Dow Inc. · DOW · Next earnings

Dow Inc. reports Thursday, Oct 22, 2026

DOW reports before market open with consensus EPS at $0.64 and revenue at $11.26B. Last quarter: Dow Inc. Q2 2026: Sales Jump 20% as Self-Help Gains Outpace Margin Pressure

Reports Before market open32 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $0.64 Calendar consensus
Consensus revenue $11.26B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where DOW left off: FY2026 Q2

Full report

Dow Inc. Q2 2026: Sales Jump 20% as Self-Help Gains Outpace Margin Pressure

EPS surprise +15.2% Reported $1.44 vs $1.25
Revenue surprise +0.5% Reported $12.09B vs $12.03B
Stock move -1.1% Event window
Subsequent drift -2.6% Up to 20 sessions

Guidance sentiment was maintained. Q3 EBITDA guidance of $1.7 billion is down from Q2's $2.3 billion actual, reflecting planned maintenance turnarounds in Europe and the U.S. Gulf Coast and seasonal softness. Management expects self-help initiatives to partially offset the projected margin compression. Capex outlook remains stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Middle East tensions and Strait of Hormuz disruptions affecting feedstock supply and logistics.
  • Volatile oil and feedstock prices pressuring polyethylene and ethane margins.
  • Planned maintenance turnarounds limiting production volumes in Europe and the U.S. Gulf Coast.
  • Uneven regional demand, with soft consumer spending in Europe and Asia Pacific.
  • Supply-chain logistics constraints, including vessel availability for Middle East shipments.

Questions analysts left open

  • Assumptions around polyethylene pricing sustainability and inventory levels.
  • Progress and timeline for the Alberta project and potential partner involvement.
  • Increase in SG&A expenses and its impact on profitability.
  • Operating rates at Gulf Coast and European crackers during turnarounds.
  • Potential margin recovery from rising benzene and ethane prices.

Ask FN2 about DOW next report

Transcript, numbers and history already loaded
What should I watch for in DOW's next earnings report?How did DOW guide last quarter, and is consensus above or below that?Give me the bull and bear case going into DOW earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the DOW recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent DOW quarters

All DOW earnings
-1.1%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.