Dow Inc.

NYSE:DOW 주식 리포트

시가총액: US$21.2b

Dow 과거 순이익 실적

과거 기준 점검 0/6

Dow 의 수입은 연평균 -64%의 비율로 감소해 온 반면, Chemicals 산업은 연평균 2.9%의 비율로 감소했습니다. 매출은 연평균 7.6%의 비율로 감소해 왔습니다.

핵심 정보

-63.97%

순이익 성장률

-63.45%

주당순이익(EPS) 성장률

Chemicals 산업 성장률12.93%
매출 성장률-7.57%
자기자본이익률-5.73%
순이익률-3.15%
다음 순이익 업데이트22 Oct 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • Sep 07

DOW: Cost Discipline And Margins Will Drive Future Upside Potential

For Dow, the updated analyst price target is $34.69, about $1 below the prior $35.69, as analysts factor in slightly softer revenue expectations, a higher discount rate and lower assumed future P/E multiples, partly offset by firmer profit margin assumptions. Analyst Commentary Recent research on Dow highlights a split view on the stock, with several firms adjusting price targets and ratings as they reassess earnings power, capital plans and the broader chemicals cycle.
내러티브 업데이트 • Aug 24

DOW: Macro Reset And Nuclear Power Projects Will Support Future Earnings Resilience

Dow's updated analyst price target now sits near $44.62, down from $48.00, as analysts factor in softer revenue growth expectations, a lower future P/E multiple, and mixed sector commentary on commodity chemicals and polyethylene pricing. Analyst Commentary Recent Street research on Dow shows a wide range of views, but several bullish analysts still see upside potential despite reduced price targets.
Seeking Alpha • Aug 12

Dow: Cost Actions And Enduring Mideast Tailwinds Make Shares Attractive (Upgrade)

Summary Dow is upgraded to "Buy" after a 20% pullback, with improved fundamentals and a 9% free cash flow yield. Q2 results showed $1.44 EPS, $12.1 billion in revenue, and $2.3 billion EBITDA, driven by strong pricing and cost reductions. Cost-cutting, resilient packaging demand, and advantaged U.S. energy costs underpin confidence in DOW's mid-cycle earnings power. DOW’s healthy balance sheet, 4.6% dividend yield, and potential for further shareholder returns support an attractive value proposition. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 10

DOW: Softer Petchem Pricing And Cost Actions Will Shape Returns Ahead

Analysts have reduced the fair value estimate for Dow to $29 from $35, citing a series of recent price target cuts, mixed quarterly updates, and softer commodity and polyethylene pricing. These factors have led to lower revenue growth assumptions, a slightly higher discount rate, and a more conservative future P/E multiple, partly offset by a modestly higher profit margin outlook.
내러티브 업데이트 • Jul 27

DOW: Cost Savings And Supply Tightness Will Shape Future Upside Potential

For Dow, the analyst price target has been revised lower to about $35.69 from $42.63, with analysts pointing to assumptions of softer revenue growth, a lower future P/E multiple, and sector wide price target cuts tied to normalizing chemical prices and more cautious outlooks across basic chemicals. Analyst Commentary Recent research on Dow highlights a clear split between bullish analysts who still see upside potential and bearish analysts who are more cautious on chemicals exposure, pricing power, and capital commitments.
내러티브 업데이트 • Jul 13

DOW: Cost Savings And Tightening Supply Will Support Future Earnings Resilience

Analysts have trimmed their average fair value estimate for Dow to about $48 from $51, citing a wave of lower price targets across the Street as they factor in softer commodity chemicals pricing, easing oil related benefits, and more conservative long term P/E assumptions. Analyst Commentary Recent research on Dow shows a clear reset in price targets, but there are still several areas where bullish analysts see room for the stock to work, particularly around execution, cost control, and potential improvement in supply and pricing conditions.
내러티브 업데이트 • Jun 29

DOW: Tightening Supply And Cost Savings Will Support Stronger Future Earnings Power

For Dow, the analyst fair value estimate has been revised from $48.00 to $51.00 as analysts factor in both lower Street price targets tied to chemical pricing pressure and supply outlook, as well as offsetting support from recent upgrades that highlight potential relief from oversupply and ongoing cost savings efforts. Analyst Commentary Recent Street research on Dow highlights a split picture, with some firms trimming price targets on chemical pricing concerns while other bullish analysts point to improving supply conditions, cost savings progress, and upgraded views on the stock.
분석 기사 • Jun 17

Dow (DOW) Stock Could Be 22.7% Undervalued After Xylem Water Reuse Deal

Dow stock reacts to new water sustainability agreement Dow (DOW) is in focus after Xylem Inc. agreed to design, build and operate advanced water treatment and reuse systems at Dow’s Fort Saskatchewan industrial complex in Alberta, Canada. See our latest analysis for Dow. Despite the sustainability focus of the new Xylem agreement and recent conference appearances, Dow’s share price has eased in the short term, with a 30-day share price return down 14.9%, while the 1-year total shareholder...
내러티브 업데이트 • Jun 15

DOW: Supply Chain Disruptions And Cost Cuts Will Shape Margins Ahead

Analysts have raised the fair value estimate for Dow stock from $27.00 to $35.00. This change reflects updated views that incorporate revised price targets, gradual normalization in chemical pricing, and expectations for improving revenue growth and profit margins.
내러티브 업데이트 • Jun 01

DOW: Tighter Polyethylene Supply And Cost Actions Will Shape Upside Outlook

Analysts have trimmed the fair value estimate for Dow slightly to about $42.63 from $42.94 as they factor in normalizing chemical prices, some demand destruction, and mixed but generally more constructive views on supply tightness, cost savings, and polyethylene margins. Analyst Commentary Street research on Dow has been active, with several firms adjusting ratings and targets as they reassess the impact of supply disruptions, polyethylene pricing, and cost initiatives on the company’s valuation and execution risks.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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

매출 및 비용 세부 내역

Dow가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:DOW 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 2641,319-1,3011,860752
31 Mar 2639,331-2,8551,653733
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

양질의 수익: DOW 은(는) 현재 수익성이 없습니다.

이익 마진 증가: DOW는 현재 수익성이 없습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: DOW은 수익성이 없으며 지난 5년 동안 손실이 연평균 64% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 DOW의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: DOW은 수익성이 없어 지난 해 수익 성장률을 Chemicals 업계(2.4%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: DOW는 현재 수익성이 없으므로 자본 수익률이 음수(-5.74%)입니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/10 12:30
종가2026/09/10 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
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경영진10년
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주요 개발10년
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분석가 소스

Dow Inc.는 36명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
null nullArgus Research Company
Michael LeitheadBarclays