Earnings summaries and quarterly performance for OLIN.
Executive leadership at OLIN.
Kenneth T. Lane
Detailed
President and Chief Executive Officer
CEO
AM
Angela M. Castle
Detailed
Vice President, Chief Legal Officer
BA
Brett A. Flaugher
Detailed
Vice President and President, Winchester
DA
Deon A. Carter
Detailed
Vice President and President, Chlor Alkali Products and Vinyls
FJ
Florian J. Kohl
Detailed
Vice President and President, Epoxy & International
RN
Randee N. Sumner
Detailed
Vice President and Controller
TM
Teresa M. Vermillion
Detailed
Vice President and Treasurer
TA
Todd A. Slater
Detailed
Senior Vice President and Chief Financial Officer
Board of directors at OLIN.
Research analysts who have asked questions during OLIN earnings calls.
AY
Aleksey Yefremov
KeyBanc Capital Markets
6 questions for OLN
Also covers: ALB, ALTM, AXTA +14 more
AV
Arun Viswanathan
RBC Capital Markets
6 questions for OLN
Also covers: ALB, AMBP, AMCR +25 more
DB
David Begleiter
Deutsche Bank
6 questions for OLN
Also covers: ALB, APD, ASH +24 more
Frank Mitsch
Fermium Research
6 questions for OLN
Also covers: AVNT, CE, CTVA +13 more
Hassan Ahmed
Alembic Global Advisors
6 questions for OLN
Also covers: CC, CE, DOW +7 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
6 questions for OLN
Also covers: ALB, APD, ASH +30 more
JE
John Ezekiel Roberts
Mizuho Securities
6 questions for OLN
Also covers: ALB, APD, ASH +21 more
Kevin McCarthy
Vertical Research Partners
6 questions for OLN
Also covers: ALB, ALTM, APD +17 more
Patrick Cunningham
Citigroup
6 questions for OLN
Also covers: ALB, APD, AXTA +17 more
PO
Peter Osterland
Truist Securities
5 questions for OLN
Also covers: ALB, CC, ESI +4 more
Vincent Andrews
Morgan Stanley
5 questions for OLN
Also covers: ALB, APD, AVNT +20 more
Michael Sison
Wells Fargo
4 questions for OLN
Also covers: ALB, APD, ASH +15 more
Bhavesh Lodaya
BMO Capital Markets
3 questions for OLN
Also covers: ASH, DD, DOW +3 more
JS
Josh Spector
UBS Group
3 questions for OLN
Also covers: ALB, AMBP, APD +27 more
Matthew Blair
Tudor, Pickering, Holt & Co.
3 questions for OLN
Also covers: AMTX, CE, CLNE +19 more
Steve Byrne
Bank of America
3 questions for OLN
Also covers: ADM, APD, AXTA +19 more
Joshua Spector
UBS
2 questions for OLN
Also covers: ALB, AMBP, APD +37 more
MB
Matthew Boyer
PPH
2 questions for OLN
Michael Leithead
Barclays
2 questions for OLN
Also covers: AMBP, APD, AVY +15 more
Mike Sison
Wells Fargo
2 questions for OLN
Also covers: CE, EMN, IFF +1 more
PF
Patrick Fischer
Goldman Sachs
2 questions for OLN
Also covers: APD, AXTA, CC +8 more
Roger Smith
Bank of America
2 questions for OLN
Salvator Tiano
Bank of America
2 questions for OLN
Also covers: ADM, BG, CE +7 more
CP
Christopher Perrella
UBS Group AG
1 question for OLN
Also covers: ALB, CBT, DOW +3 more
Duffy Fischer
Goldman Sachs
1 question for OLN
Also covers: APD, AXTA, CC +9 more
Matthew Deyoe
Bank of America
1 question for OLN
Also covers: APD, AXTA, CF +12 more
RS
Roger Spitz
Bank of America
1 question for OLN
Also covers: AMBP, GLT, MAGN +4 more
Recent press releases and 8-K filings for OLN.
Olin Announces Strategic Partnership with Braskem
OLN
New Projects/Investments
- Olin Corporation has announced a strategic partnership with Braskem, one of the largest petrochemical companies in the Americas.
- The partnership includes a long-term agreement for Olin to supply ethylene dichloride (EDC), aligning with Braskem's transformation of its chlor-alkali and vinyl assets in Brazil.
- This agreement advances Olin's global vinyls strategy, enabling it to leverage its competitive EDC cost advantage in the growing Brazilian PVC market.
- Olin's recent dissolution of its Blue Water Alliance joint venture allows it to redirect a significant portion of its EDC toward these higher-value, structural relationships.
Nov 11, 2025, 1:03 PM
Olin Corporation Reports Q3 2025 Results and Provides Q4 Guidance
OLN
Earnings
Guidance Update
Demand Weakening
- Olin Corporation reported Q3 2025 adjusted EBITDA of $190 million, excluding a $32 million pre-tax benefit from the Section 45V Clean Hydrogen Production tax credit. This $32 million benefit was a catch-up, with an expected ongoing annual adjusted EBITDA benefit of $15 million-$20 million for 2026 through 2028.
- For Q4 2025, the company expects adjusted EBITDA to be in the range of $110 million-$130 million, which includes a $40 million penalty for inventory reduction aimed at freeing up approximately $150 million in cash.
- The Beyond 250 initiative is projected to deliver $70 million-$90 million in cost reductions from 2025 into 2026, including an annual adjusted EBITDA benefit of approximately $40 million from the new Stade, Germany supply agreement starting January 2026.
- The Winchester business continues to face weakness in commercial ammunition, leading to a shift in operating model and a growing focus on the military segment, which currently accounts for 62% of its revenue.
