OLIN Corp SEC 10-K Report
Olin Corporation released its 2025 Form 10-K report, revealing a 4% increase in sales to $6.78 billion but a net loss of $100.5 million due to lower pricing, higher raw material costs, and litigation charges. The company executed several strategic moves, including the acquisition of AMMO, Inc.'s manufacturing assets and the termination of its Blue Water Alliance joint venture. Looking toward 2026, Olin expects improved results in its chemical and Winchester segments despite ongoing maintenance costs and market volatility.
Stocks Showing Improved Relative Strength: Olin Corp
Olin Corp (OLN) recently saw its Relative Strength (RS) Rating upgraded from 67 to 78, indicating improved technical performance. While this is a positive development, the rating is still below the preferred score of 80 or higher for investors. The article highlights that an RS Rating of 80 is a key technical benchmark.
Olin to record $75M charge after losing contract dispute with Shintech
Olin Corp. is facing a $75 million charge after losing a contract dispute with Shintech. A jury sided with Shintech, leading to a disclosed adverse verdict against Olin, which is a Clayton chemical maker. This dispute was over the supply of vinyl chloride, and the outcome results in a significant financial obligation for Olin.
Olin Corp Takes Charge After Shintech Litigation Verdict
Olin Corp announced a $75 million pre-tax charge in Q4 2025 following an unfavorable verdict in its litigation with Shintech. The company plans to pay $185 million in the first half of 2026 and is currently assessing its legal options post-verdict. This charge will be excluded from its Q4 2025 adjusted EBITDA.
Jury backs Shintech; Olin faces $185M payout after VCM dispute
Olin Corporation (NYSE: OLN) announced a one-time, pre-tax charge of $75 million in Q4 2025 following a jury verdict in favor of Shintech regarding a VCM supply dispute, which concluded on February 10, 2026. The company expects to pay approximately $185 million, including accrued reserves, in the first half of 2026 and will exclude this charge from adjusted EBITDA. Olin stated it is assessing its legal options, maintaining that its actions prioritized safety.
Olin to Take a Fourth Quarter 2025 Charge Following Verdict in Shintech v. Olin Litigation
Olin Corporation announced it will take a one-time, pre-tax charge of $75 million in the fourth quarter of 2025 following a recent jury verdict in favor of Shintech Incorporated in a long-standing litigation. The dispute involved a pricing issue, a plant maintenance turnaround, and a force majeure event concerning Olin's supply of VCM to Shintech. Olin plans to assess its legal options and expects to pay approximately $185 million related to this matter in the first half of 2026.
Is Olin (OLN) Pricing Look Attractive After Prolonged Share Price Weakness?
Olin (OLN) stock is currently trading at US$23.41, showing a significant decline of 14.8% over the last year and 58.3% over three years, despite recent short-term gains. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 66.8%, with an estimated intrinsic value of $70.48 per share. Additionally, Olin's Price-to-Sales (P/S) ratio of 0.39x is below its industry and peer averages, further indicating undervaluation.
Olin Corp Clears Key Benchmark, Hitting 80-Plus RS Rating
Olin Corp (OLN) recently saw its Relative Strength (RS) Rating upgraded from 63 to 82, indicating strong market leadership. This proprietary rating from IBD assesses a stock's price performance over 52 weeks against other stocks. The article highlights other related news about Olin's rising RS Rating and discusses a decline in February gun sales.
Olin Corp: Chemicals, Cycles and a Stock Caught Between Caution and Comeback Hopes
Olin Corp's stock has been slipping due to investor skepticism about the duration of the chemicals and ammunition downcycle. Analysts are divided on whether this represents a value trap or a potential rebound ahead of a margin recovery. The company's recent earnings were in line with revenue expectations but lacked an optimistic outlook, leading to sideways stock movement over the past year.
