Olin reports Q2 EPS (1c), consensus 2c

Reports Q2 revenue $1.76B, consensus $1.66B. Q2 adjusted EBITDA was $176.1M vs. $278.1M last year. CEO Ken Lane said, “During Q2, our Chlor Alkali Products and Vinyls business saw seasonal demand improvement in a continued challenging market environment. Despite weak global demand, Olin (OLN) remains disciplined and focused on leveraging its leading, integrated chlor alkali position to maximize value as evidenced by our stability in Electrochemical Unit values. During the quarter, we experienced several operational challenges that resulted in higher costs, offsetting solid commercial performance..”. Regarding Olin’s Q3 outlook, Lane commented, “With continued challenging markets, potential higher costs and general uncertainty related to tariffs, we expect Olin’s Q3 2025 adjusted EBITDA to be in the range of $170M-$210M. We remain committed to a disciplined capital allocation approach, focused on maximizing cash generation, supported by our strong financial foundation.”