Short answer
Dow Inc. (DOW) filed its Q2 2026 10-Q quarterly report on Jul 24, 2026 for the quarter ended Jun 30, 2026.
Dow Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $12.1B, up 20% YoY from $10.1B, driven by 20% local-price growth
- Cost of sales margin 82.1% vs 94.2% YoY
- Best segment Packaging & Specialty Plastics, sales up 27%; worst Industrial Intermediates & Infrastructure, sales up 14%
- Operating cash flow $1.324B, up $1.794B YoY; dividend $0.35 per share
- Transform to Outperform targeting at least $2B near-term Operating EBITDA improvement; Middle East tensions driving logistics and feedstock volatility
Risk Factors
- New Middle East conflict risk: U.S.-Israel-Iran hostilities began in February 2026, disrupting global energy markets
- Most material update: U.S. tariffs remain substantially above pre-2025 levels after additional tariffs on virtually all nonexempt imports
- Trade compliance exposure: Retaliatory tariffs and changing trade agreements threaten sales volumes, pricing, sourcing, and logistics
- Near-term market risk: Global competition has reduced product prices and sales volumes, pressuring results
- Geopolitical supply risk: Russia-Ukraine sanctions and Middle East conflicts could disrupt raw materials, energy, and supply chains
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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