| DOW |
Report |
Operating EBITDA |
BEAT |
pred ~$2.250B vs. cons $2.206B |
MEDIUM |
| DOW |
Report |
P&SP operating EBITDA |
BEAT |
pred ~$1.950B vs. cons $1.907B |
MEDIUM |
| DOW |
Report |
Revenue |
IN-LINE |
pred ~$12.050B vs. cons $11.980B |
MEDIUM |
| DOW |
Guide |
Q3 2026 operating EBITDA |
LOWER |
guide ~$1.850B vs. cons $1.910B |
LOW |
| DOW |
Guide |
Q3 2026 revenue |
LOWER |
guide ~$11.200B vs. cons $11.662B |
LOW |
| DOW |
Guide |
H2 spread/margin commentary |
UNKNOWN |
guide moderation vs. no reliable numeric consensus |
LOW |
| DOW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| DOW |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower Q3 out-period math should drive cuts |
LOW |