Origin Materials Q1 net loss $26.4M, revenue $5.4M; delays PET cap revenue, guides 2026 rev $50M-$70M

Origin Materials, Inc.

2025-Q1 EPS reported -$0.18 vs consensus -$0.09 ▼ miss (-96.1%)

Net loss $26.4M vs $13.9M YoY; adjusted EBITDA loss $11.0M vs $12.9M; cash $83.0M.
Revenue $5.4M, down from $6.8M due to planned supply chain program reduction.
Signed strategic customer agreement with major packaging co. for large-format PET closures for RTD/wine/spirits.
Commercial PET cap revenue deferred 1-3 quarters; now expects $50M-$70M in 2026, $150M-$210M in 2027.
CapFormer lines 5-8 now estimated to start production in 1H 2026; first customer pilot on track Q3 2025.

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