Orion (OEC) Q2 Profit Drops 56%
(NYSE:OEC), a leading global producer of carbon black, reported its second quarter results on August 6, 2025. The most notable news was that GAAP revenue came in at $466.4 million for Q2 2025, edging past analyst expectations by $1.07 million, while Non-GAAP earnings per share landed at $0.32, just below the $0.33 estimate. Adjusted EBITDA declined 8.4% year over year, and the specialty business continued to face meaningful demand pressure. Overall, the quarter showed profitability was squeezed by weakness in high-margin segments, less favorable regional and product mix, and challenging cost pass-throughs. Management maintained its free cash flow guidance but lowered its full-year 2025 Adjusted EBITDA and Adjusted EPS outlook in response to ongoing demand softness in key end markets.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Orion is one of the world's largest producers of carbon black, a fine powder used mainly to reinforce rubber products such as tires but also in pigments and specialty materials. Serving the automotive, coatings, polymers, and battery industries, Orion operates 14 manufacturing plants across Europe, the Americas, Africa, and Asia, as well as a major R center in Germany.
Source Fool.com