Olin (OLIN) Climbs 11% on Strong Sales
Olin Corp. (NYSE:OLN) saw its stock climb 11% following strong sales performance in 2025, although it reported a net loss for the full year and the fourth quarter. The company acknowledged ongoing market headwinds and anticipates lower results for its Chemicals businesses in Q1 2026, while expecting a modest increase in its Winchester business. Olin Corp. remains focused on strategic priorities despite the challenging market environment.
Olin keeps PVC expansion on hold as vinyls slump, leans on cost cuts and epoxy shift
Olin is delaying its PVC expansion plans due to a downturn in the vinyls market. The company is instead focusing on cost reduction strategies and a shift towards epoxy production to navigate current market conditions. This strategic pivot aims to maintain financial stability amid challenging circumstances for its chlorine-vinyls business.
Olin stock price target lowered to $24 by BMO Capital on weak outlook
BMO Capital has reduced its price target for Olin (NYSE:OLN) to $24 from $25, maintaining a Market Perform rating, due to the chemical company's weaker-than-expected earnings outlook for fiscal 2026. This downgrade is attributed to soft demand, a demanding maintenance year, and rising costs impacting Olin's Chlor Alkali Products and Vinyls (CAPV) segment and Winchester ammunition business. Other analysts from Truist Securities, Goldman Sachs, RBC Capital, and KeyBanc Capital Markets have also lowered their price targets, reflecting a cautious outlook for Olin's near-term performance.
Why Olin (OLN) Is Down 6.1% After Posting a Q4 Loss and Braskem Supply Deal – And What's Next
Olin Corporation reported a Q4 loss of US$85.7 million and a full-year 2025 net loss of US$42.8 million, despite increased annual sales and US$321 million in fourth-quarter operating cash flow. The company's shares experienced a 6.06% seven-day decline but a 6.54% one-day gain, primarily influenced by its latest results and a new long-term EDC supply agreement with Braskem. This agreement is expected to strengthen Olin's position in Brazil and support its chlor-alkali chain, though near-term earnings remain under pressure.
Breaking Down Olin: 9 Analysts Share Their Views
Nine analysts have provided varied assessments of Olin (NYSE: OLN) recently, with an average price target of $22.22, marking a 3.85% decrease from the previous average. The company's financial performance shows a declining revenue growth of -2.81% and a high debt-to-equity ratio of 1.66, but it boasts an impressive net margin of -5.15% and a strong ROA of -1.15%. These analyst evaluations, combined with Olin's financial indicators, offer a comprehensive view of its market standing.
Olin (OLN) Rating Maintained as Price Target Lowered by RBC Capi
RBC Capital has reiterated its 'Sector Perform' rating for Olin Corporation (OLN) but has decreased the price target from $24.00 to $21.00 due to market conditions. This adjustment represents a 12.5% reduction in the target price. The article also provides a summary of recent historical analyst ratings and price target changes for Olin, along with average analyst forecasts and GuruFocus estimates for its fair value.
Olin price target lowered to $26 from $29 at KeyBanc
KeyBanc has reduced its price target for Olin (OLN) shares from $29 to $26, while maintaining an Overweight rating. This adjustment is due to a weaker earnings forecast for Olin, attributed to a costly VCM turnaround, low EDC prices, and higher energy and stranded costs at the start of 2026. KeyBanc expressed difficulty reconciling these factors with Olin's Q1 guidance and hopes for additional clarification.
Olin (NYSE:OLN) Stock Rating Lowered by Zacks Research
Zacks Research has downgraded Olin (NYSE:OLN) from a "hold" to a "strong sell" rating, indicating increased near-term concern. Despite the downgrade, Olin maintains an overall "Hold" consensus rating with an average target price of $24.00 from MarketBeat. The company's Q4 earnings reported an in-line EPS loss of ($0.58) and a slight revenue beat of $1.67 billion, but the return to a loss contributed to a share sell-off. Key positive sentiment includes Olin's strategic moves to reshape its chemicals portfolio and positive adjusted EBITDA for Q4, while concerns remain regarding the wider-than-expected loss and ongoing valuation ambiguity.
