Orion（0OE）株式概要オリオン社は子会社とともにカーボンブラック製品の製造・販売を行っている。 詳細0OE ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金1/6報酬当社が推定した公正価値より31.3%で取引されている 同業他社や業界と比較して、良好な取引価格 リスク分析過去5年間で収益は年間39.6%減少しました。 利払いは収益で十分にカバーされない German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る0OE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€6.1584.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-89m2b2016201920222025202620282031Revenue US$1.9bEarnings US$180.8mAdvancedSet Fair ValueView all narrativesOrion S.A. 競合他社SIMONASymbol: DB:SIM0Market cap: €330.0mIBU-tec advanced materialsSymbol: XTRA:IBUMarket cap: €77.0mFuchsSymbol: XTRA:FPE3Market cap: €4.5bEcoRubSymbol: DB:7M8Market cap: €42.7m価格と性能株価の高値、安値、推移の概要Orion過去の株価現在の株価US$6.1552週高値US$9.9552週安値US$3.48ベータ0.981ヶ月の変化13.89%3ヶ月変化7.89%1年変化-31.67%3年間の変化-72.05%5年間の変化-63.57%IPOからの変化-50.79%最新ニュースお知らせ • Apr 24Orion S.A. Declares Interim Quarterly Dividend for the Third Quarter of 2026, Payable on July 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the third quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on June 10, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Apr 16Orion S.A. to Report Q1, 2026 Results on May 06, 2026Orion S.A. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Mar 13Orion S.A. Increases Prices and Introduces Variable Surcharge for Specialty Carbon BlackOrion S.A. announced it is increasing prices by up to 25% and introducing a variable surcharge to all of its Specialty segment customers. This action is required because of rising costs, supply chain disruptions and feedstock cost volatility related primarily to the ongoing conflict in the Middle East. The price increase and new surcharges will become effective immediately, or as contracts allow.お知らせ • Mar 09Orion S.A., Annual General Meeting, Jun 25, 2026Orion S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: 6 route de treves, l 2633 senningerberg, grand duchy of luxembourg, Luxembourgお知らせ • Feb 27Orion S.A. Declares Interim Quarterly Dividend for the Second Quarter of 2026, Payable on April 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the second quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on April 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on March 12, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Jan 16Orion S.A. to Report Q4, 2025 Results on Feb 17, 2026Orion S.A. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026最新情報をもっと見るRecent updatesお知らせ • Apr 24Orion S.A. Declares Interim Quarterly Dividend for the Third Quarter of 2026, Payable on July 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the third quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on June 10, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Apr 16Orion S.A. to Report Q1, 2026 Results on May 06, 2026Orion S.A. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Mar 13Orion S.A. Increases Prices and Introduces Variable Surcharge for Specialty Carbon BlackOrion S.A. announced it is increasing prices by up to 25% and introducing a variable surcharge to all of its Specialty segment customers. This action is required because of rising costs, supply chain disruptions and feedstock cost volatility related primarily to the ongoing conflict in the Middle East. The price increase and new surcharges will become effective immediately, or as contracts allow.お知らせ • Mar 09Orion S.A., Annual General Meeting, Jun 25, 2026Orion S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: 6 route de treves, l 2633 senningerberg, grand duchy of luxembourg, Luxembourgお知らせ • Feb 27Orion S.A. Declares Interim Quarterly Dividend for the Second Quarter of 2026, Payable on April 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the second quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on April 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on March 12, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Jan 16Orion S.A. to Report Q4, 2025 Results on Feb 17, 2026Orion S.A. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026お知らせ • Nov 07Orion S.A. Announces CFO Changes, Effective Dec. 1, 2025Orion S.A. announced that Jonathan “Jon” Puckett will succeed Jeff Glajch as chief financial officer, effective Dec. 1, 2025. Puckett brings to Orion more than 30 years of financial leadership experience – much of it within the chemical industry. He joins the company after 14 years with Celanese, where he recently served as vice president and CFO for the Acetyl Chain segment. Before Celanese, Puckett served in senior financial roles at Affiliated Computer Services Inc.; PWC LLP; and KPMG LLP. In July, Glajch announced his intention to retire as CFO at the end of 2025. He will remain as a full-time employee of Orion through Dec. 31, 2025, providing consulting services during the first quarter of 2026 to ensure a seamless transition.お知らせ • Nov 05Orion S.A. Reports Goodwill Impairment for the Third Quarter Ended September 30, 2025Orion S.A. reported goodwill impairment for the third quarter ended September 30, 2025. For the quarter, the company reported goodwill impairment of $80.8 million.お知らせ • Oct 14Orion S.A. to Report Q3, 2025 Results on Nov 04, 2025Orion S.A. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025お知らせ • Sep 12Orion S.A. Declares Interim Dividend for the First Quarter of 2026, Payable on January 20, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the first quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on January 20, 2026, to holders of record as of the close of business in New York, NY, United States of America, on December 12, 2025. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Jul 31Orion S.A. Announces Retirement of Jeff Glajch as CFOOrion S.A. announced the upcoming retirement of Jeff Glajch, its Chief Financial Officer, who intends to step down early in the fourth quarter of 2025. A comprehensive search will be launched to identify a successor. To ensure a smooth transition, Mr. Glajch will continue to support Orion through the end of 2025.お知らせ • Jul 16Orion S.A. to Report Q2, 2025 Results on Aug 06, 2025Orion S.A. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jul 08Orion S.A. to Rationalize Production Lines in Americas, EMEAOrion S.A. announced it plans to discontinue production at three to five of its carbon black lines at multiple facilities in the Americas and EMEA by the end of 2025.お知らせ • Jun 30+ 6 more updatesOrion S.A.(NYSE:OEC) dropped from Russell 3000E Growth IndexOrion S.A.(NYSE:OEC) dropped from Russell 3000E Growth Indexお知らせ • Jun 27+ 1 more updateOrion S.A. Declares an Interim Dividend for the Fourth Quarter of 2025, Payable on October 8, 2025Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the fourth quarter of 2025 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 8, 2025, to holders of record as of the close of business in New York, NY, United States of America, on July 7, 2025.お知らせ • Apr 25Orion S.A. Declares Interim Quarterly Dividend, Payable on July 2, 2025Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the third quarter of 2025 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2025, to holders of record as of the close of business in New York on June 11, 2025. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Apr 16Orion S.A. to Report Q1, 2025 Results on May 07, 2025Orion S.A. