Olin Expands Integrated Network With Strategic Braskem Deal
OLN's new long-term EDC deal with Braskem advances its vinyls strategy and targets growth in Brazil's attractive PVC market.
Olin Corporation (OLN) Q3 2025 Earnings Call Transcript
Olin Corporation (NYSE:OLN ) Q3 2025 Earnings Call October 28, 2025 9:00 AM EDT Company Participants Steve Keenan - Director of Investor Relations Kenneth Lane - President, CEO & Director Todd Slater - Senior VP & CFO Conference Call Participants Hassan Ahmed - Alembic Global Advisors Joshua Spector - UBS Investment Bank, Research Division Salvator Tiano - BofA Securities, Research Division Frank Mitsch - Fermium Research, LLC Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Patrick Cunningham - Citigroup Inc., Research Division David Begleiter - Deutsche Bank AG, Research Division Peter Osterland - Truist Securities, Inc., Research Division Michael Sison - Wells Fargo Securities, LLC, Research Division Kevin McCarthy - Vertical Research Partners, LLC Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Vincent Andrews - Morgan Stanley, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Matthew Blair - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Roger Spitz - BofA Securities, Research Division Presentation Operator Good morning, and welcome to Olin Corporation's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note today's event is being recorded.
Olin: Q3 On Track, Investors Should Remain Patiently Long
Olin remains a buy with a $30 price target, as Q3 results confirm the turnaround is progressing as expected. OLN's cost-cutting and supply rationalization are improving margins and cash flow, despite ongoing weak demand in key segments. The company maintains strong liquidity and a secure 3.3% dividend, with no major debt maturities until 2029, supporting its resilience.
Olin: Bouncing Along The Bottom
Olin's fundamentals remain weak due to the global construction slowdown, especially in China, leading to depressed PVC demand and poor segment performance. Despite cost cuts and cash generation, visibility into end-market recovery is low; EBITDA and free cash flow forecasts have been revised downward. Valuation is compelling at current levels, with a 6% free cash flow yield and 7x EV/EBITDA, but recovery is unlikely within the next year.
Olin Corporation (OLN) Q2 2025 Earnings Call Transcript
Olin Corporation (NYSE:OLN ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Kenneth Todd Lane - President, CEO & Director Steve A. Keenan - Director of Investor Relations Todd A.
Olin Reports Loss in Q2, Beats on Sales Amid Market Challenges
OLN posts a Q2 loss but beats revenue estimates on gains across all three business segments.
Analysts Estimate Olin (OLN) to Report a Decline in Earnings: What to Look Out for
Olin (OLN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Olin Set to Expand Bleach Distribution With K2 Partnership
OLN teams up with K2 to expand bleach distribution in the West, boosting supply chain resilience and safety.
Olin Is A Bargain With Improved Guidance And New Cost Savings Announced
Olin's cost savings, improved military sales outlook, and recent share repurchases signal undervaluation at $19-$20 per share versus intrinsic value. Debt refinancing, cash acquisitions, and reduced restructuring costs demonstrate strong financial management and confidence in future free cash flow growth. My DCF model, based on $895M-$959M FCF and 8.1% WACC, implies a fair value of $35 per share—substantial upside potential.
Olin Corporation's Q1 Earnings Beat Estimates, Revenues Up Y/Y
OLN sees continued ECU value stability and favorable pricing trends in the first quarter.
Olin Corporation (OLN) Q1 2025 Earnings Call Transcript
Olin Corporation (NYSE:OLN ) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Company Participants Steve Keenan - Director of IR Ken Lane - President and CEO Todd Slater - CFO Conference Call Participants Patrick Cunningham - Citi Aleksey Yefremov - KeyBanc Hassan Ahmed - Alembic Global David Begleiter - Deutsche Bank Josh Spector - UBS Steve Byrne - Bank of America Arun Viswanathan - RBC Capital Markets Kevin McCarthy - Vertical Research Partners Frank Mitsch - Fermium Research Pete Osterland - Truist Vincent Andrews - Morgan Stanley John Roberts - Mizuho Matthew Blair - TPH Mike Sison - Wells Fargo Jeff Zekauskas - JPMorgan Operator Good morning, and welcome to the Olin Corporation's First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Olin (OLN) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Olin (OLN) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
