pass-through effect of lower year-over-year oil prices, and 1% adverse mix, which was partly offset by 2% higher volumes and 6% favorable foreign currency translation. Our first quarter results improved as the quarter progressed, despite a slow start in Januar.

Exploration and production company Magnolia Oil & Gas saw shares rise as the sharp increase in oil prices drove a broad rally across US-based oil producers. Red Rock Resorts' fundamentals remained solid, though the stock faced pressure in Q1 as investors linked gaming demand to discretionary spending trends. Recent Knowles' strategic initiatives have reshaped the portfolio toward higher-margin, mission-critical end markets with more durable demand drivers.

OEC faces a 2026 earnings reset as pricing weakens and demand stays soft, putting pressure on margins while cost cuts and cash flow execution take center stage.

OEC trades below its industry, but FY26 EBITDA guidance signals a reset as investors watch cash flow and deleveraging.