---
schema_version: "secwatch.filing_event.v1"
accession: "0001802457-25-000043"
form_type: "8-K"
ticker: "ORGN"
cik: "0001802457"
company_name: "Origin Materials, Inc."
filed_at: "2025-05-15T23:59:59+00:00"
generated_at: "2026-05-21T05:29:53.108939+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001802457-25-000043
- form_type: 8-K
- ticker: ORGN
- cik: 0001802457
- company_name: Origin Materials, Inc.
- filed_at: 2025-05-15T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1802457/000180245725000043/0001802457-25-000043-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1802457/000180245725000043/orgn-20250515.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001802457-25-000043
- JSON: https://secwatch.observer/filing/0001802457-25-000043.json
- Plain text: https://secwatch.observer/filing/0001802457-25-000043.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.