Origin Materials Slashes 2026 Forecast
Origin Materials (NASDAQ:ORGN) reported second quarter 2025 results on August 14, 2025, highlighting the commercial launch of its first PET bottle caps, revised manufacturing and financial guidance, and the initiation of a strategic review to pursue capacity expansion and partnerships. Revenue guidance for calendar year 2026 was sharply reduced to a range of $20 million to $30 million, and 2027 revenue guidance is set at $100 million to $200 million (non-GAAP), driven by delays in manufacturing capacity build-out related to supply chain and tariff headwinds.
Origin Materials achieved a commercial milestone with its 1881 PET bottle cap for noncarbonated water, now on shelves through a partnership with Power Hydration in California. This follows the company’s first publicly named customer, Berlin Packaging, and affirms successful qualification for commercial bottling systems.
The commercial launch validates Origin Materials’ differentiated thermoforming PET technology, de-risking technical execution and enabling entry into a large and highly commoditized segment historically underserved by innovation.
Source Fool.com
