Dow Inc. (DOW) FY2025 10-K Annual Report

Filed: Feb 3, 2026
Health Care
Plastic Materials, Synth Resins & Nonvulcan ElastomersSEC EDGAR

Dow Inc. (DOW) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 3, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Dow Inc. FY2025 10-K Analysis

Business Overview

  • Core business model details omitted per Form 10-K General Instruction I, no direct product or service disclosure
  • Reliance on 2026 Proxy Statement for executive compensation, stock ownership, related transactions, and auditor fees
  • No new products, services, segments, or strategic shifts disclosed in Business section this year
  • Filing integrates 2025 consolidated financial statements and auditor report from Deloitte & Touche LLP
  • Unusual filing format: business info replaced by references to Proxy Statement due to regulatory instruction

Management Discussion & Analysis

  • Environmental remediation liability $1,011M at Dec 31, 2025, down from $1,113M at Dec 31, 2024
  • Remediation costs charged to income $63M in 2025 vs $197M in 2024; environmental operating costs $819M in 2025 vs $823M in 2024
  • Environmental capex $226M in 2025, up from $208M in 2024
  • Midland and Wood-Ridge site liabilities $277M in 2025, with $40M spent on remediation vs $303M and $45M in 2024
  • Potential remediation cost range up to 2x accrued liability; material impact risk considered remote by management

Risk Factors

  • Legal risk from Alberta Court judgment ordering Nova Chemicals to pay $1.2B for damages through June 2018
  • Macroeconomic exposure from 7% net sales decline in 2025 due to local price decreases across all segments and regions
  • Supply chain vulnerability in Latin America with $303M impairment on chlor-alkali, propylene oxide, and brine production assets
  • Competitive threat from joint venture margin compression causing equity losses of $240M in 2025, up from $6M in 2024
  • Financial risk from negative net income $2.6B in 2025 vs positive $1.1B in 2024 and dividend cut by 50% in Q3 2025

Dow Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$40.0B

-7.0% YoY

Net Income

-$2.6B

-335.0% YoY

Net Margin

-6.6%

-916bp YoY

ROE

-16.4%

-2282bp YoY

Total Assets

$58.5B

+2.1% YoY

EPS (Diluted)

$-3.70

-335.7% YoY

Operating Cash Flow

$1.0B

-64.6% YoY

Source: XBRL data from Dow Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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