Orion Management
Management Kriterienprüfungen 3/4
Orion CEO ist Corning Painter , ernannt in Sep 2018, hat eine Amtszeit von 7.67 Jahren. Die jährliche Gesamtvergütung beträgt $3.49M , bestehend aus 32.7% Gehalt und 67.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.81% der Aktien des Unternehmens, im Wert von $7.75M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.4 Jahre bzw. 7.6 Jahre.
Wichtige Informationen
Corning Painter
Geschäftsführender
US$3.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 32.67% |
| Amtszeit als Geschäftsführer | 7.7yrs |
| Eigentum des Geschäftsführers | 1.8% |
| Durchschnittliche Amtszeit des Managements | 5.4yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.6yrs |
Jüngste Management Updates
Recent updates
Analyse-Update • Mar 20
OEC: Specialty Price Increases And Buybacks Will Shape Future Margin Recovery
Analysts have trimmed Orion's target slightly from $6.70 to $6.35, as they reset expectations around profit margins and a much higher future P/E multiple, while updating their assumptions for revenue growth and keeping the discount rate unchanged. What's in the News Orion S.A. plans to increase prices by up to 25% for all Specialty segment customers and add a variable surcharge, citing higher costs, supply chain disruptions and feedstock cost volatility related primarily to the conflict in the Middle East.
Analyse-Update • Mar 06
OEC: Thinner Margins And Higher P/E Will Keep Shares Fairly Valued
Analysts have revised their Orion price target to $5.00 to reflect updated assumptions that include slightly different revenue growth, a much lower profit margin, and a significantly higher future P/E multiple. Valuation Changes Fair Value: Kept at $5.00, with no change from the prior estimate.Seeking Alpha • Feb 24
Orion S.A.: Cyclical Downturn Or Post-Pandemic Normalization?
Summary Orion S.A. appears to be at a cyclical low, with three consecutive years of declining EBITDA projected through 2026. OEC's current valuation—7.2x EV/EBITDA and 5.5x net leverage—is not cheap but reflects trough conditions and significant upside if the cycle turns. Management expects pricing recovery in 2027, with capacity reductions by OEC and competitors potentially supporting margin improvement. But rising production in India, a stretched balance sheet, and management concerns all dim the case for upside. Read the full article on Seeking AlphaAnalyse-Update • Feb 20
OEC: Modest Margin Improvement Will Still Leave Shares Vulnerable
Analysts have raised their price target for Orion from $4.50 to $5.00, citing updated assumptions around revenue growth, profit margins, a slightly higher discount rate, and a future P/E multiple in their models. Valuation Changes Fair Value: updated from $4.50 to $5.00, representing a modest upward revision to the intrinsic value estimate.Analyseartikel • Feb 08
Orion (NYSE:OEC) Has No Shortage Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse-Update • Feb 06
OEC: Grid Additives Expansion And Margin Outlook Will Shape Steady Future Profile
Analysts have adjusted their price target on Orion from US$6.70 to US$6.70, reflecting fine tuning of assumptions around the discount rate and future P/E rather than a change in their overall valuation view. What's in the News Orion is expanding its business providing conductive additives for high-voltage cable compounds and battery energy storage systems (BESS), targeting applications linked to power grids, data centers and renewable energy projects (Key Developments).Analyse-Update • Jan 23
OEC: Future Margins And Grid Additives Expansion Will Shape Fairly Valued Outlook
Analysts have trimmed their price target on Orion, citing a lower revenue growth outlook, a slightly higher profit margin, and a modestly cheaper future P/E multiple as key drivers of the updated valuation. What's in the News Orion S.A. is expanding its business supplying conductive additives for high-voltage cable compounds and battery energy storage systems, targeting uses in electricity grid modernization, data centers for AI, and renewable energy projects (company statement, November 19, 2025).Analyseartikel • Jan 18
Improved Revenues Required Before Orion S.A. (NYSE:OEC) Stock's 26% Jump Looks Justified
Orion S.A. ( NYSE:OEC ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. But the...Analyse-Update • Jan 09
OEC: Heightened Impairment And Weaker Margins Will Undercut Power-Grid Additives Story
Analysts have trimmed their fair value estimate for Orion from $10.00 to $4.50, citing more cautious assumptions regarding revenue growth, profit margins, and a slightly lower future P/E outlook. What's in the News Orion is expanding its business supplying conductive additives for high-voltage cable compounds and battery energy storage systems, targeting applications linked to electricity grid upgrades, data centers for AI, and renewable energy projects (company statement, November 19, 2025).
