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Orion S.A.
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
Q3 2025 net sales 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, unfavorable raw material cost pass-through, and lower volumes in key regions.
Persistent soft demand in key markets, especially Western regions and premium tire makers, with no benefit from tariffs realized during the quarter.
Specialty growth initiatives are underway, including new qualifications for conductive carbon products in wire, cable, and energy storage markets.
Free cash flow remains positive, with $14 million generated year to date and a full-year expectation of $25–$40 million.
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 fell to 19.0%.
Adjusted EBITDA for Q3 2025 was $57.7 million, down from $80.1 million in Q3 2024.
Adjusted net income was $16.3 million, down 40.5% year-over-year; Adjusted Diluted EPS was $0.29, down from $0.47.
An $80.8 million non-cash goodwill impairment charge was recorded in Q3 2025.
Outlook and guidance
Full-year 2025 free cash flow is expected in the $25–$40 million range, with further working capital improvements targeted.
Adjusted EBITDA guidance revised to $220M–$235M and Adjusted EPS to $0.80–$0.95 per share.
New cost initiatives and headcount reductions are being implemented to enhance competitiveness.
Official 2026 guidance will be provided in February, with cost savings from competitiveness initiatives expected to reach a run rate by mid-2026.
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
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Next Orion S.A. earnings date
Q4 202517 Feb, 2026
Orion S.A.
Next Orion S.A. earnings date
Q4 202517 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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