Olin Corporation

NYSE:OLN 株式レポート

時価総額：US$2.0b

Olin 過去の業績

過去 基準チェック /06

Olinの収益は年間平均-48.9%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間2.9% 7.5%割合で 減少しています。

主要情報

-48.86%

収益成長率

-46.53%

EPS成長率

Chemicals 業界の成長12.93%
収益成長率-7.54%
株主資本利益率-11.44%
ネット・マージン-2.94%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Sep 09

OLN: Huntsman Merger And Softer Basics Will Define Balanced Return Outlook

The analyst price target for Olin has been reduced from $21 to $19 as analysts factor in weaker chlor alkali fundamentals, softer caustic soda pricing, and concerns around the proposed Huntsman merger. Analyst Commentary Recent research on Olin points to a more cautious stance from several firms.
Seeking Alpha • Aug 26

Olin: One-Time Problems Are A Buying Opportunity

Summary Olin remains a valuable opportunity despite operational setbacks, sector headwinds, and a 12% share price decline over the past year. OLN's Q2 was impacted by a $40M Freeport outage, weak demand, and working capital drag, but its epoxy and ammunition businesses showed resilience. The pending Huntsman merger, expected by mid-2027, should drive $250M in cost synergies and improve OLN's free cash flow and leverage profile. With a 15% free cash flow yield and a secure 4.3% dividend, I view OLN as a compelling 'self-help' story for long-term investors. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 26

OLN: Huntsman Merger Will Rebalance Cyclical Exposure And Support Post 2027 Upside

Analysts have reduced the price target for Olin to $27.67 from $35.83 as weaker chlor alkali fundamentals, softer caustic soda pricing, and a more muted growth outlook following the planned Huntsman merger weigh on their assumptions for margins and the appropriate P/E multiple. Analyst Commentary Street research on Olin has turned more cautious on near term fundamentals, yet there are still some supportive elements in the recent commentary that matter for valuation and execution.
ナラティブ更新 • Aug 12

OLN: Huntsman Merger And Cost Advantage Will Support Future Earnings

Analysts have reduced the Olin fair value estimate from about $26.29 to about $22.38, reflecting lower Street price targets clustered around $20, as well as concerns about softer chlor alkali fundamentals, weaker pricing trends, and a more muted earnings outlook discussed in recent research. Analyst Commentary Recent Street research around Olin shows a clear reset in expectations, with most firms converging around price targets near US$20 and more cautious views on earnings power and the proposed Huntsman merger.
ナラティブ更新 • Jul 29

OLN: Huntsman Merger And Softer Basics Are Expected To Reshape Returns

Analysts have trimmed the Olin fair value estimate by $1 to $21, reflecting lower price targets across the Street as they factor in weaker basic chemicals demand, a softer chlor alkali backdrop, and added uncertainty around the Huntsman merger. Analyst Commentary Recent Street research on Olin points to a more cautious tone as multiple firms recalibrate expectations around pricing, demand and the proposed Huntsman merger.
ナラティブ更新 • Jul 14

OLN: Huntsman Merger Will Reshape Earnings Mix And Support Post 2025 Recovery

Analysts have trimmed their price targets on Olin, reflected in a lower internal fair value estimate from $37.96 to $35.83, as they factor in softer chlor-alkali conditions, oil price moves, and added uncertainty around the Huntsman merger. Analyst Commentary Recent Street research around Olin highlights a wide range of views, with several firms trimming price targets while others point to potential upside if the company executes on its plans and the Huntsman merger progresses as expected.
ナラティブ更新 • Jun 24

OLN: Huntsman Merger Synergies Will Support Post 2025 Earnings Recovery

Analysts have nudged their price expectations for Olin higher, with the updated fair value estimate rising from $35.00 to about $37.96. This reflects Street research that highlights revised revenue growth and margin assumptions, tempered by a slightly higher discount rate and a lower future P/E multiple.
分析記事 • Jun 19

