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OEC Orion SA

Industrials, filed as ORION S.A. (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 3 Owners
  • Max 0.1%
  • $35M
  • 1 add 1 small

In 2026 Q2 Tweedy, Browne Co. added to Orion.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Richard Pzena, Pzena Investment Management). Not free-float ownership.

  1. Richard Pzena Add 0.09%
  2. Tweedy, Browne Co. Add 0.05%
  3. First Pacific Advisors 0.03%

Who owns OEC

Sorted by value, long equity only, as of 2026 Q2.

History
Richard Pzena, Pzena Investment Management 0.09% Small add +3.7% 4,771,969 $32M History
First Pacific Advisors 0.03% Hold 417,388 $2.8M History
Tweedy, Browne Co. 0.05%, was 0.04% Add +48.1% 90,520 $600K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by OEC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All OEC insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 17 stock grants and 8 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 23 shown.

Filed Form Detail Links
8-K 8.01,9.01
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
8-K 5.07
8-K 8.01,9.01
8-K 2.02,9.01
10-Q
DEF 14A DEFINITIVE PROXY STATEMENT
8-K 8.01,9.01
8-K 5.02
8-K 8.01,9.01
SCHEDULE 13G —
8-K 8.01,9.01
8-K 2.02,9.01
10-K
8-K 5.02,9.01
8-K 2.02,9.01
10-Q
8-K 2.02,9.01
8-K 1.01,2.03
8-K 8.01,9.01
10-Q

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.89B $1.88B $1.81B
Gross profit $451M $428.8M $359.8M
Gross margin * 23.8% 22.8% 19.9%
Net income $103.5M $44.2M -$70.1M
Net margin * 5.5% 2.4% -3.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $646.1M $613.3M $643.8M
Total non-current assets $1.19B $1.24B $1.26B
Total assets $1.83B $1.86B $1.91B
Total current liabilities $440.3M $516.7M $626.4M
Total non-current liabilities $914.6M $865.7M $896.6M
Total equity $478.5M $474.9M $384.6M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $345.9M $125.3M $215.8M
Cash from investing -$172.8M -$206.7M -$161M
Cash from financing -$197.1M $89.3M -$41.2M
Net change in cash * -$24M $7.9M $13.6M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.