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Feb 28+ 1 more updateOrion S.A., Annual General Meeting, Jun 26, 2025Orion S.A., Annual General Meeting, Jun 26, 2025. Location: 6 route de treves, l-2633 senningerberg (municipality of niederanven), grand duchy of luxembourg, United StatesReported Earnings • Nov 08Third quarter 2024 earnings released: US$0.35 loss per share (vs US$0.45 profit in 3Q 2023)Third quarter 2024 results: US$0.35 loss per share (down from US$0.45 profit in 3Q 2023). Revenue: US$463.4m (flat on 3Q 2023). Net loss: US$20.2m (down 177% from profit in 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Oct 18Orion S.A. Announces Chief Technology Officer ChangesOrion S.A. announced that Natalia Scherbakoff has been appointed the company’s new chief technology officer. She will succeed David Deters, who for nearly a decade led a global innovation program that made Orion a leader in developing sustainable materials, battery additives and other technology in the carbon black industry. Deters announced his retirement earlier this year and will remain with Orion through the end of 2024 to ensure a seamless transition. Scherbakoff joins Orion from Trinseo, where she served as the vice president of Technology & Innovation, overseeing global research, development and technology innovation with sustainability and circular solutions being a key underlying focus. She also supported key growth initiatives as well as mergers and acquisitions. Scherbakoff was a member of Trinseo’s Corporate Environmental, Social and Governance Council. Before Trinseo, Scherbakoff was the vice president of Research Innovation & Product Lines at Plastic Omnium. She also served as the general manager of Specialty Composites and the director of Global Innovation at Owens Corning. Scherbakoff is a non-executive board member at specialty materials producer Clayens NP and is also a member of the Forbes Technology Council. She holds a Ph.D. and M.Sc. in Macromolecular Science from Case Western Reserve University (U.S.), a Chemical Engineering degree from Mauá Engineering University (Brazil) and an MBA from Getulio Vargas Foundation (Brazil). She is fluent in English, French, Portuguese, Italian and Russian. Scherbakoff will be based at Orion’s main innovation hub in Cologne, Germany, and will also oversee the company’s technical centers in China, South Korea and the U.S. She will continue to build Orion’s innovation capabilities, including leveraging its new Battery Innovation Center in Cologne with a full array of production, testing and diagnostic equipment. She will also oversee Orion’s €12.8 million investment – which includes €6.4 million in funding from the German government and European Union – to further develop and demonstrate a climate-neutral process for producing carbon black from alternative carbon sources.お知らせ • Oct 16Orion S.A. to Report Q3, 2024 Results on Nov 07, 2024Orion S.A. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Declared Dividend • Oct 10Dividend of US$0.021 announcedShareholders will receive a dividend of US$0.021. Ex-date: 13th December 2024 Payment date: 21st January 2025 Dividend yield will be 0.5%, which is lower than the industry average of 6.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 49%.Declared Dividend • Sep 23Dividend of US$0.021 announcedShareholders will receive a dividend of US$0.021. Ex-date: 13th December 2024 Payment date: 21st January 2025 Dividend yield will be 0.5%, which is lower than the industry average of 6.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 49%.Recent Insider Transactions • Aug 26CEO & Executive Director recently bought €159k worth of stockOn the 22nd of August, Corning Painter bought around 10k shares on-market at roughly €15.93 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €320k. Corning has been a buyer over the last 12 months, purchasing a net total of €479k worth in shares.Recent Insider Transactions • Aug 08Chief Financial Officer recently bought €249k worth of stockOn the 7th of August, Jeffrey Glajch bought around 15k shares on-market at roughly €16.62 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of €359k worth in shares.Buy Or Sell Opportunity • Aug 05Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €15.60. The fair value is estimated to be €23.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 5.8% in a year. Earnings are forecast to grow by 57% in the next year.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.35 (vs US$0.51 in 2Q 2023)Second quarter 2024 results: EPS: US$0.35 (down from US$0.51 in 2Q 2023). Revenue: US$477.0m (up 4.0% from 2Q 2023). Net income: US$20.5m (down 32% from 2Q 2023). Profit margin: 4.3% (down from 6.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Jul 16Orion S.A. to Report Q2, 2024 Results on Aug 01, 2024Orion S.A. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Buy Or Sell Opportunity • Jul 13Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €20.20. The fair value is estimated to be €16.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.7% in a year. Earnings are forecast to grow by 33% in the next year.お知らせ • Jun 21Orion S.A. Declares Interim Quarterly Dividend, Payable on October 9, 2024Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the fourth quarter of 2024 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 9, 2024, to holders of record as of the close of business on July 1, 2024.Recent Insider Transactions • Jun 09Insider recently sold €185k worth of stockOn the 4th of June, Sandra Niewiem sold around 8k shares on-market at roughly €22.25 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €113k more than they sold in the last 12 months.Upcoming Dividend • Jun 04Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 02 July 2024. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.46 (vs US$0.70 in 1Q 2023)First quarter 2024 results: EPS: US$0.46 (down from US$0.70 in 1Q 2023). Revenue: US$502.9m (flat on 1Q 2023). Net income: US$26.7m (down 37% from 1Q 2023). Profit margin: 5.3% (down from 8.4% in 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27Orion S.A. Declares Interim Quarterly Dividend, Payable on July 2, 2024Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the third quarter of 2024 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2024, to holders of record as of the close of business on June 11, 2024. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.お知らせ • Apr 17Orion S.A. to Report Q1, 2024 Results on May 02, 2024Orion S.A. announced that they will report Q1, 2024 results After-Market on May 02, 2024Upcoming Dividend • Mar 05Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 12 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 4.7% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.8%).Declared Dividend • Mar 04Fourth quarter dividend of US$0.021 announcedShareholders will receive a dividend of US$0.021. Ex-date: 12th March 2024 Payment date: 4th April 2024 Dividend yield will be 0.4%, which is lower than the industry average of 6.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.お知らせ • Mar 01+ 1 more updateOrion S.A., Annual General Meeting, Jun 20, 2024Orion S.A., Annual General Meeting, Jun 20, 2024, at 14:00 Central European Standard Time. Location: 6, Route de Tr ves, L-2633 Senningerberg Grand Duchy LuxembourgReported Earnings • Feb 16Full year 2023 earnings released: EPS: US$1.75 (vs US$1.74 in FY 2022)Full year 2023 results: EPS: US$1.75. Revenue: US$1.89b (down 6.7% from FY 2022). Net income: US$103.5m (down 2.5% from FY 2022). Profit margin: 5.5% (up from 5.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany.お知らせ • Jan 17Orion S.A. to Report Q4, 2023 Results on Feb 14, 2024Orion S.A. