Dow Inc.

Informe acción NYSE:DOW

Capitalización de mercado: US$26.0b

Dow Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Dow han disminuido a una tasa media anual de -56.6%, mientras que en la industria Chemicals los beneficios disminuyeron en un 4% anualmente. Los ingresos han ido disminuyendo a una tasa media de 6.1% al año.

Información clave

-56.65%

Tasa de crecimiento de los beneficios

-56.15%

Tasa de crecimiento del BPA

Crecimiento de la industria Chemicals 12.93%
Tasa de crecimiento de los ingresos-6.07%
Rentabilidad financiera-15.50%
Margen neto-7.27%
Próxima actualización de resultados23 Jul 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 12

Dow: Iran Benefits Justify The Rally But Are Priced In

Summary Dow is retained as a 'Hold' as Middle East supply disruptions have rapidly shifted the chemical sector outlook from bearish to bullish but are reflected in valuation. Q2 is expected to see revenue reach $12 billion and EBITDA more than double to $2 billion, with further upside if disruptions persist. Cost cuts, improved operating efficiency, and a strong U.S. footprint position DOW to benefit from elevated pricing and supply chain shifts. With a 3.7% dividend yield, a secure payout, and at least a $2 billion run rate of free cash flow, DOW's rally is justified despite cyclicality concerns. Read the full article on Seeking Alpha
Actualización de narrativa May 02

DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook

Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.
Actualización de narrativa Apr 18

DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple

Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.
Actualización de narrativa Apr 04

DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple

Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.
Actualización de narrativa Mar 21

DOW: Gulf Supply Disruptions Will Fail To Sustain Recently Improved Margins

Analysts have raised the fair value estimate for Dow from $22.00 to $27.00, citing higher price targets associated with tighter global polyethylene supply, expectations for stronger margins, and revised P/E assumptions following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Dow has shifted sharply more constructive, with several large firms lifting ratings and price targets in response to tighter global polyethylene supply and disruption linked to the Iran conflict.
Actualización de narrativa Mar 05

DOW: Commodity Margin Upside And Oversupply Risks Shape Balanced Future Outlook

Analysts have raised their implied fair value estimate for Dow from about $27.81 to roughly $29.94, citing higher Street price targets and expectations for firmer commodity margins, as recent research highlights potential upside risks for petrochemical pricing and polyethylene supply. Analyst Commentary Recent Street research on Dow reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess commodity exposure, margins, and demand trends in chemicals and petrochemicals.
Actualización de narrativa Feb 18

DOW: Improving Industry Setup And Buybacks Will Support Higher Future Earnings Multiple

Analysts have trimmed their fair value estimate for Dow to about $38.39 from $41.52, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E, even as recent Street research has generally moved official price targets higher by $1 to $5. Analyst Commentary Recent Street research on Dow has tilted constructive, with several bullish analysts lifting their price targets in quick succession.
Artículo de análisis Feb 12

Dow Inc.'s (NYSE:DOW) Price Is Right But Growth Is Lacking After Shares Rocket 28%

Despite an already strong run, Dow Inc. ( NYSE:DOW ) shares have been powering on, with a gain of 28% in the last...
Actualización de narrativa Feb 04

DOW: Oversupply And Weak Margins Will Undermine Fragile Earnings Outlook

Analysts have nudged their average price targets on Dow higher by low single digit dollars, citing recent target raises from firms such as Citi, UBS, Jefferies, RBC Capital, and Mizuho. One reduction from BofA reflects more cautious views on oversupply and mixed sector conditions.
Actualización de narrativa Jan 21

DOW: Cost Discipline And Mixed Industry Backdrop Shape Balanced Future Prospects

Narrative Update on Dow Analysts have nudged their average price target on Dow slightly higher by about US$4, reflecting updated expectations around revenue growth, profitability, and future P/E assumptions following recent sector and company specific research. Analyst Commentary Recent research shows a split view on Dow, with some price targets moving higher and at least one trim, while ratings generally sit in the middle of the road.
Actualización de narrativa Jan 07

DOW: Cost Driven Earnings Will Prove Fragile In Weak Commodity Cycle

Narrative Update on Dow Analysts have nudged their average price target on Dow higher to around the mid 20s. This reflects mixed views that balance recent cost driven earnings strength with ongoing caution around the durability of commodity and end market demand.
Actualización de narrativa Dec 18

