Compared to Estimates, Dow Inc. (DOW) Q4 Earnings: A Look at Key Metrics

Dow Inc. (DOW) reported $9.46 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 9.1%. EPS of -$0.34 for the same period compares to $0 a year ago.

The reported revenue represents a surprise of -0.29% over the Zacks Consensus Estimate of $9.49 billion. With the consensus EPS estimate being -$0.47, the EPS surprise was +26.85%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Dow Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Performance Materials & Coatings: $1.85 billion versus $1.84 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -5.8% change.
  • Revenues- Corporate: $176 million versus $156.24 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.
  • Net Sales- Packaging & Specialty Plastics: $4.74 billion compared to the $4.83 billion average estimate based on four analysts. The reported number represents a change of -10.7% year over year.
  • Net Sales- Industrial Intermediates & Infrastructure: $2.69 billion versus $2.65 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -8.8% change.
  • Operating EBITDA- Packaging & Specialty Plastics: $576 million compared to the $508.81 million average estimate based on four analysts.
  • Operating EBITDA- Corporate: $2 million versus the four-analyst average estimate of $-60.01 million.
  • Operating EBITDA- Performance Materials & Coatings: $199 million compared to the $157.98 million average estimate based on four analysts.
  • Operating EBITDA- Industrial Intermediates & Infrastructure: $-36 million versus $83.16 million estimated by four analysts on average.

View all Key Company Metrics for Dow Inc. here>>>

Shares of Dow Inc. have returned +18.8% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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