OEC · Orion S.A.
$6.98
+0.12 (+1.75%)
At close · Jul 24
Market Cap
$394.16M
Shares
56.39M
Orion S.A. Earnings Call Transcripts
Every quarterly earnings call for Orion S.A. (OEC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲35%
$541.20M
$29.70M
'22 Q2
22-08-04
▲38.2%
$543.10M
$31.80M
'22 Q3
22-11-04
▲17.7%
$462.10M
$12.20M
'22 Q4
23-02-17
▲3.3%
$500.70M
$42.30M
'23 Q1
23-05-04
▼15.2%
$458.80M
$30.10M
'23 Q2
23-08-09
▼14.2%
$466.20M
$26.20M
'23 Q3
23-11-02
▲1.3%
$468.20M
$4.90M
'23 Q4
24-02-15
▲0.4%
$502.90M
$26.70M
'24 Q1
24-05-02
▲4%
$477.00M
$20.50M
'24 Q2
24-08-01
▼0.6%
$463.40M
−$20.20M
'24 Q3
24-11-07
▼7.3%
$434.20M
$17.20M
'24 Q4
25-02-20
▼5%
$477.70M
$9.10M
'25 Q1
25-05-07
▼2.2%
$466.40M
$9.00M
'25 Q2
25-08-06
▼2.7%
$450.90M
−$67.10M
'25 Q3
25-11-05
▼5.2%
$411.70M
−$21.10M
'25 Q4
26-02-17
LATEST
▼3.8%
$459.50M
−$9.90M
'26 Q1
26-05-06
Earnings call
FY26 · Q1
2026-05-06
Orion S.A. Q1 FY2026 Earnings Call
Revenue
$459.50M
▼ 3.8% YoY Diluted EPS
$-0.18
▼ 212.5% YoY Gross margin
17.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-09
Loop Capital Markets' 7th Annual Investor Conference (Virtual)
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-17
Orion S.A. Q4 FY2025 Earnings Call
Positive tone
Free cash flow and working capital
Tire imports and trade flows
Specialty segment / end markets
Revenue
$411.70M*
▼ 5.2% YoY Gross margin
18.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Orion S.A. Q3 FY2025 Earnings Call
Cautious tone
Tire imports, tariffs and trade policy
Inventory adjustments from oil price revaluation
Weak end-market demand in Rubber and Specialty
Revenue
$450.90M
▼ 2.7% YoY Diluted EPS
$-1.20
Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-09-04
Jefferies Industrials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-09-03
UBS Global Materials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-08-13
Mizuho Securities’ Industrials & Chemicals Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q2
2025-08-06
Orion S.A. Q2 FY2025 Earnings Call
Balanced tone
Tariff landscape and policy outlook
Free cash flow and working capital
Production rationalization and self-help
Revenue
$466.40M
▼ 2.2% YoY Diluted EPS
$0.16
▼ 54.3% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-07-10
CJS Securities’ 25th Annual “New Ideas” Summer Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-06-24
UBS SMID-Cap Multisector Virtual Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-06-11
Wells Fargo's 2025 Industrial & Materials Conference - Fireside Chat Discussion
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-06-11
Wells Fargo's 2025 Industrial & Materials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2025-05-14
CJS Securities' Inaugural May Virtual Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q1
2025-05-07
Orion S.A. Q1 FY2025 Earnings Call
Positive tone
Specialty Segment Demand
Tariffs and Trade Rebalancing
Recession Risk and Cost Management
Revenue
$477.70M
▼ 5% YoY Diluted EPS
$0.16
▼ 64.4% YoY Gross margin
20.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-03-10
Loop Capital 6th Annual Investor Conference (Virtual)
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY24 · Q4
2025-02-20
Orion S.A. Q4 FY2024 Earnings Call
Positive tone
Rubber segment demand weakness
La Porte / Texas plant
Russia / geopolitical risk
Revenue
$434.20M*
▼ 7.3% YoY Gross margin
20.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Orion S.A. Q3 FY2024 Earnings Call
Positive tone
Carbon black supply-demand dynamics
