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Sep 30, 2022

Dow Q3 2022 Earnings Report

Dow's third quarter results reflected resilience amidst macroeconomic challenges, with swift actions taken to align production, prioritize resources, and reduce costs.

Key Takeaways

Dow reported a decrease in net sales and operating EBIT compared to the year-ago period, driven by higher raw material and energy costs, as well as lower equity earnings. However, the company focused on cash flow generation and returned $1.3 billion to shareholders through share repurchases and dividends.

GAAP earnings per share (EPS) was $1.02; Operating EPS was $1.11, compared to $2.75 in the year-ago period.

Net sales were $14.1 billion, down 5% versus the year-ago period.

Local price increased 3% versus the year-ago period.

Returns to shareholders totaled $1.3 billion, comprised of $800 million in share repurchases and $493 million in dividends in the quarter.

Total Revenue
$14.1B
Previous year: $14.8B
-4.9%
EPS
$1.11
Previous year: $2.75
-59.6%
Operating EBIT Margin
8.5%
Previous year: 19.5%
-56.4%
Gross Profit
$1.73B
Previous year: $3.23B
-46.2%
Cash and Equivalents
$2.22B
Previous year: $2.91B
-23.9%
Total Assets
$59.6B
Previous year: $61.7B
-3.5%

Dow

Dow

Dow Revenue by Segment

Dow Revenue by Geographic Location

Forward Guidance

Dow expects the macro environment to remain dynamic in the near-term and has outlined a playbook of actions that have the potential to deliver more than $1 billion in cost savings in 2023.

Positive Outlook

  • Leveraging scale
  • Geographic diversity
  • Feedstock and derivative flexibility
  • Advancing Decarbonize and Grow strategy
  • Higher-return investments

Challenges Ahead

  • Dynamic macro environment
  • High energy costs
  • Feedstock costs
  • Record inflation
  • Lockdowns in China

Revenue & Expenses

Visualization of income flow from segment revenue to net income