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Origin Materials (ORGN) investor relations material
Origin Materials Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
First commercially viable PET bottle caps launched and now available on store shelves, marking a major milestone for sustainable packaging and the industry.
Announced Berlin Packaging as the first publicly named customer, expanding distribution and market reach.
Strategic review initiated with RBC Capital Markets to accelerate value capture, address production-demand gaps, and explore business combinations, asset sales, and financing.
Refined market segmentation to prioritize high-value cap segments, focusing immediate sales on the $7B flat water market, with future expansion planned for CSD and other segments.
PET cap production commenced in early 2025, with product qualification and scaling supply underway to enable commercial revenue in 2026.
Financial highlights
Q2 2025 revenue was $5.8M, down from $7.0M year-over-year; six-month revenue was $11.2M, down 19% year-over-year due to planned supply chain program reduction.
Net loss for Q2 2025 was $12.7M, improved from $19.5M in Q2 2024; six-month net loss was $39.2M, up from $33.4M year-over-year.
Adjusted EBITDA loss for Q2 2025 was $9.9M, compared to $12.9M in the prior-year period; six-month Adjusted EBITDA was $(20.9)M.
Cash, cash equivalents, and marketable securities totaled $69.4M as of June 30, 2025.
Impairment charge of $16.6M recorded in 2025 related to the termination of a take-or-pay agreement.
Outlook and guidance
Revenue guidance for 2026 revised to $20M–$30M (down from $50M–$70M); 2027 guidance now $100M–$200M (down from $150M–$210M), reflecting manufacturing delays.
Adjusted EBITDA run rate breakeven pushed from 2026 into 2027 due to production delays.
Management is seeking additional financing and strategic partnerships to fund operations and growth.
Strategic review may further impact guidance depending on outcomes.
The company expects continued net losses and negative cash flows from operations for the foreseeable future.
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