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
8 questions for OLN
Also covers: ALB, ALTM, AXTA +14 more
AV
Arun Viswanathan
RBC Capital Markets
8 questions for OLN
Also covers: ALB, AMBP, AMCR +25 more
DB
David Begleiter
Deutsche Bank
8 questions for OLN
Also covers: ALB, APD, ASH +24 more
Frank Mitsch
Fermium Research
8 questions for OLN
Also covers: AVNT, CE, CTVA +13 more
Hassan Ahmed
Alembic Global Advisors
8 questions for OLN
Also covers: CC, CE, DOW +7 more
JE
John Ezekiel Roberts
Mizuho Securities
8 questions for OLN
Also covers: ALB, APD, ASH +21 more
Kevin McCarthy
Vertical Research Partners
8 questions for OLN
Also covers: ALB, ALTM, APD +17 more
Patrick Cunningham
Citigroup
8 questions for OLN
Also covers: ALB, APD, AXTA +17 more
PO
Peter Osterland
Truist Securities
7 questions for OLN
Also covers: ALB, CC, ESI +4 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
6 questions for OLN
Also covers: ALB, AMCR, APD +31 more
JS
Josh Spector
UBS Group
5 questions for OLN
Also covers: ALB, AMBP, APD +27 more
Matthew Blair
Tudor, Pickering, Holt & Co.
5 questions for OLN
Also covers: AMTX, CE, CLNE +19 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
Mike Sison
Wells Fargo
4 questions for OLN
Also covers: CE, DOW, EMN +2 more
Bhavesh Lodaya
BMO Capital Markets
3 questions for OLN
Also covers: ASH, DD, DOW +3 more
Steve Byrne
Bank of America
3 questions for OLN
Also covers: ADM, APD, AXTA +19 more
JZ
Jeff Zekauskas
JPMorgan
2 questions for OLN
Also covers: DOW, PPG
Joshua Spector
UBS
2 questions for OLN
Also covers: ALB, AMBP, APD +37 more
MB
Matthew Boyer
PPH
2 questions for OLN
Matthew Deyoe
Bank of America
2 questions for OLN
Also covers: APD, AXTA, CF +12 more
Michael Leithead
Barclays
2 questions for OLN
Also covers: AMBP, APD, AVY +15 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
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 Reports Q4 2025 Results and Provides 2026 Outlook
OLN
Earnings
Guidance Update
Demand Weakening
- Olin generated $321 million of operating cash flow in Q4 2025 and held net debt flat compared to year-end 2024.
- The company delivered $44 million in structural cost savings in 2025 and anticipates an additional $100 million to $120 million of annual Beyond250 savings in 2026, expecting to exceed its $250 million savings commitment.
- For Q1 2026, Olin expects lower earnings sequentially compared to Q4 2025, primarily due to seasonally weaker demand, higher costs in the CAPV business, and increased turnaround expenses, including a major VCM turnaround.
- Olin projects 2026 to be an essentially cash-free tax year, with a potential range of plus or minus $20 million, a significant improvement from the $167 million spent in cash taxes in 2025.
- The Epoxy business is expected to see sequentially higher results in Q1 2026 and become EBITDA positive for the full year 2026, while the Winchester business experienced significant growth in military revenue in 2025, which is expected to continue in 2026.
6 days ago
Olin Announces Q4 and Full Year 2025 Results
OLN
Earnings
Guidance Update
Demand Weakening
- Olin reported Adjusted EBITDA of $67.7 million for Q4 2025 and $651.8 million for the full year 2025.
- The company generated $321 million of operating cash flow in Q4 2025, maintaining net debt flat year-over-year at $2,659.7 million.
- For Q1 2026, Olin anticipates Adjusted EBITDA to be lower than Q4 2025, citing continued seasonally weak demand and higher raw material and turnaround costs.
- In 2025, Olin's capital spending was $226 million, with $51 million in stock repurchases, and 2026 capital spending is forecast at ~$200 million.
6 days ago
Olin Reports Q4 2025 Results and Provides Q1 2026 Outlook
OLN
Earnings
Guidance Update
Demand Weakening
- Olin's Q4 2025 earnings were significantly below expectations due to operational issues, raw material constraints, and a sharp decline in chlorine pipeline demand. Despite these challenges, the company generated $321 million in operating cash flow and held net debt flat compared to year-end 2024.
- The company anticipates Q1 2026 earnings to be lower than Q4 2025, primarily driven by continued seasonally weaker demand and higher costs in its Chloralkali Products and Vinyls (CAPV) business, including impacts from Winter Storm Fern and increased turnaround expenses.
- Olin is advancing its Beyond250 structural cost reduction program, delivering $44 million in savings in 2025 and projecting an additional $100 million-$120 million in annual savings for 2026. This includes $10 million in annual structural savings from the closure of its Brazil Epoxy plant and $40 million-$50 million in savings from a new supply agreement at its Stade, Germany, site.
