Orion Engineered Carbons S.A. Q4 2025 Earnings Call Summary

Performance in Q4 2025 exceeded expectations due to higher-than-forecasted volumes in Specialty and less severe tire factory curtailments than customers had indicated. The Rubber segment faced a uniquely difficult backdrop driven by elevated Western tire imports and a consumer 'trade down' to lower-value, imported brands amid high inflation. Management pivoted from a historical strategy of trading volume for price to a 'win-with-our-customer' approach to defend market share during challenging 2026 con ...