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Orion S.A. (OEC) investor relations material
Orion S.A. Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Net sales for Q3 2025 were $450.9 million, down 2.7% year-over-year, with a net loss of $67.1 million driven by an $80.8 million goodwill impairment and lower gross profit.
Adjusted EBITDA for Q3 2025 was $57.7 million, down 28% year-over-year, reflecting adverse product mix, lower volumes in key regions, and unfavorable raw material cost pass-through.
Persistent soft demand in Western and premium specialty markets, with no benefit from tariffs realized during the quarter.
Free cash flow generation remains positive, with $14 million year-to-date and a full-year expectation of $25–$40 million.
Specialty growth initiatives are underway, including new qualifications for conductive grades in wire, cable, and energy storage markets.
Financial highlights
Q3 2025 net sales were $450.9 million, down 2.7% year-over-year, with volume up 5.5%.
Gross profit for Q3 2025 was $85.6 million, down 20.4% year-over-year; gross margin was 19.0%.
Adjusted EBITDA for Q3 2025 was $57.7 million, down 28% year-over-year; Adjusted Diluted EPS was $0.29, down from $0.47.
Net loss for Q3 2025 was $67.1 million, compared to a $20.2 million loss in Q3 2024, mainly due to the goodwill impairment.
Cash flow from operations for the nine months was $122.9 million.
Outlook and guidance
Free cash flow for 2025 is expected in the $25–$40 million range, supported by working capital improvements.
Full-year 2025 adjusted EBITDA guidance revised to $220M–$235M; adjusted EPS guidance revised to $0.80–$0.95 per share.
No assumption of demand recovery in key end markets; actions are being taken based on current conditions.
Guidance for 2026 will be provided in February, with cost savings from competitiveness initiatives expected to reach run rate by mid-2026.
New cost initiatives and headcount reductions are being implemented to enhance competitiveness.
Impact of Asian tire imports on Rubber demand?
Detail new cost initiatives' impact on competitiveness.
What drives lower segment EBITDA despite volume growth?
Impact of trade policy & customer shifts on tire demand
Quantify 2026 FCF impact of self-help actions
Revenue potential of new Specialty product qualifications
When will cost rationalization savings impact EBITDA?
How do tariffs shift consumer tire purchasing?
Conductive carbon products' 2026 revenue contribution?
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Next Orion S.A. earnings date
Q4 202513 Feb, 2026
Next Orion S.A. earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Orion S.A. is a diversified multinational conglomerate primarily engaged in the production of industrial chemicals, construction materials, and consumer goods. The company's operations span several key sectors including chemical manufacturing where it produces a range of basic and specialty chemicals used in various industrial processes. In the construction segment, Orion S.A. supplies materials such as cement and concrete, playing a crucial role in infrastructure development projects globally. Additionally, the consumer goods division offers a variety of products that cater to everyday needs, enhancing the company's market presence across different consumer segments. The company is headquartered in Brussels, Belgium, and its shares are listed on the Euronext Brussels.
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