Dow reported third quarter 2026 net sales of $11.3 billion, a 13% increase year-over-year, alongside operating EPS of $0.71 which exceeded analyst estimates. While financial performance improved across all segments, total volume decreased slightly by 1% as growth in most regions was offset by conflict-related impacts in Asia Pacific.
Key Highlights
- Net sales rose 13% year-over-year to $11.3 billion, driven by local price gains of 14%, particularly within the Packaging & Specialty Plastics segment.
- Operating EBIT reached $887 million, up $707 million from the prior-year period, supported by higher integrated margins and internal self-help productivity actions.
- Cash provided by operating activities from continuing operations was $1.8 billion, a $709 million increase year-over-year, leading to free cash flow of $1.1 billion.
- The company remains on track to achieve $700 million in growth and productivity benefits in 2026 through its "Transform to Outperform" initiative.