Jun 2026 (Q2 FY26) — Aug 6, 2026
Orion S.A. Q2 FY26 — Strong Specialty Segment Performance and Raised FCF Outlook
Read the full callOrion S.A. earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 501 | +7.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.3 | −2.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1.8 | −80.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $5.77 on 14 Oct 2025 → $5.6. High $8.31 (5 May 2026), low $4.35 (20 Nov 2025).
Overview
Call summaries
Orion S.A. Q2 FY26 — Strong Specialty Segment Performance and Raised FCF Outlook
Read the full callEvery analysed call
Financials
Net profit, year on year: −80% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 463 | 434 | 478 | 466 | 451 | 412 | 460 | 501 |
| Operating profit | -15 | 24 | 31 | 32 | -54 | 18 | 11 | 21 |
| Operating margin | −3.3% | 5.4% | 6.5% | 6.9% | −11.9% | 4.3% | 2.5% | 4.3% |
| Profit before tax | -31 | 15 | 18 | 13 | -68 | 3 | -3 | 5 |
| Tax rate | 34.6% | −14.0% | 50.9% | 35.4% | 0.7% | 814.3% | −203.0% | 68.0% |
| Net profit | -20 | 17 | 9 | 9 | -67 | -21 | -10 | 2 |
| EPS ($ per share) | -0.35 | — | 0.16 | 0.16 | -1.20 | — | -0.18 | 0.03 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 84 | 85 | 85 | 85 | 85 | 85 | 85 | 85 |
| Reserves | 39 | 78 | 84 | 218 | 319 | 418 | 457 | 382 |
| Total liabilities | 1,114 | 1,071 | 1,209 | 1,311 | 1,429 | 1,355 | 1,382 | 1,523 |
| Fixed assets | 484 | 534 | 611 | 708 | 819 | 900 | 965 | 1,070 |
| Total assets | 1,273 | 1,257 | 1,390 | 1,631 | 1,889 | 1,833 | 1,857 | 1,908 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 122 | 232 | 125 | 145 | 81 | 346 | 125 | 216 |
| Cash from investing | -88 | -156 | -145 | -215 | -233 | -173 | -207 | -161 |
| Cash from financing | -44 | -69 | 14 | 73 | 149 | -197 | 89 | -41 |
| Capital expenditure | -111 | -159 | -139 | -215 | -233 | -173 | -207 | -161 |
| Free cash flow | 11 | 73 | -13 | -69 | -152 | 173 | -81 | 55 |
25 filings between Dec 13, 2025 and Jun 26, 2026.
Nobody bought or sold OEC on the open market in this window. The filings below are 17 awards and 8 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 26, 2026 | SMITH DAN F Director | Award | 19,150 | $0 |
| Jun 26, 2026 | GALVIN KERRY A Director | Award | 19,150 | $0 |
| Jun 26, 2026 | Miraton Didier Director | Award | 19,150 | $0 |
| Jun 26, 2026 | HUCK PAUL E Director | Award | 19,150 | $0 |
| Jun 26, 2026 | PAIK YI HYON Director | Award | 19,150 | $0 |
| Jun 26, 2026 | LINDSEY MARY A Director | Award | 19,150 | $0 |
| Jun 26, 2026 | Hoogerbrugge Jacqueline Director | Award | 19,150 | $0 |
| Apr 29, 2026 | Niewiem Sandra Sr. VP Global Specialties | Award | 24,087 | $0 |
| Apr 29, 2026 | Painter Corning F. Chief Executive Officer | Award | 220,849 | $0 |
| Apr 29, 2026 | Puckett Jonathan A. Chief Financial Officer | Award | 41,513 | $0 |
| Apr 29, 2026 | Quinones Carlos Sr. VP Global Operations | Award | 23,018 | $0 |
| Apr 29, 2026 | Riveros Pedro Sr. VP Global Rubber | Award | 24,898 | $0 |
| Feb 19, 2026 | Niewiem Sandra Sr. VP Global Specialties | Tax withheld | 2,662 | $16.7K |
