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Orion Group (ORN) investor relations material
Orion Group 24th Annual Diversified Industrials & Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.24th Annual Diversified Industrials & Services Conference summary18 Sep, 2025
Business Overview and Leadership
Operates in two segments: concrete construction (buildings, data centers, industrial facilities) and marine construction (bridges, ports, wharves, pipelines, Navy projects).
Focuses on large-scale infrastructure projects, with 2024 revenue of $796M and adjusted EBITDA of $42M.
Recognized as a top contractor in marine and transportation, with a strong backlog of $729M at year-end 2024.
Leadership team with deep industry experience is driving execution, growth, and operational improvements.
Strategic Transformation and Growth
Recent years focused on turnaround, building a foundation for growth, and improving operational discipline.
Strategic plan underway, emphasizing geographic expansion, fleet upgrades, talent development, and targeted acquisitions.
Implemented minimum bid margin thresholds and selective project pursuit to improve profitability.
Phase I improved concrete profitability and financial flexibility; Phase II targets expansion, specialized marine construction, M&A, and platform integration.
Opportunity pipeline has grown to $18B, with 87.5% in marine and 75% in the public sector.
Market Opportunities and Industry Drivers
Significant opportunities in U.S. ports due to aging infrastructure and larger ships, with funding from IIJA and other sources.
Major federal projects in the Pacific driven by U.S. Navy investments for China deterrence, with over $100 billion planned over 3–10 years.
Growing demand for coastal rehabilitation, energy security, LNG, petrochemical, and data center construction, especially in the Gulf and Western Canada.
Shipbuilding renaissance and related incentives expected to provide additional long-term tailwinds.
U.S. Navy infrastructure renewal and Pacific Deterrence Initiative expected to drive multi-year project flow.
Marine growth: What specialized equipment is needed?
Concrete margin expansion: What drives improvement?
Pacific Navy work: What drives higher margins?
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Next Orion Group earnings date
Q3 202529 Oct, 2025
Next Orion Group earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Orion Group Holdings Inc is a specialty construction company that provides marine and industrial construction services. The company operates through two primary segments: marine construction, which includes dredging, bulkhead construction, and marine terminal development; and industrial construction, which focuses on heavy civil and mechanical work for sectors such as petrochemical, energy, and manufacturing. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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