Olin Q2 revenue beats expectations, adjusted EBITDA misses

Olin

28/07/2025 21:25

Overview

Olin Q2 2025 revenue rises to $1.76 bln, beating analyst expectations

Adjusted EBITDA for Q2 misses analyst estimates

Company funded acquisition, reduced debt, and repurchased shares in quarter

Outlook

Olin expects Q3 2025 adjusted EBITDA between $170 mln and $210 mln

Company cites challenging markets and potential higher costs for Q3

Olin highlights uncertainty related to tariffs impacting Q3 outlook

Company remains focused on disciplined capital allocation and cash generation

Result Drivers

CHLOR ALKALI DEMAND - Seasonal demand improvement in Chlor Alkali Products and Vinyls business amid challenging market, per CEO Ken Lane

OPERATIONAL CHALLENGES - Higher costs due to operational challenges offset solid commercial performance, according to CEO Ken Lane

EPOXY CHALLENGES - Epoxy business faced subdued global demand and competition from subsidized Asian imports, impacting U.S. and European segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.76 bln
$1.66 bln (14 Analysts)
Q2 Net Income
-$2.80 mln
Q2 Adjusted EBITDA
Miss
$176.10 mln
$177.40 mln (14 Analysts)
Q2 EBIT
$35.30 mln
Q2 Pretax Profit
-$6.80 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 13 "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 11.4% above its July 25 closing price of $21.26

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn299pVma

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)