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024お知らせ • Dec 28Orion S.A. Announces Resignation of Anthony L. Davis as DirectorOrion S.A. announced that On December 27, 2023, Anthony L. Davis informed the Board of Directors that he was resigning as a director of the Company, which resignation was effective immediately. Mr. Davis resigned in order to focus on other commitments and not as a result of any disagreement with the Company. The Board’s Chairman Dan Smith as well as the Company’s Chief Executive Officer Corning Painter expressed their appreciation for Mr. Davis’s service on the Board and for the thoughtful guidance provided to management by Mr. Davis during his tenure on the Board.Upcoming Dividend • Dec 07Upcoming dividend of US$0.021 per share at 0.3% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 17 January 2024. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (6.0%).Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.45 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.45 (down from US$0.52 in 3Q 2022). Revenue: US$466.2m (down 14% from 3Q 2022). Net income: US$26.2m (down 18% from 3Q 2022). Profit margin: 5.6% (down from 5.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28Orion S.A. Launches PRINTEX®? kappa 10, Feeding High Demand Growth in the Lithium-Ion Battery IndustryOrion S.A. announced the launch of PRINTEX kappa 10 - a high-quality conductive additive that will supply surging demand from producers of lithium-ion batteries for electric vehicles, energy storage systems and consumer applications. The new product, produced with furnace technology in Europe and eventually in Asia, marks a crucial expansion of Orion's portfolio of conductive additives. The company also makes other kappa grades with the acetylene process. PRINTEX kappa 10 facilitates a more efficient transfer of electrical energy within lithium-ion batteries. It forms a percolating network that enables the electrons to flow. This enhances the performance and power response during both charging and discharging. The conductive additive works for both anode and cathode. It is also compatible with lithium-ferrous-phosphate batteries, nickel-manganese-cobalt (NMC) and other batteries.お知らせ • Oct 17Orion S.A. to Report Q3, 2023 Results on Nov 02, 2023Orion S.A. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023お知らせ • Sep 22Orion S.A. Declares an Interim Dividend to Be Paid in the First Quarter of 2024 on January 17, 2024Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the first quarter of 2024 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on January 17, 2024, to holders of record as of the close of business on December 15, 2023. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.Upcoming Dividend • Sep 07Upcoming dividend of US$0.021 per share at 0.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 05 October 2023. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).Recent Insider Transactions • Aug 23CEO & Executive Director recently bought €298k worth of stockOn the 18th of August, Corning Painter bought around 15k shares on-market at roughly €19.85 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Corning's only on-market trade for the last 12 months.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: US$0.51 (vs US$0.49 in 2Q 2022)Second quarter 2023 results: EPS: US$0.51 (up from US$0.49 in 2Q 2022). Revenue: US$458.8m (down 15% from 2Q 2022). Net income: US$30.1m (up 1.3% from 2Q 2022). Profit margin: 6.6% (up from 5.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Tony Davis was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 14Orion S.A. to Report Q2, 2023 Results on Aug 09, 2023Orion S.A. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023お知らせ • Jun 09Orion S.A. Declares Interim Dividend for the Fourth Quarter of 2023, Payable on October 5, 2023Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the fourth quarter of 2023 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 5, 2023, to holders of record as of the close of business on September 15, 2023. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.Upcoming Dividend • May 09Upcoming dividend of US$0.021 per share at 0.3% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 4.4% but the company is paying out more than the cash it is generating. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.5%).Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$0.70 (vs US$0.53 in 1Q 2022)First quarter 2023 results: EPS: US$0.70 (up from US$0.53 in 1Q 2022). Revenue: US$500.7m (up 3.3% from 1Q 2022). Net income: US$42.3m (up 30% from 1Q 2022). Profit margin: 8.4% (up from 6.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 21Chief Financial Officer recently bought €226k worth of stockOn the 15th of March, Jeffrey Glajch bought around 10k shares on-market at roughly €22.60 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of €314k worth in shares.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$1.74 (vs US$2.22 in FY 2021)Full year 2022 results: EPS: US$1.74 (down from US$2.22 in FY 2021). Revenue: US$2.03b (up 31% from FY 2021). Net income: US$106.2m (down 21% from FY 2021). Profit margin: 5.2% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 25Orion Engineered Carbons Sharply Reduces Air Emissions with New Technology at Borger, Texas, PlantOrion Engineered Carbons announced that it will sharply reduce air emissions at its Borger, Texas, plant with new control technology. The $60 million project also involved upgrading the site’s cogeneration system, which takes heat created by the carbon black production process and converts it to electricity that can be used by the plant. The electricity is also sold back to the power grid. Such energy conservation equipment is used by many Orion plants worldwide. The new emissions technology will lead to a major improvement in air quality, eliminating 23 tons of nitrogen oxide and sulfur dioxide emissions per day – a 90% reduction. The Borger plant produces carbon black for rubber and specialty clients. Orion also recently upgraded its emissions control technology at facilities in Ivanhoe, Louisiana and Orange, Texas. Later this year, Orion plans to finish its final U.S. emissions project at its site in Belpre, Ohio. Upgrading the Borger plant supports Orion’s efforts to achieve the targets in its sustainability-linked term loan. Last year, Orion was one of the first public companies to take out such a loan, which has interest rates that go up or down depending on whether a company meets specific environmental, social and governance goals.お知らせ • Jan 18Orion Engineered Carbons S.A. to Report Q4, 2022 Results on Feb 16, 2023Orion Engineered Carbons S.A. announced that they will report Q4, 2022 results After-Market on Feb 16, 2023Upcoming Dividend • Dec 23Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 30 December 2022. Payment date: 10 January 2023. Payout ratio is a comfortable 5.3% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.6%).Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.35 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.35 in 3Q 2021). Revenue: US$543.1m (up 38% from 3Q 2021). Net income: US$31.8m (up 51% from 3Q 2021). Profit margin: 5.9% (up from 5.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Oct 11Orion Engineered Carbons S.A. to Report Q3, 2022 Results on Nov 03, 2022Orion Engineered Carbons S.A. