NYSE$DOW

Dow Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Dow's financial performance demonstrated growth, driven by price and volume gains across all segments and regions.

Dow reported strong first-quarter 2022 results, with net sales up 28% year-over-year and operating EPS significantly higher than the year-ago period. The company benefited from healthy end-market demand, disciplined execution, and its differentiated portfolio.

  • GAAP earnings per share (EPS) was $2.11; Operating EPS was $2.34, compared to $1.36 in the year-ago period.
  • Net sales were $15.3 billion, up 28% versus the year-ago period, reflecting gains in all operating segments, businesses and regions.
  • Local price increased 28% versus the year-ago period, with gains in all operating segments, businesses and regions.
  • Returns to shareholders totaled $1.1 billion in the quarter, comprised of $513 million in dividends and $600 million in share repurchases.

Headline financials

Total Revenue

$15.3B

Previous: $11.9B+28.5%
EPS (adj)

$2.34

Previous: $1.36+72.1%
Cash Flow Conversion

50.8%

No prior period
Capital Expenditures

-$352M

Previous: -$298M-18.1%
Free Cash Flow

$1.22B

Previous: $693M+75.6%
Net Income

$1.57B

Previous: $991M+58.3%
Operating Income

$1.63B

Previous: $1.07B+51.5%
Gross Profit

$2.86B

Previous: $1.82B+57.3%
Cash & Equivalents

$3.14B

Previous: $4.13B-24.0%
Total Assets

$63.3B

Previous: $60.4B+4.8%

Revenue & EPS history

Dow · Revenue · Quarterly

$15.3B

Q1 2022+28.5%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Dow · $15.3B total across 4 segments · Q1 2022

  • Packaging & Spec. Plastics
    $7.63B+25.4%
  • Industrial & Infra
    $4.52B+25.4%
  • Performance Materials
    $3.05B+43.6%
  • Corporate
    $64M-8.6%

Forward guidance

Dow anticipates strong demand across its end-markets, leveraging its global scale, cost-advantaged positions, and feedstock flexibility to navigate the dynamic geopolitical environment. The company is focused on decarbonization and expects to grow underlying earnings by more than $3 billion through sustainable innovations.

Tailwinds

  • Strong demand across end-markets
  • Global scale and cost-advantaged positions
  • Industry-leading feedstock and derivative flexibility
  • Advancing strategy to decarbonize
  • Increasing demand for low-carbon, sustainable and circular innovations

Headwinds

  • Dynamic geopolitical environment
  • Higher energy costs
  • Impacts from planned maintenance activity at Sadara
  • Lower polyethylene and MEG margins in Asia Pacific
  • Rising raw materials

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 2022

Historical avgQ1 2022

-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

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