Orion (OEC) Q4 2025 Earnings Call Transcript

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Tuesday, Feb. 17, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Corning F. Painter

• Chief Financial Officer — Jeffrey F. Glajch

• Vice President of Investor Relations — Christopher Kapsch

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Operator: Greetings. Welcome to the Orion Engineered Carbons S.A. Fourth Quarter 2025 Earnings Conference Call. At this time, participants volition beryllium successful listen-only mode. A question and reply league volition travel the ceremonial presentation. Anyone requiring relation assistance during the conference, delight enactment this league is being recorded. I volition present manus the league implicit to Christopher Kapsch, Vice President of Investor Relations. Thank you. You whitethorn present begin. Thank you, Rob. Good morning, everyone. This is Christopher Kapsch, VP of Investor Relations astatine Orion Engineered Carbons S.A. Welcome to our league telephone to sermon our 4th fourth afloat twelvemonth 2025 net results.

Christopher Kapsch: Joining our telephone are Corning F. Painter, Orion's Chief Executive Officer, and Jeffrey F. Glajch, our Chief Financial Officer. We issued our 4th fourth results this morning, and we person posted a descent presumption successful the Investor Relations information of our website. We volition beryllium referencing this platform during the call. Before we begin, we are obligated to punctual you that immoderate of the comments made connected today's telephone are forward-looking statements. These statements are taxable to the risks and uncertainties arsenic described successful the company's filings with the Securities and Exchange Commission, and our existent results whitethorn disagree from those described during the call.

In addition, each non-GAAP fiscal measures discussed during this telephone are reconciled to the astir straight comparable GAAP measures successful the tables attached to our property merchandise and the quarterly net deck. Any non-GAAP fiscal measures presented successful these materials should not beryllium considered arsenic alternatives to fiscal measures required by GAAP. All forward-looking statements are made arsenic of today, 02/17/2026. Orion Engineered Carbons S.A. is not obligated to update immoderate forward-looking statements based connected caller circumstances oregon revised expectations. With that, I volition crook the telephone implicit to Corning F. Painter. Good morning. Thank you, Chris, and convey you each for taking the clip to articulation our league call.

Before getting into our Q4 reappraisal commentary, I'm excited to present our caller Chief Financial Officer, Jeffrey F. Glajch, who joined Orion successful aboriginal December. Jeffrey has implicit 30 years of fiscal enactment acquisition including fourteen years successful the chemic industry. Some of you whitethorn cognize him from his tenure astatine Stelleny's, wherever helium astir precocious served arsenic a Vice President and CFO of the acetyl segment. Jeff, it has been a fewer months, but invited again to Orion. Moving to our results discussion. Starting connected descent three. We finished 2025 with amended Q4 results than we had contemplated aboriginal successful November. The upside was chiefly a relation of higher volumes than customers had forecast.