NYSE$DOW

Dow Inc. · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Dow's first quarter of 2021 demonstrated sequential and year-over-year top- and bottom-line growth.

Dow's first quarter 2021 results showed significant growth in net sales and earnings per share compared to the year-ago period. The company swiftly responded to industry-wide disruption and saw demand growth as the economic recovery continued to broaden.

  • GAAP earnings per share (EPS) was $1.32; Operating EPS was $1.36, compared to $0.59 in the year-ago period.
  • Net sales were $11.9 billion, up 22% versus the year-ago period, driven by local price gains across all operating segments, businesses and regions.
  • GAAP Net Income was $1.0 billion. Operating EBIT was $1.6 billion, up from $843 million in the year-ago period, primarily driven by margin expansion in Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure.
  • Dow elected to contribute $1 billion to its U.S. pension plans, and announced it will freeze its U.S. plans for active employees as of December 31, 2023.

Headline financials

Total Revenue

$11.9B

Previous: $9.77B+21.6%
EPS (adj)

$1.36

Previous: $0.59+130.5%
Capital Expenditures

-$298M

Previous: -$5M-5860.0%
Free Cash Flow

$693M

Previous: $234M+196.2%
Net Income

$991M

Previous: $239M+314.6%
Operating Income

$1.07B

Previous: $518M+107.3%
Gross Profit

$1.82B

Previous: $1.54B+18.2%
Cash & Equivalents

$4.13B

Previous: $3.63B+13.8%
Total Assets

$60.4B

Previous: $60.7B-0.4%

Revenue & EPS history

Dow · Revenue · Quarterly

$11.9B

Q1 2021+21.6%vs Q1 2020
Beat estimate in 11 of 13 quarters(85%)
ActualEstimate

Revenue by segment

Dow · $11.9B total across 4 segments · Q1 2021

  • Packaging & Spec. Plastics
    $6.08B+32.0%
  • Industrial & Infra
    $3.61B+18.5%
  • Performance Materials
    $2.12B+2.8%
  • Corporate
    $70M+37.3%

Forward guidance

Dow entered the second quarter with increasing momentum and expects the broadening economic recovery to continue to benefit its businesses. Near-term incremental capital investments will further support growth across its consumer-led portfolio.

Tailwinds

  • Broadening economic recovery
  • Vaccine distribution progress
  • Tight market fundamentals
  • Differentiated feedstock flexibility
  • Geographic scale

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-1.0%

Avg return

Earnings day

-0.1%

Avg return

5 days after

-1.5%

Avg return

30 days after

42%

14 / 33 earnings

Positive

+13.0%

Q3 2025

Best reaction

-9.4%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-2.1%-7.2%
Q4 2025-1.9%+9.8%+10.6%
Q3 2025+13.0%+17.0%+2.3%
Q2 2025+2.0%+2.7%+9.2%
Q1 2025+2.6%+5.7%-2.3%
Q4 2024-6.1%-6.1%-7.2%
Q3 2024-3.5%-3.9%-11.7%
Q2 2024-0.9%+0.7%+0.4%
Q1 2024+0.5%-0.1%+1.4%
Q4 2023+1.8%+2.6%+6.2%
Q3 2023-1.5%-0.3%+6.6%
Q2 2023+2.2%+5.5%+1.9%
Q1 2023-5.1%-1.8%-9.1%
Q4 2022+1.9%+2.5%-0.2%
Q3 2022+3.9%+6.0%+10.9%
Q2 2022-3.2%-2.4%+5.6%
Q1 2022+1.4%-0.3%+0.8%
Q4 2021+4.9%+8.0%+4.2%
Q3 2021-2.5%-2.0%-4.3%
Q2 2021+0.6%+3.7%+1.9%
Q1 2021-4.2%-3.3%+6.2%
Q4 2020-4.6%+0.4%+9.0%
Q3 2020-0.0%-4.1%+12.7%
Q2 2020-3.9%-3.9%-1.7%
Q1 2020-9.4%-10.9%+3.0%
Q4 2019+2.8%-0.9%-14.3%
Q3 2018+3.5%+3.2%+9.6%
Q3 2019+6.9%+9.0%+14.8%
Q2 2019-7.0%-8.3%-22.9%
Q4 2017-7.0%-8.3%-22.9%
Q4 2018-7.0%-8.3%-22.9%
Q2 2018-7.0%-8.3%-22.9%
Q1 2019-5.0%-5.7%-16.7%
Q1 2018
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro