NYSE$DOW

Dow Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Dow's Q2 2024 earnings were reported, revealing a mix of sequential improvements and year-over-year declines.

Dow's Q2 2024 results showed sequential earnings improvement driven by gains in Performance Materials & Coatings and Packaging & Specialty Plastics, but were down year-over-year due to lower integrated margins and higher planned maintenance activity. Net sales were $10.9 billion, a 4% decrease compared to the year-ago period.

  • GAAP earnings per share was $0.62; operating earnings per share (EPS) was $0.68, compared to $0.75 in the year-ago period.
  • Net sales were $10.9 billion, down 4% versus the year-ago period but up 1% sequentially.
  • Volume increased 1% versus the year-ago period, with gains led by the U.S. & Canada.
  • Cash provided by operating activities was $832 million, down $515 million year-over-year but up $372 million compared to the prior quarter.

Headline financials

Total Revenue

$10.9B

Previous: $11.4B-4.4%
EPS

$0.62

Previous: $0.75-17.3%
Operating EBITDA

$1.5B

No prior period
Cash Flow Conversion

57.9%

Previous: 98.1%-41.0%
Capital Expenditures

-$819M

Previous: -$685M-19.6%
Free Cash Flow

-$380M

Previous: -$200M-90.0%
Net Income

$439M

Previous: $485M-9.5%
Operating Income

$597M

Previous: $801M-25.5%
Gross Profit

$1.32B

Previous: $1.55B-14.3%
Cash & Equivalents

$3.34B

Previous: $2.92B+14.3%
Total Assets

$58.5B

Previous: $58.3B+0.4%
R&D Expense

$195M

No prior period

Revenue & EPS history

Dow · Revenue · Quarterly

$10.9B

Q2 2024-4.4%vs Q2 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

Dow is focused on continuing to deliver sequential earnings improvements while navigating through the slower macro environment. Near-term demand in many markets is growing, but building & construction and consumer durables are unlikely to significantly change in 2024.

Tailwinds

  • Team Dow is focused on continuing to deliver sequential earnings improvements.
  • Near-term demand in many markets that we serve is growing.
  • Driving higher sales through our innovation portfolio and diverse product mix.
  • Leveraging our global scale.
  • Strategically advantaged cost positions.

Headwinds

  • Slower macro environment remains.
  • Building & construction are unlikely to significantly change in 2024.
  • Consumer durables are unlikely to significantly change in 2024.
  • The pace of the global macroeconomic recovery has been slower than expected.
  • Remain focused on working capital, reducing costs, and matching our operating rates to current demand.

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 Q2 2024

Historical avgQ2 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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