DOW: Cost Controls And AI Modernization Will Face Cyclical Commodity Headwinds

Analysts have nudged their fair value estimate for Dow higher, lifting the price target by about $2 to reflect improved cost controls and better operating rates highlighted in recent research, even as they caution that these commodity tailwinds may prove temporary. Analyst Commentary Bearish analysts continue to flag structural and cyclical headwinds that could limit upside for Dow, even after the recent rally.
Actualización de narrativa Dec 04

DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential

Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.
Actualización de narrativa Nov 20

DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance

Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.
Actualización de narrativa Nov 05

DOW: Cost Efficiencies And Operating Rates Will Support Upside Despite Commodity Volatility

Analysts have raised their price target for Dow Inc. by approximately $0.71, reflecting improving revenue growth and cost efficiencies.
Actualización de narrativa Oct 22

Analysts Adjust Dow Price Target Amid Uncertainty Highlighted in Recent Earnings and Valuation Updates

Analysts have lowered their fair value price target for Dow by approximately $0.59 to $27.24. They cite a weaker macroeconomic outlook, softer industrial demand, and ongoing concerns about the company's earnings trajectory.
Actualización de narrativa Oct 08

Capital Adjustments And Cost Cuts Will Support Cash Flow

Narrative Update on Dow: Analyst Price Target Revision Analysts have reduced their price target for Dow to $26 from $30, citing ongoing challenges such as weak earnings prospects, risks to exports due to tariffs, and an anticipated dividend cut. Analyst Commentary Recent updates from Street research have highlighted both optimistic and cautious perspectives on Dow's outlook amid challenging market conditions.
Actualización de narrativa Sep 24

Capital Adjustments And Cost Cuts Will Support Cash Flow

Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.
Actualización de narrativa Sep 09

Capital Adjustments And Cost Cuts Will Support Cash Flow

Dow’s consensus price target was modestly lowered to $28.65 as analysts cite persistently weak demand, soft pricing, ongoing risks to export volumes, reduced EBITDA forecasts, and the heightened possibility of a dividend cut amid sustained earnings pressure. Analyst Commentary Persistently weak operating environment and soft demand across Dow’s end markets continue to depress pricing and volumes.
Artículo de análisis Jun 25

Dow Inc.'s (NYSE:DOW) Low P/S No Reason For Excitement

When close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...
Artículo de análisis Jun 01

Is Dow (NYSE:DOW) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Apr 25

Dow Moves To A Crisis Footing As Downside Risks Build (Rating Downgrade)

Summary Dow's shares have underperformed due to weak pricing power, manufacturing activity, and Chinese construction market, with a 40% drop since my last "buy" recommendation. Given weak results, Dow is aggressively cutting costs and improving liquidity, including job cuts, delaying projects, and selling assets to preserve cash. The 9.6% dividend yield is at risk, especially if the economy worsens, with a potential 25-50% chance of a significant cut. Given the uncertain macro environment and trade tensions, I downgrade Dow to a "hold," given it may have to prioritize its balance sheet over shareholders. Read the full article on Seeking Alpha
Seeking Alpha Mar 20

Dow: Wait And See For The Cycle To Turn

Summary Dow Inc. faces challenges with slowing sales, margin pressures, and a potentially unsustainable 7.46% dividend yield amid a tough global environment. The company’s segments, particularly Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure, are experiencing declining sales due to oversupply and weak global demand. Despite strategic cost-cutting and reduced CapEx plans, Dow's valuation metrics and negative free cash flow raise concerns about its financial health. Given the cyclical nature of the business and current market conditions, I rate Dow as a hold, awaiting a positive market cycle. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Dow Is An Excessively Cheap Materials Stock (Technical Analysis)

Summary Despite net negative technicals, there were key bottoming signs for the stock in the indicators and so a bullish reversal may be near. Q4 earnings were a bit disappointing but revenue growth remains at above average levels compared to past years. The P/S ratio's major contraction reflects undervaluation in the stock as it is disconnected from the financials and is at an excessive discount to the sector. I initiate Dow stock at a buy rating as the potential for a bullish reversal is high and the fundamental setup is appealing at current levels. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Tough Environment Offers A Cyclical Buying Opportunity For Dow

Summary Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly. Despite current struggles, Dow's strong balance sheet and strategic partnerships position it well for a cyclical rebound, making it a buy. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Dow: Don't Buy Yet

