NYSE$OLN

Olin Corp · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Olin Corp reported a net loss for Q2 2025 amid higher costs and lower margins across segments.

Olin Corporation posted sales of $1.76 billion for the three months ended June 30, 2025, up 7% year-over-year, but recorded a net loss attributable to the company of $1.3 million due to elevated raw material, operating, and maintenance costs. Segment results declined across Chlor Alkali Products and Vinyls, Epoxy, and Winchester, reflecting pricing pressure and higher expenses. The company maintained its dividend and continued share repurchases while completing a small acquisition in the Winchester segment.

  • Q2 2025 sales reached $1.758 billion, driven by volume gains in Chlor Alkali and military ammunition, partially offset by lower pricing in several product lines.
  • Operating income fell to $35.3 million from $136.4 million a year earlier, primarily due to higher raw material, turnaround, and operating costs across all segments.
  • Chlor Alkali Products and Vinyls, Epoxy, and Winchester all reported lower segment income or increased losses compared to Q2 2024.
  • Olin completed the acquisition of AMMO Inc.'s small caliber ammunition assets and maintained its $0.20 quarterly dividend while repurchasing shares under its authorized programs.

Headline financials

Total Revenue

$1.76B

Previous: $1.64B+7.0%
EPS (adj)

-$0.01

Previous: $0.62-101.6%
Net Income

-$1.6M

Previous: $120M-101.3%
Operating Income

$35.3M

Previous: $136M-74.1%

Revenue & EPS history

Olin · Revenue · Quarterly

$1.76B

Q2 2025+7%vs Q2 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Olin · $1.76B total across 3 segments · Q2 2025

  • Chlor Alkali Products and Vinyls
    $980M
  • Winchester
    $448M
  • Epoxy
    $331M

Forward guidance

Olin expects Q3 2025 operating results to be comparable or slightly higher than Q2 levels, supported by seasonally stronger demand and lower turnaround costs, partially offset by higher raw material costs and tariff-related uncertainty.

Tailwinds

  • Seasonally stronger demand expected in chemicals and commercial ammunition
  • Lower maintenance turnaround expenses versus Q2
  • Continued military demand growth in Winchester

Headwinds

  • Higher raw material and commodity metal costs
  • Tariff and trade flow uncertainty
  • Challenging global epoxy market conditions persist

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.8%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.7%

Avg return

30 days after

43%

29 / 67 earnings

Positive

+12.1%

Q4 2016

Best reaction

-15.7%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+0.4%+6.2%-8.2%
Q4 2025-6.8%+13.9%+13.6%
Q3 2025-12.5%-13.8%-13.5%
Q1 2025+2.4%-5.8%-10.3%
Q3 2024-8.1%-9.3%-4.9%
Q2 2024-5.6%-4.0%-5.9%
Q1 2024+0.8%-1.5%+2.5%
Q4 2023+8.6%+5.3%+3.5%
Q3 2023-6.3%-4.9%+5.6%
Q2 2023+4.4%+4.2%+4.5%
Q1 2023+4.3%+2.3%-4.8%
Q4 2022+9.1%+12.5%+4.0%
Q3 2022+5.8%+7.0%+17.0%
Q2 2022+5.7%+4.2%+14.2%
Q1 2022+9.9%+18.7%+28.0%
Q4 2021-3.6%+3.3%+2.8%
Q3 2021+8.3%+11.5%+15.7%
Q2 2021+4.6%+6.4%+8.3%
Q1 2021+1.3%+3.5%+18.4%
Q4 2020+0.3%+11.7%+29.7%
Q3 2020+10.4%+11.3%+24.3%
Q2 2020-1.0%-1.4%+5.6%
Q1 2020-12.3%-21.3%-21.0%
Q4 2019+9.2%+6.6%-7.0%
Q3 2019-5.1%+0.0%-9.1%
Q2 2019-7.5%-12.0%-17.7%
Q1 2019-6.0%-5.0%-9.7%
Q4 2018+8.1%+1.5%+0.5%
Q3 2018-2.3%+6.2%+6.2%
Q2 2018+2.4%+4.3%+7.1%
Q1 2018+2.0%+4.8%+7.1%
Q4 2017-6.1%-13.7%-8.4%
Q3 2017+3.2%+0.2%-0.2%
Q2 2017-0.2%+3.4%+6.0%
Q1 2017-5.0%-8.1%-7.9%
Q4 2016+12.1%+17.9%+21.1%
Q3 2016-0.1%-3.0%+18.4%
Q2 2016-1.0%-0.3%+3.5%
Q1 2016+1.7%
Q4 2015-15.7%
Q3 2015+3.9%
Q2 2015-0.9%
Q1 2015-0.3%
Q4 2014+5.1%
Q3 2014-7.2%
Q2 2014-1.5%
Q1 2014-3.2%
Q4 2013-4.0%
Q3 2013+2.0%
Q2 2013-1.8%
Q1 2013-4.9%
Q4 2012-3.0%
Q3 2012-2.8%
Q2 2012-9.6%
Q1 2012-1.0%
Q4 2011-0.2%
Q4 2008-0.2%
Q3 2011-11.8%
Q2 2011-1.7%
Q1 2011-5.4%
Q1 2010-5.4%
Q4 2010+0.2%
Q3 2010-5.6%
Q3 2009-5.6%
Q4 2009+1.5%
Q2 2010+1.5%
Q2 2009+1.5%

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