Dow Non-GAAP EPS of $0.71 beats by $0.07, revenue of $11.3B beats by $80M (DOW:NYSE)

Dow Inc (DOW) reported Q3 2026 net sales up 13% YoY, operating EBITDA over $1.5B, and $400M in working capital cash release. The company completed a $1B cost savings program and expects $1.3B in net benefits in 2027. Challenges include macroeconomic pressures, high energy costs, and supply chain disruptions. Management discussed polyethylene pricing, ethane costs, and free cash flow conversion expectations.

Dow (DOW) reported Q3 2026 Operating EBITDA over $1.5B, with year-over-year growth driven by pricing actions and cost management. Net sales rose 18% in Packaging and Specialty Plastics to $5.8B, and 8% in Industrial Intermediates and Infrastructure to $3.1B. The company expects $700M in growth and productivity improvements for the year, with a focus on debt reduction and shareholder returns.

Dow Inc. reported Q3 2026 net sales growth of 13% year-over-year, driven by cost savings and pricing actions. The company expects Q4 EBITDA of $1.5 billion, with self-help actions and lower turnaround spending offsetting seasonality. Management anticipates $1.3 billion in net self-help benefits for 2026 and 2027, focusing on cost resets and productivity. Polyethylene price gains are expected to improve margins, while geopolitical risks and high interest rates remain headwinds.

Dow Inc. reported Q3 2026 adjusted earnings of $0.71 per share, beating estimates of $0.64. Revenue rose 13% YoY to $11.27B, driven by higher prices. GAAP earnings were $0.62 per share. Operating EBITDA increased to $1.55B. Segment sales varied, with Packaging & Specialty Plastics up 18%. Dow expects $1B in EBITDA uplift in 2026-2027 from self-help initiatives. Shares gained 23.9% over the past year.

Dow Inc. reported Q3 2026 net sales of $11.3B and operating EBITDA of $1.55B, with all segments showing margin expansion. Shares rose 4.27% premarket. The 'Transform to Outperform' strategy delivered $250M in benefits, ahead of schedule. CEO Karen S. Carter cited disciplined execution. Q4 guidance expects EBITDA of $1.5B, flat with Q3, citing seasonality and self-help actions.

Dow reported Q3 2026 earnings of $0.71 per share, beating estimates of $0.61, with revenue of $11.3 billion, exceeding expectations. Shares rose 4.71% premarket. The company cited pricing, cost cuts, and operational improvements. Management expects Q4 EBITDA to be flat and highlighted self-help actions for future gains.