Orion Engineered Carbons

Orion Engineered Carbons SA engages in the production and supply of carbon black. It operates through the following segments: Specialty Carbon Black and Rubber Carbon Black. The Specialty Carbon Black segment manufactures specialty carbon black at multiple sites for a broad range of specialized applications. The Rubber Carbon Black segment is used in the reinforcement of rubber in tires and mechanical rubber goods. Specialties are used as pigments and performance additives in coatings, polymers, printing and special applications. The company was founded on April 13, 2011 and is headquartered in Spring, TX.

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Orion Engineered Carbons reports record Q1 earnings and growth opportunities

Orion Engineered Carbons delivered strong financial performance in Q1 2023, with record EBITDA and EPS, completion of key projects, and improvements in core businesses.
While facing challenges from market conditions and raw material cost fluctuations, the company remains optimistic about future performance and growth opportunities.
With a focus on sustainable growth, return on investment, and shareholder value, Orion Engineered Carbons is poised for continued success and value creation.

Orion Engineered Carbons (OEC) reports record performance and strategic growth plans

Orion Engineered Carbons (OEC) showcased a robust performance in Q2 2023, with strong financial results and strategic initiatives. While facing challenges in specialty demand and pricing fluctuations, they are poised to capitalize on opportunities in the rubber industry and expanding markets. Orion's proactive approach to debt reduction and capacity expansion positions them well for future growth.

Orion Engineered Carbons (OEC) reports solid Q3 performance and outlines growth strategies

Orion Engineered Carbons (OEC) delivered a strong performance in Q3 2023, with positive financial metrics and strategic advancements.
While facing challenges in the specialty and rubber segments, the company is well-positioned to capitalize on growth opportunities through innovation and market strategies.
Maintaining a focus on financial strength, sustainability, and product innovation will be crucial for Orion Engineered Carbons (OEC) to drive future success.

Orion Engineered Carbons achieves record EBITDA, eyes sustainable growth

Orion Engineered Carbons demonstrated resilience in financial performance, strategic focus on sustainability, and proactive debt reduction strategies in 2023.
Challenges in gross profit per ton and short-term financial impacts were addressed transparently, with a clear outlook on growth opportunities for 2024.
The company's leadership team's guidance and responsiveness to market dynamics position Orion well for continued success and value creation for shareholders.

Orion Engineered Carbons (OEC) reports stellar Q1 performance and growth outlook

Orion Engineered Carbons (OEC) showcased robust financial performance in Q1 2024, setting the stage for a promising year ahead. With strong EBITDA guidance, sustainability achievements, and strategic investments, the company is well-positioned for growth amidst evolving market dynamics.

Orion Engineered Carbons (OEC) reports mixed Q2 performance, eyes sustainable growth

Orion Engineered Carbons (OEC) faced challenges in Q2 2024 with lower-than-expected EBITDA, primarily driven by issues in the Rubber segment. Despite this, the company remains optimistic about future growth prospects, focusing on sustainable products and profit growth in the Specialty segment. Revised guidance reflects a cautious outlook for the remainder of 2024.

Orion Engineered Carbons reports solid Q3 performance amidst market challenges

Orion Engineered Carbons delivered a strong performance in Q3 2024, showcasing resilience in the face of challenges. With a positive outlook for 2025, focusing on lower capital spending and business trajectory, the company is poised for continued growth and profitability.

Orion Engineered Carbons reports resilient earnings amidst market challenges

Guidance for 2025 includes expectations for higher Rubber volumes, better specialty demand, and improved operational performance. The company plans to actively navigate market challenges, be opportunistic, and leverage the free cash flow inflection for value creation.

Orion Engineered Carbons navigates challenges in Q1 2025 earnings

Orion Engineered Carbons faced challenges in Q1 2025 but continued share repurchases and focused on improving cash flow. Mixed business conditions and higher costs from unplanned downtime were key concerns for the company. Guidance adjustments were made to address lower tire manufacturing rates and inventory changes based on oil prices.

Orion Engineered Carbons reports stable Q2 performance amidst sector challenges

OEC's Q2 performance met expectations, with the Rubber business showing growth and the Specialty segment facing challenges. Strategic initiatives to enhance productivity and focus on debt reduction highlight a commitment to financial stability. Opportunities lie in reducing CapEx, optimizing operational efficiency, and leveraging the growth potential of the Conductive product line.

Orion Engineered Carbons reports Q3 earnings slightly above expectations

Orion Engineered Carbons' Q3 performance slightly exceeded expectations, with challenges in key markets addressed through cost improvements. Despite market headwinds, the company remains focused on generating positive free cash flow and optimizing its cost structure.

Orion Engineered Carbons (OEC) reports strong Q4 results and navigates industry challenges with proactive strategies

Orion Engineered Carbons (OEC) delivered strong Q4 results and $55 million in free cash flow for 2025, driven by higher volumes and cost efficiencies. The company's focus on safety, cost management, and productivity enhancements positions it well to tackle industry challenges and sustain positive cash flow. Challenges from elevated tire imports necessitated strategic actions like cost management and production line rationalization. Analyst inquiries on contract outcomes and market trends underscore the importance of proactive decision-making in a dynamic industry landscape. Orion's negotiation of a credit agreement amendment reflects its proactive stance in navigating industry headwinds. Guidance for 2026 underscores the company's commitment to adjusted EBITDA, free cash flow, and capital expenditures to maintain positive financial performance.

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Orion SA engages in the production and supply of carbon black. It operates through the Specialty Carbon Black and Rubber Carbon Black segments. The Specialty Carbon Black segment manufactures specialty carbon black at multiple sites for a broad range of specialized applications. The Rubber Carbon Black segment is used in the reinforcement of rubber in tires and mechanical rubber goods. Specialties are used as pigments and performance additives in coatings, polymers, printing and special applications. The company was founded on April 13, 2011 and is headquartered in Senningerberg, Luxembourg.