| DOW |
Report |
Operating EBITDA |
BEAT |
pred ~$2.34B vs. cons $2.20B |
MEDIUM |
| DOW |
Report |
Operating EPS |
BEAT |
pred ~$1.40 vs. cons $1.26 |
MEDIUM |
| DOW |
Report |
Net sales |
BEAT |
pred ~$12.10B vs. cons $11.95B |
MEDIUM |
| DOW |
Guide |
Operating EBITDA |
BETTER |
guide ~$2.20B vs. cons $1.95B (2026Q3) |
MEDIUM |
| DOW |
Guide |
Operating EPS |
BETTER |
guide ~$1.18 vs. cons $0.93 (2026Q3) |
MEDIUM |
| DOW |
Guide |
Net sales |
BETTER |
guide ~$12.00B vs. cons $11.70B (2026Q3) |
LOW |
| DOW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.2% |
— |
MEDIUM |
| DOW |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
Positive out-period revisions should extend the initial move: predicted 2026Q3 operating EBITDA of ~$2.20B versus consensus of $1.95B implies the Q2 upside carries forward rather than reversing, lifting second-half and 2027 earnings estimates despite turnaround costs and working-capital pressure. |
MEDIUM |