Olin Corporation (OLN) Q1 2026 Earnings Call Transcript
Olin (OLN) came out with a quarterly loss of $0.65 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to earnings of $0.04 per share a year ago.
While the top- and bottom-line numbers for Olin (OLN) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Olin (OLN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Olin is expected to implement one of its largest cost-saving goals this year, estimated to be between $100 and $120 million. Given that we are starting to see top line recovery, mainly driven by the epoxy segment, cost savings will bring margin expansion. Momentum, growth, and profitability metrics are improving well and are superior to its peers, but the valuation remains depressed with an upside potential of 68% in case of a re-rating.
Olin remains a buy as Middle East conflict tightens global petrochemical supply, supporting US-centric producers and improving pricing power. OLN's Q1 likely marks the bottom, with Q2 expected to benefit from lower US natural gas prices and improved margins, especially in Chlor Alkali. Despite weak construction demand, supply disruptions and cost tailwinds should drive at least $150M free cash flow in 2026, with further upside possible.
OLN swings to a Q4 loss as revenues slip amid customer destocking and maintenance turnarounds, with management warning Q1 EBITDA will fall.
Olin Corporation (OLN) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Olin (OLN) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Olin (OLN) came out with a quarterly loss of $0.58 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.09 per share a year ago.
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 (OLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.