Olin Q4 Adjusted EBITDA misses estimates

Olin

29/01/2026 21:17

Overview

Chemical and ammunition maker's Q4 revenue beat analyst expectations

Adjusted EBITDA for Q4 missed analyst expectations

Company reported Q4 net loss of $85.7 mln due to market headwinds and disruptions

Outlook

Olin expects Q1 2026 adjusted EBITDA to be lower than Q4 2025

Winchester segment Q1 2026 results expected to modestly increase from Q4 2025

Epoxy business anticipated to return to profitability in 2026

Result Drivers

MARKET HEADWINDS - Olin faced continued market headwinds, including customer destocking and operational challenges, impacting its Chlor Alkali Products and Vinyls segment

EPOXY SALES INCREASE - Higher volumes and a favorable product mix led to increased sales in the Epoxy segment

RAW MATERIAL COSTS - Rising raw material costs impacted Winchester's earnings

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.67 bln
$1.55 bln (14 Analysts)
Q4 Net Income
-$85.50 mln
Q4 Adjusted EBITDA
Miss
$67.70 mln
$74.28 mln (15 Analysts)
Q4 EBIT
-$81.50 mln
Q4 Pretax Profit
-$122.90 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 $23.00, about 1.1% above its January 28 closing price of $22.74

The stock recently traded at 55 times the next 12-month earnings vs. a P/E of 26 three months ago

Press Release: ID:nPn2Zprqwa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)