Oct 28, 2025, 1:00 PM
Olin Reports Q3 2025 Results and Provides Q4 2025 Outlook
OLN
Earnings
Guidance Update
Demand Weakening
- Olin reported Q3 2025 adjusted EBITDA of $190 million, excluding a $32 million pre-tax benefit primarily related to Section 45V Clean Hydrogen Production tax credits.
- For Q4 2025, adjusted EBITDA is projected to be in the range of $110 million to $130 million, which includes a $40 million penalty to reduce inventories.
- The company expects an annual adjusted EBITDA benefit of $15 million to $20 million from Section 45V tax credits for 2026 through 2028 and an additional $40 million annually from the new Stade, Germany supply agreement starting January 2026.
- Despite missing Q3 2025 working capital targets due to unforeseen payment delays from the U.S. government, Olin still expects working capital to be a source of at least $100 million of cash for 2025 and projects net debt to be flat with year-end 2024.
Oct 28, 2025, 1:00 PM
Olin Reports Q3 2025 Results, Confirms IRA Tax Benefits, and Provides Q4 Outlook
OLN
Earnings
Guidance Update
Share Buyback
- Olin reported Adjusted EBITDA of $222.4 million and Net Income of $43.7 million for Q3 2025. The company also recognized a $32 million net benefit of Inflation Reduction Act Section 45V clean hydrogen production tax credits.
- The Chlor Alkali Products & Vinyls segment delivered stronger results with $924 million in sales and $237 million in Adjusted EBITDA, while Winchester's results were below expectations due to softer commercial sales, reporting $440 million in sales and $27 million in Adjusted EBITDA.
- Olin repurchased $10 million of stock during the quarter and maintained $140.3 million in cash with $1.3 billion in available liquidity.
- For Q4 2025, Olin expects adjusted EBITDA to be between $110 million and $130 million, and plans to lower current debt levels to be comparable to year-end 2024.
Oct 28, 2025, 1:00 PM
Olin Reports Q3 2025 Results and Provides Q4 Outlook
OLN
Earnings
Guidance Update
Demand Weakening
- Olin reported Q3 2025 adjusted EBITDA of $222 million, which included a $32 million pre-tax benefit from Section 45V Clean Hydrogen Production tax credits. Excluding this benefit, adjusted EBITDA was $190 million, an 8% sequential improvement. The $32 million benefit was a catch-up for earlier in the year.
- The company expects Q4 2025 adjusted EBITDA to be between $110 million and $130 million, which includes a $40 million penalty for inventory reduction.
- Looking ahead, Olin anticipates an annual adjusted EBITDA benefit of $15 million to $20 million from Section 45V tax credits for 2026 through 2028 , and approximately $40 million annually from the new Stade, Germany supply agreement starting January 2026.
- The Winchester commercial ammunition business continues to face weakness due to high retail inventories and falling market prices, while the epoxy business is challenged by weak global demand and subsidized Asian imports. Olin is adjusting operating models and taking aggressive steps to reduce inventories.
- Working capital targets were missed in Q3 2025 due to delayed U.S. government payments, but these were received in October, and the company still expects working capital to be a source of at least $100 million of cash for 2025.
Oct 28, 2025, 1:00 PM
Olin Reports Q3 2025 Financial Results
OLN
Earnings
Guidance Update
Share Buyback
- Olin Corporation reported net income of $42.8 million (or $0.37 per diluted share) for the third quarter ended September 30, 2025, a significant improvement from a net loss of ($24.9) million (or ($0.21) per diluted share) in Q3 2024.
- Adjusted EBITDA increased to $222.4 million in Q3 2025 from $160.3 million in Q3 2024, partly due to a $32.0 million pretax benefit from clean hydrogen production tax credits.
- Sales for Q3 2025 were $1,713.2 million, up from $1,589.5 million in the prior year period.
- The company forecasts Q4 2025 adjusted EBITDA to be between $110 million and $130 million, which includes a $40 million penalty from planned inventory reductions.
- As of September 30, 2025, Olin had $1.3 billion in available liquidity and reported net debt of $2.85 billion, resulting in a net debt to adjusted EBITDA ratio of 3.7 times. The company repurchased 0.5 million shares for $10.1 million during the quarter.
Oct 27, 2025, 8:10 PM
Olin Announces Third Quarter 2025 Financial Results
OLN
Earnings
Guidance Update
Share Buyback
- Olin reported net income of $42.8 million, or $0.37 per diluted share, for the third quarter ended September 30, 2025, a significant improvement from a net loss of ($24.9) million, or ($0.21) per diluted share, in the prior year period. Adjusted EBITDA for Q3 2025 increased to $222.4 million from $160.3 million in Q3 2024, with sales rising to $1,713.2 million from $1,589.5 million.
- The improved performance was primarily driven by the Chlor Alkali Products and Vinyls segment, which recorded $924.0 million in sales and $127.6 million in segment earnings, including a $32.0 million pretax benefit from clean hydrogen production tax credits. Conversely, the Epoxy segment reported a loss of ($32.2) million despite higher sales of $349.6 million, and Winchester segment earnings decreased to $19.3 million due to lower commercial ammunition pricing and higher raw material costs.
- For the fourth quarter of 2025, Olin anticipates adjusted EBITDA to be in the range of $110 million to $130 million, which includes a $40 million penalty from planned inventory reductions. As of September 30, 2025, the company had a cash balance of $140.3 million, approximately $2.85 billion in net debt, and $1.3 billion in available liquidity. During Q3 2025, Olin repurchased approximately 0.5 million shares of common stock for $10.1 million.
Oct 27, 2025, 8:05 PM
Quarterly earnings call transcripts for OLIN.
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