Olin NYSE: OLN executives said the company expects a sharp sequential improvement in second-quarter earnings as higher pricing, seasonal demand and cost reductions begin to flow through results following a challenging but improving first quarter.

OLN beat Q1 loss estimates and topped sales forecasts as Winchester growth offset weaker Chemicals demand and margin pressure.

Olin Corporation (OLN) Q1 2026 Earnings Call Transcript

Olin (OLN) came out with a quarterly loss of $0.65 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to earnings of $0.04 per share a year ago.

While the top- and bottom-line numbers for Olin (OLN) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Highlights First quarter 2026 net loss of ($83.0) million, or ($0.73) per diluted share Quarterly adjusted EBITDA of $86.2 million CLAYTON, Mo., May 7, 2026 /PRNewswire/ -- Olin Corporation (NYSE: OLN) announced financial results for the first quarter ended March 31, 2026.

Olin (OLN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Olin is expected to implement one of its largest cost-saving goals this year, estimated to be between $100 and $120 million. Given that we are starting to see top line recovery, mainly driven by the epoxy segment, cost savings will bring margin expansion. Momentum, growth, and profitability metrics are improving well and are superior to its peers, but the valuation remains depressed with an upside potential of 68% in case of a re-rating.

Olin remains a buy as Middle East conflict tightens global petrochemical supply, supporting US-centric producers and improving pricing power. OLN's Q1 likely marks the bottom, with Q2 expected to benefit from lower US natural gas prices and improved margins, especially in Chlor Alkali. Despite weak construction demand, supply disruptions and cost tailwinds should drive at least $150M free cash flow in 2026, with further upside possible.

CLAYTON, Mo., April 2, 2026 /PRNewswire/ -- Olin Corporation (NYSE: OLN) announced today that on Friday, May 8, 2026, at 9:00 a.m.