Dow reports 13% sales growth and $0.71 adjusted EPS in third quarter
Dow reported Q3 2026 net sales of $11.3B, up 13% YoY, with GAAP net income of $525M. Adjusted EPS was $0.71, reversing a $0.19 loss from the prior year. The company attributed growth to stronger pricing and cost-saving measures, despite higher raw material and logistics expenses. Dow expects $700M in growth and productivity benefits for 2026, targeting $2B by 2027.
How this was made

The 30-second read
Why it matters
The earnings beat suggests a positive re-rating for Dow, potentially lifting its stock and related sector peers.
Market read
Dow's strong earnings could act as a catalyst for the chemicals sector and broader market sentiment.
What to watch
Middle East conflict-related supply constraints may affect future volumes.
Background
Dow's Q3 2026 earnings release provides the first public disclosure of its latest financial performance.
Ticker impact
Dow reported Q3 2026 net sales up 13% YoY and adjusted EPS of $0.71, a turnaround from a loss a year earlier.
upside as market prices in the earnings beat and guidance lift
Revenue and EPS beat expectations; guidance indicates continued growth, prompting bullish sentiment.
Market effects
Chemicals sector may see broader rally on Dow's strong performance.
North American markets could benefit from Dow's earnings lift.
Dow's results may influence global commodity and materials sentiment.
Counterpoint
Higher raw material and logistics costs could pressure margins despite top-line growth.
Key entities
- companyDow
Global materials and chemicals company.



