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Olin (OLN)
NYSE:OLN
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
0.04Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a balanced outlook: material near-term operational and market headwinds (extended turnarounds, third-party outages, stranded costs, weak vinyls and chlorine demand, raw material inflation) weighed against strong cash generation, disciplined liquidity and debt management, and concrete, measurable cost-savings actions (Beyond $250) that provide a clear path to margin recovery. Management emphasizes execution, cash preservation, and cost reductions as the levers to navigate the trough and position the company for recovery.Company Guidance
Strong cash generation and liquidity
Generated approximately $321 million of operating cash flow in Q4 2025, kept year-end net debt flat versus 2024, achieved $248 million of working capital reductions in 2025, and maintained available liquidity of $1.0 billion.
Progress on structural cost savings (Beyond $250)
Delivered $44 million of structural cost savings in 2025 and expects an incremental $100–$120 million of annual savings in 2026; confident in exceeding the $250 million target set at the 2024 Investor Day.
Concrete site-level and portfolio cost actions
Freeport improvement pilot reduced staffing and contractor reliance; Stade, Germany supply agreement expected to deliver $40–$50 million of epoxy savings in 2026; closure of Guaruga, Brazil epoxy plants expected to yield $10 million of annual savings.
Epoxy business cost progress and outlook
Epoxy global cash costs down ~19% over the past three years; Q4 2025 epoxy results improved sequentially and management expects epoxy to return to low-level profitability in Q1 2026 with further structural improvement through 2026.
Winchester proactive commercial and cost actions
Aggressive inventory reductions and rightsizing across Winchester (eliminated shifts, reduced headcount, restricted overtime), implemented commercial ammunition price increases intended to offset majority of 2025 cost escalation, and growing military/project sales (including Lake City NGSW project).
Balance sheet and financing stability
Completed a bond issuance and debt refinancing extending nearest bond maturities to 2033 and senior bank credit to 2030; no bond maturities until mid-2029, providing manageable, staggered maturities and financial flexibility.
OLN Earnings History
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 |
|---|---|---|---|
Jan 29, 2026 | $22.34 | $20.81 | -6.85% |
Oct 28, 2025 | $20.83 | $21.18 | +1.68% |
Jul 29, 2025 | $21.49 | $18.95 | -11.82% |
May 01, 2025 | $21.06 | $21.60 | +2.56% |
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 Apr 23, 2026, After Close (Confirmed).
What is Olin (OLN) earnings time?
Olin (OLN) earnings time is at Apr 23, 2026, 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 2026 (Q1) is -0.17.