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.
Olin Corporation remains a "Buy" as shares trade at a compressed ~9x mid-cycle earnings, despite recent operational setbacks. The Q4 EBITDA miss is primarily due to one-time maintenance overruns at Freeport; operations have since normalized, but capex may need to rise to sustainable levels. Demand headwinds persist, especially from weak Chinese and U.S. construction, with 2026 results expected to be flat or slightly lower versus 2025.
OLN cuts Q4 2025 adjusted EBITDA outlook to about $67M after Freeport disruptions and softer pipeline chlorine demand hit results.
OLN faces weak chemical demand, oversupply and high debt, pressuring margins, while rising copper costs and retailer destocking weigh on Winchester.
OLN's new long-term EDC deal with Braskem advances its vinyls strategy and targets growth in Brazil's attractive PVC market.
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 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'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 (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.