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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Dow Inc. (DOW) is 3/10.
Net sales of $9.8 billion declined 6% year-over-year with EBITDA of $873 million as Middle East conflict created unprecedented supply disruption, leading to a massive Q2 guidance of $2 billion EBITDA and $12 billion revenue on pricing momentum. CEO transition was announced with Karen Carter succeeding Jim Fitterling effective July 1. Transform to Outperform ramped with $193 million in period cost savings in Q1 while Americas cost advantage was reinforced by the global disruption.
Scored from Dow Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.40B | -2.0% | $-0.08 | +47.0% | 8.4% | 3.1% | -0.5% | $43M |
| FY2025 Q1 | $10.43B | -3.1% | $-0.44 | -160.3% | 6.7% | 1.3% | -2.9% | $-594M |
| FY2025 Q2 | $10.10B | -7.4% | $-1.18 |
| -290.3% |
| 5.4% |
| 0.1% |
| -8.3% |
| $-1.13B |
| FY2025 Q3 | $9.97B | -8.3% | $0.08 | -72.0% | 6.9% | 1.6% | 0.6% | $563M |
| FY2025 Q4 | $9.46B | -9.1% | $-2.15 | -2604.4% | 5.8% | -11.0% | -16.3% | $-1.45B |
| FY2026 Q1 | $9.79B | -6.1% | $-0.74 | -68.2% | 6.5% | -0.3% | -4.5% | $621M |
| FY2026 Q2 | $12.09B | +19.7% | $1.02 | +186.4% | 17.9% | 7.3% | 6.0% | — |