Every material Form 8-K Dow filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Dow reported third-quarter 2026 results on October 22, 2026. Net sales rose 13% to $11.3 billion, GAAP net income was $525 million versus $124 million a year earlier, and operating EPS was $0.71 compared with a loss of $0.19. Higher prices drove the gains, while volume fell 1%.
Net sales were $11.3 billion, up 13% year over year; local price rose 14% and volume fell 1%.
GAAP EPS was $0.62 versus $0.08 a year earlier; operating EPS was $0.71 versus a loss of $0.19.
Operating EBIT was $887 million, up $707 million; free cash flow was $1.1 billion.
Dividends paid to shareholders totaled $253 million in the quarter.
Dow Inc. reported second-quarter 2026 net sales of $12.1 billion, up 20% from a year earlier, with higher prices in all operating segments and regions. GAAP earnings were $0.99 per share, compared with a loss of $1.18 a year earlier, and operating earnings were $1.44 per share, compared with a loss of $0.42. The company also said it expects about $200 million more in benefits from its Transform to Outperform program this year.
Net sales were $12.1 billion, up 20% year-over-year; local price rose 20% and volume fell 1%.
GAAP net income was $802 million, versus a loss of $801 million a year earlier; operating EBIT was $1.6 billion, up $1.7 billion.
GAAP EPS was $0.99 and operating EPS was $1.44; significant items cost $0.45 per share, mainly Transform to Outperform costs, partly offset by a tax adjustment tied to a NOVA Chemicals payment.
Operating cash flow from continuing operations was $1.3 billion, and dividends paid in the quarter totaled $253 million.
Dow Inc. reported a first-quarter 2026 GAAP net loss of $445 million, compared with a $290 million loss a year earlier, on net sales of $9.8 billion, down 6%. Operating EBIT fell $76 million to $154 million, and operating earnings per share were a loss of $0.14 versus earnings of $0.02, with lower prices cited as the main driver. Operating cash flow rose to $1.1 billion, mainly due to a payment received from NOVA Chemicals, while the company paid $252 million in dividends.
Net sales were $9.8 billion, down 6% year-over-year; local price fell 7% and volume fell 2%.
GAAP loss per share was $0.74 versus $0.44 a year earlier; significant items totaled $0.60 per share, including a Sadara guarantee liability adjustment.
Cash provided by operating activities from continuing operations was $1.1 billion, up $1.0 billion, driven by the NOVA Chemicals payment and working capital improvements.
Dividends paid to shareholders totaled $252 million in the quarter.
Dow's Board appointed Chief Operating Officer Karen S. Carter as Chief Executive Officer effective July 1, 2026, and added her as a director. Current Chair and CEO Jim Fitterling will become Executive Chair on the same date. Stockholders approved all five agenda items at the April 9, 2026 annual meeting, including an increase in shares available under the 2019 Stock Incentive Plan from 125 million to 185 million.
Karen S. Carter, 55, succeeds Jim Fitterling as CEO effective July 1, 2026; Carter has been COO since December 2024
Fitterling remains an employee and becomes Executive Chair; Richard K. Davis continues as Independent Lead Director
Stockholders approved the Plan amendment with 76% of votes cast in favor; all twelve director nominees were re-elected
Board declared a quarterly dividend of 35 cents per share, payable June 12, 2026 to holders of record on May 29, 2026
Dow reported a fourth-quarter 2025 GAAP net loss of $1.5 billion, or $2.15 per share, on net sales of $9.5 billion, down 9% from a year earlier, with declines in all operating segments. Operating EBIT was $33 million, down $421 million year-over-year, driven by price declines and lower operating rates, and the GAAP loss included impairment and pension settlement charges. For shareholders, the results show a sharp drop in profitability for the quarter and full year, and the company said its Transform to Outperform program is expected to provide at least $2 billion in additional near-term earnings.
Q4 2025 net sales were $9.5 billion, down 9% year-over-year and down 5% sequentially.
GAAP loss per share was $2.15; operating loss per share was $0.34, versus $0.00 a year earlier.
Full-year 2025 GAAP net loss was $2.4 billion, compared with net income of $1.2 billion in 2024.
Fourth-quarter dividends totaled $251 million; the company expects Transform to Outperform to provide at least $2 billion in additional near-term earnings.
Dow announced Transform to Outperform, a company-wide plan to simplify operations and cut costs, targeting at least $2 billion in near-term Operating EBITDA improvement. The plan includes a workforce reduction of approximately 4,500 roles and about $1.1-1.5 billion in one-time costs, recorded in 2026 and 2027, which will weigh on near-term results and cash before the targeted benefits build.
Board approved severance and related benefit costs for about 4,500 roles globally on January 26, 2026
Anticipated one-time costs of about $1.1-1.5 billion, including about $600-800 million in severance and about $500-700 million in other costs
Targets $500 million in-year Op. EBITDA gain in 2026 and $1.2 billion incremental in 2027, with cash costs of $800-1,000 million in 2026 and $300-500 million in 2027
Company will file an amendment if charges and future cash payments differ materially from current estimates
Dow disclosed that Chief Technology Officer A.N. Sreeram will retire effective June 30, 2026, and will be succeeded by Andre Argenton, who took the Chief Technology and Sustainability Officer role effective January 1, 2026. Director Rebecca B. Liebert also resigned from Dow's board effective January 2, 2026, citing a new role as chair of Occidental Chemical Corporation, and not any disagreement with the company.
A.N. Sreeram, Senior Vice President and Chief Technology Officer, retires effective June 30, 2026, notice given December 29, 2025
Andre Argenton appointed Chief Technology and Sustainability Officer effective January 1, 2026, with over 25 years at Dow
Rebecca B. Liebert resigned from the Board effective January 2, 2026; filing says it is not due to any disagreement with the company
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