Origin Materials, Inc.ORGN

Origin Materials, Inc. Revenue Disclosure

10-KFiled Mar 30, 20261 min read
Revenues
The Company recognizes revenues when, or as, its performance obligations under the terms of a contract with its customer are satisfied (see Note 2 for additional details). The Company generally procures, will produce, and sells product to be utilized in the manufacturing of finished products, for which it recognizes revenue upon shipment. Currently, the majority of the Company’s revenue is generated from the supply chain activation program in which the Company purchases materials from various vendors and sells them to its customers for a moderate margin as it establishes the logistics and invoicing capabilities for its own products. The Company’s service contracts generally pay the Company at the commencement of the agreement and then at additional intervals as outlined in each contract. The Company recognizes contract liabilities for such payments and then recognizes revenue as it satisfies the related performance obligations. To the extent collectible revenue recognized under this method exceeds the consideration received, the Company recognizes contract assets for such unbilled consideration. The Company recognizes revenue from the service agreements over the period during which the services are performed.
The Company did not receive payment before the provision of services for the years ended December 31, 2025 and 2024. Therefore, deferred revenue was zero.
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Historical Timeline

Fiscal YearFiled
2025Mar 30, 2026Showing above
2024Mar 13, 2025
2023Mar 5, 2024

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.

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