Analyse-Update • Dec 26
OEC: Grid Demand And Conductive Additives Expansion Will Support Future Upside Potential
Analysts have modestly revised their price target for Orion to $10.00 per share, unchanged from $10.00 previously. This reflects slightly lower expected revenue growth, partially offset by a marginally stronger profit margin and a modest contraction in the assumed future P/E multiple.Analyse-Update • Dec 12
OEC: Grid Modernization Additives Are Expected To Drive Long-Term Upside Potential
Analysts have reduced their price target on Orion from approximately $19 to $10 per share, reflecting higher perceived risk, softer revenue expectations, and slimmer profit margins, despite a modestly higher projected future valuation multiple. What's in the News Orion is expanding its business providing conductive additives for high voltage cable compounds and grid scale battery energy storage systems, targeting surging investment in grid modernization, AI data centers, and renewable integration (company announcement).Analyse-Update • Nov 27
OEC: Future Profit Margins Are Expected To Drive Further Share Upside
Analysts have lowered their price targets for Orion from $9.10 to $7.40, citing weaker than expected revenue growth and profit margins as primary concerns. What's in the News Orion S.A. is expanding its business in conductive additives for high-voltage cable compounds and battery energy storage systems, supporting modern electricity grids and renewable energy transitions (Key Developments).Analyseartikel • Nov 08
Orion's (NYSE:OEC) Dividend Will Be $0.0207
Orion S.A. ( NYSE:OEC ) has announced that it will pay a dividend of $0.0207 per share on the 20th of January. Based on...Analyseartikel • Nov 07
Revenue Beat: Orion S.A. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates
It's been a sad week for Orion S.A. ( NYSE:OEC ), who've watched their investment drop 12% to US$4.59 in the week since...Analyse-Update • Nov 07
OEC: Net Profit Margin Is Expected To Drive Shares Higher
Analysts have lowered Orion's price target from $9.40 to $9.10, citing a slightly higher discount rate, modest improvements in projected revenue growth, and a significant increase in expected profit margins as key factors in the update. What's in the News Orion S.A. reported a goodwill impairment of $80.8 million for the third quarter ended September 30, 2025 (Key Developments).Analyseartikel • Nov 05
These 4 Measures Indicate That Orion (NYSE:OEC) Is Using Debt In A Risky Way
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyse-Update • Oct 23
Analysts Lower Orion Price Target as Revenue Outlook Drops Despite Higher Profit Margins
Analysts have lowered their price target for Orion from $11.40 to $9.40. They cite lower revised expectations for future revenue growth, even though profit margin forecasts have been slightly improved.Analyseartikel • Oct 10
Orion (NYSE:OEC) Is Due To Pay A Dividend Of $0.0207
Orion S.A.'s ( NYSE:OEC ) investors are due to receive a payment of $0.0207 per share on 20th of January. The dividend...Analyseartikel • Oct 09
Little Excitement Around Orion S.A.'s (NYSE:OEC) Revenues As Shares Take 33% Pounding
Orion S.A. ( NYSE:OEC ) shareholders that were waiting for something to happen have been dealt a blow with a 33% share...Analyse-Update • Oct 08
Operational Improvements And Sustainability Initiatives Will Strengthen Future Prospects In Carbon Black Industry
Analyst Price Target for Orion Lowered Amid Adjusted Growth and Risk Expectations Analysts have reduced their price target for Orion from $12.40 to $11.40. This revision is attributed to a combination of lower revenue growth forecasts and a slightly higher discount rate in their updated models.Analyse-Update • Sep 17
Operational Improvements And Sustainability Initiatives Will Strengthen Future Prospects In Carbon Black Industry
The consensus price target for Orion has dropped from $13.80 to $12.40, primarily due to weaker revenue growth expectations and a lower future P/E, reflecting a diminished outlook for the company’s earnings potential. What's in the News Orion completed its $60.36 million buyback program, repurchasing 6.21% of shares since May 2023.Analyseartikel • Jun 10
Orion S.A.'s (NYSE:OEC) Earnings Haven't Escaped The Attention Of Investors
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Analyseartikel • May 24
Orion (NYSE:OEC) Will Pay A Dividend Of $0.0207
Orion S.A. ( NYSE:OEC ) has announced that it will pay a dividend of $0.0207 per share on the 2nd of July. The dividend...Analyseartikel • May 09
Orion's (NYSE:OEC) Dividend Will Be $0.0207
The board of Orion S.A. ( NYSE:OEC ) has announced that it will pay a dividend on the 2nd of July, with investors...Analyseartikel • May 07
Here's Why Orion (NYSE:OEC) Is Weighed Down By Its Debt Load
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Apr 06
Is It Too Late To Consider Buying Orion S.A. (NYSE:OEC)?
Orion S.A. ( NYSE:OEC ), is not the largest company out there, but it received a lot of attention from a substantial...Analyseartikel • Feb 28
Some May Be Optimistic About Orion's (NYSE:OEC) Earnings
The market for Orion S.A.'s ( NYSE:OEC ) shares didn't move much after it posted weak earnings recently. We did some...Analyseartikel • Jan 29
Some Investors May Be Worried About Orion's (NYSE:OEC) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Analyseartikel • Dec 18
Does Orion (NYSE:OEC) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Dec 03
Orion S.A.'s (NYSE:OEC) 25% Jump Shows Its Popularity With Investors
Orion S.A. ( NYSE:OEC ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Not all...Seeking Alpha • Nov 13
Orion Is A Buy At Current Prices
Summary Orion is trading at market cap of about $1.01B after the price action since August. The valuation of Orion is very compelling at 0.55x sales. The carbon black market has multiple growth drivers which will help Orion's top and bottom line. Read the full article on Seeking AlphaAnalyseartikel • Oct 23
Orion (NYSE:OEC) Might Be Having Difficulty Using Its Capital Effectively
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Neue Analyse • Sep 24
Coatings And Polymer Recovery Fueling Growth Across All Regions With Sustainable Innovations Leading The Charge
Specialty segment recovery and rubber pricing improvements suggest sustainable revenue and margin growth across all regions and products.Analyseartikel • Sep 18
Is Now An Opportune Moment To Examine Orion S.A. (NYSE:OEC)?
