Origin Materials outlines new $20M–$30M revenue guidance for 2026 amid strategic review and PET cap market launch
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 14 2025
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Source: SeekingAlpha
Launch of PET Bottle Caps: Origin Materials has successfully launched its first PET bottle caps for noncarbonated water, marking a significant milestone in the packaging industry and aiming to capture a share of the $7 billion caps market while expanding into the broader $65 billion closures packaging market.
Revised Financial Outlook: The company revised its revenue guidance downward for 2026 and 2027 due to production delays and tariff impacts, pushing its adjusted EBITDA breakeven target from 2026 to 2027, while expressing optimism about future growth through strategic partnerships and product commercialization.
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Analyst Views on ORGN
About ORGN
Origin Materials, Inc. is a technology company that enables the world’s transition to sustainable materials. The Company has developed multiple sustainable and performance-enhanced solutions for improving recycling and circularity, including its polyethylene terephthalate (PET) closures, as well as low-carbon material solutions for a wide variety of products and applications. Its furanics technologies include its furanics platform for transforming carbon into sustainable materials for a wide range of end products capable of addressing market opportunities, including food and beverage packaging, clothing, textiles, plastics, car parts, carpeting, tires, adhesives, soil amendments, and fuels. Its furanics technologies transform biomass, or plant-based carbon, into versatile intermediate chemicals. These intermediate chemicals include chloromethylfurfural and hydrothermal carbon, which it refers to as Furanic Intermediates, as well as oils and extractives and other co-products.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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