Olin Q2 revenue misses estimates, adjusted EBITDA beats - OLN News | Rallies
Olin Q2 revenue misses estimates, adjusted EBITDA beats O OLN • 2026-07-30 Outlook
Olin forecasts Q3 2026 adjusted EBITDA between $160 mln and $200 mln
Company expects Chemical businesses Q3 results to be comparable to Q2, citing reduced operating rates and weaker ethylene dichloride pricing
Olin anticipates seasonally improving commercial demand to support sequential earnings growth in Winchester business
Overview
US chemicals and ammunition maker's Q2 revenue missed analyst expectations
Adjusted EBITDA for Q2 beat analyst expectations
Q2 results impacted by $40 mln loss from vinyl chloride plant shutdown
Result drivers and key details
Plant shutdown - Unplanned shutdown at Freeport, Texas vinyl chloride monomer plant reduced Q2 adjusted EBITDA by $40 mln
Higher pricing - Chlor Alkali Products and Vinyls segment benefited from improved caustic soda and ethylene dichloride pricing
Epoxy margins - Epoxy segment earnings rose on higher volumes, improved product margins, and lower operating costs, despite weak demand in Europe
Metric Beat/Miss Actual Consensus Estimate
Q2 Adjusted EBITDA Beat $191.30 mln $184.83 mln (14 Analysts)
Q2 Pretax Profit $3.80 mln
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell". The average consensus recommendation for the commodity chemicals peer group is "buy." Wall Street's median 12-month price target for Olin Corp is $24.00, about 8.2% above its July 29 closing price of $22.19.
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2026-07-30