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WSE companies
PKNWarsaw Stock Exchange

Orlen financial results (PKN)

Report publication dates, analysts' consensus, and how Orlen's share price reacted to previous earnings — all in one place, in English.

Updated: October 11, 2026

Share Price
159.34 PLN
+2.50%
Market Cap
184.98 billion PLN
Next Report
November 5, 2026
confirmed date
Earnings Beat
50%
out of 4 last quarters
P/E Ratio
8.80
Orlen's performance vs. estimatesThe company beat analyst forecasts in 50% of the last 4 quarters.50%above forecasts
Percentage of quarters in which Orlen's results beat analysts' consensus — out of the last 4 reports.

When Orlen publishes earnings

The next Orlen report is due on November 5, 2026. The date comes from the company's announcement.

The expected earnings per share (EPS) is PLN 5.65. Analyst forecasts range from PLN 5.65 to PLN 5.65. The market reacts not to the absolute earnings figure, but to the difference between the actual result and this forecast.

Expected revenue: 63.38 billion PLN.

Orlen's last report: what the numbers showed

Orlen's last published report covers the quarter ended June 30, 2026. Revenue was PLN 76.47 billion, and net profit was PLN 7.68 billion. Earnings per share reached PLN 6.66 compared to analysts' estimate of PLN 5.32 — 25.23% above expectations.

Revenue
76.47 billion PLN
for the quarter
Net income
7.68 billion PLN
for the quarter
EPS
6.66 PLN
forecast 5.32
Surprise
+25.23%
vs. consensus
Net margin
10.04%
net income to revenue

Insider trades: Orlen

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
0
—
Sales · 12 mo.
0
Unique individuals
0
in the last year
Last transaction
September 23, 2025
Latest transactionsForm 4, STOCK Act, OGE, MAR
Ireneusz Fąfara · buy PKN.WA
PLN 48k23 September 2025
Marcin Wasilewski · buy PKN.WA
PLN 52k23 September 2025
Ireneusz Fąfara · buy PKN.WA
PLN 92k, June 17, 2025
Magdalena Bartoś · buy PKN.WA
PLN 159k, June 13, 2025
Marcin Wasilewski · buy PKN.WA
PLN 150k, June 13, 2025
Marek Balawejder · buy PKN.WA
PLN 90kJanuary 10, 2025
Marcin Wasilewski · buy PKN.WA
PLN 100kJanuary 10, 2025
Magdalena Bartoś · buy PKN.WA
PLN 100kJanuary 9, 2025
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 50% of the last 4 quarters.

EPS Forecast vs. Actual — OrlenBar chart comparing Orlen's EPS forecast with the actual result over the last 4 quarters. The actual result was higher than the forecast in 2 of them.2.971.88Q3 254.272.83Q4 255.226.99Q1 265.326.66Q2 26analyst forecastCompany earnings
Orlen's earnings per share: analyst forecast and actual result, in PLN.
Orlen's quarterly results — forecast, actual, and share price performance on the session after publication. EPS values in PLN.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026—5.326.66+25.23%—
March 31, 2026—5.226.99+33.69%—
December 31, 2025—4.272.83-33.88%—
September 30, 2025—2.971.88-36.68%—

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Orlen forecasts — EPS values in PLN.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter5.651.88+200.18%63.38 billion PLN1
Next quarter5.762.83+103.80%63.38 billion PLN1
Current year24.5310.01+145.17%301.13 billion PLN4
Next year18.2924.53-25.44%278.77 billion PLN4

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Orlen Revenue and MarginBar chart of Orlen's quarterly revenue for the last 5 quarters; revenue is growing, with the net margin overlaid as a line.Q2 25Q3 25Q4 25Q1 26Q2 262.35%3.50%4.34%10.66%10.04%Quarterly revenueNet margin
Orlen's quarterly revenue in PLN and net margin for the same quarter.
Orlen's income statement, quarterly.
QuarterRevenueGross marginOperating marginNet margin
June 30, 202676.47 billion PLN24.17%16.50%10.04%
March 31, 202675.77 billion PLN24.16%17.24%10.66%
December 31, 202572.13 billion PLN18.88%10.55%4.34%
September 30, 202561.01 billion PLN17.50%8.97%3.50%
June 30, 202560.79 billion PLN15.86%6.93%2.35%

Orlen Dividend

The last ex-dividend date was June 17, 2026. The date of the next payment is not yet known — it depends on the resolution of the general meeting, and Yahoo only provides the date after it has been announced.

Note: the payout ratio is 130.60%, meaning Orlen paid out more than it earned — from savings, debt, or a one-time gain. Such a dividend may not be repeated next year.

Dividend Yield
5.54%
from the last payment
Per Share
8.00 PLN
annually
Payout Ratio
130.60%
portion of profit returned to shareholders
Ex-dividend date
June 17, 2026
last known

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Orlen

Orlen S.A. is listed on the Warsaw Stock Exchange under the ticker PKN, and its headquarters are in Poland. The company belongs to the fuels and energy sector (industry: Oil & Gas Integrated).

  • Ticker: PKN (trading symbol: PKN.WA)
  • Exchange: Warsaw Stock Exchange
  • Trading currency: PLN
  • Sector: Fuels & Energy
  • Number of Analysts Providing Estimates: 10
  • 52-Week Range: 0.00 – 164.12
  • Company website: https://www.orlen.pl

Frequently Asked Questions

When does Orlen publish earnings?

The next report is due on November 5, 2026.

What were Orlen's results last quarter?

For the quarter ended June 30, 2026: revenue 76.47 billion PLN, net income 7.68 billion PLN, EPS 6.66 PLN. This was +25.23% above analysts' forecasts.

What is Orlen's stock ticker?

PKN — on the Warsaw Stock Exchange. You may also see PKN.WA on quoting services.

What is the EPS estimate for Orlen?

The analyst consensus for the upcoming quarter is 5.65 PLN per share. Individual forecasts range from 5.65 to 5.65.

Does Orlen usually beat analysts' estimates?

In the last 4 quarters, results exceeded forecasts in 50% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where can I check Orlen's financial results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other companies in the "Fuels & Energy" sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

Track Orlen in Portevo

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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

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