Olin Corporation (OLN)

In November 2025, a Vice President and Treasurer exercised stock options and sold shares, and Olin announced a strategic partnership with Braskem. In October 2025, Olin announced its Third Quarter results, reporting a beat on normalized EPS but a miss on revenue estimates. In July 2025, the company released its Second Quarter results, reporting a net loss but beating sales expectations. In June 2025, Olin and K2 announced a strategic expansion of their bleach distribution partnership. In May 2025, Olin announced a target of $50 million to $70 million in cost reductions for 2025, highlighted that its Chlor Alkali Products and Vinyls business exceeded expectations, secured a three-year contract extension for operating the Lake City Ammunition facility, and completed the acquisition of AMMO Inc.'s ammunition assets.

Olin Corp.'s product demand exhibits seasonality, particularly within its chemical segments. The Chlor Alkali Products and Vinyls business experienced seasonal demand improvement in the second quarter of 2025, and seasonal recovery is anticipated for bleach and caustic soda demand. Commercial ammunition demand is expected to remain weak, while military and law enforcement demand is described as robust.

Olin Corporation is a global manufacturer and distributor of chemical products and ammunition. The company operates through three primary business segments: Chlor Alkali Products and Vinyls, which produces a wide range of chemicals; Epoxy, which focuses on the production of epoxy resins and related products; and Winchester Ammunition, which manufactures and sells sporting ammunition, reloading components, and military ammunition.

Olin Corp. has a significant global presence, operating in over 15 countries and serving customers in nearly 100 countries worldwide. Its operations span across North America, South Korea, Germany, Australia, Italy, the Netherlands, Brazil, Mexico, Thailand, the UK, and the EMEAI region. The majority of its revenue is generated from the United States.

Olin's brand reputation has been affected by ongoing concerns regarding environmental compliance. Reports highlighted Olin's history of environmental violations, including violations of the Federal Clean Air Act and fines for releasing dangerous chemicals. Past incidents, such as a 2022 chlorine release and fire in Louisiana, were also referenced.

Olin Corp.'s ownership structure is primarily institutional, with institutional investors holding approximately 69.17% to 77.96% of the company's stock. Major institutional owners include Hotchkis & Wiley Capital Management LLC, BlackRock Inc., Vanguard Group Inc., Fuller & Thaler Asset Management Inc., State Street Corp., Dimensional Fund Advisors Lp, Yacktman Asset Management Lp, and Pzena Investment Management Llc. The largest individual shareholder is Scott D. Ferguson, who owns 21.40% of the company's shares.