Olin Corporation (NYSE:OLN) Q4 2025 Earnings Call Transcript
Olin Corporation reported Q4 2025 earnings significantly below expectations due to operational issues, raw material constraints, and a sharp decline in chlorine pipeline demand. The company maintained its value-first commercial approach, announced a long-term EDC supply agreement with BroadsChem, and expanded its infrastructure in Brazil. Olin is implementing aggressive cost reduction strategies, including the "Beyond $250" program and workforce adjustments in its Winchester business, while navigating challenging macro conditions and higher energy costs.
Earnings call transcript: Olin Q4 2025 reports significant earnings miss
Olin Corporation reported a significant earnings miss for Q4 2025, with an actual EPS of -$0.75 against a forecasted -$0.61, leading to a 6.54% stock price drop in premarket trading. Despite strong operating cash flow and liquidity, the company faces persistent challenges in chlorine derivatives, increased competition from China, and anticipates lower earnings in Q1 2026. Olin is focusing on cost savings through its Beyond250 program, optimizing operations, and strategic partnerships like the Braskem EDC supply agreement to improve future profitability.
Olin (OLN) Sees Heightened Options Activity Ahead of Earnings Re
Olin Corp. (OLN) is experiencing increased options trading ahead of its earnings report, with a notable preference for put options. The market anticipates a 5.3% stock movement post-earnings, aligning with historical volatility. Despite its significant presence in the chemicals industry and adequate liquidity, Olin faces concerns regarding high leverage, potential financial stress indicated by its Altman Z-Score, and a P/E ratio suggesting it might be overvalued.
OLIN CORP (NYSE:OLN) Plunges 10% Despite Earnings Beat as Profits Collapse
Olin Corp (NYSE:OLN) reported a net loss of $85.7 million for Q4 2025, a significant drop from a net income of $10.7 million in the prior year, causing its stock to fall 10% in after-hours trading despite beating revenue and non-GAAP EPS estimates. The market reacted negatively due to a substantial decline in adjusted EBITDA and overall profitability, highlighting investor concerns over margin pressures. Analysts project a challenging Q1 2026 but anticipate a return to profitability for the full fiscal year 2026.
Winchester Ammo Q3 Profits Tumble on Pricing Pressures
Olin Corp.'s Winchester segment experienced a significant drop in fourth-quarter earnings, falling to $0.6 million from $42.0 million in the previous year, primarily due to commercial ammunition pricing pressure and higher raw material costs. Despite this, sales for the Winchester segment increased by 3.2 percent to $449.4 million, driven by higher military sales. Olin Corp. as a whole reported a net loss of $85.7 million for the quarter, and expects first-quarter 2026 adjusted EBITDA to be lower than Q4 2025.
Olin: Fourth Quarter Earnings Overview
Olin Corp. announced a net loss of $85.7 million for the fourth quarter, or $0.75 per share, with an adjusted loss of $0.58 per share, meeting analyst expectations. The chlor-alkali and ammunition manufacturer reported revenues of $1.67 billion, exceeding average estimates. For the full year, Olin posted a net loss of $42.8 million on $6.78 billion in revenue.
Olin Corp. swings to $85.7M quarterly loss as chlor alkali disruptions drag down results
Olin Corporation reported an $85.7 million quarterly loss in the fourth quarter due to operational issues at a critical Texas facility and declining demand in one of its major business segments. The Clayton-based company's results were negatively impacted by these chlor alkali disruptions. The article, by Jacob Kirn of the St. Louis Business Journal, highlights the challenges faced by Olin Corp.
Olin Corp. options imply 5.3% move in share price post-earnings
Options trading for Olin Corp. (OLN) suggests a potential 5.3% move in its share price after its upcoming earnings announcement. Pre-earnings options volume is 1.3 times normal, with more puts than calls, indicating a possible bearish sentiment. Historically, Olin's share price has moved an average of 6.9% post-earnings over the past eight quarters.
