| DOW |
Report |
Operating EBITDA (Q2 2026) |
BEAT |
pred ~$2,300M vs. cons $2,206M |
MEDIUM |
| DOW |
Report |
Net Revenue (Q2 2026) |
BEAT |
pred ~$12,200M vs. cons $11,980M |
MEDIUM |
| DOW |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.40 vs. cons $1.28 |
MEDIUM |
| DOW |
Guide |
Operating EBITDA (Q3 2026) |
LOWER |
guide ~$2.0-2.1B vs. cons $2,197M |
MEDIUM |
| DOW |
Guide |
Demand trajectory (H2 2026) |
LOWER |
Cautious; pricing moderating from Q2 peak; June wildcard flagged |
HIGH |
| DOW |
Guide |
T2O cost savings (H2 2026) |
UNCHANGED |
Reaffirm $400M H2 ramp |
HIGH |
| DOW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| DOW |
Return |
5-day cumulative residual |
-2.0% (STABILIZE) |
STABILIZE — beat quality real but Q3 guide overhang prevents recovery; short covering limits further downside |
LOW |