---
schema_version: "secwatch.filing_event.v1"
accession: "0001802457-26-000014"
form_type: "8-K"
ticker: "ORGN"
cik: "0001802457"
company_name: "Origin Materials, Inc."
filed_at: "2026-03-27T23:59:59+00:00"
generated_at: "2026-05-15T08:40:23.724585+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Origin Materials cash runway into Q3 2026; Q4 net loss $194M, $165.9M impairment

## Summary
- Q4 2025 revenue $3.0M vs $9.2M YoY; full-year revenue $18.9M vs $31.3M.
- Q4 net loss $194.1M (incl. $165.9M non-cash impairment on furanics assets).
- Cash & equivalents $53.5M at Dec 31, 2025; expects cash to fund operations only into Q3 2026 without new financing or cost cuts.
- Adjusted EBITDA loss $10.8M in Q4, $43.4M for full year; breakeven guidance pushed to beyond 2028.
- Convertible debt $15M outstanding; limited use of equity feature due to low stock price; equipment financing term sheet failed.

## SEC filing metadata
- accession: 0001802457-26-000014
- form_type: 8-K
- ticker: ORGN
- cik: 0001802457
- company_name: Origin Materials, Inc.
- filed_at: 2026-03-27T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1802457/000180245726000014/0001802457-26-000014-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1802457/000180245726000014/orgn-20260327.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001802457-26-000014
- JSON: https://secwatch.observer/filing/0001802457-26-000014.json
- Plain text: https://secwatch.observer/filing/0001802457-26-000014.txt

## Source-grounded claims
- claim_id: 329ec036dbf52c83217e55aa970ac58b3cbfb37a
  claim: Origin Materials, Inc. reported financial results for the year ended December 31, 2025.
  evidence_excerpt: On March 27, 2026, Origin Materials, Inc. issued a press release announcing its financial results for the year ended December 31, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1802457/000180245726000014/0001802457-26-000014-index.htm

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