Company profile

John E. Fischer
Incorporated in
Fiscal year end
Former names
Olin Corp
IRS number

OLN stock data



1 May 20
2 Jul 20
31 Dec 20


Company financial data Financial data

Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 1.43B 1.39B 1.58B 1.59B
Net income -80M -77.2M 44.2M -20M
Diluted EPS -0.51 -0.49 0.27 -0.12
Net profit margin -5.61% -5.57% 2.80% -1.26%
Operating income -47.5M -49.3M 103.4M 28.5M
Net change in cash -26.4M 43.5M 50.5M 21.2M
Cash on hand 194.5M 220.9M 177.4M 126.9M
Cost of revenue 1.37B 1.27B 1.36B 1.46B
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 6.11B 6.95B 6.27B 5.55B
Net income -11.3M 327.9M 549.5M -3.9M
Diluted EPS -0.07 1.95 3.26 -0.02
Net profit margin -0.18% 4.72% 8.77% -0.07%
Operating income 177.8M 676.9M 296.6M 107.8M
Net change in cash 42.1M -39.6M 33.9M -207.5M
Cash on hand 220.9M 178.8M 218.4M 184.5M
Cost of revenue 5.44B 5.82B 5.55B 4.94B

Financial data from Olin earnings reports

Date Owner Security Transaction Code $Price #Shares $Value #Remaining
10 Jun 20 Gray G Benoist Phantom Stock Units Common Stock Grant Aquire A 0 401.971 0 28,710.767
10 Jun 20 Earl L Shipp Phantom Stock Units Common Stock Grant Aquire A 0 379.37 0 27,096.47
12 May 20 John E. Fischer Common Stock $1 par value Gift Dispose G 0 2,518 0 221,000
10 Mar 20 Earl L Shipp Phantom Stock Units Common Stock Grant Aquire A 0 295.176 0 26,717.1
10 Mar 20 Gray G Benoist Phantom Stock Units Common Stock Grant Aquire A 0 364.883 0 28,308.796
92.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 267 301 -11.3%
Opened positions 39 55 -29.1%
Closed positions 73 69 +5.8%
Increased positions 86 86
Reduced positions 92 113 -18.6%
13F shares
Current Prev Q Change
Total value 5.47B 9.92B -44.8%
Total shares 146.23M 139.52M +4.8%
Total puts 502.8K 603.5K -16.7%
Total calls 1.08M 700.2K +54.7%
Total put/call ratio 0.5 0.9 -46.1%
Largest owners
Shares Value Change
FMR 20.73M $241.93M -5.4%
BLK BlackRock 18.84M $219.9M -3.4%
Vanguard 15.73M $183.58M +3.5%
Sachem Head Capital Management 14.95M $174.47M NEW
Dimensional Fund Advisors 8.7M $101.47M +6.0%
STT State Street 7.3M $85.19M +15.0%
Adage Capital Partners GP, L.L.C. 7.17M $83.67M -4.0%
PZN Pzena Investment Management 5.27M $61.5M +43.9%
RR Partners 3.34M $39M 0.0%
Deprince Race & Zollo 2.96M $34.59M +13.9%
Largest transactions
Shares Bought/sold Change
Sachem Head Capital Management 14.95M +14.95M NEW
MCQEF Macquarie 1.25M -2.55M -67.1%
Norges Bank 0 -1.96M EXIT
UBS UBS 2M +1.66M +484.6%
PZN Pzena Investment Management 5.27M +1.61M +43.9%
Nuveen Asset Management 387.06K -1.54M -79.9%
Samlyn Capital 1.33M +1.33M NEW
MS Morgan Stanley 547.61K -1.21M -68.9%
FMR 20.73M -1.18M -5.4%
STT State Street 7.3M +950.51K +15.0%

Financial report summary

Management Discussion
  • Item 2.  Management’s Discussion and Analysis of Financial Condition and Results of Operations.
  • We are a leading vertically-integrated global manufacturer and distributor of chemical products and a leading U.S. manufacturer of ammunition. Our operations are concentrated in three business segments: Chlor Alkali Products and Vinyls, Epoxy and Winchester. All of our business segments are capital intensive manufacturing businesses. Chlor Alkali Products and Vinyls operating rates are closely tied to the general economy. Each segment has a commodity element to it, and therefore, our ability to influence pricing is quite limited on the portion of the segment’s business that is strictly commodity.
  • Our Chlor Alkali Products and Vinyls segment is a commodity business where all supplier products are similar and price is the major supplier selection criterion. We have little or no ability to influence prices in the large, global commodity markets. Our Chlor Alkali Products and Vinyls segment produces some of the most widely used chemicals in the world that can be upgraded into a wide variety of downstream chemical products used in many end-markets. Cyclical price swings, driven by changes in supply/demand, can be abrupt and significant and, given capacity in our Chlor Alkali Products and Vinyls segment, can lead to very significant changes in our overall profitability.
Content analysis ?
H.S. freshman Avg
New words: accurate, added, Aid, assurance, automotive, bond, burden, Canadian, chain, climate, covenant, curtail, daily, deteriorating, discontinued, ease, effort, emerge, employer, environment, eventual, evolution, face, Facilitation, flexibility, force, free, Germany, governmental, group, health, high, II, Interbank, London, majeure, meaningfully, mitigate, modification, moved, Offered, outbreak, outlook, pandemic, peer, phenol, precursor, premium, Pressure, prolonged, prove, purpose, Quebec, rail, Reform, removing, renegotiate, reopened, resin, safely, safety, salaried, shutdown, significantly, Social, spread, Stade, strategy, suspended, sustained, temporary, treat, trial, ultimately, unable, unanticipated, unavailable, unaware, unclear, uncollected, undergoing, unknown, unpredictable, VDC, waiver, weaker, whichever, widespread, workforce, worldwide
Removed: accruing, adjusting, adjustment, AL, alleging, applying, arbitration, area, breached, carry, classification, Codification, commencement, comparative, consist, cracker, delivery, depreciable, diminished, DowDupont, earliest, estate, excluded, expectation, expedient, extend, good, guarantee, hearing, implicit, imposed, inception, incremental, initially, integration, LA, land, leased, leasehold, legacy, McIntosh, migration, mix, modified, Nova, obligated, operational, package, partner, pipeline, Plaquemine, practical, previously, proportionate, real, recording, redemption, reflecting, remote, renew, renewal, repaid, residual, retrospectively, Scotia, Sempra, separated, settlement, SMBC, standard, statement, stranded, title, transitioning, unabsorbed, unamortized, unchanged, underground, updated, usage, utilize