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6Material company update
May 1, 2026·SEC
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Origin Materials, Inc.(ORGN)Earnings, Financials & Key Ratios
ORGN•NASDAQ
$0.95
Price updated Jul 7, 2026
AboutMicromidas, Inc., doing business as Origin Materials, produces and commercializes plant-based PET plastic. It develops a platform for turning the carbon found in biomass into useful materials, while capturing carbon in the process. The company serves tire filler, carbon black, agriculture, and activated carbon markets. Micromidas, Inc. has a strategic alliance with Palantir Technologies Inc. The company was incorporated in 2008 and is based in West Sacramento, California with a facility in Sarnia, Canada.Show more
- Revenue$19M-39.5%
- EBITDA-$52M+29.5%
- Net Income-$250M-198.3%
- EPS (Diluted)-50.55-188.2%
- Gross Margin2.86%+114.0%
- EBITDA Margin-276.3%-16.6%
- Operating Margin-335.36%-23.6%
- Net Margin-1319.62%-393.2%
- ROE-112.84%-412.9%
ORGN Price & Volume
Origin Materials, Inc. (ORGN) stock price & volume — 10-year historical chart
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Persistent Revenue Contraction Challenges Operational Viability Outlook
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Capital exhaustion and dilution
Key Thesis Takeaways
- Origin Materials faces a critical inflection point as its transition to a commercial-scale chemical producer is hampered by a 91.2% year-over-year revenue decline and persistent negative gross margins of -2.2% as of 2026Q1.
- The company's reliance on high fixed costs, including $12.7 million in quarterly SG&A, continues to erode its equity base, which has fallen from $422.5 million in 2023Q4 to $88.3 million.
- Investors should remain cautious as the firm's dwindling cash position of $19.2 million necessitates potential dilutive financing to sustain its capital-intensive development model.
Verdict Logic
the company's cash runway is rapidly eroding with only $19.2 million in cash remaining against a quarterly operating cash outflow of $4.9 million, signaling high risk of further shareholder dilution.
ORGN Growth Metrics
Origin Materials, Inc. (ORGN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-53.26%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-150.36%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-138.5%
Return on Capital
10 Years-3.63%
5 Years-15.24%
3 Years-19.46%
Last Year-25.66%
ORGN Recent Earnings
Origin Materials, Inc. (ORGN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 2/12 qtrs (17%)
Q2 2026Latest
May 14, 2026Metric
Actual
Est
EPS
$3.28-36.7%
$2.40
Rev
$477,000-98.4%
$29M
Q2 2026
Mar 27, 2026Metric
Actual
Est
EPS
$38.54-1735.2%
$2.10
Rev
$3M-89.6%
$29M
Q4 2025
Nov 13, 2025Metric
Actual
Est
EPS
$0.11-57.1%
$0.07
Rev
$5M-84.0%
$29M
Q3 2025
Aug 14, 2025Metric
Actual
Est
EPS
$0.09+0.0%
$0.09
Rev
$6M-80.0%
$29M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 14, 2026 | $3.28vs $2.40-36.7% | $477,000vs $29M-98.4% |
| Q2 2026 | Mar 27, 2026 | $38.54vs $2.10-1735.2% | $3Mvs $29M-89.6% |
| Q4 2025 | Nov 13, 2025 | $0.11vs $0.07-57.1% | $5Mvs $29M-84.0% |
| Q3 2025 | Aug 14, 2025 | $0.09vs $0.09+0.0% | $6Mvs $29M-80.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Origin Materials, Inc. (ORGN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $0.95 | $5.23M | -0.02 | -39.51% | -1319.62% | -112.84% | — | |
| $1.46 | $355.38M | -10.43 | 849.33% | -19.38% | -7.19% | — | |
| $5.78 | $12.7M | -0.26 | 12.61% | -76.05% | -1268.15% | — | |
| $0.48 | $2.82M | -0.23 | 16.05% | -128.36% | -2337.65% | — | |
| $0.79 | $38.23M | -3.04 | -95.28% | -2392.61% | — | — | |
| $0.33 | $20.83M | -0.40 | -28.3% | -82.77% | -92.01% | — |
Compare ORGN vs Peers
Origin Materials, Inc. (ORGN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ORGN SEC Filings & Documents
Origin Materials, Inc. (ORGN) SEC filings — annual & quarterly reports (10-K, 10-Q)
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ORGN Frequently Asked Questions
Origin Materials, Inc. (ORGN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Origin Materials, Inc.'s revenue?
Origin Materials, Inc. (ORGN) reported $14.0M in revenue for fiscal year 2025.
How fast is Origin Materials, Inc. growing?
Origin Materials, Inc. (ORGN) saw revenue decline by 39.5% over the past year.
Is ORGN profitable?
Origin Materials, Inc. (ORGN) reported a net loss of $240.9M for fiscal year 2025.
Dividend & Returns
What is ORGN's return on equity?
Origin Materials, Inc. (ORGN) has a return on equity (ROE) of -112.8%. Negative ROE indicates the company is unprofitable.
What is Origin Materials, Inc.'s free cash flow?
Origin Materials, Inc. (ORGN) had negative free cash flow of $59.4M in fiscal year 2025, likely due to heavy capital investments.