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Dow Inc.

DOW

Basic Materials · 29.02 -2.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Dow Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-2.1% todayVolume comparison unavailable
Market group0 of 11 activeCommodity-Linked Cyclicals · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Company reports recent quarter and year-to-date swings in raw material, feedstock and energy costs that materially affected cost of sales (COS). Monitor narrative for further directional changes.
  • Volumes in Coatings & Performance Monomers increased across all regions, attributed to higher demand for acrylic monomers; track future volume disclosures and any reversal or magnitude changes.

Invalidation: The isolated read changes if DOW's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Chemicals

No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Company reports recent quarter and year-to-date swings in raw material, feedstock and energy costs that materially affected cost of sales (COS). Monitor narrative for further directional changes.
  • Volumes in Coatings & Performance Monomers increased across all regions, attributed to higher demand for acrylic monomers; track future volume disclosures and any reversal or magnitude changes.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements272
Verified relationships2
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -7.0% year over year.
  • Demand and volume has repeated adverse evidence across 5 filings.
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
  • Foreign exchange has repeated adverse evidence across 4 filings.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Pricing and mix has repeated adverse evidence across 4 filings.
  • Energy and commodity prices has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

29.02
6m-22.8%12m+21.8%24m-42.8%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$55.0B+42.6%$8.38+0.9%
2022-12-31$56.9B+3.5%$6.28-3.1%
2023-12-31$44.6B-21.6%$0.82-2.3%
2024-12-31$43.0B-3.7%$1.57-0.6%
2025-12-31$40.0B-7.0%$-3.70+0.9%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
Reclassified to "Cost of sales," "Sundry income (expense) - net" and "Interest expense and amortization of debt discount." 30 Table of Contents NOTE 15 – NONCONTROLLING INTERESTS Ownership interests in the Company's subsidiaries held by parties other than the…
10-Q · Jul 24, 2026
Demand and volumemixed · 5 filings
For example, long-term market uncertainty, economic impacts driven by trade policies and inflationary pressures, and higher relative input costs have reduced demand for the Company's products in recent years.
10-Q · Jul 24, 2026
Macroeconomic conditionsmixed · 5 filings
For example, long-term market uncertainty, economic impacts driven by trade policies and inflationary pressures, and higher relative input costs have reduced demand for the Company's products in recent years.
10-Q · Jul 24, 2026
Restructuring and cost reductionsmixed · 5 filings
As a result of these actions, in the second quarter of 2025, the Company recorded pretax restructuring charges of $591 million, consisting of severance and related benefit costs of $154 million, asset write-downs and write-offs of $334 million and costs assoc…
10-Q · Jul 24, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

29.02-2.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for DOW. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for DOW. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind DOW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TUFBYFiling-linked namepartnerJul 25, 2025

Operating EBIT decreased primarily due to lower integrated margins and equity earnings at the Company's non-principal, EQUATE and Thai joint ventures, which were partially offset by the impact of the Company's cost reduction initiatives and lower planned main…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DOW is currently a Leader in the organic co-movement group Commodity-Linked Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for DOW; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.