Key Points 2026 earnings bridge points to above consensus numbers Natural gas deflation and largely one-off 2026 headwinds limit downside and position earnings to surprise positively as the cycle stabilizes We rate OLN...
Key Points Q4’25 EBITDA and EPS miss on higher raw material costs and unplanned operating events Below consensus Q1’26 guidance on higher raw material costs and weak CAPV demand We rate Olin shares...
Key Points Structural chlor-alkali undersupply and Epoxy/Stade benefits support gradual recovery; Winchester steadied by rising military mix Consensus 2026 estimates undemanding and not baking in any market recovery at all We rate OLN...
Key Points Q3’25 EBITDA and EPS beat on improved CAPV segment results Below consensus Q4’25 guidance primarily due to inventory reduction We rate Olin shares Overweight with a 12-month target price of USD31...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain Trough (and peak) earnings power of the company not fully appreciated, in our view We rate OLN shares Overweight...
Key Points Slight Q2’25 EBITDA and EPS beat on unplanned CAPV operational events Below consensus Q3’25 guidance. ECU PCI ticked up again We rate Olin shares Overweight with a 12-month target price of...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...