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022お知らせ • Sep 30Orion Engineered Carbons S.A. Declares Interim Quarterly Dividend for the First Quarter of 2023, Payable on January 10, 2023Orion Engineered Carbons S.A. announced that its board of directors has declared an interim dividend to be paid in the first quarter of 2023 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on January 10, 2023, to holders of record as of the close of business on January 3, 2023.Upcoming Dividend • Sep 13Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 20 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.6%).Recent Insider Transactions • Aug 24CEO & Executive Director recently bought €506k worth of stockOn the 22nd of August, Corning Painter bought around 30k shares on-market at roughly €16.85 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$0.49 (vs US$1.47 in 2Q 2021)Second quarter 2022 results: EPS: US$0.49 (down from US$1.47 in 2Q 2021). Revenue: US$541.2m (up 35% from 2Q 2021). Net income: US$29.7m (down 67% from 2Q 2021). Profit margin: 5.5% (down from 22% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.2%, compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 09Orion Engineered Carbons S.A. to Report Q2, 2022 Results on Aug 04, 2022Orion Engineered Carbons S.A. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 04, 2022お知らせ • Jul 02Orion Engineered Carbons S.A. Appoints Anthony L. Davis as DirectorOrion Engineered Carbons S.A. at its AGM held on June 30, 2022 approved appointment of: Mr. Anthony L. Davis as Director of the company for a term ending on the date of the Annual General Meeting of Shareholders of the company, call to approve the company's annual accounts and consolidated financial statements for the financial year ending December 31, 2022.お知らせ • Jul 01Orion Engineered Carbons Declares Interim Quarterly Dividend for the Fourth Quarter of 2022, Payable on October 4, 2022Orion Engineered Carbons S.A. announced that its board of directors has declared an interim dividend to be paid in the fourth quarter of 2022 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 4, 2022, to holders of record as of the close of business on September 21, 2022.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €14.80, the stock trades at a trailing P/E ratio of 6.4x. Average forward P/E is 9x in the Chemicals industry in Germany. Total loss to shareholders of 9.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.16 per share.Buying Opportunity • Jun 18Now 27% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be €20.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%.Upcoming Dividend • Jun 14Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 1.8% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).Reported Earnings • May 08First quarter 2022 earnings released: EPS: US$0.53 (vs US$0.39 in 1Q 2021)First quarter 2022 results: EPS: US$0.53 (up from US$0.39 in 1Q 2021). Revenue: US$484.5m (up 35% from 1Q 2021). Net income: US$32.5m (up 38% from 1Q 2021). Profit margin: 6.7% (up from 6.5% in 1Q 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 06Orion Engineered Carbons S.A. to Report Q1, 2022 Results on May 05, 2022Orion Engineered Carbons S.A. announced that they will report Q1, 2022 results After-Market on May 05, 2022Upcoming Dividend • Mar 22Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 28 March 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 0.9% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%).お知らせ • Mar 01Orion Engineered Carbons Opens New Line in Italy for Specialty and Technical Rubber CustomersOrion Engineered Carbons has commissioned the first new reactor for carbon black production in the European Union in over 40 years at its plant in Italy, and this week will begin commercial sales with the line. The new 25-kiloton line at the facility in the northern city of Ravenna produces both specialty and technical rubber carbon blacks, primarily for the European market. Additional investments at the plant include a new co-generation facility to convert waste heat into electricity, generating up to 120 MWh of green electricity per year. 70% of the electricity is supplied to the national grid, serving about 30,000 households. Orion is a net exporter of electricity in Europe and worldwide.Recent Insider Transactions • Feb 25CEO & Executive Director recently bought €545k worth of stockOn the 24th of February, Corning Painter bought around 40k shares on-market at roughly €13.64 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €1.4m worth in shares.お知らせ • Feb 25Orion Engineered Carbons S.A., Annual General Meeting, Jun 30, 2022Orion Engineered Carbons S.A., Annual General Meeting, Jun 30, 2022, at 14:00 Central European Standard Time. Location: located at 6, Route de Trèves Senningerberg Luxembourgお知らせ • Feb 24Orion Engineered Carbons Announces Interim Cash Dividend for the Second Quarter of 2022 , Payable on April 6, 2022Orion Engineered Carbons S.A. announced that its board of directors has declared an interim dividend to be paid in the second quarter of 2022 of $0.0207 per Common Share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on April 6, 2022, to holders of record as of the close of business on March 29, 2022. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €13.87, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.90 per share.Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.22 (up from US$0.30 in FY 2020). Revenue: US$1.55b (up 36% from FY 2020). Net income: US$134.7m (up US$116.5m from FY 2020). Profit margin: 8.7% (up from 1.6% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 10%, compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 17Orion Engineered Carbons Announces Executive ChangesOrion Engineered Carbons announced that Jeffrey Glajch has accepted the role of chief financial officer for the company with a planned joining date of April 18, 2022. Glajch will succeed Bob Hrivnak, who currently serves in the dual role of interim CFO and chief accounting officer. Hrivnak will continue as chief accounting officer. Glajch has over 30 years of experience leading corporate finance and accounting control functions for both public and private companies. He joins Orion from Graham Corporation, where he has served as CFO for the past 13 years.Upcoming Dividend • Dec 28Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 04 January 2022. Payment date: 12 January 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%).Recent Insider Transactions • Dec 02CEO & Executive Director recently bought €463k worth of stockOn the 30th of November, Corning Painter bought around 30k shares on-market at roughly €15.43 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €901k worth in shares.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.35 (vs US$0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$393.1m (up 39% from 3Q 2020). Net income: US$21.0m (up 134% from 3Q 2020). Profit margin: 5.3% (up from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Aug 18CEO & Executive Director recently bought €438k worth of stockOn the 16th of August, Corning Painter bought around 30k shares on-market at roughly €14.60 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €976k worth in shares.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$1.47 (vs US$0.29 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$401.0m (up 98% from 2Q 2020). Net income: US$89.1m (up US$106.8m from 2Q 2020). Profit margin: 22% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Jun 28+ 3 more updatesOrion Engineered Carbons S.A.(NYSE:OEC) dropped from Russell 3000E Value IndexOrion Engineered Carbons S.A.(NYSE:OEC) dropped from Russell 3000E Value Index株主還元0OEDE ChemicalsDE 市場7D-10.2%0.02%1.4%1Y-31.7%3.7%-0.09%株主還元を見る業界別リターン: 0OE過去 1 年間で3.7 % の収益を上げたGerman Chemicals業界を下回りました。リターン対市場: 0OEは、過去 1 年間で-0.1 % のリターンを上げたGerman市場を下回りました。