Recent 8-K filings for DOW
Highest-materiality recent filing
Dow announces Transform to Outperform plan, cutting 4,500 roles; targets $2B EBITDA improvement
- Workforce reduction of ~4,500 roles globally (~13% of workforce) as part of Transform to Outperform.
- Severance and related costs expected $600-800M; total one-time costs of $1.1-1.5B, with cash outlays over two years.
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Dow Q1 2026 GAAP net loss $445M; revenue down 6% YoY to $9.8B
GAAP loss per share $0.74 vs $0.44 loss YoY; operating EPS loss $0.14 vs earnings $0.02.
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Dow names Karen S. Carter CEO effective July 1, 2026; Fitterling becomes Executive Chair
Jim Fitterling transitions from CEO to Executive Chair of the Board; Carter appointed CEO effective July 1, 2026.
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Dow announces Transform to Outperform plan, cutting 4,500 roles; targets $2B EBITDA improvement
Workforce reduction of ~4,500 roles globally (~13% of workforce) as part of Transform to Outperform.
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Dow Q4 2025 net loss $1.5B; operating EBIT $33M, down 93% YoY
Net sales $9.5B, down 9% YoY; GAAP loss per share $2.15, operating loss per share $0.34.
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Dow reports Q3 net sales $10B down 8% YoY; operating EPS loss $0.19 vs $0.47 profit last year
GAAP net income $124M ($0.08 EPS); operating EBIT $180M, down $461M YoY; operating EPS loss $0.19.
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Dow Chemical prices $1.4B notes offering: $750M at 4.800% due 2031, $650M at 5.650% due 2036
Issued $1.4B aggregate principal: $750M 4.800% Notes due 2031 and $650M 5.650% Notes due 2036.
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Dow receives additional $540M from Macquarie for 9% stake in Diamond Infrastructure Solutions
Macquarie increased minority stake in Diamond from 40% to 49% for $540M; total proceeds to Dow ~$3B.
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Dow reports Q2 2025 GAAP net loss of $801M; Op. EBIT loss of $21M; revenue down 7% YoY
Net sales $10.1B, down 7% YoY; GAAP loss per share $1.18, operating EPS loss $0.42.
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Dow approves shutdown of three European assets, charges up to $790M
Charges of $630M-$790M in Q2 2025: $330M-$360M asset writedowns, $160M-$260M exit costs, $140M-$170M severance.
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Canadian court orders NOVA to pay Dow CAD $1.62B (~$1.2B USD) in ethylene asset damages
Judgment signed June 10, 2025 by Court of King's Bench of Alberta, Alberta, Canada.
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Dow closes $2.4B sale of 40% stake in Diamond Infrastructure to Macquarie
Sold 40% equity stake in Diamond Infrastructure Solutions to a Macquarie Asset Management fund.
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Dow posts Q1 net loss of $290M, unveils $6B cash support plan to manage downcycle
GAAP net loss of $290M ($0.44 loss per share); operating EPS of $0.02 vs $0.56 a year ago.
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Dow Q4 net sales $10.4B, GAAP loss $0.08/sh; announces $1B cost cuts, $3B asset sale
Net sales $10.4B (-2% YoY); GAAP net loss $35M (-$0.08/sh); operating EPS $0.00 vs $0.43 prior year.
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Dow announces $1B cost savings plan; cuts ~1,500 jobs, charges $250-325M in Q1
Global workforce reduction of approx. 1,500 roles approved by Dow board on Jan. 27, 2025.
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Dow sells 40% stake in Gulf Coast infrastructure to Macquarie Asset Mgmt for ~$2.4B
Initial cash proceeds of ~$2.4B; Macquarie can increase stake to 49% for up to ~$3.0B total.
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Dow Q3: GAAP EPS $0.30, op. EPS $0.47; cash flow down $858M; reviews European assets
GAAP net income $240M ($0.30 EPS); operating EPS $0.47 vs $0.48 YoY and $0.68 prior quarter.
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Dow lowers Q3 2024 guidance; unplanned Texas cracker outage; sees EBITDA ~$1.3B
Q3 revenue guided to ~$10.6B; Operating EBITDA ~$1.3B.
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Dow Q2 GAAP EPS $0.62, operating EPS $0.68; net sales $10.9B down 4% YoY
GAAP EPS $0.62; operating EPS $0.68, down from $0.75 YoY; operating EBIT $819M (-$66M YoY).
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Dow targets >$3B/yr EBITDA growth by 2030, $6.5B Path2Zero project underway
Cumulative FCF ~$22B since spin; average Op. ROIC ~12%, returned ~90% of net income.
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Dow Q1 GAAP EPS $0.73, revenue $10.8B down 9% YoY; Op. EPS $0.56 vs $0.58
GAAP net income $538M ($0.73/share); operating EPS $0.56 vs $0.58 YoY.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.75 · Most common event earnings