Olin (OLN) Stock Could Be 16.3% Undervalued Despite Recent Share Price Weakness

Olin (OLN) has drawn attention after recent share price weakness, with the stock down about 15% over the past month and roughly 7% over the past 3 months. This has prompted closer scrutiny from value-focused investors. See our latest analysis for Olin. At a share price of $22.01, Olin’s recent 30 day share price return of down 15.2% and 7 day return of down 9.1% point to fading short term momentum, even though the 1 year total shareholder return of 17.1% contrasts with a much weaker 3 and 5...
ナラティブ更新 • Jun 08

OLN: Reliance On Geopolitical Supply Disruptions Will Likely Fail To Support Shares

Analysts have lifted their price targets on Olin by several dollars, with recent moves such as JPMorgan's shift to $26 and UBS's to $31, generally citing updated models tied to pricing momentum and changes in commodity chemical forecasts. Analyst Commentary Recent research on Olin points to a mixed tone, with several firms adjusting models and price targets while keeping ratings such as Neutral in place.
ナラティブ更新 • May 24

OLN: Future Pricing Momentum Will Likely Fail To Sustain Current Share Levels

Olin's fair value estimate is updated from $18.00 to $22.00 as analysts lift price targets across the stock, citing factors such as pricing momentum in recent research. Analyst Commentary Recent Street research around Olin has centered on revisions to price targets, with several large firms adjusting their estimates and, in some cases, their ratings.
ナラティブ更新 • May 02

OLN: Higher P/E Assumptions And Execution Progress Will Support Post 2025 Recovery

The analyst price target for Olin has been increased from $28 to $35. Analysts cited updated assumptions around slightly higher revenue growth, modestly stronger profit margins, and a higher future P/E multiple as key drivers of the change.
ナラティブ更新 • Apr 18

OLN: Commodity Tightness And Buybacks Will Temper Ongoing Earnings Headwinds

Olin's analyst price target has been revised higher from about $22.07 to $26.29. This reflects analysts' updated views on fair value after a series of recent target increases tied to refreshed commodity chemical forecasts and post-earnings model updates.
ナラティブ更新 • Apr 03

OLN: Cost Actions And Supply Shifts Will Shape Post 2025 Recovery Path

The analyst price target for Olin has been adjusted to $28.00. Analysts cite updated commodity chemical forecasts, recent earnings model revisions, and changing supply expectations linked to geopolitical disruptions as key drivers of the change.
ナラティブ更新 • Mar 20

OLN: Future Commodity Oversupply And Earnings Pressures Will Constrain Share Performance

Analysts have raised the Olin price target slightly, with updates clustering in the mid $20s as they incorporate revised commodity chemical forecasts related to supply disruptions and recent earnings updates. Analyst Commentary Recent research on Olin has centered on price target revisions clustered in the low to mid US$20s, with most firms maintaining neutral stances.
ナラティブ更新 • Mar 06

OLN: Cost Actions And Early Cycle Catalysts Will Support Post 2025 Recovery

The updated analyst price target for Olin ticks down slightly to about $27.40 from roughly $27.87, as analysts factor in a modestly lower assumed P/E multiple, a small adjustment to expected revenue growth, a slightly higher profit margin assumption, and a reduced discount rate following recent mixed revisions across Street models. Analyst Commentary Recent Street commentary on Olin has been mixed.
ナラティブ更新 • Feb 19

OLN: Earnings Pressures And Commodity Oversupply Will Restrain Share Returns

We are trimming our Olin fair value estimate to $22.07 from $24.73 after analysts reset price targets around $24 on mixed post earnings revisions to revenue growth, profit margins, and assumed future P/E multiples. Analyst Commentary Street research on Olin has clustered around a price target in the low to mid $20s, with several firms updating models after management flagged short term earnings pressures and a mixed backdrop across commodities and specialties.
ナラティブ更新 • Feb 05

OLN: Future Earnings Pressures And Commodity Oversupply Will Weigh On Shares

Our updated narrative on Olin reflects a fair value move from $20.00 to $18.00, in line with a series of recent analyst price target trims that focus on softer revenue trends, lower projected profit margins, a higher discount rate, and a shift to a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Olin has leaned cautious, with a cluster of price target trims over a short period.
ナラティブ更新 • Jan 22