価格変動Is 0OE's price volatile compared to industry and market?0OE volatility0OE Average Weekly Movement12.0%Chemicals Industry Average Movement5.8%Market Average Movement6.0%10% most volatile stocks in DE Market13.1%10% least volatile stocks in DE Market2.7%安定した株価: 0OEの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 0OEの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18621,639Corning Painterwww.orioncarbons.comオリオン社（Orion S.A.）は子会社とともにカーボンブラック製品の製造・販売を行っている。同社はスペシャルティカーボンブラックとラバーカーボンブラックの2つのセグメントで事業を展開している。コーティングや印刷用途向けの後処理済み特殊カーボンブラックグレード、繊維産業向けの高純度カーボンブラックグレード、電池、ポリマー、コーティング向けの導電性カーボンブラックグレードを提供している。また、ECORAXブランドの高強化グレードや準強化グレードなどのタイヤ用ゴムカーボンブラック製品や、自動車生産、建設、特定の食品、消費者、医療用途を含む機械ゴム製品のエンドユーザー向け製品も提供している。米国、ブラジル、その他の米州、ドイツ、南アフリカ、イタリア、スペイン、トルコ、フランス、その他のEMEA、中国、韓国、その他のアジアで事業を展開している。旧社名はOrion Engineered Carbons S.A.で、2023年6月に社名をOrion S.A.に変更した。オリオンS.A.は1862年に設立され、ルクセンブルクのセニンガーベルグに本社を置いている。もっと見るOrion S.A. 基礎のまとめOrion の収益と売上を時価総額と比較するとどうか。0OE 基礎統計学時価総額€364.41m収益（TTM）-€75.66m売上高(TTM)€1.52b0.2xP/Sレシオ-4.7xPER（株価収益率0OE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0OE 損益計算書（TTM）収益US$1.79b売上原価US$1.45b売上総利益US$340.90mその他の費用US$430.00m収益-US$89.10m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-1.58グロス・マージン19.06%純利益率-4.98%有利子負債／自己資本比率267.1%0OE の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り-5%配当性向0OE 配当は確実ですか？0OE 配当履歴とベンチマークを見る0OE 、いつまでに購入すれば配当金を受け取れますか？Orion 配当日配当落ち日Jun 10 2026配当支払日Jul 02 2026配当落ちまでの日数29 days配当支払日までの日数51 days0OE 配当は確実ですか？0OE 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 09:09終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Orion S.A. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Patrick Duffy FischerBarclaysGunnar CohrsBerenbergStephen BensonGoldman Sachs9 その他のアナリストを表示
お知らせ • Apr 24Orion S.A. Declares Interim Quarterly Dividend for the Third Quarter of 2026, Payable on July 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the third quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on June 10, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Apr 16Orion S.A. to Report Q1, 2026 Results on May 06, 2026Orion S.A. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Mar 13Orion S.A. Increases Prices and Introduces Variable Surcharge for Specialty Carbon BlackOrion S.A. announced it is increasing prices by up to 25% and introducing a variable surcharge to all of its Specialty segment customers. This action is required because of rising costs, supply chain disruptions and feedstock cost volatility related primarily to the ongoing conflict in the Middle East. The price increase and new surcharges will become effective immediately, or as contracts allow.
お知らせ • Mar 09Orion S.A., Annual General Meeting, Jun 25, 2026Orion S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: 6 route de treves, l 2633 senningerberg, grand duchy of luxembourg, Luxembourg
お知らせ • Feb 27Orion S.A. Declares Interim Quarterly Dividend for the Second Quarter of 2026, Payable on April 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the second quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on April 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on March 12, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Jan 16Orion S.A. to Report Q4, 2025 Results on Feb 17, 2026Orion S.A. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026
お知らせ • Apr 24Orion S.A. Declares Interim Quarterly Dividend for the Third Quarter of 2026, Payable on July 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the third quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on June 10, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Apr 16Orion S.A. to Report Q1, 2026 Results on May 06, 2026Orion S.A. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Mar 13Orion S.A. Increases Prices and Introduces Variable Surcharge for Specialty Carbon BlackOrion S.A. announced it is increasing prices by up to 25% and introducing a variable surcharge to all of its Specialty segment customers. This action is required because of rising costs, supply chain disruptions and feedstock cost volatility related primarily to the ongoing conflict in the Middle East. The price increase and new surcharges will become effective immediately, or as contracts allow.
お知らせ • Mar 09Orion S.A., Annual General Meeting, Jun 25, 2026Orion S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: 6 route de treves, l 2633 senningerberg, grand duchy of luxembourg, Luxembourg
お知らせ • Feb 27Orion S.A. Declares Interim Quarterly Dividend for the Second Quarter of 2026, Payable on April 2, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the second quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on April 2, 2026, to holders of record as of the close of business in New York, NY, United States of America, on March 12, 2026. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Jan 16Orion S.A. to Report Q4, 2025 Results on Feb 17, 2026Orion S.A. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026
お知らせ • Nov 07Orion S.A. Announces CFO Changes, Effective Dec. 1, 2025Orion S.A. announced that Jonathan “Jon” Puckett will succeed Jeff Glajch as chief financial officer, effective Dec. 1, 2025. Puckett brings to Orion more than 30 years of financial leadership experience – much of it within the chemical industry. He joins the company after 14 years with Celanese, where he recently served as vice president and CFO for the Acetyl Chain segment. Before Celanese, Puckett served in senior financial roles at Affiliated Computer Services Inc.; PWC LLP; and KPMG LLP. In July, Glajch announced his intention to retire as CFO at the end of 2025. He will remain as a full-time employee of Orion through Dec. 31, 2025, providing consulting services during the first quarter of 2026 to ensure a seamless transition.
お知らせ • Nov 05Orion S.A. Reports Goodwill Impairment for the Third Quarter Ended September 30, 2025Orion S.A. reported goodwill impairment for the third quarter ended September 30, 2025. For the quarter, the company reported goodwill impairment of $80.8 million.
お知らせ • Oct 14Orion S.A. to Report Q3, 2025 Results on Nov 04, 2025Orion S.A. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
お知らせ • Sep 12Orion S.A. Declares Interim Dividend for the First Quarter of 2026, Payable on January 20, 2026Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the first quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on January 20, 2026, to holders of record as of the close of business in New York, NY, United States of America, on December 12, 2025. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Jul 31Orion S.A. Announces Retirement of Jeff Glajch as CFOOrion S.A. announced the upcoming retirement of Jeff Glajch, its Chief Financial Officer, who intends to step down early in the fourth quarter of 2025. A comprehensive search will be launched to identify a successor. To ensure a smooth transition, Mr. Glajch will continue to support Orion through the end of 2025.
お知らせ • Jul 16Orion S.A. to Report Q2, 2025 Results on Aug 06, 2025Orion S.A. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jul 08Orion S.A. to Rationalize Production Lines in Americas, EMEAOrion S.A. announced it plans to discontinue production at three to five of its carbon black lines at multiple facilities in the Americas and EMEA by the end of 2025.
お知らせ • Jun 30+ 6 more updatesOrion S.A.(NYSE:OEC) dropped from Russell 3000E Growth IndexOrion S.A.(NYSE:OEC) dropped from Russell 3000E Growth Index
お知らせ • Jun 27+ 1 more updateOrion S.A. Declares an Interim Dividend for the Fourth Quarter of 2025, Payable on October 8, 2025Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the fourth quarter of 2025 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 8, 2025, to holders of record as of the close of business in New York, NY, United States of America, on July 7, 2025.
