OEC Stock Analysis: Orion Engineered Carbons | NYSE

Specialty Chemicals | NYSE, USA | Market Cap: 358m USD | 12M Return: -49.8% | Charts, Fundamentals & Technical Analysis

Specialty Carbon Black, Rubber Carbon Black, Coatings, Tires
Total Rating 24
Safety 50
Buy Signal -0.74
Specialty Chemicals
Industry Rotation: -1.8
Market Cap: 358M
Avg Turnover: 4.54M
Risk 3d forecast
Volatility62.2%
VaR 5th Pctl10.9%
VaR vs Median6.43%
Reward TTM
Sharpe Ratio-0.74
Rel. Str. IBD7.4
Rel. Str. Peer Group8.8
Character TTM
Beta1.454
Beta Downside2.029
Hurst Exponent0.567
Drawdowns 3y
Max DD84.49%
CAGR/Max DD-0.43
CAGR/Mean DD-0.83
EPS (Earnings per Share) EPS (Earnings per Share) of OEC over the last years for every Quarter: "2021-06": 0.62, "2021-09": 0.45, "2021-12": 0.17, "2022-03": 0.57, "2022-06": 0.58, "2022-09": 0.57, "2022-12": 0.26, "2023-03": 0.74, "2023-06": 0.53, "2023-09": 0.49, "2023-12": 0.17, "2024-03": 0.52, "2024-06": 0.41, "2024-09": 0.38, "2024-12": 0.35, "2025-03": 0.22, "2025-06": 0.32, "2025-09": 0.29, "2025-12": -0.34, "2026-03": -0.11,
EPS CAGR: -47.71%
EPS Trend: -78.8%
Last SUE: -1.47
Qual. Beats: -2
Revenue Revenue of OEC over the last years for every Quarter: 2021-06: 400.976, 2021-09: 393.066, 2021-12: 392.7, 2022-03: 484.5, 2022-06: 541.2, 2022-09: 543.1, 2022-12: 462.1, 2023-03: 500.7, 2023-06: 458.8, 2023-09: 466.2, 2023-12: 468.2, 2024-03: 502.9, 2024-06: 477, 2024-09: 463.4, 2024-12: 434.2, 2025-03: 477.7, 2025-06: 466.4, 2025-09: 450.9, 2025-12: 411.7, 2026-03: 459.5,
Rev. CAGR: -2.67%
Rev. Trend: -91.0%
Last SUE: 0.94
Qual. Beats: 3

Warnings

High Debt/EBITDA With Thin Interest Coverage
Interest Coverage Ratio Critical
Altman Z'' In Financial Distress Zone
Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -1.6% 2
Feb -0.5% 11
Mar -1.8% 12
Apr -1.0% 14
May +0.2% 2
Jun -3.1% 17
Jul +0.9% 22
Aug +0.4% 5
Sep -5.1% 12
Oct -0.9% 8
Nov +3.5% 34
Dec +3.2% 22

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: OEC Orion Engineered Carbons

Orion S.A. is a global manufacturer of carbon black, operating through two segments: Specialty Carbon Black, which serves coatings, printing inks, fiber, batteries, polymers, and conductive applications, and Rubber Carbon Black, which supplies reinforcing grades for tires (marketed under the ECORAX brand) and other mechanical rubber goods used in automotive, construction, and certain consumer and medical end markets. The company maintains a broad international footprint spanning the Americas, Europe, Africa, and Asia, and is headquartered in Luxembourg. It was founded in 1862 and was renamed from Orion Engineered Carbons S.A. to Orion S.A. in June 2023.

Carbon black is produced through the partial combustion of heavy petroleum feedstock, which makes producers in this commodity chemicals sub-industry sensitive to crude oil price movements and refinery by-product availability. Demand is structurally tied to tire production volumes as well as to specialty applications such as lithium-ion battery conductive additives, where the company supplies conductive carbon black grades.

Headlines to Watch Out For
  • Specialty carbon black margins expand on battery and coatings demand
  • Rubber carbon black volumes track global tire and auto production
  • Feedstock oil costs and energy prices pressure overall margins
Piotroski VR-10 (Strict) 2.5
Net Income: -89.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA 6.93 > 1.0
NWC/Revenue: 0.10% < 20% (prev 4.68%; Δ -4.58% < -1%)
CFO/TA 0.10 > 3% & CFO 200.3m > Net Income -89.1m
Net Debt (1.09b) to EBITDA (139.3m): 7.85 < 3
Current Ratio: 1.00 > 1.5 & < 3
Outstanding Shares: last quarter (56.4m) vs 12m ago -1.44% < -2%
Gross Margin: 19.06% > 18% (prev 21.85%; Δ -2.79% > 0.5%)
Asset Turnover: 91.74% > 50% (prev 94.11%; Δ -2.37% > 0%)
Interest Coverage Ratio: 0.10 > 6 (EBIT TTM 6.20m / Interest Expense TTM 64.2m)
Altman Z'' 0.91
A: 0.00 (Total Current Assets 661.5m - Total Current Liabilities 659.7m) / Total Assets 1.93b
B: 0.19 (Retained Earnings 371.1m / Total Assets 1.93b)
C: 0.00 (EBIT TTM 6.20m / Avg Total Assets 1.95b)
D: 0.24 (Book Value of Equity 379.5m / Total Liabilities 1.55b)
Altman-Z'' = 0.91 = BB
Beneish M -3.22
DSRI: 1.04 (Receivables 287.8m/286.6m, Revenue 1.79b/1.85b)
GMI: 1.15 (GM 21.85% / 19.06%)
AQI: 0.47 (AQ_t 0.04 / AQ_t-1 0.09)
SGI: 0.97 (Revenue 1.79b / 1.85b)
TATA: -0.15 (NI -89.1m - CFO 200.3m) / TA 1.93b)
Beneish M = -3.22 (Cap -4..+1) = AA
What is the price of OEC shares?

