Dow reports third quarter 2026 results
Dow reported Q3 2026 net sales of $11.3 billion, up 13% year-over-year on a 14% local price increase, with all three operating segments contributing. GAAP EPS was $0.62 and operating EPS $0.71, a sharp swing from a $(0.19) operating loss a year ago; operating EBIT rose $707 million to $887 million, driven by higher polyethylene prices and self-help initiatives including the $1 billion cost program and European asset shutdowns. Cash generation was strong: $1.8 billion of operating cash flow and $1.1 billion of free cash flow, with $600 million of year-to-date debt reduction and $253 million in quarterly dividends.
Key figures
- Eps
- 0.62
- Revenue
- 11267000000
- Guidance
- Self-help actions on track to deliver more than $1 billion of EBITDA uplift in both 2026 and 2027; ~$2 billion total uplift by end of 2027; upsized $700 million in growth and productivity benefits in 2026
- Revenue Yoy
- 13%
- Fcf
- 1133000000
- Volume yoy
- -1%
- Operating eps
- 0.71
- Operating ebit
- 887000000
- Gaap net income
- 525000000
- Local price yoy
- 14%
- Operating ebitda
- 1553000000
- Operating cash flow
- 1839000000
- Dividends paid quarter
- 253000000
AI analysis
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