OLN Earnings

OLN reported its FY2025Q4 earnings on 2026-01-29, showcasing a revenue of 2.00B against an estimate of 2.00B, resulting in a 5.39% surprise. The EPS was -0.75, surpassing the expected -0.58 by -29.31% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following OLN's FY2025Q4 earnings announcement on 2026-01-29, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, OLN's stock price tends to shift by an average of +2.49% in the 10 days leading up to earnings and -6.59% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate OLN’s annual revenue to reach 2.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.95% and EPS estimates Revise Downward by -2.11% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between OLN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.95%, while EPS estimates moved Revise Downward by -2.11% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, OLN's stock price typically moves by +2.49% in the 10 days before its earnings and -6.59% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.00 and revenue of 2.00B.

The earnings call summary and Q&A reveal mixed signals. Strong financial metrics and positive guidance on EBITDA growth, cost savings, and strategic shifts in Winchester and Epoxy businesses are offset by uncertainties in the chemicals market and high inventories impacting Q4. Management's lack of clarity on turnaround costs and market recovery adds to investor caution. The stock reaction is likely to be neutral, balanced by positive strategic initiatives and concerns over short-term challenges.