Rubber segment demand headwinds
Tariffs and trade policy
Revenue
$463.40M
▼ 0.6% YoY Diluted EPS
$-0.35
▼ 179.5% YoY Gross margin
23.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Orion S.A. Q2 FY2024 Earnings Call
Cautious tone
Rubber segment weakness
Specialty business performance
Q2 EBITDA shortfall and revised guidance
Revenue
$477.00M
▲ 4% YoY Diluted EPS
$0.35
▼ 31.4% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Orion S.A. Q1 FY2024 Earnings Call
Confident tone
Capital Allocation and Share Buybacks
Specialty Business Expansion
Energy and Cogeneration Costs
Revenue
$502.90M
▲ 0.4% YoY Diluted EPS
$0.45
▼ 35.7% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-15
Orion S.A. Q4 FY2023 Earnings Call
Positive tone
Cogeneration and European electricity price headwind
Specialty segment and new product introductions
2025 capacity goal and long-term earnings power
Revenue
$468.20M*
▲ 1.3% YoY Gross margin
18.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Orion S.A. Q3 FY2023 Earnings Call
Revenue
$466.20M
▼ 14.2% YoY Diluted EPS
$0.44
▼ 15.4% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
Orion S.A. Q2 FY2023 Earnings Call
Revenue
$458.80M
▼ 15.2% YoY Diluted EPS
$0.51
▲ 4.1% YoY Gross margin
25.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Orion S.A. Q1 FY2023 Earnings Call
Revenue
$500.70M
▲ 3.3% YoY Diluted EPS
$0.70
▲ 32.1% YoY Gross margin
27.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-17
Orion S.A. Q4 FY2022 Earnings Call
Revenue
$462.10M*
▲ 17.7% YoY Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-04
Orion S.A. Q3 FY2022 Earnings Call
Revenue
$543.10M
▲ 38.2% YoY Diluted EPS
$0.52
▲ 48.6% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Orion S.A. Q2 FY2022 Earnings Call
Revenue
$541.20M
▲ 35% YoY Diluted EPS
$0.49
▼ 66.7% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Orion S.A. Q1 FY2022 Earnings Call
Revenue
$484.50M
▲ 34.5% YoY Diluted EPS
$0.53
▲ 35.9% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Orion S.A. Q4 FY2021 Earnings Call
Revenue
$392.70M*
▲ 24.4% YoY Gross margin
19.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Orion S.A. Q3 FY2021 Earnings Call
Revenue
$393.00M
▲ 39.3% YoY Diluted EPS
$0.35
▲ 133.3% YoY Gross margin
25.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Orion S.A. Q2 FY2021 Earnings Call
Revenue
$401.00M
▲ 97.9% YoY Diluted EPS
$1.47
Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Orion S.A. Q1 FY2021 Earnings Call
Revenue
$360.10M
▲ 7.2% YoY Diluted EPS
$0.39
▲ 34.5% YoY Gross margin
28.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Orion S.A. Q4 FY2020 Earnings Call
Revenue
$315.69M
▼ 2.1% YoY Diluted EPS
$0.15
▼ 51.6% YoY Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Orion S.A. Q3 FY2020 Earnings Call
Revenue
$282.04M
▼ 23.8% YoY Diluted EPS
$0.15
▼ 61.5% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Orion S.A. Q2 FY2020 Earnings Call
Revenue
$202.65M
▼ 49.2% YoY Diluted EPS
$-0.29
▼ 172.5% YoY Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-05-07
Orion S.A. Q4 FY2019 Earnings Call
Revenue
$322.43M
▼ 16.5% YoY Diluted EPS
$0.31
▲ 24% YoY Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q1
2020-05-07
Orion S.A. Q1 FY2020 Earnings Call
Revenue
$336.01M
▼ 12.7% YoY Diluted EPS
$0.29
▼ 9.4% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–36 of 36 earnings calls
Key facts
CIK
1609804
CUSIP
L72967109
13F (30d)
39 filings
33 filers
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