Education
About Us
Working with TipRanks
Follow Us
Origin Materials (ORGN)
NASDAQ:ORGN
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.09Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: -12.94%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Neutral
The earnings call indicates a company in transition, achieving significant milestones with the launch of its first commercial manufacturing line and facing strong market demand. However, there are challenges in scaling production quickly and achieving financial targets, with delays impacting short-term revenue and profitability timelines.Company Guidance
During the Origin Materials Fourth Quarter and Full Year 2024 Earnings Call, key metrics and guidance were discussed extensively. Origin announced that the first Catformer production line is operational and has begun commercial production of PET caps, targeting a $65 billion market. By the end of 2025, Origin expects to have eight Catformer lines online, with the first beverage products featuring Origin caps potentially available by late Q2 or Q3 2025. The company anticipates substantial improvements in cap throughput and expects Catformer line eight's output to double compared to line one. Origin projects revenue between $110 million and $140 million in 2026, with profitability on an EBITDA run-rate basis anticipated by the end of 2026. They ended 2024 with $103 million in cash and equivalents, achieving a $55 million cash burn, at the low end of their guidance. Operating expenses for 2024 increased by $25.2 million compared to the prior year, primarily due to a $15.2 million non-cash impairment charge and higher depreciation expenses associated with OriginOne. The company is focused on debt financing to support its growth strategy, given its belief that its stock is undervalued.Successful Launch of First Commercial Line
Origin Materials successfully launched its first commercial PET cap manufacturing line, Catformer line one, marking a significant milestone in the company's journey.
Strong Demand and Customer Interest
The company has received strong demand for its PET caps, with multiple customers signing MOUs and significant indicative demand exceeding their current fulfillment capabilities.
Expansion Plans and Future Growth
Three new Catformer lines are nearing completion, and Origin expects to have eight Catformer lines online by the end of 2025, with plans for additional lines in 2026.
Innovative Technology and IP Portfolio
Origin's technology advantage includes a thermal forming process that allows for faster production and thinner caps. The company holds over seventy issued patents, protecting their innovative methods.
Improving Financial Metrics
Origin ended the year with $103 million in cash, hitting the low end of their cash burn guidance. They anticipate strong revenue generation by Q4 2025 and a range of $110 million to $140 million in revenue for 2026.
---
ORGN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
ORGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 13, 2025 | $0.85 | $0.81 | -4.71% |
| Nov 14, 2024 | $1.25 | $1.09 | -12.80% |
| Aug 14, 2024 | $0.90 | $1.10 | +22.22% |
| May 14, 2024 | $1.06 | $0.92 | -13.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Origin Materials (ORGN) report earnings?
Origin Materials (ORGN) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Origin Materials (ORGN) earnings time?
Origin Materials (ORGN) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ORGN EPS forecast?
ORGN EPS forecast for the fiscal quarter 2025 (Q1) is -0.11.
---
