NYSE$DOW

Dow Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Dow's financial performance reflected improved demand, maintained pricing, and benefits from lower feedstock and energy costs.

Dow reported a GAAP earnings per share of $0.73 and an operating earnings per share of $0.56. Net sales were $10.8 billion, a 9% decrease year-over-year, but up 1% sequentially. Volume increased 1% year-over-year, with gains in all regions except EMEAI.

  • GAAP earnings per share was $0.73; operating earnings per share (EPS) was $0.56.
  • Net sales were $10.8 billion, down 9% versus the year-ago period.
  • Volume increased 1% versus the year-ago period.
  • Returns to shareholders totaled $693 million in the quarter.

Headline financials

Total Revenue

$10.8B

Previous: $11.9B-9.2%
EPS (adj)

$0.56

Previous: $0.58-3.4%
Capital Expenditures

-$766M

Previous: -$495M-54.7%
Free Cash Flow

-$250M

Previous: -$588M+57.5%
Net Income

$516M

Previous: -$93M+654.8%
Operating Income

$575M

Previous: -$561M+202.5%
Gross Profit

$1.28B

Previous: $1.22B+4.5%
Cash & Equivalents

$3.72B

Previous: $3.32B+12.2%
Total Assets

$58.8B

Previous: $59.3B-0.8%
R&D Expense

$203M

No prior period

Revenue & EPS history

Dow · Revenue · Quarterly

$10.8B

Q1 2024-9.2%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Dow · $10.7B total across 4 segments · Q3 2023

  • Packaging & Spec. Plastics
    $5.45B-25.6%
  • Industrial & Infra
    $3.04B-25.2%
  • Performance Materials
    $2.13B-19.7%
  • Corporate
    $111M+48.0%

Forward guidance

Demand in key end-markets from packaging and mobility to energy applications are trending sequentially higher and in-line with our expectations at the start of the year.

Tailwinds

  • Demand in key end-markets from packaging and mobility to energy applications are trending sequentially higher.
  • High-value organic growth investments are positioning Dow well.
  • Advantaged portfolio position Dow well to deliver earnings growth.
  • Financial flexibility to advance our long-term Decarbonize & Grow and Transform the Waste strategies.
  • Capture more than $3 billion in underlying earnings improvement annually by 2030.

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 2024

Historical avgQ1 2024

-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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