OLN: Cost Actions And EDC Deal Will Support Post 2025 Earnings Recovery

Analysts have nudged their price targets on Olin higher overall, with our updated fair value estimate moving by about $1 to $27.87 as they factor in mixed earnings pressures, slightly adjusted growth and margin expectations, and a range of new target revisions across the Street. Analyst Commentary Recent commentary on Olin reflects a split view, with some firms trimming targets on near term earnings and demand pressures while more optimistic voices see reasons to keep leaning into the story as conditions eventually stabilize.
ナラティブ更新 • Jan 08

OLN: Weaker 2025 Demand Will Set Up Earnings Rebound In 2026

Narrative Update The updated analyst price target for Olin edges higher to about $29 from roughly $28.70, reflecting a slightly stronger fair value estimate even as analysts highlight weaker near term demand, reduced EBITDA guidance, and a mix of lower targets from UBS and Truist alongside a higher forecast from BofA. Analyst Commentary The latest research on Olin shows a split tape, with some firms cutting targets on weaker demand and others turning more constructive.
ナラティブ更新 • Dec 16

OLN: Earnings Recovery Beyond 2025 Will Drive Share Price Upside

Analysts have trimmed their price target on Olin by about $1 to roughly $28.70. This reflects reduced fair value, higher perceived risk, and softer growth and margin expectations, despite some still constructive long term views.
ナラティブ更新 • Oct 22

Analyst Commentary Reflects Cautious Optimism as Olin Faces Mixed Signals and Modest Valuation Gains

Olin's analyst price target has increased from $24.13 to $24.73 per share, reflecting analysts' cautious optimism in light of mixed industry signals and recent adjustments in company forecasts. Analyst Commentary Analyst perspectives on Olin remain divided, with both bullish takeaways and areas of caution shaping recent research updates.
ナラティブ更新 • Oct 08

Cost Cuts And Global Demand Will Strengthen Operational Resilience

Olin's fair value estimate has increased modestly from $23.47 to $24.13 per share, as analysts revise expectations following lowered growth outlooks. They also note stabilization in key markets and the prospect of improving commercial sales performance.
分析記事 • Sep 21

Investors Will Want Olin's (NYSE:OLN) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Jul 16

Is Now An Opportune Moment To Examine Olin Corporation (NYSE:OLN)?

Olin Corporation ( NYSE:OLN ), might not be a large cap stock, but it saw a decent share price growth of 15% on the...
分析記事 • Jun 28

Here's Why Olin (NYSE:OLN) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 23

Returns On Capital Are Showing Encouraging Signs At Olin (NYSE:OLN)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • May 05

Olin (NYSE:OLN) Will Pay A Dividend Of $0.20

Olin Corporation's ( NYSE:OLN ) investors are due to receive a payment of $0.20 per share on 13th of June. This makes...
分析記事 • Apr 09

Olin Corporation's (NYSE:OLN) 26% Cheaper Price Remains In Tune With Earnings

To the annoyance of some shareholders, Olin Corporation ( NYSE:OLN ) shares are down a considerable 26% in the last...
分析記事 • Mar 31

Is It Time To Consider Buying Olin Corporation (NYSE:OLN)?

While Olin Corporation ( NYSE:OLN ) might not have the largest market cap around , it received a lot of attention from...
分析記事 • Mar 13

Here's Why Olin (NYSE:OLN) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Mar 10

Olin: Selling Off, But Not Necessarily Cheap

Summary Olin's shares have plummeted over 50% in the past year due to weak results, which makes me cautious given the debt assumed. The company operates in commodity-like markets and has a mediocre track record. A recent $75 million acquisition looks ill-timed, but is aimed at capturing synergies, which makes sense from a capital allocation point of view. Given the uncertain economic conditions and high leverage, I remain cautious about Olin's prospects, despite its 3.3% dividend yield and long history of payments. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

Olin: Shares Are Cheap Even With Subdued Results (Rating Upgrade)

Summary Olin Corporation shares fell 38% in 2024 due to weak Chinese demand and management turnover, creating a potential value opportunity for 2025. Despite ongoing challenges, new management's guidance and cost-cutting plans aim to double EBITDA and return $1 billion annually to shareholders by 2029. The company's financial position allows for incremental growth, with strategic options for its North American PVC business unlikely to be particularly large. With a 10% free cash flow yield and potential 25-30% return, Olin shares are a strong buy, despite market downturns and subdued construction activity. Read the full article on Seeking Alpha
分析記事 • Dec 11

