Origin Materials Reports Q3 2025 Revenue Decline and Secures Financing
Origin Materials reported a Q3 2025 revenue of $4.7 million, significantly below analyst estimates, alongside a net loss with EPS at -$0.11. Despite the financial shortfall, the company secured financing and maintained its 2027 revenue and adjusted EBITDA guidance, signaling ongoing investment in scaling its sustainable materials technology.
Origin Materials Inc reported a Q3 2025 revenue of $4.7 million, which missed Wall Street expectations by a wide margin, with analysts having anticipated approximately $29 million. The company also posted a net loss with a non-GAAP EPS of -$0.11 compared to an expected -$0.07. This performance marks a decrease from the previous quarter's revenue of $5.81 million and reflects a continuing challenge in commercial scale-up. Despite the disappointing quarter, Origin Materials emphasized its ongoing execution of its 'water first' commercial strategy and confirmed that its CapFormer deployment schedule remains on track. The firm also secured new financing to support operations and growth. Importantly, the company maintained its previously stated revenue and adjusted EBITDA run-rate guidance looking toward 2027, indicating expectations of significant growth over the coming years. Market reaction was negative due to the earnings miss, but management highlighted a stronger balance sheet and strategic progress as foundational for achieving its ambitious multi-year growth targets. Origin Materials continues to focus on investment to advance its sustainable materials technology and commercialization efforts.
