| DOW |
Report |
Net sales |
BEAT |
pred ~$12.15B vs. cons $11.95B |
MEDIUM |
| DOW |
Report |
Operating EBITDA |
BEAT |
pred ~$2.32B vs. cons $2.20B |
MEDIUM |
| DOW |
Report |
Operating EPS |
BEAT |
pred ~$1.39 vs. cons $1.26 |
MEDIUM |
| DOW |
Guide |
3Q26 operating EBITDA outlook |
BETTER |
guide ~$2.15B vs. cons $1.90B (3Q26) |
MEDIUM |
| DOW |
Guide |
2026 self-help EBITDA contribution |
UNCHANGED |
guide ~$1.10B vs. cons $1.10B (FY26) |
HIGH |
| DOW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| DOW |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A Q2 EBITDA/EPS beat plus a 3Q EBITDA outlook of ~$2.15B versus ~$1.90B consensus should drive upward 2026 and 2027 earnings revisions; the key incremental support is that a ~$2.15B 3Q guide would be only modestly below the ~$2.32B Q2 result despite normal seasonality, countering the market's ~$1.90B normalization assumption. |
MEDIUM |