NYSE$DOW

Dow Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Dow's financial performance reflected resilience amidst macroeconomic challenges and strategic cost management.

Dow reported a 1% increase in net sales year-over-year, reaching $10.9 billion, driven by growth in the U.S. & Canada. Operating EPS was $0.47, slightly below the previous year's $0.48. The company managed an unplanned cracker outage in Texas and optimized its global asset footprint, while focusing on high-return investments.

  • Net sales increased by 1% year-over-year to $10.9 billion, driven by higher sales in the U.S. & Canada.
  • Operating EPS was $0.47, compared to $0.48 in the year-ago period, excluding significant items of $0.17 per share.
  • Volume increased 1% year-over-year, led by gains in Performance Materials & Coatings.
  • Returns to shareholders totaled $584 million, including $490 million in dividends and $94 million in share repurchases.

Headline financials

Total Revenue

$10.9B

Previous: $10.7B+1.4%
EPS

$0.30

Previous: $0.48-37.5%
Capital Expenditures

-$893M

Previous: -$772M-15.7%
Free Cash Flow

-$679M

Previous: -$470M-44.5%
Net Income

$214M

Previous: $302M-29.1%
Operating Income

$239M

Previous: $442M-45.9%
Gross Profit

$1.07B

Previous: $1.14B-6.0%
Cash & Equivalents

$2.88B

Previous: $3.08B-6.4%
Total Assets

$59.4B

Previous: $58.3B+1.9%
R&D Expense

$207M

No prior period

Revenue & EPS history

Dow · Revenue · Quarterly

$10.9B

Q3 2024+1.4%vs Q3 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 capitalizing on demand strengths, leveraging global scale and advantaged cost positions, and investing in higher-value businesses and regions to drive long-term shareholder value.

Tailwinds

  • Capitalizing on areas of demand strength
  • Leveraging global scale
  • Advantaged cost positions
  • Enabling higher returns to shareholders as cycle dynamics improve
  • Counter-cyclical growth investments in higher-value businesses and regions

Headwinds

  • Ongoing macroeconomic softness
  • Unplanned cracker outage in Texas
  • Meaningful recovery has yet to materialize in Europe and China
  • Europe’s regulatory environment leading to increasing challenges
  • Strategic review of select assets in Europe, primarily in Polyurethanes business

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 Q3 2024

Historical avgQ3 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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