NASDAQ$ORGN

Origin Materials Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Origin Materials Inc reported a net loss of $17.7 million for Q1 2026 amid ongoing wind-down activities.

Origin Materials Inc recorded revenues of $0.5 million and a net loss of $17.7 million for the quarter ended March 31, 2026. The company continued to experience negative cash flows from operations and announced a plan of dissolution and liquidation following the quarter end. Total assets declined to $135.1 million with cash and marketable securities at $32.6 million.

  • Revenue declined 91% year-over-year to $477 thousand due to reduced supply chain activation program activity.
  • Net loss narrowed to $17.7 million from $26.4 million in the prior-year quarter, aided by lower impairment charges.
  • Operating cash use improved to $4.9 million with free cash flow of negative $11.8 million after capex.
  • Board approved plan of dissolution and 59% workforce reduction post-quarter to maximize shareholder value through asset sales and wind-down.

Headline financials

Total Revenue

$477K

Previous: $5.4M-91.2%
EPS (adj)

-$3.28

Previous: -$0.18-1722.2%
Common shares outstanding

5.5M

No prior period
Capital Expenditures

-$6.97M

Previous: -$6.99M+0.4%
Free Cash Flow

-$11.8M

No prior period
Net Income

-$17.7M

Previous: -$26.4M+33.2%
Operating Income

-$16.5M

Previous: -$32.6M+49.4%
Gross Profit

$477K

No prior period
Cash & Equivalents

$19.2M

No prior period
Total Assets

$135M

No prior period

Revenue & EPS history

Origin Materials · Revenue · Quarterly

$477K

Q1 2026-91.2%vs Q1 2025
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Forward guidance

Company plans to pursue dissolution and liquidation subject to stockholder approval, including sale of remaining assets and reduction in workforce.

Tailwinds

  • Orderly wind-down expected to maximize remaining shareholder value
  • Significant reduction in annual operating expenses from workforce cuts

Headwinds

  • Substantial doubt about ability to continue as going concern
  • Potential for lower-than-expected proceeds from asset sales and receivables collection

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-5.4%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-6.6%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+27.9%

Q2 2024

Best reaction

-66.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%+21.1%
Q4 2025+9.6%-40.6%-32.2%
Q3 2025-3.7%-8.2%-17.6%
Q2 2025-33.5%-36.8%-32.7%
Q1 2025-32.7%-24.0%-34.9%
Q4 2024-4.2%-9.4%-34.6%
Q3 2024-11.4%-15.4%-6.5%
Q2 2024+27.9%+86.0%+80.2%
Q1 2024-21.6%-17.4%-17.7%
Q4 2023-6.1%-5.9%-11.9%
Q3 2023-19.0%+1.8%-29.6%
Q2 2023-66.3%-67.1%-65.3%
Q1 2023+7.6%+8.8%+8.8%
Q4 2022+3.8%+0.2%-17.3%
Q3 2022+6.8%+3.6%+4.3%
Q2 2022+12.4%+18.2%-0.3%
Q1 2022-14.2%-3.1%+5.3%
Q4 2021+5.7%+11.8%+40.0%
Q3 2021+3.8%-3.9%-15.9%
Q2 2021+3.3%-13.4%+19.7%
Q1 2021-0.3%+0.1%+1.2%
Q4 2020-0.3%+0.1%+1.2%
Q2 2020+3.8%+1.9%+0.3%
Q3 2020-0.4%+0.1%+2.7%

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