| Feb 19, 2026 | Niewiem Sandra Sr. VP Global Specialties | Award | 5,952 | $0 |
| Feb 19, 2026 | Niewiem Sandra Sr. VP Global Specialties | Tax withheld | 2,827 | $17.7K |
| Feb 19, 2026 | Painter Corning F. Chief Executive Officer | Tax withheld | 23,789 | $149.2K |
| Feb 19, 2026 | Painter Corning F. Chief Executive Officer | Award | 83,515 | $0 |
| Feb 19, 2026 | Painter Corning F. Chief Executive Officer | Tax withheld | 31,907 | $200.1K |
| Feb 19, 2026 | Quinones Carlos Sr. VP Global Operations | Tax withheld | 1,790 | $11.2K |
| Feb 19, 2026 | Quinones Carlos Sr. VP Global Operations | Award | 6,516 | $0 |
| Feb 19, 2026 | Quinones Carlos Sr. VP Global Operations | Tax withheld | 2,129 | $13.3K |
| Feb 19, 2026 | Riveros Pedro Sr. VP Global Rubber | Tax withheld | 2,721 | $17.1K |
| Feb 19, 2026 | Riveros Pedro Sr. VP Global Rubber | Award | 6,988 | $0 |
| Feb 19, 2026 | Riveros Pedro Sr. VP Global Rubber | Tax withheld | 2,982 | $18.7K |
| Dec 13, 2025 | Puckett Jonathan A. Chief Financial Officer | Award | 49,213 | $0 |
| Jun 27, 2025 | Hoogerbrugge Jacqueline Director | Award | 12,935 | $0 |
| Jun 27, 2025 | PAIK YI HYON Director | Award | 12,935 | $0 |
| Jun 27, 2025 | Miraton Didier Director | Award | 12,935 | $0 |
| Jun 27, 2025 | GALVIN KERRY A Director | Award | 12,935 | $0 |
| Jun 27, 2025 | HUCK PAUL E Director | Award | 12,935 | $0 |
| Jun 27, 2025 | LINDSEY MARY A Director | Award | 12,935 | $0 |
| Jun 27, 2025 | SMITH DAN F Director | Award | 12,935 | $0 |
| Jun 27, 2025 | Wurth Michel Director | Award | 12,935 | $0 |
| May 13, 2025 | Painter Corning F. Chief Executive Officer | Purchase | 20,000 | $221.6K |
| May 5, 2025 | Glajch Jeffrey Chief Financial Officer | Award | 13,511 | $0 |
| May 5, 2025 | Niewiem Sandra Sr. VP Global Specialties | Award | 7,098 | $0 |
| May 5, 2025 | Painter Corning F. Chief Executive Officer | Award | 70,931 | $0 |
| May 5, 2025 | Quinones Carlos Sr. VP Global Operations | Award | 7,393 | $0 |
| May 5, 2025 | Riveros Pedro Sr. VP Global Rubber | Award | 7,997 | $0 |
| Mar 12, 2025 | Quinones Carlos Sr. VP Global Operations | Purchase | 3,300 | $43.1K |
| Feb 20, 2025 | Glajch Jeffrey Chief Financial Officer | Tax withheld | 6,701 | $101.5K |
| Feb 20, 2025 | Glajch Jeffrey Chief Financial Officer | Award | 17,170 | $0 |
| Feb 20, 2025 | Glajch Jeffrey Chief Financial Officer | Tax withheld | 7,813 | $118.4K |
| Feb 20, 2025 | Niewiem Sandra Sr. VP Global Specialties | Tax withheld | 2,893 | $43.8K |
| Feb 20, 2025 | Niewiem Sandra Sr. VP Global Specialties | Award | 6,766 | $0 |
| Feb 20, 2025 | Niewiem Sandra Sr. VP Global Specialties | Tax withheld | 3,213 | $48.7K |
| Feb 20, 2025 | Painter Corning F. Chief Executive Officer | Tax withheld | 41,130 | $623.1K |
| Feb 20, 2025 | Painter Corning F. Chief Executive Officer | Award | 133,692 | $0 |
| Feb 20, 2025 | Painter Corning F. Chief Executive Officer | Tax withheld | 57,894 | $877.1K |
| Feb 20, 2025 | Quinones Carlos Sr. VP Global Operations | Tax withheld | 1,896 | $28.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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