Summary Dow's stock has been declining since April 2024 due to challenging macro conditions, weak earnings, and removal from the Dow Jones index. Elevated capital expenditures are forecasted until 2027, straining the balance sheet, while earnings remain insufficient to cover both capex and shareholder returns. Reversal of globalization and weak demand in key markets like Europe and China further complicate Dow's earnings outlook, necessitating asset sales or debt. Despite a clear management plan, the current economic conditions and financial strain warrant patience, with potential risks to dividend sustainability and shareholder returns. Read the full article on Seeking Alpha
Seeking Alpha Dec 24

Dow Is A Buy For The Very Patient

Summary Dow Inc. shares have dropped 25% in three months, but the stock has value due to its strategic supply chain role and decent dividend. Dow's three main segments—Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coating—are crucial for various industries, making it a key economic player. Despite soft demand and macroeconomic risks, Dow's balance sheet can support its 7% dividend, with potential mid-term earnings growth from ongoing projects. Dow offers a potential 14% CAGR by 2028, but due to economic volatility, it should be a small part of a diversified portfolio. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Dow: A 6% Dividend Yield Opportunity As Materials Giant Remains Undervalued (Upgrade)

Summary Dow Inc. gets upgraded to a buy from my prior sell rating, as its 6% dividend yield and undervaluation present an opportunity. Although it has weak revenue and earnings forecasts, DOW could see an upside from future growth in the construction and data-center segments. The firm has investment-grade ratings from top agencies like Fitch. Trading at a 1-year low price and 20% below its 200-day SMA, it presents a nice potential upside and price appreciation, should future earnings beat estimates. The continued risk of environmental contamination issues could pose a future downside risk of lawsuits, negative press, and fines. Read the full article on Seeking Alpha
Seeking Alpha Nov 22

Dow: Portfolio Optimization Ahead, Buy Reiterated

Summary Dow's portfolio continues to evolve, and we positively view the company's EU asset optimization. Investor sentiment on chemicals appears to be near a low point. The company offers downside protection thanks to a solid balance sheet and supportive shareholders' remuneration. DOW's strategic investments in high-growth businesses are expected to drive multi-year earnings growth. Our buy is confirmed. Read the full article on Seeking Alpha
Seeking Alpha Oct 21

Dow: Stabilization And China Key To Q3 Earnings Results

Summary Dow's shares have gained 6% over the past year, lagging behind the S&P 500, due to ongoing weakness in China. Q2 results showed a 4% sales decline, but signs of stabilization are emerging, with volumes and prices marginally improving. Key focus for Q3 includes revenue stability and margin management amid Chinese economic challenges and potential stimulus impacts. Despite current sluggishness, Dow's valuation is attractive with a 6.6% free cash flow yield and potential 15% upside, making it a buy. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Dow. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:DOW Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2639,331-2,8591,653733
31 Dec 2539,968-2,6341,569752
30 Sep 2540,913-1,1451,215781
30 Jun 2541,819-9941,246798
31 Mar 2542,6302811,264806
31 Dec 2442,9641,1041,317810
30 Sep 2443,1801,0521,384821
30 Jun 2443,0311,1411,332810
31 Mar 2443,5361,1871,314819
31 Dec 2344,6225781,907829
30 Sep 2345,8601,2961,237841
30 Jun 2349,2451,7311,221835
31 Mar 2353,4892,9011,256847
31 Dec 2256,9024,5581,337851
30 Sep 2259,4075,6751,373851
30 Jun 2260,1296,6151,423870
31 Mar 2258,3506,8541,431881
31 Dec 2154,9686,2791,313857
30 Sep 2151,3105,7861,348846
30 Jun 2146,1854,0831,376829
31 Mar 2140,6541,9651,352783
31 Dec 2038,5421,2161,368768
30 Sep 2038,040-2,3431,270727
30 Jun 2039,092-1,9841,152728
31 Mar 2041,752-1,6841,236754
31 Dec 1942,951-1,8101,385765
30 Sep 1944,6919741,380770
30 Jun 1946,5611,3211,562769
31 Mar 1948,0602,0831,632776
31 Dec 1849,6042,8061,659800
31 Dec 1743,730-1,4312,471803
31 Dec 1636,0991,0921,813745
31 Dec 1537,1016,0871,794730

Ingresos de calidad: DOW actualmente no es rentable.

Margen de beneficios creciente: DOW actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: DOW no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 56.6% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de DOW en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: DOW no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Chemicals (-1.4%).


Rentabilidad financiera

Alta ROE: DOW tiene una rentabilidad financiera negativa (-15.5%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 03:57
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dow Inc. está cubierta por 36 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William SeleskyArgus Research Company
null nullArgus Research Company
Michael LeitheadBarclays