OLIN

Q2 FY2026 EarningsQ2 FY26 results missed consensus across key profitability metrics, with a GAAP EPS loss of -$0.12 vs. the expected $0.0995. Revenue of $1,741.9M was -3.85% below the $1,811.7M consensus, largely due to a 16% YoY decline in Chlor Alkali Products and Vinyls sales following the Blue Water Alliance cessation. Despite a gross margin beat (9.8% actual vs. 8.9% expected), elevated restructuring and acquisition-related costs of $21.1M drove a significant bottom-line miss. Management provided a cautious Q3 outlook, expecting results to be comparable to or slightly lower than Q2 due to ongoing VCM facility issues and EDC pricing weakness.