Q1 2026 Orion Group Holdings Inc Earnings Call Transcript

Apr 29, 2026 / 01:00 PM GMT

Release Date Price: €9.8 (-4.85%)

Transcript 10-Q8-K

Key Points

Positve

Orion Group Holdings Inc (ORN) reported a strong start to 2026 with top and bottom line growth and good cash flow generation.
The company has a healthy $24 billion pipeline of opportunities, positioning it well for future growth.
The concrete segment delivered a fantastic quarter with strong revenue and impressive adjusted EBITDA expansion.
Demand for mission-critical maritime infrastructure is increasing, particularly in defense and port modernization projects.
The addition of J.E. McCamus and continued investment in people and fleet positions Orion well for delivering critical maritime infrastructure projects.

Negative

The marine segment experienced a decrease in revenue and adjusted EBITDA due to the rampdown of several large projects.
There is a temporary pause in the Jones Act related to the transportation of bulk petroleum and fertilizer products, which Orion opposes.
Adjusted EBITDA margins contracted year-over-year in the first quarter, attributed to project phasing in the marine segment.
Higher fuel prices and potential tariff developments pose risks to margins and backlog sensitivity.
Visibility into data center projects remains limited until they are ready to commence, creating uncertainty in planning.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ORN.N - Orion Group Holdings Inc
Q1 2026 Orion Group Holdings Inc Earnings Call
Apr 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and welcome to the Orion Group Holdings First Quarter 2026 Financial Results Conference Call.

All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touchtone phone. To withdraw your question, please press star and then two. Please note this event is being recorded.

I would now like to turn the conference over to Margaret Boyce, Investor Relations for Orion. Please go ahead, ma'am.

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