Why We're Not Concerned About Olin Corporation's (NYSE:OLN) Share Price

With a price-to-earnings (or "P/E") ratio of 30.2x Olin Corporation ( NYSE:OLN ) may be sending very bearish signals at...
分析記事 • Oct 28

Olin (NYSE:OLN) Is Due To Pay A Dividend Of $0.20

The board of Olin Corporation ( NYSE:OLN ) has announced that it will pay a dividend of $0.20 per share on the 13th of...
Seeking Alpha • Oct 27

Olin Corporation: Update For 2024E, A 'Buy' But With A Note

Summary Olin Corporation has underperformed, with my stake down over 20%, but I still see long-term potential despite short-term challenges. 3Q24 results were impacted by Hurricane Beryl and weak Chlor Alkali and Epoxy markets, but lower operating costs and military ammo sales offer some positives. Olin's valuation suggests a conservative "Buy" for the long-term, but better short-term investment options exist; waiting until post-4Q24 for clearer recovery signs is advisable. Despite volatility and macro challenges, I maintain a $65 PT and "Buy" rating, expecting potential upside from credit upgrades and dividend bumps. Read the full article on Seeking Alpha
分析記事 • Oct 12

We Think Olin (NYSE:OLN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Sep 20

Olin Corporation: Navigating The Trough With A Coiled Spring's Potential Rebound

Summary Olin Corporation faces significant challenges due to a drop in global demand, overinvestment issues, and recent disruptions from Hurricane Beryl, which collectively strained its performance. The company faced a revenue decline and reduced profitability in Q2, but showed sequential improvement in net income along with a gradual reduction in its overall slowdown. Despite current macro challenges, Olin shows promising signs of recovery with growth in key markets, favorable economic trends, and strategic initiatives, suggesting the potential for a rebound in the coming years. Olin's stock shows mixed valuation compared to the broader materials sector, trading at a discount based on trailing metrics but appearing overvalued on forward metrics. Read the full article on Seeking Alpha

収支内訳

Olin の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:OLN 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 266,703-1973310
31 Mar 266,720-1854140
31 Dec 256,781-1003680
30 Sep 256,787543730
30 Jun 256,663-143840
31 Mar 256,549613830
31 Dec 246,5401093830
30 Sep 246,4831513850
30 Jun 246,5652803650
31 Mar 246,6243533720
31 Dec 236,8334603830
30 Sep 237,1956043750
30 Jun 237,8468153730
31 Mar 238,7591,0903670
31 Dec 229,3761,3273550
30 Sep 229,8301,4373600
30 Jun 229,8481,5123750
31 Mar 229,4531,4463780
31 Dec 218,9111,2973810
30 Sep 218,1349574090
30 Jun 217,232-1704060
31 Mar 216,252-6464090
31 Dec 205,758-9704030
30 Sep 205,491-1,0143800
30 Jun 205,630-2333920
31 Mar 205,982-1333900
31 Dec 196,110-114010
30 Sep 196,3581194060
30 Jun 196,6542704050
31 Mar 196,7893494170
31 Dec 186,9463284090
30 Sep 186,9317643980
30 Jun 186,6146223750
31 Mar 186,4125573460
31 Dec 176,2685503350
30 Sep 176,034783170
30 Jun 175,932433160
31 Mar 175,770473200
31 Dec 165,551-43020
30 Sep 165,432-843130
30 Jun 164,513-962670
31 Mar 163,685-522280
31 Dec 152,854-11870
30 Sep 152,087741630

質の高い収益: OLNは現在利益が出ていません。

利益率の向上: OLNは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: OLNは利益が出ておらず、過去 5 年間で損失は年間48.9%の割合で増加しています。

成長の加速: OLNの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: OLNは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 2.4% ) と比較することは困難です。

株主資本利益率

高いROE: OLNは現在利益が出ていないため、自己資本利益率 ( -11.44% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/16 05:04
終値2026/09/16 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Olin Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Michael LeitheadBarclays
John McNultyBMO Capital Markets Equity Research
Bhavesh LodayaBMO Capital Markets Equity Research