- For 2026, Olin expects to be a cash-free tax year (\u00b1$20 million) due to clean hydrogen production tax credit refunds and plans approximately $200 million in capital spending, with any remaining excess cash flow prioritized for debt reduction.
6 days ago
Olin Reports Q4 2025 Results and Provides Q1 2026 Outlook
OLN
Earnings
Guidance Update
Demand Weakening
- Olin's fourth quarter 2025 results were significantly below expectations due to operational issues related to an extended turnaround of its Freeport, Texas, chlorinated organics asset, third-party raw material supply constraints, and a sharp decline in chlorine pipeline demand.
- The company generated $321 million of operating cash flow in Q4 2025, holding net debt flat compared to year-end 2024, and delivered $44 million in structural cost savings in 2025, with an additional $100 million-$120 million expected in 2026.
- Q1 2026 earnings are projected to be lower than Q4 2025 due to continued seasonally weaker demand, higher costs in the CAPV business, impacts from Winter Storm Fern, and a VCM turnaround.
- Olin anticipates 2026 to be an essentially cash-free tax year (±$20 million) due to refunds from clean hydrogen production tax credits and plans approximately $200 million in capital spending.
- A long-term EDC supply agreement with Braskem was announced, which is expected to provide higher value for Olin's EDC and lead to a meaningful increase in caustic sales into Latin America in 2026.
6 days ago
Olin Announces Fourth Quarter and Full Year 2025 Financial Results
OLN
Earnings
Guidance Update
Share Buyback
- Olin Corporation reported a net loss of ($85.7) million, or ($0.75) per diluted share, for Q4 2025, compared to net income of $10.7 million or $0.09 per diluted share in Q4 2024. For the full year 2025, the company recorded a net loss of ($42.8) million, or ($0.37) per diluted share.
- Adjusted EBITDA for Q4 2025 was $67.7 million, a decrease from $193.4 million in Q4 2024. Full year 2025 Adjusted EBITDA was $651.8 million. This performance was impacted by a trough market environment, customer destocking, and operational challenges.
- The company generated $321.2 million of operating cash flow in Q4 2025 and ended the year with net debt comparable to year-end 2024 at approximately $2.7 billion. The Net Debt to Adjusted EBITDA ratio stood at 4.1 times as of December 31, 2025.
- Olin repurchased approximately 0.5 million shares of common stock at a cost of $10.1 million during Q4 2025, contributing to a total of 2.2 million shares repurchased for $50.5 million in full year 2025. Approximately $1.9 billion remains available under share repurchase authorizations.
- For Q1 2026, Olin anticipates overall adjusted EBITDA to be lower than Q4 2025 levels, primarily due to sequentially higher planned maintenance turnaround costs and increased raw material costs in its Chemicals businesses.
7 days ago
Olin Announces Fourth Quarter and Full Year 2025 Results
OLN
Earnings
Guidance Update
Demand Weakening
- Olin Corporation reported a net loss of ($85.7) million, or ($0.75) per diluted share, for the fourth quarter ended December 31, 2025, compared to net income in the prior year period. The full year 2025 also resulted in a net loss of ($42.8) million, or ($0.37) per diluted share.
- Adjusted EBITDA for Q4 2025 was $67.7 million, a significant decrease from $193.4 million in Q4 2024, with sales of $1,665.1 million.
- The company ended 2025 with net debt of approximately $2.7 billion, comparable to year-end 2024, and $1.0 billion in available liquidity. Olin generated $321.2 million of operating cash flow in Q4 2025.
- For the first quarter of 2026, Olin expects adjusted EBITDA to be lower than Q4 2025 levels, primarily due to anticipated higher planned maintenance turnaround costs and increased raw material costs in its Chemicals businesses.
7 days ago
Olin Updates Fourth Quarter 2025 Adjusted EBITDA Outlook
OLN
Guidance Update
Profit Warning
Demand Weakening
- Olin Corporation has updated its outlook for the fourth quarter of 2025, now expecting adjusted EBITDA to be approximately $67 million.
- This revised outlook is significantly lower than the previous expectation of $110 to $130 million.
- The earnings shortfall is primarily attributed to the Chlor Alkali Products and Vinyls business, due to an extended planned maintenance turnaround, unplanned downtime at its Freeport, Texas operations, and lower-than-expected pipeline chlorine demand.
Jan 8, 2026, 9:08 PM
Olin Updates Fourth Quarter 2025 Outlook
OLN
Guidance Update
Profit Warning
Demand Weakening
- Olin Corporation (NYSE: OLN) has updated its outlook for fourth quarter 2025, now expecting adjusted EBITDA to be approximately $67 million.
- This revised outlook is significantly lower than the previous expectation of $110 to $130 million.
- The earnings shortfall is primarily due to an extended planned maintenance turnaround, unplanned downtime at the Freeport, Texas operations, and lower-than-expected pipeline chlorine demand within the Chlor Alkali Products and Vinyls business.
- The Freeport, Texas site has since returned to normal operations.
Jan 8, 2026, 9:05 PM
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
Quarterly earnings call transcripts for OLIN.
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