Orion Crecimiento futuro
Future controles de criterios 0/6
Se prevé que los ingresos de Orion aumenten en un 1.5% al año.
Información clave
n/a
Tasa de crecimiento de los beneficios
n/a
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Chemicals | 17.1% |
| Tasa de crecimiento de los ingresos | 1.5% |
| Rentabilidad financiera futura | 7.66% |
| Cobertura de analistas | Low |
| Última actualización | 08 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • 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.
Actualización del análisis • 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 AlphaActualización del análisis • 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.Artículo de análisis • 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...Actualización del análisis • 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).Actualización del análisis • 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).Artículo de análisis • 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...Actualización del análisis • 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).
Actualización del análisis • 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.Actualización del análisis • 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).Actualización del análisis • 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).Artículo de análisis • 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...Artículo de análisis • 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...Actualización del análisis • 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).Artículo de análisis • 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...Actualización del análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización del análisis • 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.Actualización del análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...
Nuevo análisis • 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.Artículo de análisis • 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...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,871 | N/A | 54 | 167 | 4 |
| 12/31/2027 | 1,784 | N/A | 55 | 163 | 4 |
| 12/31/2026 | 1,786 | N/A | 54 | 105 | 3 |
| 3/31/2026 | 1,789 | -89 | 35 | 203 | N/A |
| 12/31/2025 | 1,807 | -70 | 55 | 216 | N/A |
| 9/30/2025 | 1,829 | -32 | 34 | 217 | N/A |
| 6/30/2025 | 1,842 | 15 | -73 | 118 | N/A |
| 3/31/2025 | 1,852 | 27 | -109 | 93 | N/A |
| 12/31/2024 | 1,878 | 44 | -81 | 125 | N/A |
| 9/30/2024 | 1,912 | 32 | -94 | 103 | N/A |
| 6/30/2024 | 1,914 | 78 | 10 | 201 | N/A |
| 3/31/2024 | 1,896 | 88 | 95 | 270 | N/A |
| 12/31/2023 | 1,894 | 104 | 173 | 346 | N/A |
| 9/30/2023 | 1,888 | 111 | 195 | 371 | N/A |
| 6/30/2023 | 1,965 | 116 | 145 | 338 | N/A |
| 3/31/2023 | 2,047 | 116 | 2 | 217 | N/A |
| 12/31/2022 | 2,031 | 106 | -152 | 81 | N/A |
| 9/30/2022 | 1,962 | 95 | -261 | 7 | N/A |
| 6/30/2022 | 1,811 | 84 | -256 | 9 | N/A |
| 3/31/2022 | 1,671 | 144 | -121 | 116 | N/A |
| 12/31/2021 | 1,547 | 135 | -69 | 145 | N/A |
| 9/30/2021 | 1,470 | 143 | 16 | 154 | N/A |
| 6/30/2021 | 1,359 | 131 | 6 | 120 | N/A |
| 3/31/2021 | 1,160 | 24 | 1 | 122 | N/A |
| 12/31/2020 | 1,136 | 18 | -20 | 125 | N/A |
| 9/30/2020 | 1,143 | 28 | 0 | 181 | N/A |
| 6/30/2020 | 1,231 | 43 | 64 | 248 | N/A |
| 3/31/2020 | 1,428 | 86 | 26 | 210 | N/A |
| 12/31/2019 | 1,476 | 87 | N/A | 232 | N/A |
| 9/30/2019 | 1,540 | 84 | N/A | 200 | N/A |
| 6/30/2019 | 1,564 | 85 | N/A | 157 | N/A |
| 3/31/2019 | 1,556 | 114 | N/A | 127 | N/A |
| 12/31/2018 | 1,578 | 121 | N/A | 122 | N/A |
| 9/30/2018 | 1,532 | 120 | N/A | 103 | N/A |
| 6/30/2018 | 1,473 | 109 | N/A | 119 | N/A |
| 3/31/2018 | 1,411 | 75 | N/A | 151 | N/A |
| 12/31/2017 | 1,328 | 65 | N/A | 148 | N/A |
| 9/30/2017 | 1,315 | 72 | N/A | 170 | N/A |
| 6/30/2017 | 1,265 | 52 | N/A | 177 | N/A |
| 3/31/2017 | 1,162 | 50 | N/A | 167 | N/A |
| 12/31/2016 | 1,139 | 50 | N/A | 177 | N/A |
| 9/30/2016 | 1,139 | 31 | N/A | 236 | N/A |
| 6/30/2016 | 1,147 | 48 | N/A | 217 | N/A |
| 3/31/2016 | 1,216 | 47 | N/A | 227 | N/A |
| 12/31/2015 | 1,207 | 47 | N/A | 233 | N/A |
| 9/30/2015 | 1,304 | 37 | N/A | 237 | N/A |
| 6/30/2015 | 1,358 | -22 | N/A | 268 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Datos insuficientes para determinar si el crecimiento previsto de los beneficios de OEC es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Datos insuficientes para determinar si se prevé que los beneficios de OEC crezcan más rápidamente que el mercado US
Beneficios de alto crecimiento: Datos insuficientes para determinar si se espera que los beneficios de OEC crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (1.5% al año) de OEC crezcan más despacio que el mercado de US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 1.5% al año) de OEC crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de OEC sea baja dentro de 3 años (7.7%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 14:49 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Orion S.A. está cubierta por 12 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Patrick Duffy Fischer | Barclays |
| Gunnar Cohrs | Berenberg |
| Rakesh Patel | Goldman Sachs |