The earnings call highlighted stable chlorine index values and strong cash flow despite seven quarters of trough demand conditions. However, significant challenges were noted in the commercial ammunition business, unplanned operational issues, and a steep EDC price decline. While there were positive long-term strategic moves, immediate operational and market challenges weigh heavily.

Company Guidance -

Q3 2025

In the second quarter of 2025, Olin Corporation faced several operational and market challenges. Despite stable chlorine index values, the company dealt with a $32 million headwind from planned turnarounds and unplanned operating events, leading to results at the lower end of expectations. The chemicals segment, including chlor alkali products, faced steep declines in EDC pricing, impacting profitability. Winchester's commercial ammunition business struggled with high raw material costs and customer destocking, though defense sales remained strong. Olin generated over $212 million in operating cash flow, enabling a $39 million debt reduction and a $10 million share buyback. Looking forward, Olin anticipates third quarter adjusted EBITDA between $170 million and $210 million, banking on seasonal demand improvements and lower turnaround expenses, while navigating ongoing macroeconomic and tariff uncertainties.

Stable Chlorine Index Values

Despite trough demand conditions for seven consecutive quarters, North American chlorine index values remained stable and higher than any prior trough.

Strong Operating Cash Flow

Generated more than $212 million in operating cash flow, funding acquisitions, debt reduction, and share buybacks.

Winchester Defense Business Growth

Winchester continued to see strength in the defense business, driven by domestic and international military ammunition demand.

Beyond 250 Cost Savings Project

Anticipated year-end run rate cost savings of $70 to $90 million through rightsizing, performance-driven culture, and operational excellence initiatives.

Cash Generation from Working Capital

Generated $182 million from reducing working capital, with an expectation of at least $100 million in cash generation for 2025.

Olin (OLN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.09 / -	-0.142	―	―	―
Jul 29, 2025	2025 (Q2)	0.01 / 0.05	0.677	-92.02% (-0.62)
May 01, 2025	2025 (Q1)	-0.10 / 0.04	0.332	-86.75% (-0.29)
Jan 30, 2025	2024 (Q4)	-0.03 / 0.18	0.284	-37.32% (-0.11)
Oct 24, 2024	2024 (Q3)	0.04 / -0.14	0.914	-115.54% (-1.06)
Jul 25, 2024	2024 (Q2)	0.70 / 0.68	1.07	-36.73% (-0.39)
Apr 25, 2024	2024 (Q1)	0.38 / 0.33	1.613	-79.42% (-1.28)
Jan 25, 2024	2023 (Q4)	0.20 / 0.28	1.51	-81.19% (-1.23)
Oct 26, 2023	2023 (Q3)	0.76 / 0.91	2.143	-57.35% (-1.23)
Jul 27, 2023	2023 (Q2)	1.02 / 1.07	2.784	-61.57% (-1.71)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OLN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$21.89	$19.30	-11.83%
May 01, 2025	$21.45	$22.00	+2.56%
Jan 30, 2025	$31.60	$28.79	-8.89%
Oct 24, 2024	$44.07	$40.54	-8.01%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Olin (OLN) report earnings?

Olin (OLN) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Olin (OLN) earnings time?

Olin (OLN) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OLN EPS forecast?

OLN EPS forecast for the fiscal quarter 2025 (Q3) is 0.09.

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