DOW INC.

Reported 2026-07-23

BEAT

48EarnIQ signal

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Confidence rising

Mild quarter-over-quarter shift

Dow delivered robust Q2 top and bottom-line growth, raising self-help targets amidst supportive market conditions.

✓Guidance was raised, with high specificity.
✓Management tone registered as confident (85/100).
✓EarnIQ detected 0 potential management deflections.

Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected+11.6%$1.44 vs $1.29

Revenue: reported vs expected—— vs —

Guidance specificityHighRaised

Market expectations supplied by Finnhub · Reported vs consensus estimate

We now expect to generate approximately $200 million more in benefits from Transform to Outperform this year, enabling us to increase the total in-year benefits from self-help to greater than $1.3 billion.

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Guidance specificityPressure pointNarrative breakSource evidence

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