お知らせ • Apr 25Orion S.A. Declares Interim Quarterly Dividend, Payable on July 2, 2025Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the third quarter of 2025 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2025, to holders of record as of the close of business in New York on June 11, 2025. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Apr 16Orion S.A. to Report Q1, 2025 Results on May 07, 2025Orion S.A. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Feb 28+ 1 more updateOrion S.A., Annual General Meeting, Jun 26, 2025Orion S.A., Annual General Meeting, Jun 26, 2025. Location: 6 route de treves, l-2633 senningerberg (municipality of niederanven), grand duchy of luxembourg, United States
Reported Earnings • Nov 08Third quarter 2024 earnings released: US$0.35 loss per share (vs US$0.45 profit in 3Q 2023)Third quarter 2024 results: US$0.35 loss per share (down from US$0.45 profit in 3Q 2023). Revenue: US$463.4m (flat on 3Q 2023). Net loss: US$20.2m (down 177% from profit in 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 18Orion S.A. Announces Chief Technology Officer ChangesOrion S.A. announced that Natalia Scherbakoff has been appointed the company’s new chief technology officer. She will succeed David Deters, who for nearly a decade led a global innovation program that made Orion a leader in developing sustainable materials, battery additives and other technology in the carbon black industry. Deters announced his retirement earlier this year and will remain with Orion through the end of 2024 to ensure a seamless transition. Scherbakoff joins Orion from Trinseo, where she served as the vice president of Technology & Innovation, overseeing global research, development and technology innovation with sustainability and circular solutions being a key underlying focus. She also supported key growth initiatives as well as mergers and acquisitions. Scherbakoff was a member of Trinseo’s Corporate Environmental, Social and Governance Council. Before Trinseo, Scherbakoff was the vice president of Research Innovation & Product Lines at Plastic Omnium. She also served as the general manager of Specialty Composites and the director of Global Innovation at Owens Corning. Scherbakoff is a non-executive board member at specialty materials producer Clayens NP and is also a member of the Forbes Technology Council. She holds a Ph.D. and M.Sc. in Macromolecular Science from Case Western Reserve University (U.S.), a Chemical Engineering degree from Mauá Engineering University (Brazil) and an MBA from Getulio Vargas Foundation (Brazil). She is fluent in English, French, Portuguese, Italian and Russian. Scherbakoff will be based at Orion’s main innovation hub in Cologne, Germany, and will also oversee the company’s technical centers in China, South Korea and the U.S. She will continue to build Orion’s innovation capabilities, including leveraging its new Battery Innovation Center in Cologne with a full array of production, testing and diagnostic equipment. She will also oversee Orion’s €12.8 million investment – which includes €6.4 million in funding from the German government and European Union – to further develop and demonstrate a climate-neutral process for producing carbon black from alternative carbon sources.
お知らせ • Oct 16Orion S.A. to Report Q3, 2024 Results on Nov 07, 2024Orion S.A. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Declared Dividend • Oct 10Dividend of US$0.021 announcedShareholders will receive a dividend of US$0.021. Ex-date: 13th December 2024 Payment date: 21st January 2025 Dividend yield will be 0.5%, which is lower than the industry average of 6.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 49%.
Declared Dividend • Sep 23Dividend of US$0.021 announcedShareholders will receive a dividend of US$0.021. Ex-date: 13th December 2024 Payment date: 21st January 2025 Dividend yield will be 0.5%, which is lower than the industry average of 6.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 49%.
Recent Insider Transactions • Aug 26CEO & Executive Director recently bought €159k worth of stockOn the 22nd of August, Corning Painter bought around 10k shares on-market at roughly €15.93 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €320k. Corning has been a buyer over the last 12 months, purchasing a net total of €479k worth in shares.
Recent Insider Transactions • Aug 08Chief Financial Officer recently bought €249k worth of stockOn the 7th of August, Jeffrey Glajch bought around 15k shares on-market at roughly €16.62 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of €359k worth in shares.
Buy Or Sell Opportunity • Aug 05Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €15.60. The fair value is estimated to be €23.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 5.8% in a year. Earnings are forecast to grow by 57% in the next year.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.35 (vs US$0.51 in 2Q 2023)Second quarter 2024 results: EPS: US$0.35 (down from US$0.51 in 2Q 2023). Revenue: US$477.0m (up 4.0% from 2Q 2023). Net income: US$20.5m (down 32% from 2Q 2023). Profit margin: 4.3% (down from 6.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Jul 16Orion S.A. to Report Q2, 2024 Results on Aug 01, 2024Orion S.A. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Buy Or Sell Opportunity • Jul 13Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €20.20. The fair value is estimated to be €16.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.7% in a year. Earnings are forecast to grow by 33% in the next year.
お知らせ • Jun 21Orion S.A. Declares Interim Quarterly Dividend, Payable on October 9, 2024Orion S.A. announced that its Board of Directors has declared an interim dividend to be paid in the fourth quarter of 2024 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 9, 2024, to holders of record as of the close of business on July 1, 2024.
Recent Insider Transactions • Jun 09Insider recently sold €185k worth of stockOn the 4th of June, Sandra Niewiem sold around 8k shares on-market at roughly €22.25 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €113k more than they sold in the last 12 months.
Upcoming Dividend • Jun 04Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 02 July 2024. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.46 (vs US$0.70 in 1Q 2023)First quarter 2024 results: EPS: US$0.46 (down from US$0.70 in 1Q 2023). Revenue: US$502.9m (flat on 1Q 2023). Net income: US$26.7m (down 37% from 1Q 2023). Profit margin: 5.3% (down from 8.4% in 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27Orion S.A. Declares Interim Quarterly Dividend, Payable on July 2, 2024Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the third quarter of 2024 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on July 2, 2024, to holders of record as of the close of business on June 11, 2024. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
お知らせ • Apr 17Orion S.A. to Report Q1, 2024 Results on May 02, 2024Orion S.A. announced that they will report Q1, 2024 results After-Market on May 02, 2024
Upcoming Dividend • Mar 05Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 12 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 4.7% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.8%).
Declared Dividend • Mar 04Fourth quarter dividend of US$0.021 announcedShareholders will receive a dividend of US$0.021. Ex-date: 12th March 2024 Payment date: 4th April 2024 Dividend yield will be 0.4%, which is lower than the industry average of 6.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 3%.
