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Origin Materials (ORGN) investor relations material
Origin Materials Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Nov, 2025
Executive summary
Secured a convertible debt facility with an initial $15M tranche and up to $90M total, plus expanded equipment-backed financing to $30M, supporting manufacturing capacity build-out and PET cap production scale-up.
Achieved first commercial order from Berlin Packaging, with PET caps in stores as of August 2025, expanding global reach and customer pipeline.
Maintained revenue and Adjusted EBITDA guidance, with strong customer demand and on-track CapFormer build-out.
Focused on enabling the transition to sustainable materials through proprietary PET cap technology, targeting a >$65B addressable market.
Initiated a strategic review with RBC Capital Markets to explore business combinations, asset sales, and financing options.
Financial highlights
Q3 2025 revenue was $4.7M, down from $8.2M in Q3 2024, and nine-month 2025 revenue was $15.9M, down 28% year-over-year due to a planned supply chain program reduction.
Net loss for Q3 2025 was $16.4M, and for the nine months was $55.6M, both improved from prior periods due to lower operating expenses.
Adjusted EBITDA loss for Q3 2025 was $11.6M, and for the nine months was $(32.6)M, both improved year-over-year.
Cash, cash equivalents, and marketable securities totaled $54.3M at September 30, 2025.
Attractive mid double-digit gross margins anticipated as commercialization scales.
Outlook and guidance
Revenue guidance unchanged: $20–$30M expected in 2026, $100–$200M in 2027, with adjusted EBITDA run-rate break-even targeted for 2027.
Focus on product qualification and scaling supply in 2025 to enable commercial revenue in 2026.
CapFormer deployment on track, with Line 7 and 8 startup possibly extending into Q1 2027.
Management expects continued net losses and negative cash flows from operations for the foreseeable future.
Financing plan in place to fund operations through projected Adjusted EBITDA break-even.
Explain debt servicing strategy
Customer qualification timeline for Lines 2 & 4?
Timeline for consolidated cap design features?
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Next Origin Materials earnings date
Q4 202523 Feb, 2026
Next Origin Materials earnings date
Q4 202523 Feb, 2026
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Frequently asked questions
Origin Materials Inc is a materials science company focused on producing carbon-negative materials from sustainable feedstocks. The company develops chemical building blocks used in packaging, textiles, automotive, and construction industries. Its technology platform aims to reduce reliance on fossil-based inputs by transforming biomass into useful products. Origin Materials Inc is headquartered in West Sacramento, California, and its shares are listed on the NASDAQ.
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