Olin Corporation (OLN)
NYSEMaterialsChemicalsSnapshot 2026-11-04
NYSEMaterialsChemicalsSnapshot 2026-11-04
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 this business ranks within materials on a research-validated quality screen. As of 2026-11-04.
The screen ranks OLN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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 3 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 56% for the rest of the cohort, n=2600).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
We are committed to completing the remaining steps to close the transaction, and to delivering long-term value for our shareholders, customers, employees, and communities as one company.”
Stated in 1 of 4 supplied quarters. Management reported: “Olin and Huntsman have identified more than $300 million of cost synergies and integration benefits, with the vast majority realized within 24 months and all expected by the end of year three.” “The companies have also identified an additional $100 million of raw material integration benefits starting in 2031.”
“Completion of the merger, which is expected to occur in the first half of 2027, is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals…”
Our priorities remain operating safely and reliably, delivering Beyond250 structural cost savings and generating cash,” Lane concluded.
Stated in 4 of 4 supplied quarters. Management reported: “We have begun to see benefits from our Beyond250 initiative, realizing a $44 million reduction in structural costs in 2025.” “Our Chlor Alkali Products and Vinyls business benefited from improved caustic soda and ethylene dichloride pricing and from favorable operating performance driven by our Beyond250 structural cost actions.”
“Our priorities remain operating safely and reliably, delivering Beyond250 structural cost savings and generating cash,” Lane concluded.”
Our priorities remain operating safely and reliably, delivering Beyond250 structural cost savings and generating cash,” Lane concluded.
Stated in 4 of 4 supplied quarters. Management reported: “Our priorities remain operating safely and reliably, delivering Beyond250 structural cost savings and generating cash,” Lane concluded.” “Despite that, we remain committed to executing our value-first commercial approach and are focused on our Optimize the Core strategic priorities: operating safely and reliably, delivering our Beyond250 structural cost reductions and maximizing cash generation.”
“Our priorities remain operating safely and reliably, delivering Beyond250 structural cost savings and generating cash,” Lane concluded.”
Focus on cash generation and disciplined cash management while navigating operating and market volatility.
Advance the approved merger through remaining regulatory and closing conditions while planning integration and pursuing identified synergies.
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 48% for the rest of the cohort, n=1429).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (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 53% for the rest of the cohort, n=1894).
Not investment advice. As of 2026-11-04.
“Our Chlor Alkali Products and Vinyls business benefited from improved caustic soda and ethylene dichloride pricing and from favorable operating performance driven by our Beyond250 structural cost act…”
“Our Chlor Alkali Products and Vinyls business benefited from favorable operating cost performance driven by our Beyond250 structural cost actions and lower than expected planned maintenance turnaroun…”
“We have begun to see benefits from our Beyond250 initiative, realizing a $44 million reduction in structural costs in 2025.”
“Our Chlor Alkali Products and Vinyls business benefited from improved caustic soda and ethylene dichloride pricing and from favorable operating performance driven by our Beyond250 structural cost act…”
“Our Chlor Alkali Products and Vinyls business benefited from favorable operating cost performance driven by our Beyond250 structural cost actions and lower than expected planned maintenance turnaroun…”
“Despite that, we remain committed to executing our value-first commercial approach and are focused on our Optimize the Core strategic priorities: operating safely and reliably, delivering our Beyond2…”