Olin Announces Fourth Quarter 2025 Results
Olin Corporation reported a net loss of ($85.7) million, or ($0.75) per diluted share, for the fourth quarter of 2025, with adjusted EBITDA of $67.7 million. This marks a decrease from the prior year due to a challenging market, customer destocking, and operational issues. Despite these headwinds, Olin generated $321.2 million in operating cash flow and maintains net debt comparable to year-end 2024, while implementing strategic initiatives like "Beyond250" to reduce structural costs and aiming for profitability in its Epoxy business by 2026.
Olin Corporation Reports Fourth Quarter 2025 Results
Olin Corporation reported a net loss of $85.7 million for Q4 2025, or $0.75 per diluted share, significantly down from a net income in the prior year. This was attributed to market challenges, operational disruptions, and lower pricing in its Chlor Alkali Products and Vinyls segment, despite sales remaining stable overall. The company is actively managing costs through its Beyond250 initiative and anticipates lower Q1 2026 results for its Chemicals businesses due to increased maintenance and raw material costs.
Olin: Q4 Earnings Snapshot
Olin Corp. (OLN) reported a fourth-quarter loss of $85.7 million, or 75 cents per share. After adjusting for restructuring costs, the loss was 58 cents per share, matching Wall Street expectations. The company's revenue for the period was $1.67 billion, exceeding analyst forecasts, though it reported a full-year loss of $42.8 million on $6.78 billion in revenue.
Exploring Olin's Earnings Expectations
Olin (NYSE: OLN) is set to release its quarterly earnings report on January 29, 2026, with analysts forecasting an EPS of $-0.61. Investors are keen to see if the company surpasses estimates and provides positive guidance, especially since Olin's shares are down 29.09% over the last 52 weeks. The company currently holds a "Neutral" consensus rating from analysts, with an average one-year price target of $23.0.
Analysts Estimate Olin (OLN) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in Olin (OLN) earnings and revenue for the quarter ending December 2025. The company is expected to report a quarterly loss of $0.52 per share, with revenues down 5.4% to $1.58 billion. The Zacks Earnings ESP indicates a potential negative surprise for Olin, as the Most Accurate Estimate is lower than the Zacks Consensus Estimate, and the stock carries a Zacks Rank of #4.
Olin (OLN) Expected to Announce Quarterly Earnings on Thursday
Olin (OLN) is anticipated to release its Q4 2025 earnings after market close on Thursday, January 29th, with analysts forecasting a loss of ($0.28) EPS on $1.6092 billion in revenue. The company had exceeded Q3 2025 estimates with $0.40 EPS and $1.71 billion in revenue. Olin also declared a quarterly dividend of $0.20, resulting in an annualized yield of 3.4%, but a high payout ratio of 173.91% raises sustainability concerns.
OLN Stock: RBC Capital Raises Target Price to $24, Maintains Sec
RBC Capital has increased its price target for Olin Corporation (OLN) to $24 from $22, while maintaining a "Sector Perform" rating. This adjustment reflects an improved outlook for the stock's value. The article also provides a summary of recent analyst ratings and the average target price from Wall Street analysts, which is $23.40.
YieldBoost Olin From 3.4% To 10.1% Using Options
Olin Corp. shareholders can increase their income from the stock's 3.4% annualized dividend yield to 10.1% by selling January 2028 covered calls at the $40 strike. This strategy offers an additional 6.7% annualized return if the stock is not called away, while still providing an 83% return if the stock rises above $40 and is called. The article also provides historical dividend and volatility data to help assess the risk and reward of this options strategy.
OLN Analyst Rating Update: Citigroup Raises Price Target to $24.