お知らせ • Mar 01+ 1 more updateOrion S.A., Annual General Meeting, Jun 20, 2024Orion S.A., Annual General Meeting, Jun 20, 2024, at 14:00 Central European Standard Time. Location: 6, Route de Tr ves, L-2633 Senningerberg Grand Duchy Luxembourg
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$1.75 (vs US$1.74 in FY 2022)Full year 2023 results: EPS: US$1.75. Revenue: US$1.89b (down 6.7% from FY 2022). Net income: US$103.5m (down 2.5% from FY 2022). Profit margin: 5.5% (up from 5.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany.
お知らせ • Jan 17Orion S.A. to Report Q4, 2023 Results on Feb 14, 2024Orion S.A. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024
お知らせ • Dec 28Orion S.A. Announces Resignation of Anthony L. Davis as DirectorOrion S.A. announced that On December 27, 2023, Anthony L. Davis informed the Board of Directors that he was resigning as a director of the Company, which resignation was effective immediately. Mr. Davis resigned in order to focus on other commitments and not as a result of any disagreement with the Company. The Board’s Chairman Dan Smith as well as the Company’s Chief Executive Officer Corning Painter expressed their appreciation for Mr. Davis’s service on the Board and for the thoughtful guidance provided to management by Mr. Davis during his tenure on the Board.
Upcoming Dividend • Dec 07Upcoming dividend of US$0.021 per share at 0.3% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 17 January 2024. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (6.0%).
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.45 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.45 (down from US$0.52 in 3Q 2022). Revenue: US$466.2m (down 14% from 3Q 2022). Net income: US$26.2m (down 18% from 3Q 2022). Profit margin: 5.6% (down from 5.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28Orion S.A. Launches PRINTEX®? kappa 10, Feeding High Demand Growth in the Lithium-Ion Battery IndustryOrion S.A. announced the launch of PRINTEX kappa 10 - a high-quality conductive additive that will supply surging demand from producers of lithium-ion batteries for electric vehicles, energy storage systems and consumer applications. The new product, produced with furnace technology in Europe and eventually in Asia, marks a crucial expansion of Orion's portfolio of conductive additives. The company also makes other kappa grades with the acetylene process. PRINTEX kappa 10 facilitates a more efficient transfer of electrical energy within lithium-ion batteries. It forms a percolating network that enables the electrons to flow. This enhances the performance and power response during both charging and discharging. The conductive additive works for both anode and cathode. It is also compatible with lithium-ferrous-phosphate batteries, nickel-manganese-cobalt (NMC) and other batteries.
お知らせ • Oct 17Orion S.A. to Report Q3, 2023 Results on Nov 02, 2023Orion S.A. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
お知らせ • Sep 22Orion S.A. Declares an Interim Dividend to Be Paid in the First Quarter of 2024 on January 17, 2024Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the first quarter of 2024 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on January 17, 2024, to holders of record as of the close of business on December 15, 2023. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
Upcoming Dividend • Sep 07Upcoming dividend of US$0.021 per share at 0.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 05 October 2023. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).
Recent Insider Transactions • Aug 23CEO & Executive Director recently bought €298k worth of stockOn the 18th of August, Corning Painter bought around 15k shares on-market at roughly €19.85 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Corning's only on-market trade for the last 12 months.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: US$0.51 (vs US$0.49 in 2Q 2022)Second quarter 2023 results: EPS: US$0.51 (up from US$0.49 in 2Q 2022). Revenue: US$458.8m (down 15% from 2Q 2022). Net income: US$30.1m (up 1.3% from 2Q 2022). Profit margin: 6.6% (up from 5.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Tony Davis was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 14Orion S.A. to Report Q2, 2023 Results on Aug 09, 2023Orion S.A. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023
お知らせ • Jun 09Orion S.A. Declares Interim Dividend for the Fourth Quarter of 2023, Payable on October 5, 2023Orion S.A. announced that its board of directors has declared an interim dividend to be paid in the fourth quarter of 2023 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 5, 2023, to holders of record as of the close of business on September 15, 2023. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
Upcoming Dividend • May 09Upcoming dividend of US$0.021 per share at 0.3% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 4.4% but the company is paying out more than the cash it is generating. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.5%).
Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$0.70 (vs US$0.53 in 1Q 2022)First quarter 2023 results: EPS: US$0.70 (up from US$0.53 in 1Q 2022). Revenue: US$500.7m (up 3.3% from 1Q 2022). Net income: US$42.3m (up 30% from 1Q 2022). Profit margin: 8.4% (up from 6.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 21Chief Financial Officer recently bought €226k worth of stockOn the 15th of March, Jeffrey Glajch bought around 10k shares on-market at roughly €22.60 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of €314k worth in shares.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$1.74 (vs US$2.22 in FY 2021)Full year 2022 results: EPS: US$1.74 (down from US$2.22 in FY 2021). Revenue: US$2.03b (up 31% from FY 2021). Net income: US$106.2m (down 21% from FY 2021). Profit margin: 5.2% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 25Orion Engineered Carbons Sharply Reduces Air Emissions with New Technology at Borger, Texas, PlantOrion Engineered Carbons announced that it will sharply reduce air emissions at its Borger, Texas, plant with new control technology. The $60 million project also involved upgrading the site’s cogeneration system, which takes heat created by the carbon black production process and converts it to electricity that can be used by the plant. The electricity is also sold back to the power grid. Such energy conservation equipment is used by many Orion plants worldwide. The new emissions technology will lead to a major improvement in air quality, eliminating 23 tons of nitrogen oxide and sulfur dioxide emissions per day – a 90% reduction. The Borger plant produces carbon black for rubber and specialty clients. Orion also recently upgraded its emissions control technology at facilities in Ivanhoe, Louisiana and Orange, Texas. Later this year, Orion plans to finish its final U.S. emissions project at its site in Belpre, Ohio. Upgrading the Borger plant supports Orion’s efforts to achieve the targets in its sustainability-linked term loan. Last year, Orion was one of the first public companies to take out such a loan, which has interest rates that go up or down depending on whether a company meets specific environmental, social and governance goals.
お知らせ • Jan 18Orion Engineered Carbons S.A. to Report Q4, 2022 Results on Feb 16, 2023Orion Engineered Carbons S.A. announced that they will report Q4, 2022 results After-Market on Feb 16, 2023
Upcoming Dividend • Dec 23Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 30 December 2022. Payment date: 10 January 2023. Payout ratio is a comfortable 5.3% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.6%).
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.35 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.35 in 3Q 2021). Revenue: US$543.1m (up 38% from 3Q 2021). Net income: US$31.8m (up 51% from 3Q 2021). Profit margin: 5.9% (up from 5.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Oct 11Orion Engineered Carbons S.A. to Report Q3, 2022 Results on Nov 03, 2022Orion Engineered Carbons S.A. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022
お知らせ • Sep 30Orion Engineered Carbons S.A. Declares Interim Quarterly Dividend for the First Quarter of 2023, Payable on January 10, 2023Orion Engineered Carbons S.A. announced that its board of directors has declared an interim dividend to be paid in the first quarter of 2023 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on January 10, 2023, to holders of record as of the close of business on January 3, 2023.
