Latest Earnings Results: Q3 '26
Estimated EPS
$0.64
Reported EPS
$0.71
Surprise
+11.37%
Estimated Rev
$11.22B
Reported Rev
$11.27B
Surprise
+0.4%
• Reported GAAP EPS of $0.71 up 473.68% YoY • Reported revenue of $11.27B up 12.98% YoY • Dow is on track to achieve $700M in growth and productivity benefits in 2026 and approximately $2B in total uplift by the end of next year, management said.
Bullish Takeaway
Dow's sales and Operating EBIT increased year-over-year, Industrial Solutions cited increased demand for AI infrastructure and energy applications, and European shutdown benefits are expected to build through 2027.
Bearish Takeaway
Dow's volume decreased 1% year-over-year amid Middle East conflict impacts, higher raw materials and logistics costs and planned maintenance activity were reported, while plastics concerns and lack of circularity at scale were listed risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.53 | -- | -- | N/A |
Q3 '26 | $0.64 | $0.71 | 11.37% | BEAT |
Q2 '26 | $1.28 | $1.44 | 12.65% | BEAT |
Q1 '26 | -$0.29 | -$0.14 | 51.94% | BEAT |
Q4 '25 | -$0.46 | -$0.34 | 26.66% | BEAT |