Citigroup has raised its price target for Olin Corporation (OLN) from $21.00 to $24.00, representing a 14.29% increase, while maintaining a Neutral rating. This update follows several other analyst adjustments in late 2025, which generally involved lowered price targets. Despite the current target implying a slight downside, GuruFocus estimates a significant upside based on its fair value calculation.
Olin Revises Q4 2025 EBITDA Outlook Citing Segment Shortfall
Olin Corporation has revised its adjusted EBITDA outlook for Q4 2025 to approximately $67 million, down from an earlier guidance of $110-$130 million. This reduction is primarily due to issues at its Freeport, TX, facility, including extended maintenance, unplanned downtime, and lower-than-anticipated demand for pipeline chlorine in its Chlor Alkali Products and Vinyls segment. The facility has since returned to normal operations.
Olin Updates Fourth Quarter 2025 Outlook – Company Announcement
Olin Corporation has updated its outlook for the fourth quarter of 2025, now expecting adjusted EBITDA to be approximately $67 million, significantly lower than the previous projection of $110 million to $130 million. This revision is primarily due to an extended planned maintenance turnaround, unplanned downtime at its Freeport, Texas operations, and lower-than-expected pipeline chlorine demand within its Chlor Alkali Products and Vinyls business. Despite these challenges, the company emphasizes its focus on safe operations, cost reduction, and its value-first commercial strategy.
Texas plant troubles force Olin to slash its late-2025 profit goal
Olin (OLN) has significantly reduced its fourth-quarter 2025 adjusted EBITDA outlook to approximately $67 million from a prior range of $110–$130 million. This revision is primarily due to an extended maintenance turnaround, unplanned downtime at its Freeport, Texas site, and weakened pipeline chlorine demand. Despite these operational challenges, the Freeport facility has returned to normal operations, and Olin emphasizes its focus on safety, cost reduction, and a value-first commercial approach.
Olin Updates Fourth Quarter 2025 Outlook
Olin Corporation (NYSE: OLN) has updated its fourth-quarter 2025 outlook, now expecting adjusted EBITDA to be approximately $67 million, significantly lower than the previous projection of $110 million to $130 million. This revision is primarily due to an extended planned maintenance turnaround, unplanned downtime at its Freeport, Texas operations, and lower-than-expected pipeline chlorine demand within its Chlor Alkali Products and Vinyls business. Despite these challenges, Olin emphasizes its focus on safe operations, cost reduction, and a value-first commercial approach.
Olin Corp Stock: Quiet Chemical Giant Faces Crosswinds As Wall Street Stays Cautious
Olin Corp (OLN) stock has shown a choppy, slightly negative trend due to mixed signals in demand for chlorine, epoxy, and ammunition. Investors are balancing a subdued near-term outlook with the company's capacity discipline and cash generation. Wall Street maintains a cautious "Hold" or "Muted Buy" stance, with analysts trimming price targets but highlighting Olin's capital allocation and share repurchases as supportive factors.
Olin Corporation Fourth Quarter 2025 Earnings Conference Call Announcement
Olin Corporation has announced that its senior management will review the company's fourth quarter 2025 financial results on Friday, January 30, 2026, at 9:00 a.m. Eastern time. A press release with financial details will be distributed after the market closes on January 29, 2026. The announcement includes call-in details for the conference call and webcast, as well as replay information.
Olin Corporation Fourth Quarter 2025 Earnings Conference Call Announcement
Olin Corporation (NYSE: OLN) announced its Fourth Quarter 2025 earnings conference call will be held on Friday, January 30, 2026, at 9:00 a.m. ET. Management will review Q4 2025 results, followed by Q&A, with financial statements and slides distributed after market close on January 29, 2026. The call will be accessible via dial-in numbers and a live webcast, with replays available for a limited time.
Rayonier Advanced Materials Shares Rise On Appointment of Ex-Olin Head as CEO
Rayonier Advanced Materials (RYAM) shares rose after the company appointed Scott Sutton, former CEO of Olin Corp., as its new CEO. Sutton, who has over three decades of experience in chemicals and materials, succeeds DeLyle Bloomquist, who is retiring. The stock gained 19% on the news, though it is down 14% over the past year.
