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Jun 30, 2025
Dow Q2 2025 Earnings Report
Dow reported a significant net loss and lower revenue in Q2 2025 amid weak macroeconomic conditions and lower prices.
Key Takeaways
Dow posted a net loss of $801M and revenue of $10.1B, impacted by lower prices and margin compression. Operating EPS turned negative, reflecting restructuring costs and weak demand across key segments.
Net sales dropped to $10.1B due to declines across all operating segments
GAAP net loss of $801M driven by lower prices and equity earnings
Operating EPS fell to a loss of $0.42 from $0.68 a year ago
Cost-cutting and portfolio optimization expected to unlock $6B by 2026
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Dow expects improved margins and higher-value applications growth, while continuing cost optimization to strengthen resilience against weak macroeconomic conditions.
Positive Outlook
- Aggressive cost-cutting and portfolio optimization actions underway
- $6B in cash and earnings levers targeted by 2026
- Commissioning of near-term growth projects in Q3
- Longer-term investments targeting higher-value applications
- Focus on maintaining competitive dividend
Challenges Ahead
- Continued weak macroeconomic conditions
- Lower-for-longer earnings environment
- Ongoing trade and tariff uncertainties impacting demand
- Signs of oversupply from new market entrants
- Equity losses from joint ventures remain elevated
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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