Olin Corporation (OLN)
NYSEMaterialsChemicalsSnapshot 2026-09-04
$17.37+2.36%
Close 2026-09-04 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-09-04
QuarterlyIQ Insights · OLN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Finalize the all-stock merger of equals with Huntsman to create OlinHuntsman Corporation, targeting closing in first half of 2027 with regulatory and shareholder approvals.
Stated as a priority in 3 quarters including 2026-Q2 and August 2026 press releases. The merger agreement was announced in 2026-Q2 with expected closing in first half 2027. Shareholders approved the transaction in August 2026 with approximately 97% and 99% votes cast in favor for Olin and Huntsman respectively. The trajectory is delivering as the merger is progressing toward completion subject to regulatory approvals.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated neutral grew net income 46% of the time over the next year (vs 54% for the rest of the cohort, n=2582).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“On June 16, 2026, Olin and Huntsman announced a definitive agreement to combine in an all-stock merger of equals.”
“Completion of the merger expected in first half 2027, subject to regulatory and shareholder approvals.”
Continue paying quarterly dividends at $0.20 per share, maintaining a stable dividend policy despite earnings volatility.
Management stated the priority of maintaining consistent quarterly dividends in 4 quarters from 2025-Q3 through 2026-Q2. Dividends per share remained steady at $0.20 per quarter despite net losses in some quarters. The Board declared the 398th consecutive quarterly dividend in 2026-Q1. The trajectory is delivering stable dividend payments as committed.
“Dividends per Common Share $0.20 in second quarter 2026.”
“Board declared a dividend of $0.20 per share payable June 12, 2026, marking 398th consecutive quarterly dividend.”
“Dividends per Common Share $0.20 in fourth quarter 2025.”
“Dividends per Common Share $0.20 in third quarter 2025.”
Continue implementing Beyond250 initiative to reduce structural costs and improve operating performance across chemical businesses.
Management stated the Beyond250 structural cost reduction initiative in 3 quarters including 2025-Q4, 2026-Q1, and 2026-Q2. The initiative contributed to a $44 million reduction in structural costs in 2025. Operating performance improvements in chemical businesses were attributed to Beyond250 actions in 2026-Q1 and Q2. The trajectory shows delivering cost reductions consistent with management's stated priorities.
“Improved operating performance driven by Beyond250 structural cost actions.”
“Favorable operating cost performance driven by Beyond250 structural cost actions.”
“Realized $44 million reduction in structural costs in 2025 from Beyond250 initiative.”
Address ongoing legal and regulatory risks including legacy litigation and regulatory approvals related to merger and operations.
Management stated legal and regulatory risk management as a priority in at least 3 quarters including 2026-Q1 and Q2. Legacy litigation charges of $36.1 million were recorded in 2026-Q1 and acquisition-related costs of $10.6 million in 2026-Q2 related to the merger. Regulatory risks related to merger approvals were disclosed. The trajectory shows ongoing management of these risks with associated costs.
“Acquisition-related costs of $10.6 million related to pending merger; legacy litigation payments ongoing.”
“Risks related to regulatory approvals and litigation disclosed in merger filings.”
“Legacy litigation charges of $36.1 million included in first quarter results.”
Over the trailing year it converted 24.53x of net income into operating cash flow. Historically, Materials names rated robust grew net income 56% of the time over the next year (vs 47% for the rest of the cohort, n=1401).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
27 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Materials names rated volatile grew net income 52% of the time over the next year (vs 50% for the rest of the cohort, n=717).
Not investment advice. As of 2026-09-04.