Orlen stock heads into results with PLN 6.08 EPS forecast

Published on 11/04/2026 at 17:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orlen stock heads into Thursday's third-quarter report with investors focused on a narrow earnings forecast. The release will test recent profit strength.

Key points before Orlen results

ORLEN is due to publish its third-quarter 2026 results on Thursday, November 5.
The prior quarter beat the forecast, but the share slipped in the following session.
Investors will weigh the earnings release against a previously announced non-cash impairment charge.

Orlen, PLPKN0000018, Illustration mit AI erstellt.

Orlen stock moved lower between the latest comparable report and Wednesday's late session, while investors prepared for the company's third-quarter results on Thursday, November 5. The Lang & Schwarz quote fell from EUR 32.87 at 12:35 p.m. CET in the latest report to EUR 32.14 at 5:14 p.m. CET on November 4, a decline of 2.22%.

Forecast sets a higher bar

A Portevo earnings page updated on November 3 lists November 5 as the next reporting date. Its forecast, based on one analyst, puts quarterly earnings per share at PLN 6.08 and revenue at PLN 76.70 billion.

That estimate follows a stronger second quarter. ORLEN reported PLN 76.47 billion in revenue and PLN 7.68 billion in net income for the quarter ended June 30, 2026. Earnings per share reached PLN 6.66 against a PLN 5.32 forecast, according to the same Portevo summary.

One-off charge remains in focus

The results will also show how ORLEN's previously announced third-quarter impairment estimate affects reported earnings. The company has indicated that the charge is non-cash, making the final accounting treatment and the underlying operating performance important reference points for investors.

The previous earnings release illustrates the risk of relying on the headline earnings figure alone: Portevo says the share declined 0.76% in the first session after that report despite the earnings beat. The November release will therefore be assessed against both the forecast and the quality of the operating result.

The real-time quote of Orlen stock was EUR 32.14 on Lang & Schwarz at 5:14 p.m. CET on Wednesday, November 4, 2026.