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Side-by-side financial comparison of OLIN Corp (OLN) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
OLIN Corp is the larger business by last-quarter revenue ($1.6B vs $1.0B, roughly 1.5× VALMONT INDUSTRIES INC). On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (0.1% vs -3.7%). Over the past eight quarters, VALMONT INDUSTRIES INC's revenue compounded faster (3.0% CAGR vs -1.9%).
Olin Corporation is an American manufacturer of ammunition, chlorine, and sodium hydroxide. The company traces its roots to two companies, both founded in 1892: Franklin W. Olin's Equitable Powder Company and the Mathieson Alkali Works. Accidents at Olin chemical plants have exposed employees and nearby residents to health hazards.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
OLN vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.0B |
| Net Profit | — | $168.0M |
| Gross Margin | 4.8% | 29.8% |
| Operating Margin | — | 11.2% |
| Net Margin | — | 16.2% |
| Revenue YoY | -3.7% | 0.1% |
| Net Profit YoY | — | 116.3% |
| EPS (diluted) | $-0.73 | $9.02 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.0B | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.6B | $969.3M | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.6B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $-143.2M | $168.0M | ||
| Q3 25 | $43.7M | $99.0M | ||
| Q2 25 | $-2.8M | $-4.0M | ||
| Q1 25 | $1.2M | $87.3M | ||
| Q4 24 | $10.1M | $77.7M | ||
| Q3 24 | $-25.2M | $83.1M | ||
| Q2 24 | $72.3M | $99.7M |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 1.9% | 29.8% | ||
| Q3 25 | 10.7% | 30.4% | ||
| Q2 25 | 7.9% | 30.6% | ||
| Q1 25 | 9.0% | 30.0% | ||
| Q4 24 | 9.4% | 30.2% | ||
| Q3 24 | 8.5% | 29.6% | ||
| Q2 24 | 14.5% | 30.8% |
| Q1 26 | — | — | ||
| Q4 25 | -9.4% | 11.2% | ||
| Q3 25 | 4.8% | 13.5% | ||
| Q2 25 | 2.0% | 2.8% | ||
| Q1 25 | 2.7% | 13.2% | ||
| Q4 24 | 2.8% | 11.6% | ||
| Q3 24 | 1.0% | 12.3% | ||
| Q2 24 | 8.3% | 14.2% |
| Q1 26 | — | — | ||
| Q4 25 | -8.6% | 16.2% | ||
| Q3 25 | 2.6% | 9.5% | ||
| Q2 25 | -0.2% | -0.4% | ||
| Q1 25 | 0.1% | 9.0% | ||
| Q4 24 | 0.6% | 7.5% | ||
| Q3 24 | -1.6% | 8.1% | ||
| Q2 24 | 4.4% | 9.6% |
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-1.25 | $9.02 | ||
| Q3 25 | $0.37 | $4.98 | ||
| Q2 25 | $-0.01 | $-1.53 | ||
| Q1 25 | $0.01 | $4.32 | ||
| Q4 24 | $0.10 | $3.85 | ||
| Q3 24 | $-0.21 | $4.11 | ||
| Q2 24 | $0.62 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $192.2M | $187.1M |
| Total DebtLower is stronger | $3.0B | $795.7M |
| Stockholders' EquityBook value | $1.7B | $1.6B |
| Total Assets | $7.4B | $3.4B |
| Debt / EquityLower = less leverage | 1.73× | 0.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $192.2M | — | ||
| Q4 25 | $167.6M | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | $175.6M | $164.3M | ||
| Q3 24 | — | $200.5M | ||
| Q2 24 | — | $163.1M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.8B | $795.7M | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.7B | $730.6M | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.8B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.1B | $1.5B |
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.3B | $3.4B | ||
| Q3 25 | $7.6B | $3.4B | ||
| Q2 25 | $7.7B | $3.3B | ||
| Q1 25 | $7.7B | $3.4B | ||
| Q4 24 | $7.6B | $3.3B | ||
| Q3 24 | $7.5B | $3.5B | ||
| Q2 24 | $7.7B | $3.5B |
| Q1 26 | 1.73× | — | ||
| Q4 25 | 1.55× | 0.49× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 1.50× | — | ||
| Q4 24 | 1.34× | 0.47× | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 1.31× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $111.2M |
| Free Cash FlowOCF − Capex | — | $70.4M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | 2.8% | 3.9% |
| Cash ConversionOCF / Net Profit | — | 0.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $311.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $321.2M | $111.2M | ||
| Q3 25 | $26.7M | $112.5M | ||
| Q2 25 | $212.3M | $167.6M | ||
| Q1 25 | $-86.0M | $65.1M | ||
| Q4 24 | $141.7M | $193.4M | ||
| Q3 24 | $189.9M | $225.1M | ||
| Q2 24 | $90.6M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $70.4M | ||
| Q3 25 | $-44.4M | $70.6M | ||
| Q2 25 | — | $135.6M | ||
| Q1 25 | $-147.4M | $34.8M | ||
| Q4 24 | $90.7M | $167.8M | ||
| Q3 24 | $146.6M | $204.6M | ||
| Q2 24 | $34.1M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | -2.6% | 6.7% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | -9.0% | 3.6% | ||
| Q4 24 | 5.4% | 16.2% | ||
| Q3 24 | 9.2% | 20.1% | ||
| Q2 24 | 2.1% | 10.8% |
| Q1 26 | 2.8% | — | ||
| Q4 25 | — | 3.9% | ||
| Q3 25 | 4.2% | 4.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | 3.7% | 3.1% | ||
| Q4 24 | 3.1% | 2.5% | ||
| Q3 24 | 2.7% | 2.0% | ||
| Q2 24 | 3.4% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | 0.61× | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | -71.67× | 0.75× | ||
| Q4 24 | 14.03× | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | 1.25× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OLN
| Chlor Alkali Products and Vinyls | $756.9M | 48% |
| Winchester | $470.5M | 30% |
| Epoxy | $355.6M | 22% |
VMI
| Utility Product Line | $424.5M | 41% |
| Lighting And Transportation | $204.6M | 20% |
| Irrigation Equipment And Parts Excluding Technology | $199.0M | 19% |
| Services | $113.6M | 11% |
| Telecommunications | $73.8M | 7% |
| Technology Products And Services | $23.7M | 2% |