As of July 09, 2026, the stock is trading at USD 5.52 with a total of 1,030,263 shares traded. Over the past week, the price has changed by -16.44%, over one month by -19.00%, over three months by -12.91% and over the past year by -49.75%.

Current recommended Stop Loss: 4.80 (which is 13% or 1.5 ATR below the current price).

Is OEC a buy, sell or hold?

Orion Engineered Carbons has received a consensus analysts rating of 4.25. Therefore, it is recommended to buy OEC.

  • StrongBuy: 2
  • Buy: 1
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the OEC price?
Analysts Target Price 6.6 18.8%
Orion Engineered Carbons (OEC) - Fundamental Data Overview as of 03 July 2026
Market Cap USD = 358.1m (358.1m USD * 1.0 USD.USD)
P/E Forward = 5.7837
P/S = 0.2002
P/B = 0.9435
P/EG = 1.25
Revenue TTM = 1.79b USD
EBIT TTM = 6.20m USD
EBITDA TTM = 139.3m USD
Long Term Debt = 662.5m USD (from longTermDebt, last quarter)
Short Term Debt = 351.2m USD (from shortTermDebt, last quarter)
Debt = 1.15b USD (from shortLongTermDebtTotal, last quarter) + Leases 132.5m
Net Debt = 1.09b USD (calculated: Debt 1.15b - CCE 52.0m)
Enterprise Value = 1.45b USD (358.1m + Debt 1.15b - CCE 52.0m)
Interest Coverage Ratio = 0.10 (Ebit TTM 6.20m / Interest Expense TTM 64.2m)
EV/FCF = 53.06x (Enterprise Value 1.45b / FCF TTM 27.4m)
FCF Yield = 1.88% (FCF TTM 27.4m / Enterprise Value 1.45b)
FCF Margin = 1.53% (FCF TTM 27.4m / Revenue TTM 1.79b)
Net Margin = -4.98% (Net Income TTM -89.1m / Revenue TTM 1.79b)
Gross Margin = 19.06% ((Revenue TTM 1.79b - Cost of Revenue TTM 1.45b) / Revenue TTM)
Gross Margin QoQ = 17.24% (prev 18.87%)
Tobins Q-Ratio = 0.75 (Enterprise Value 1.45b / Total Assets 1.93b)
Interest Expense / Debt = 5.60% (Interest Expense 64.2m / Debt 1.15b)
Taxrate = 21.0% (US federal default 21%)
NOPAT = 4.90m (EBIT 6.20m * (1 - 21.00%))
Current Ratio = 1.00 (Total Current Assets 661.5m / Total Current Liabilities 659.7m)
Debt / Equity = 3.02 (Debt 1.15b / totalStockholderEquity, last quarter 379.5m)
Debt / EBITDA = 7.85 (Net Debt 1.09b / EBITDA 139.3m)
Debt / FCF = 39.98 (Net Debt 1.09b / FCF TTM 27.4m)
Total Stockholder Equity = 408.1m (last 4 quarters mean from totalStockholderEquity)
RoA = -4.57% (Net Income -89.1m / Total Assets 1.93b)
RoE = -21.83% (Net Income TTM -89.1m / Total Stockholder Equity 408.1m)
RoCE = 0.58% (EBIT 6.20m / Capital Employed (Equity 408.1m + L.T.Debt 662.5m))
RoIC = 0.31% (NOPAT 4.90m / Invested Capital 1.57b)
WACC = 6.01% (E(358.1m)/V(1.50b) * Re(11.10%) + D(1.15b)/V(1.50b) * Rd(5.60%) * (1-Tc(0.21)))
Discount Rate = 11.10% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -77.78 | Cagr: -2.15%
[DCF] Terminal Value 75.44% ; FCFF base≈27.4m ; Y1≈27.5m ; Y5≈29.1m
 [DCF] Fair Price = N/A (negative equity: EV 452.8m - Net Debt 1.09b = -641.4m; debt exceeds intrinsic value)
 EPS Correlation: -78.83 | EPS CAGR: -47.71% | SUE: -1.47 | # QB: -2
Revenue Correlation: -90.97 | Revenue CAGR: -2.67% | SUE: 0.94 | # QB: 3
EPS current Quarter (2026-06-30): EPS=0.15 | Chg30d=+8.39% | Revisions=-17% | Analysts=3
EPS next Quarter (2026-09-30): EPS=0.11 | Chg30d=-2.21% | Revisions=+17% | Analysts=3
EPS current Year (2026-12-31): EPS=0.18 | Chg30d=+12.32% | Revisions=+17% | GrowthEPS=-63.5% | GrowthRev=-1.6%
EPS next Year (2027-12-31): EPS=0.38 | Chg30d=+3.39% | Revisions=+0% | GrowthEPS=+105.9% | GrowthRev=+0.2%
[Analyst] Revisions Ratio: +6% (up=7, down=6)