Olin Corporation (OLN) AI Stock Analysis

Olin Corporation, founded in 1892 and based in Clayton, Missouri, manufactures and distributes chemical products across the United States, Europe, and global markets. The company operates through three segments: Chlor Alkali Products and Vinyls, Epoxy, and Winchester. The Chlor Alkali Products and Vinyls unit supplies chlorine, caustic soda, chlorinated organics, and bleach for water treatment, pharmaceuticals, and agriculture. The Epoxy segment provides epoxy resins and precursors for adhesives, coatings, composites, marine coatings, wind blades, and electrical laminates, along with glycerin. The Winchester segment produces sporting and military ammunition for hunters, recreational shooters, and law enforcement, as well as specialty tools for construction and industrial maintenance.

Olin Corporation delivered a five-year revenue compound annual growth rate of 3.3% from FY2020 to FY2025. Annual revenue expanded from $8.91B in FY2021 to $9.38B in FY2022, before dropping 27.1% to $6.83B in FY2023. Revenue was $6.54B in FY2024 and rose 3.7% to $6.78B in FY2025. Gross margin contracted from 25.7% in FY2021 to 7.4% in FY2025, while operating margin declined from 20.8% to 1.7%. Net income swung from $1.30B in FY2021 to -$42.8M in FY2025, representing diluted EPS of -$0.20. For the trailing twelve months ending June 30, 2026, revenue stood at $6.70B with an operating margin of 4.0% and EPS of -$1.73. In the latest quarter, revenue declined 0.9% year-over-year and quarterly earnings dropped 97.5%.

As of June 30, 2026, Olin Corporation held $177.4M in cash and short-term investments against total debt of $3.41B, resulting in net debt of $3.23B. Total assets stood at $7.44B and shareholders' equity was $1.71B. The company maintained a current ratio of 1.42 and a debt-to-equity ratio of 1.99. During FY2025, operating cash flow reached $474.2M and free cash flow was $247.9M. Capital expenditures totaled $226.3M, while cash used for share buybacks was $50.5M and dividends paid totaled $91.6M.

At $15.65 per share, Olin Corporation has a market capitalization of $1.78B and an enterprise value of $5.14B. The stock trades at a forward P/E of 25.8x, above the 13.4x median of its US-listed Basic Materials peers. Its EV/EBITDA multiple of 12.7x also stands above the peer median of 10.5x, while its price-to-sales ratio of 0.3x is below the peer median of 1.8x. Over the past year, the stock fell 32.2%, trailing the S&P 500 return of 16.8%. Over five years, the stock dropped 64.5% compared to an 83.0% gain for the index.

Olin Corporation pays a forward annual dividend of $0.80 per share, yielding 5.11% as of October 16, 2026. Dividends are paid quarterly, and the company has maintained 42 consecutive years of dividend payments. The payout ratio stands at 173.9%, while the five-year annualized dividend growth rate is 0.0%. The most recent ex-dividend date was August 27, 2026.

Wall Street coverage consists of 1 Strong Buy, 1 Buy, 13 Hold, and 1 Sell ratings. The mean price target is $19.81, which sits 26.6% above the last close of $15.65. For the current fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.52 on revenue of $6.93B. For the next fiscal year, 5 analysts expect EPS of $0.55 on revenue of $7.27B, representing 4.9% revenue growth. Olin beat EPS estimates in 2 of the past 4 quarters, with the next earnings release scheduled for October 29, 2026.

This page is an AI-written research summary of Olin Corporation (OLN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: OLN income statement, OLN balance sheet, OLN key metrics, OLN analyst forecast, OLN chart. See the OLN stock overview for the latest quote and news.