DOW INC.
CIK 0001751788
DOW INC. reported Q2 FY2026. EPS came in at $1.44 against a $1.25 consensus, beat by 15.2%. Revenue was $12.1B versus $12.0B expected, beat by 0.5%. Gross margin was 17.9%, up 1140 bps from last quarter.
read the full report →DOW INC. reported Q1 FY2026 results that beat both revenue and EPS estimates, driven by sequential volume growth and significant cost savings. Despite ongoing challenges, the company's strategic initiatives are showing early signs of success.
read the full report →DOW INC. missed revenue by essentially nothing and beat EPS on a still-negative base, but the actionable point is that management is trying to buy time until the cycle turns with cash actions, cost savings, and capex discipline. The market may be overpricing a near-term volume or pricing recovery while underpricing the value of the balance-sheet runway and self-help if gross margin can move from Q4 FY2025’s 5.8% toward Q1 FY2026’s 6.5%.
read the full report →DOW INC. printed a revenue miss but gave investors a more actionable signal: the company is no longer relying on volume recovery to defend the balance sheet while pricing remains the problem. The market was set up for weak sales, but it may be underpricing the value of cost savings, working-capital release, and capex restraint if polyethylene margins bottom before another leg down in demand.
read the full report →5 pages also removed in the window.
| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | TRIM | $51 M | 0.8% | -19,688 |
| AUTO-OWNERS INSURANCE CO | HOLD | $44 M | 1.0% | 0 |
| TRUIST FINANCIAL CORP | ADD | $32 M | 0.0% | +234,546 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | HOLD | $26 M | 2.2% | 0 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $40.0 B | $-2.5 B | -6.3% | -256.9% |
| 2024 | 2024-12-31 | $43.0 B | $1.6 B | 3.7% | + 143.9% |
| 2023 | 2023-12-31 | $44.6 B | $656 M | 1.5% | -89.2% |
| 2022 | 2022-12-31 | $56.9 B | $6.1 B | 10.7% | -25.2% |
| 2021 | 2021-12-31 | $55.0 B | $8.1 B | 14.8% | + 293.3% |
| 2020 | 2020-12-31 | $38.5 B | $2.1 B | 5.4% | + 266.1% |
| 2019 | 2019-12-31 | $43.0 B | $-1.2 B | -2.9% | -121.1% |
| 2018 | 2018-12-31 | $60.3 B | $5.9 B | 9.8% | + 2397.0% |
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 10-Q | 2026-07-24 | 2026-06-30 |
0001751788-26-000147
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| 10-Q | 2026-04-24 | 2026-03-31 |
0001751788-26-000134
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| 10-Q | 2025-10-24 | 2025-09-30 |
0001751788-25-000156
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| 10-Q | 2025-07-25 | 2025-06-30 |
0001751788-25-000145
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| 10-Q | 2025-04-25 | 2025-03-31 |
0001751788-25-000129
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| 10-Q | 2024-10-25 | 2024-09-30 |
0001751788-24-000150
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| 10-Q | 2024-07-26 | 2024-06-30 |
0001751788-24-000138
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| 10-Q | 2024-04-26 | 2024-03-31 |
0001751788-24-000129
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| 10-Q | 2023-10-25 | 2023-09-30 |
0001751788-23-000140
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| 10-Q | 2023-07-26 | 2023-06-30 |
0001751788-23-000128
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| 10-Q | 2023-04-26 | 2023-03-31 |
0001751788-23-000116
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