Orion S.A.: Cyclical Downturn Or Post-Pandemic Normalization?

Orion S.A. appears to be at a cyclical low, with three consecutive years of declining EBITDA projected through 2026. OEC's current valuation—7.2x EV/EBITDA and 5.5x net leverage—is not cheap but reflects trough conditions and significant upside if the cycle turns. Management expects pricing recovery in 2027, with capacity reductions by OEC and competitors potentially supporting margin improvement.

Seeking Alpha • 9 hours ago

Orion S.A. (OEC) Q4 2025 Earnings Call Transcript

Orion S.A. (OEC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 17, 2026

Orion S.A. Reports Full Year 2025 and Fourth Quarter Earnings

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a specialty chemical company, today reported full year 2025 Net sales of $1.8 billion in 2025, a 4% decrease from the prior year, consisting of a 7% decline in price, including the pass-through effect of lower oil prices, offset by a 2% increase in volume and favorable foreign currency translation. Historically high levels of lower-tier tire imports into the Western Hemisphere and persistently soft demand in key industrial end-markets including.

Business Wire • Feb 17, 2026

Orion (OEC) Reports Q4 Loss, Tops Revenue Estimates

Orion (OEC) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to earnings of $0.35 per share a year ago.

Zacks Investment Research • Feb 17, 2026

Orion S.A. to Participate in Upcoming Investor Conferences

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced participation in upcoming investor conferences. Orion will attend the: New York Stock Exchange (NYSE) Investor Access Day Series (Virtual) – Materials Sector on Thursday, March 5. Loop Capital Markets' 7th Annual Investor Conference (Virtual) on Monday, March 9. Participating in both the NYSE and Loop Capital events will be CEO Corning Painter, Chief Financial Officer Jon Puckett and Vice Pre.

Business Wire • Feb 5, 2026

Orion S.A.'s Safety Record in 2025 Was Nine Times Better Than Industry Average

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals producer, achieved a safety record for employees in 2025 that was nine times better than the average for the chemical manufacturing industry, the company said today. With only three employee injuries at its plants worldwide, Orion finished the year with a Total Recordable Incidence Rate (TRIR) of 0.18 per 200,000 exposure hours, the second-best year in the company's history. The carbon black producer's safest year wa.

Business Wire • Jan 29, 2026

Orion S.A. Announces Fourth Quarter 2025 Earnings Release Date and Conference Call Information

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a specialty chemical company, today announced that it will release its fourth quarter 2025 results before the market opens on Tuesday, Feb. 17, 2026, to be followed by a conference call at 8:30 a.m. (ET) the same day. The dial-in details for the live conference call are as follow: U.S. Toll Free: 1-877-407-4018 International: 1-201-689-8471 A conference call replay may be accessed at the following numbers through Tuesday, March 3, 2026: U.S. Tol.

Business Wire • Jan 15, 2026

The Bottom Fishing Club - Orion S.A.: Leading The Carbon Future

Orion is deeply undervalued after a severe sector selloff, with shares rebounding from multi-year lows since November, holding the potential for +200% to +400% upside by late 2027. OEC's diversified global carbon business faces soft demand, especially in tires, but management is aggressively cutting costs and rationalizing production to stabilize cash flow. Debt remains elevated, but maturities are mostly in 2028 and beyond, reducing near-term refinancing risk as management targets improved free cash flow, from $25–40 million in 2025.

Seeking Alpha • Jan 8, 2026

Orion S.A. Gains Commercial Traction With Conductive Additives Vital for Grid Modernization

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals producer, is expanding its business providing conductive additives for high-voltage cable compounds and battery energy storage systems (BESS), the company said today. These technologies are at the core of global efforts to modernize electricity grids, build power-hungry data centers for AI and accelerate the transition to renewable energy. “Orion is well positioned to be a key supplier of high-performance carbon mate.

Business Wire • Nov 19, 2025

Orion S.A. Names Jonathan Puckett Chief Financial Officer

HOUSTON--(BUSINESS WIRE)--Orion S.A. (NYSE: OEC), a global specialty chemicals company, announced today that Jonathan “Jon” Puckett will succeed Jeff Glajch as chief financial officer, effective Dec. 1, 2025. Puckett brings to Orion more than 30 years of financial leadership experience – much of it within the chemical industry. He joins the company after 14 years with Celanese (NYSE: CE), where he recently served as vice president and CFO for the Acetyl Chain segment. While at Celanese, Puckett.

Business Wire • Nov 7, 2025