Dow publishes transcript of first-quarter 2026 earnings call

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Dow, Inc.

DOW

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  • Dow first-quarter 2026 earnings call featured Chair and CEO Jim Fitterling, COO Karen Carter, CFO Jeffrey Tate, IR head Andrew Riker.
  • Results showed net sales USD 9.8 billion, operating EBITDA USD 873 million; management cited 3% sequential volume growth with sharp demand and pricing inflection in March tied to Middle East conflict.
  • Second-quarter outlook targets revenue about USD 12 billion, EBITDA about USD 2 billion; drivers include pricing gains, higher utilization, seasonal demand, cost cuts, partly offset by higher feedstock and energy costs.
  • Management expects supply disruption to persist through 2026; Fitterling cited prior modeling of 275 days or longer for supply-chain unwind, with Strait of Hormuz traffic still constrained.
  • Leadership transition set for July 1, with Carter to become CEO and Fitterling to become executive chair; Tate said Dow suspended Sadara equity loss recognition with remaining Sadara cash commitments about USD 100 million per year through 2038.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Dow Inc. published the original content used to generate this news brief on April 23, 2026, and is solely responsible for the information contained therein.