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Origin Materials, Inc. (ORGN) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Origin Materials reported Q4 2025 earnings on March 27, 2026, with CEO John Bissell and CFO Matt Plavan leading the call, highlighting financial performance and strategic updates for the carbon-negative materials company. The company emphasized progress in scaling its patented technology, which converts biomass into sustainable PET and other materials, aiming to disrupt traditional petroleum-based supply chains. Revenue growth and operational milestones were underscored, though specific figures were deferred to the full press release and SEC filings, reflecting cautious optimism amid market volatility. Forward-looking statements dominated discussions, with leadership outlining expansion plans for 2026, including new partnerships and production capacity increases, subject to regulatory and economic risks. Analysts, including Fermium Research’s Frank Mitsch, questioned execution timelines and capital allocation, signaling investor scrutiny over Origin’s ability to meet ambitious sustainability and financial targets.

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SA Transcripts159.14K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Origin Materials, Inc. (ORGN) Q4 2025 Earnings Call March 27, 2026 5:00 PM EDT Company Participants Matthew Plavan - CFO & COOJohn Bissell - Co-Founder, CEO & Director Conference Call Participants Frank Mitsch - Fermium Research, LLC Presentation Operator Good afternoon, and welcome to the Origin Materials' Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Matt Plavan, CFO and COO. Please go ahead. Matthew PlavanCFO & COO Good afternoon, and thank you, everyone, for joining us. Speaking first today is Origin's CEO and Co-Founder, John Bissell; followed by myself, Matt Plavan. Then we will open the call to questions from analysts and discuss questions submitted as part of this quarter's Ask Origin campaign. Ahead of this call, Origin has issued its 2025 fourth quarter and full year press release. It can be found on the Investor Relations section of our website at originmaterials.com. Please note that during our discussion today, we will be making forward-looking statements based upon current expectations and assumptions, which are subject to risks and uncertainties. These statements reflect our views as of today, should not be relied upon as representative about views of any subsequent date, and we undertake no obligation to revise or publicly release the results of any revisions to these forward-looking statements in light of new information or future events. These statements are subject to a variety of risks and uncertainties that could cause actual results to differ materially from expectations. For further discussion on the material risks and other important factors that could affect our financial results, please refer to our filings with the SEC, including our annual report on Form 10-K. During today's call, we will discuss non-GAAP financial measures, which we believe are useful as supplemental

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