Plastic Materials, Synth Resins & Nonvulcan Elastomers · SIC 2821

DOW INC.

DOW

Watch

Latest revenue

$9.79B

as of 2026-03-31

Latest net income

$-533.0M

as of 2026-03-31

Net margin

-5.4%

as of 2026-03-31

Price · 5Y

-7.4% / yr 21.1 pts / yr vs S&P 500 31.7% total
Compare:

Live market

delayed ≤15 min
$36.01
0.28%
Market cap
$25.95B
Enterprise value
$39.98B
P/E (trailing)
Forward P/E
P/B
1.70×
Dividend yield
4.9%
52-wk high
$42.74
52-wk low
$20.40
Beta
Shares out
720.7M

5-year trend

What this company does

AI

Dow manufactures commodity and specialty chemicals, plastics, and performance materials used in packaging, infrastructure, consumer products, and industrial applications. The company generates revenue primarily by selling polyethylene, silicones, polyurethanes, and industrial intermediates to global customers, posting $9.8 billion in quarterly sales. Dow is navigating a deep cyclical downturn, reporting a $533 million quarterly net loss, slashing its dividend roughly in half, and absorbing heavy losses from nonconsolidated joint ventures.

Key risks

AI
  • Persistent losses: Q1 2026 net loss of $533M ($0.74/share) widened from $307M loss YoY; revenue fell 6% to $9.8B.
  • Equity affiliate deterioration: losses from nonconsolidated affiliates surged to $303M from $20M, signaling JV/Sadara-type structural weakness.
  • Leverage and payout strain: $18B long-term debt plus $4.5B pension liabilities; dividend already halved to $0.35 amid negative earnings.

Profitability

Net margin

-6.6%

352.7%

Return on equity

-16.4%

354.8%

Return on assets

-4.5%

330.1%

Leverage

Debt / equity

2.66×

15.4%

Long-term debt / equity

1.12×

23.2%

Debt / assets

72.7%

4.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$9.79B-6.1%$-533.0M-73.6%-5.4%

Q4 2025

2025-12-31

$9.46B-9.1%$-1.54B-2811.3%-16.3%

Q3 2025

2025-09-30

$9.97B-8.3%$62.0M-71.0%0.6%

Q2 2025

2025-06-30

$10.10B-7.4%$-835.0M-290.2%-8.3%

Q1 2025

2025-03-31

$10.43B-3.1%$-307.0M-159.5%-2.9%

Q4 2024

2024-12-31

$10.40B$-53.0M-0.5%

Q3 2024

2024-09-30

$10.88B+1.4%$214.0M-29.1%2.0%

Q2 2024

2024-06-30

$10.91B-4.4%$439.0M+12.0%4.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Plastic Materials, Synth Resins & Nonvulcan Elastomers · SIC 2821

No data yet for industry average

Your notes

Keep private notes on DOW — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns DOW

No institutional holdings on file for DOW yet.

Source: SEC Form 13F-HR. Updated quarterly (45-day filing lag).

Top questions investors are asking

AI
  1. 1

    Equity losses from nonconsolidated affiliates jumped to $303M from $20M—which JV is bleeding, and is an impairment coming next quarter?

  2. 2

    After halving the dividend to $0.35, is the current $252M quarterly payout still safe given another $533M loss and rising leverage?

  3. 3

    Gross margin remains razor-thin at ~6.5%; what specific volume or price actions get Dow back to cash breakeven in 2026?