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/Mis Actual Consensu

s s

Estimate

Q2 Beat $1.76 $1.66

Revenue bln bln (14

Analysts

)

Q2 Net -$2.80

Income mln

Q2 Miss $176.10 $177.40

Adjusted mln mln (14

EBITDA Analysts

)

Q2 EBIT $35.30

mln

Q2 -$6.80

Pretax mln

Profit

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 ( OLN ) 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:

(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.)