While Orion S.A. ( NYSE:OEC ) might not have the largest market cap around , it received a lot of attention from a...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$89m |
| Dec 31 2025 | US$3m | US$1m | -US$70m |
| Sep 30 2025 | n/a | n/a | -US$32m |
| Jun 30 2025 | n/a | n/a | US$15m |
| Mar 31 2025 | n/a | n/a | US$27m |
| Dec 31 2024 | US$5m | US$1m | US$44m |
| Sep 30 2024 | n/a | n/a | US$32m |
| Jun 30 2024 | n/a | n/a | US$78m |
| Mar 31 2024 | n/a | n/a | US$88m |
| Dec 31 2023 | US$8m | US$1m | US$104m |
| Sep 30 2023 | n/a | n/a | US$111m |
| Jun 30 2023 | n/a | n/a | US$116m |
| Mar 31 2023 | n/a | n/a | US$116m |
| Dec 31 2022 | US$5m | US$1m | US$106m |
| Sep 30 2022 | n/a | n/a | US$95m |
| Jun 30 2022 | n/a | n/a | US$84m |
| Mar 31 2022 | n/a | n/a | US$144m |
| Dec 31 2021 | US$6m | US$956k | US$135m |
| Sep 30 2021 | n/a | n/a | US$143m |
| Jun 30 2021 | n/a | n/a | US$131m |
| Mar 31 2021 | n/a | n/a | US$24m |
| Dec 31 2020 | US$3m | US$613k | US$18m |
| Sep 30 2020 | n/a | n/a | US$28m |
| Jun 30 2020 | n/a | n/a | US$43m |
| Mar 31 2020 | n/a | n/a | US$86m |
| Dec 31 2019 | US$4m | US$876k | US$87m |
Vergütung im Vergleich zum Markt: CorningDie Gesamtvergütung ($USD3.49M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD2.55M).
Entschädigung vs. Einkommen: CorningDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Corning Painter (63 yo)
7.7yrs
Amtszeit
US$3,488,971
Vergütung
Mr. Corning F. Painter has been an Independent Director of Stepan Company since June 9, 2025. He has been Chief Executive Officer of Orion S.A. (formerly Orion Engineered Carbons, S.A.) since September 201...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Executive Director | 7.7yrs | US$3.49m | 1.81% $ 7.7m | |
| Chief Financial Officer | less than a year | US$419.11k | keine Daten | |
| Senior Vice President of Global Operations | 6.9yrs | US$745.26k | 0.15% $ 635.1k | |
| Senior VP of Global Rubber Carbon Black & Americas Region | 6.9yrs | US$804.68k | 0.083% $ 355.9k | |
| Senior VP of Global Specialty Carbon Black & EMEA Region | 6.7yrs | US$853.30k | 0.037% $ 159.5k | |
| Chief Accounting Officer | 4.1yrs | US$693.06k | keine Daten | |
| Chief Technology Officer | 1.6yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations | 2yrs | keine Daten | keine Daten | |
| Secretary of the Company | no data | keine Daten | keine Daten |
5.4yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von OEC ist erfahren und erfahren (durchschnittliche Amtszeit von 5.4 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Executive Director | 7.6yrs | US$3.49m | 1.81% $ 7.7m | |
| Independent Chairman of the Board | 11.8yrs | US$372.50k | 0.16% $ 697.8k | |
| Independent Director | 5.8yrs | US$247.50k | 0.081% $ 349.2k | |
| Independent Director | 7.8yrs | US$272.50k | 0.12% $ 499.2k | |
| Independent Director | 5.8yrs | US$247.50k | 0.081% $ 349.2k | |
| Independent Director | 11.8yrs | US$274.50k | 0.15% $ 640.8k | |
| Independent Director | 11.8yrs | US$249.50k | 0.096% $ 412.5k | |
| Independent Director | less than a year | US$195.00k | 0.023% $ 98.4k | |
| Independent Director | 5.8yrs | US$252.50k | 0.099% $ 425.3k |
7.6yrs
Durchschnittliche Betriebszugehörigkeit
69yo
Durchschnittliches Alter
Erfahrener Vorstand: OECDie Vorstandsmitglieder gelten als erfahren (7.6 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/11 15:33 |
| Aktienkurs zum Tagesende | 2026/05/08 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Orion S.A. wird von 12 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Patrick Duffy Fischer | Barclays |
| Gunnar Cohrs | Berenberg |
| Rakesh Patel | Goldman Sachs |