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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Olin
Olin (OLN) investor relations material
Olin Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Oct, 2026
Executive summary
Q3 sales were $1,747.7M, up 2% YoY; adjusted EBITDA was $191.4M vs. $222.4M, and net income was $14.4M vs. $42.8M.
Freeport VCM operations returned to normal in mid-September; Winchester commercial demand and military awards improved, while segment results were mixed.
Huntsman merger closing is expected in Q1 2027, subject to remaining regulatory approvals and customary conditions.
Financial highlights
Q3 operating income was $59.2M vs. $82.8M; gross margin was $172.7M vs. $183.4M.
Nine-month sales were $5,072.6M vs. $5,115.7M; adjusted EBITDA was $468.9M vs. $584.1M, and net loss was $81.9M vs. net income of $42.9M.
Freeport VCM issues reduced Q3 results by $32.1M through higher costs and lost sales; the 45V tax-credit benefit was $5M in Q3 vs. $32M in Q3 2025.
About $114M in legacy Shintech litigation payments were made through the first nine months; no further material 2026 payments are expected.
Beyond250 is on track for $110M–$120M of incremental structural savings in 2026, with annual savings targeted above $250M by 2028.
Outlook and guidance
Q4 adjusted EBITDA guidance is $80M–$100M; FY 2026 adjusted EBITDA guidance is $550M–$570M.
Q4 outlook reflects elevated customer destocking, higher feedstock costs, subsidized Asian exports, seasonally softer demand and planned CAPV and Epoxy turnarounds.
Q4 CAPV outlook includes ~$25M of higher sequential turnaround costs, lower domestic caustic pricing and softer seasonal water-treatment and construction demand.
FY 2026 assumptions include ~$200M capital spending, ~$470M D&A, a 15%–25% tax rate and ~$10M cash taxes; merger-related acquisition costs are expected at $35M–$40M.
Year-end net debt is expected above 2025 levels, with leverage around 5x or slightly higher, partly reflecting litigation payments and merger costs.
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Latest events from Olin
- Pending Huntsman merger, Q2 2026 saw a net loss, higher EBITDA, and ongoing cost savings.OLN
Q2 2026 - $12B+ merger creates a chemicals leader with $400M+ synergies and strong integration.OLNM&A announcement
- Q1 2026 posted an $83M net loss; Q2 EBITDA is forecasted at $160–$200M with improved outlook.OLNQ1 2026
- Key votes on directors, executive pay, new incentive plan, and auditor highlight governance and ESG focus.OLNProxy filing
- Q4 2025 delivered a net loss and lower EBITDA, but cost actions support gradual 2026 improvement.OLNQ4 2025
- Q3 2025 returned to profit on higher sales and tax credits, but segment challenges persist.OLNQ3 2025
- Q2 2025 net loss and margin pressure despite higher sales; Q3 EBITDA guided $170–$210M.OLNQ2 2025
- Q2 profit fell year-over-year; Hurricane Beryl to reduce Q3 EBITDA by $100M.OLNQ2 2024
- Q4 2024 EBITDA was $193M; AMMO, Inc. asset deal and PVC resin entry drive future growth.OLNQ4 2024
Next Olin earnings date
Q4 202628 Jan, 2027
Olin
Next Olin earnings date
Q4 202628 Jan, 2027
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Frequently asked questions
Olin Corporation manufactures and distributes chemical products in Japan, North America, and Europe. The company offers engineered products and performance chemicals, such as explosives, pyrotechnics, and flares; solid propellants; flammable gases; oilfield chemicals; pigments, coatings, adhesives, inks, and other specialty chemicals; solvents; surfactants; and water treatment chemicals. It also provides performance-chemical products for military applications under the Triton brand name. The company sells its products to manufacturers of explosives for use in aircraft de-icing fluids and propellant charges for missiles, rockets, and projectiles; oilfield service companies for drilling fluids, proppants for creating fractures in hydrocarbon bearing formation during the production process in oil fields. Olin Corporation is headquartered in Clayton, Missouri.