DOW INC. is expected to release its Q3 2026 10-Q filing on October 22, 2026, before market open. Last quarter: Dow's Q2 2026 net sales rose 20% year-over-year to $12.1 billion driven by higher local prices across all segments, and the company swung to net income of $721 million (EPS $0.99) from a net loss of $835 million (EPS -$1.18) in Q2 2025, aided by Transform to Outperform cost initiatives and reduced restructuring charges.
EPS Estimate
$1.33
Revenue Estimate
$12.09B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the DOW page.
Drawn from management commentary in the Q2 2026 10-Q:
Q2 2026 net sales were $12,092M, up 20% from $10,104M in Q2 2025, driven by local price increases of 20% across all segments (Packaging & Specialty Plastics +30%, Industrial Intermediates & Infrastructure +15%, Performance Materials & Coatings +4%) and a favorable 1% currency impact, partially offset by a 1% volume decline.
Announced in 2026, Transform to Outperform aims to deliver at least $2 billion in near-term Operating EBITDA improvement through cost simplification and growth, accretive to the prior $1 billion structural cost reduction program; the company delivered $190M of Operating EBITDA improvement from this program in the first half of 2026.
Restructuring and asset related charges - net were $503M in Q2 2026 (vs $591M in Q2 2025), including $445M of Transform to Outperform severance charges related to Corporate and $58M of additional 2025 Restructuring Program charges.
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