Olin

OLN

Market cap $2.96B

Grizzlyrock Capital sold 135,000 Olin shares in the fourth quarter; the estimated transaction value was $2.91 million (based on average Q4 2025 pricing). Meanwhile, the quarter-end position value declined by $4.07 million, reflecting both the share sale and price movements.

CLAYTON, Mo., Feb. 12, 2026 /PRNewswire/ -- Olin Corporation (NYSE: OLN), a leading global manufacturer and distributor of chemical products, today issued an update following a recent verdict in a litigation matter filed by Shintech Incorporated ("Shintech") against Olin Corporation and its wholly owned subsidiary, Blue Cube Operations LLC (collectively, "Olin").

OLN swings to a Q4 loss as revenues slip amid customer destocking and maintenance turnarounds, with management warning Q1 EBITDA will fall.

Olin Corporation (OLN) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Olin (OLN) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Olin (OLN) came out with a quarterly loss of $0.58 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.09 per share a year ago.

Highlights Fourth quarter 2025 net loss of ($85.7) million, or ($0.75) per diluted share Quarterly adjusted EBITDA of $67.7 million Year-end 2025 net debt comparable to year-end 2024 CLAYTON, Mo., Jan. 29, 2026 /PRNewswire/ -- Olin Corporation (NYSE: OLN) announced financial results for the fourth quarter ended December 31, 2025.

Olin (OLN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Olin (OLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Olin Corporation remains a "Buy" as shares trade at a compressed ~9x mid-cycle earnings, despite recent operational setbacks. The Q4 EBITDA miss is primarily due to one-time maintenance overruns at Freeport; operations have since normalized, but capex may need to rise to sustainable levels. Demand headwinds persist, especially from weak Chinese and U.S. construction, with 2026 results expected to be flat or slightly lower versus 2025.