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Orion OEC Q2 2026 earnings

Reported August 5, 2026 · After market close

Revenue$500.9MBeat by $26.5M
EPS$0.14Beat by $0.03
Revenue estimate$474.4M
EPS estimate$0.11
“Our second quarter Adjusted EBITDA of $58 million represents a 26% sequential improvement and reflects the inherent resilience of our business. We remain on track to achieve our full year earnings expectations. I continue to be proud of our team's responsiveness, agility and overall dedication to execution, especially considering the dynamic backdrop including the Middle East conflict. Building on these encouraging Q2 results, we are intensifying our focus on a variety of initiatives to drive improvement in Orion's key financial metrics, most notably earnings and free cash flow. The company's overall sequential improvement was led by our Specialty segment, which delivered 44% higher Adjusted EBITDA compared to the first quarter. This segment's recovery was most pronounced in the EMEA region, reflecting good demand for our high-margin premium products, overcoming moderating Asia regional demand trends in the quarter.”
Corning Painter

Next report

Nov 3, 2026 (in 2 months)
Revenue estimate$446.0M
EPS estimate$0.12

Financials

Q2 2026

Income statement

See full
Revenue$500.9M+7.4%
Gross profit$93.0M-5.5%
Operating income$21.3M-33.6%
Net income$1.8M-80.0%
EPS (diluted)$0.03-81.3%

Balance sheet

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Cash & equivalents$52.3M+18.6%
Total debt$1.4B0.0%
Total equity$380.3M-18.5%
Total assets$2.0B-1.9%

Cash flow

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Operating cash flow$27.3M-49.2%
CapEx$25.4M-39.8%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$328.4M-33.0%
Enterprise value$1.63B-9.4%
P/S0.2×-0.1×

Profitability

See full
Gross margin18.4%-3.0pp
Operating margin-0.2%-4.1pp
Net margin-5.3%-6.1pp

Returns & leverage

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Return on equity-22.7%-25.9pp
Debt / equity3.6×+0.7×
Current ratio1×-0.1×

Segments

By segment

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Rubber$316.1M+2.5%
Specialties$184.8M+16.9%

FAQ

When did Orion report Q2 2026 earnings?
Orion (OEC) reported Q2 2026 earnings on August 5, 2026 after market close.
What were Orion's Q2 2026 revenue and EPS?
Orion reported revenue of $500.9M and eps of $0.14 for Q2 2026.
Did Orion beat estimates in Q2 2026?
Revenue beat the consensus estimate of $474.4M by $26.5M. EPS beat the consensus estimate of $0.11 by $0.03.
How did Orion's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 7.4% from $466.4M a year earlier and eps declined 56.3% from $0.32.
Where can I find Orion's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-053413) and the 10-Q periodic report (0001628280-26-053422) directly on SEC EDGAR. The filing index links above go to sec.gov.