NYSE$OEC

Orion SA · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Orion SA reported lower net sales and net income for Q2 2025 compared to the prior year.

Net sales declined 2.2% to $466.4 million due to lower oil prices, partially offset by higher Rubber segment volume. Gross profit fell 10.4% to $98.4 million and net income dropped 56% to $9.0 million. Adjusted EBITDA decreased 8.4% to $68.8 million amid weaker Specialty segment performance.

  • Q2 net sales of $466.4 million declined 2.2% year-over-year on lower oil prices despite 3% volume growth.
  • Specialty Carbon Black volume fell 7.8% while Rubber Carbon Black volume rose 6.9%.
  • Net income fell 56% to $9.0 million and operating income declined 23% to $32.1 million.
  • Adjusted EBITDA decreased 8.4% to $68.8 million, driven by Specialty segment weakness and unfavorable mix.

Headline financials

Total Revenue

$466M

Previous: $477M-2.2%
EPS (adj)

$0.16

Previous: $0.35-54.3%
Volume

240.0K

Previous: 233.1K+3.0%
Free Cash Flow

$9M

Previous: $20.5M-56.1%
Net Income

$9M

Previous: $20.5M-56.1%
Operating Income

$32.1M

Previous: $41.6M-22.8%
Gross Profit

$98.4M

Previous: $110M-10.4%
Cash & Equivalents

$42.6M

Previous: $34.2M+24.6%
Total Assets

$2.02B

Previous: $1.91B+6.1%

Revenue & EPS history

Orion · Revenue · Quarterly

$466M

Q2 2025-2.2%vs Q2 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

Orion · $466M total across 2 segments · Q2 2025

  • Rubber Carbon Black
    $308M
  • Specialty Carbon Black
    $158M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.9%

Avg return

Earnings day

-1.5%

Avg return

5 days after

+0.2%

Avg return

30 days after

57%

26 / 46 earnings

Positive

+10.0%

Q4 2022

Best reaction

-27.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-12.3%-8.5%-18.0%
Q4 2025-19.8%-14.5%-26.9%
Q3 2025-8.4%-1.0%+1.6%
Q1 2025-10.6%-0.8%+0.5%
Q4 2024+3.3%-0.4%-8.3%
Q3 2024-5.9%+5.3%+7.9%
Q2 2024-27.4%-28.0%-24.2%
Q1 2024-0.0%+4.0%+5.3%
Q4 2023+1.6%+0.8%-1.6%
Q3 2023+4.5%+4.1%+20.6%
Q2 2023+5.5%+4.0%+4.8%
Q1 2023+6.7%-0.2%+11.2%
Q4 2022+10.0%+11.4%+10.7%
Q3 2022+6.2%+11.1%+20.7%
Q2 2022-8.0%-8.1%-3.8%
Q1 2022+1.7%+0.8%+22.6%
Q4 2021-9.5%-19.4%-18.7%
Q3 2021+0.8%-0.4%-10.8%
Q2 2021+1.4%+0.2%+3.9%
Q1 2021-1.1%-6.1%-7.4%
Q4 2020-2.0%+2.0%+19.1%
Q3 2020-6.2%+3.2%+14.0%
Q2 2020+9.4%+11.4%+15.7%
Q1 2020+4.9%-5.5%+54.9%
Q4 2019+6.9%-5.7%-54.6%
Q3 2019+8.9%+15.9%+8.1%
Q2 2019-20.8%-29.5%-28.6%
Q1 2019+4.9%+2.9%-11.2%
Q4 2018-19.3%-22.6%-27.5%
Q3 2018+8.2%+2.1%+1.2%
Q2 2018+8.0%+9.5%+10.3%
Q1 2018+0.0%+1.5%+19.8%
Q4 2017+1.3%-0.4%-8.9%
Q3 2017+0.6%+2.8%+2.8%
Q2 2017+2.6%-2.6%+3.8%
Q1 2017+0.5%-2.9%-7.4%
Q4 2016-1.0%-0.7%-9.3%
Q3 2016+3.4%+1.1%+0.8%
Q2 2016+7.0%+6.4%+13.1%
Q1 2016+9.1%
Q4 2015+1.8%
Q3 2015-6.7%
Q2 2015-0.7%
Q1 2015-0.3%
Q4 2014+1.5%
Q3 2014-2.1%
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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