Upcoming Dividend • Sep 13Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 20 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 4.5% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.6%).
Recent Insider Transactions • Aug 24CEO & Executive Director recently bought €506k worth of stockOn the 22nd of August, Corning Painter bought around 30k shares on-market at roughly €16.85 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$0.49 (vs US$1.47 in 2Q 2021)Second quarter 2022 results: EPS: US$0.49 (down from US$1.47 in 2Q 2021). Revenue: US$541.2m (up 35% from 2Q 2021). Net income: US$29.7m (down 67% from 2Q 2021). Profit margin: 5.5% (down from 22% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.2%, compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 09Orion Engineered Carbons S.A. to Report Q2, 2022 Results on Aug 04, 2022Orion Engineered Carbons S.A. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 04, 2022
お知らせ • Jul 02Orion Engineered Carbons S.A. Appoints Anthony L. Davis as DirectorOrion Engineered Carbons S.A. at its AGM held on June 30, 2022 approved appointment of: Mr. Anthony L. Davis as Director of the company for a term ending on the date of the Annual General Meeting of Shareholders of the company, call to approve the company's annual accounts and consolidated financial statements for the financial year ending December 31, 2022.
お知らせ • Jul 01Orion Engineered Carbons Declares Interim Quarterly Dividend for the Fourth Quarter of 2022, Payable on October 4, 2022Orion Engineered Carbons S.A. announced that its board of directors has declared an interim dividend to be paid in the fourth quarter of 2022 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on October 4, 2022, to holders of record as of the close of business on September 21, 2022.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €14.80, the stock trades at a trailing P/E ratio of 6.4x. Average forward P/E is 9x in the Chemicals industry in Germany. Total loss to shareholders of 9.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.16 per share.
Buying Opportunity • Jun 18Now 27% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be €20.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%.
Upcoming Dividend • Jun 14Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 1.8% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).
Reported Earnings • May 08First quarter 2022 earnings released: EPS: US$0.53 (vs US$0.39 in 1Q 2021)First quarter 2022 results: EPS: US$0.53 (up from US$0.39 in 1Q 2021). Revenue: US$484.5m (up 35% from 1Q 2021). Net income: US$32.5m (up 38% from 1Q 2021). Profit margin: 6.7% (up from 6.5% in 1Q 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 06Orion Engineered Carbons S.A. to Report Q1, 2022 Results on May 05, 2022Orion Engineered Carbons S.A. announced that they will report Q1, 2022 results After-Market on May 05, 2022
Upcoming Dividend • Mar 22Upcoming dividend of US$0.021 per shareEligible shareholders must have bought the stock before 28 March 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 0.9% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%).
お知らせ • Mar 01Orion Engineered Carbons Opens New Line in Italy for Specialty and Technical Rubber CustomersOrion Engineered Carbons has commissioned the first new reactor for carbon black production in the European Union in over 40 years at its plant in Italy, and this week will begin commercial sales with the line. The new 25-kiloton line at the facility in the northern city of Ravenna produces both specialty and technical rubber carbon blacks, primarily for the European market. Additional investments at the plant include a new co-generation facility to convert waste heat into electricity, generating up to 120 MWh of green electricity per year. 70% of the electricity is supplied to the national grid, serving about 30,000 households. Orion is a net exporter of electricity in Europe and worldwide.
Recent Insider Transactions • Feb 25CEO & Executive Director recently bought €545k worth of stockOn the 24th of February, Corning Painter bought around 40k shares on-market at roughly €13.64 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €1.4m worth in shares.
お知らせ • Feb 25Orion Engineered Carbons S.A., Annual General Meeting, Jun 30, 2022Orion Engineered Carbons S.A., Annual General Meeting, Jun 30, 2022, at 14:00 Central European Standard Time. Location: located at 6, Route de Trèves Senningerberg Luxembourg
お知らせ • Feb 24Orion Engineered Carbons Announces Interim Cash Dividend for the Second Quarter of 2022 , Payable on April 6, 2022Orion Engineered Carbons S.A. announced that its board of directors has declared an interim dividend to be paid in the second quarter of 2022 of $0.0207 per Common Share of the company, which is equivalent to the aggregate amount of approximately $1.25 million based on the number of common shares currently outstanding. The interim dividend will be paid on April 6, 2022, to holders of record as of the close of business on March 29, 2022. Luxembourg withholding tax at a rate of 15% will be deducted from each interim dividend, subject to exemptions and reductions in certain circumstances.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €13.87, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.90 per share.
Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.22 (up from US$0.30 in FY 2020). Revenue: US$1.55b (up 36% from FY 2020). Net income: US$134.7m (up US$116.5m from FY 2020). Profit margin: 8.7% (up from 1.6% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 10%, compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 17Orion Engineered Carbons Announces Executive ChangesOrion Engineered Carbons announced that Jeffrey Glajch has accepted the role of chief financial officer for the company with a planned joining date of April 18, 2022. Glajch will succeed Bob Hrivnak, who currently serves in the dual role of interim CFO and chief accounting officer. Hrivnak will continue as chief accounting officer. Glajch has over 30 years of experience leading corporate finance and accounting control functions for both public and private companies. He joins Orion from Graham Corporation, where he has served as CFO for the past 13 years.
Upcoming Dividend • Dec 28Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 04 January 2022. Payment date: 12 January 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%).
Recent Insider Transactions • Dec 02CEO & Executive Director recently bought €463k worth of stockOn the 30th of November, Corning Painter bought around 30k shares on-market at roughly €15.43 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €901k worth in shares.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.35 (vs US$0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$393.1m (up 39% from 3Q 2020). Net income: US$21.0m (up 134% from 3Q 2020). Profit margin: 5.3% (up from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Aug 18CEO & Executive Director recently bought €438k worth of stockOn the 16th of August, Corning Painter bought around 30k shares on-market at roughly €14.60 per share. This was the largest purchase by an insider in the last 3 months. Corning has been a buyer over the last 12 months, purchasing a net total of €976k worth in shares.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$1.47 (vs US$0.29 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$401.0m (up 98% from 2Q 2020). Net income: US$89.1m (up US$106.8m from 2Q 2020). Profit margin: 22% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 28+ 3 more updatesOrion Engineered Carbons S.A.(NYSE:OEC) dropped from Russell 3000E Value IndexOrion Engineered Carbons S.A.(NYSE:OEC) dropped from Russell 3000E Value Index