RYAM names Scott Sutton its president and CEO
Rayonier Advanced Materials Inc. (RYAM) has appointed Scott Sutton as its new president and chief executive officer, succeeding the retiring De Lyle Bloomquist. Sutton previously served as CEO of Olin Corp. and is tasked with improving RYAM's financial performance, as the company has reported losses for the past six years. Bloomquist will remain as an adviser to ensure a smooth transition.
With A 2.6% Return On Equity, Is Olin Corporation (NYSE:OLN) A Quality Stock?
Olin Corporation's Return on Equity (ROE) currently stands at 2.6%, which is below the Chemicals industry average of 9.3%. Despite having a high debt-to-equity ratio of 1.50, the company's ROE remains low, suggesting that even with significant leverage, its returns are not strong. Investors should consider Olin's full financial picture, including future profit growth and investment requirements, beyond just its ROE.
Olin Corp’s Stock Under Pressure: Is This Cyclical Slump a Stealth Opportunity or a Value Trap?
Olin Corp's stock has faced pressure due to a cyclical downturn in the chemicals and epoxy markets, leading to a significant drop from its 52-week high. While the market acknowledges Olin as a quality cyclical name, investors are cautious about the duration of the earnings trough. Wall Street analysts currently hold a mixed view, with some maintaining a "Buy" rating based on long-term recovery prospects, while others assign "Hold" ratings, emphasizing the need for patience until market conditions improve.
Olin Corp’s Stock Under Pressure: Is This Cyclical Slump a Stealth Opportunity or a Value Trap?
Olin Corp's stock has declined due to a cyclical downturn in the chemicals and epoxy markets, trading significantly below its 52-week high. Despite a bearish short-term outlook and investor losses over the past year, Wall Street analysts maintain a cautious "Buy" to "Hold" rating, citing the company's strong balance sheet and disciplined capital allocation. The future performance of OLN depends on global industrial activity, pricing discipline, and capital allocation strategies during this cyclical slump.
Government Contract Update: $127M payment to OLIN WINCHESTER LLC
OLIN WINCHESTER LLC (OLN) recently received a $127 million payment from the Department of Defense for "AWARD FY25 PRODUCTION ORDERS." This payment contributes to the almost $400 million OLN has received in government contracts over the last year. The article also details recent insider trading activity and hedge fund movements related to OLN stock.
Olin's (NYSE:OLN three-year decrease in earnings delivers investors with a 59% loss
Olin Corporation (NYSE:OLN) shareholders have experienced a 59% loss over the last three years, largely due to a 63% annual decrease in earnings per share. Despite the significant share price drop, insider purchases suggest some confidence in future improvements. The total shareholder return, including dividends, still reflects a substantial loss for investors.
Olin (NYSE:OLN) Price Target Lowered to $21.00 at Citigroup
Citigroup has lowered its price target for Olin (NYSE:OLN) from $23.00 to $21.00, maintaining a "neutral" rating, which suggests a modest 2.7% upside. This adjustment comes amidst mixed analyst coverage, with a consensus "Hold" rating and a target of $24.71, even as the company recently surpassed EPS estimates despite slightly missing revenue. Olin's stock is currently trading near its 52-week low.
Thrivent Financial for Lutherans Trims Stake in Olin Corporation $OLN
Thrivent Financial for Lutherans has reduced its stake in Olin Corporation ($OLN) by 11.5%, selling 199,522 shares but still owning 1.34% of the company. Despite this, institutional investors collectively hold 88.67% of Olin's stock, with other firms like Prudential and Pzena Investment Management increasing their holdings. Olin recently beat EPS estimates, offers a $0.20 quarterly dividend with a 3.7% yield, and maintains a consensus "Hold" rating from analysts.
