[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 73.7K followers Created: 2025-07-24 10:29:28 UTC $DOW Q2'25 Earnings Highlights 🔹 Revenue: $10.10B (Est. $10.24B) 🔴; DOWN -X% YoY 🔹 Operating EPS: ($0.42) (Est. ($0.16)) 🔴; DOWN from $XXXX YoY 🔹 Operating EBIT: ($21M); DOWN from $819M YoY 🔹 Operating EBITDA: $703M; DOWN from $1.50B YoY 🔹 Cash from Ops (Cont. Ops): ($470M); DOWN from $832M YoY 🔹 Shareholder Returns: $496M in dividends Segment Performance: Packaging & Specialty Plastics 🔹 Revenue: $5.03B; DOWN -X% YoY 🔹 Volume: +1% YoY; Price: DOWN -XX% YoY 🔹 Op. EBIT: $71M; DOWN -$632M YoY 🔹 Equity Earnings: $7M; DOWN -$48M YoY 🔸 Lower downstream polymer prices and margin compression impacted results. Industrial Intermediates & Infrastructure 🔹 Revenue: $2.79B; DOWN -X% YoY 🔹 Volume: DOWN -X% YoY; Price: DOWN -X% YoY 🔹 Op. EBIT: ($185M); DOWN from $7M YoY 🔹 Equity Losses: ($39M); wider than ($31M) YoY 🔸 Weak demand in Polyurethanes & Construction, higher planned maintenance. Performance Materials & Coatings 🔹 Revenue: $2.13B; DOWN -X% YoY 🔹 Volume: DOWN -X% YoY; Price: DOWN -X% YoY 🔹 Op. EBIT: $152M; UP +$6M YoY 🔹 Equity Earnings: $1M; flat 🔸 Sequential improvement driven by seasonal architectural coatings and downstream silicones. CEO Commentary: 🔸 “We are advancing aggressive actions in response to the lower-for-longer earnings environment, including $6B in near-term cash and earnings levers by 2026.” 🔸 “Poly-7 start-up will unlock full downstream integration margin uplift.” 🔸 “We're committed to margin improvement, portfolio optimization, and a competitive dividend.” 🔸 “Industry oversupply and anti-competitive pricing from new entrants require coordinated regulatory attention.” 🔸 “Dow’s long-term investments aim to shift toward higher-value, less-exposed applications and ensure resilient earnings.” XXXXX engagements  **Related Topics** [dow](/topic/dow) [$496m](/topic/$496m) [$832m](/topic/$832m) [$470m](/topic/$470m) [$150b](/topic/$150b) [$703m](/topic/$703m) [$819m](/topic/$819m) [$21m](/topic/$21m) [Post Link](https://x.com/wallstengine/status/1948329678172987410)
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Wall St Engine @wallstengine on x 73.7K followers
Created: 2025-07-24 10:29:28 UTC
$DOW Q2'25 Earnings Highlights
🔹 Revenue: $10.10B (Est. $10.24B) 🔴; DOWN -X% YoY 🔹 Operating EPS: ($0.42) (Est. ($0.16)) 🔴; DOWN from $XXXX YoY 🔹 Operating EBIT: ($21M); DOWN from $819M YoY 🔹 Operating EBITDA: $703M; DOWN from $1.50B YoY 🔹 Cash from Ops (Cont. Ops): ($470M); DOWN from $832M YoY 🔹 Shareholder Returns: $496M in dividends
Segment Performance:
Packaging & Specialty Plastics 🔹 Revenue: $5.03B; DOWN -X% YoY 🔹 Volume: +1% YoY; Price: DOWN -XX% YoY 🔹 Op. EBIT: $71M; DOWN -$632M YoY 🔹 Equity Earnings: $7M; DOWN -$48M YoY 🔸 Lower downstream polymer prices and margin compression impacted results.
Industrial Intermediates & Infrastructure 🔹 Revenue: $2.79B; DOWN -X% YoY 🔹 Volume: DOWN -X% YoY; Price: DOWN -X% YoY 🔹 Op. EBIT: ($185M); DOWN from $7M YoY 🔹 Equity Losses: ($39M); wider than ($31M) YoY 🔸 Weak demand in Polyurethanes & Construction, higher planned maintenance.
Performance Materials & Coatings 🔹 Revenue: $2.13B; DOWN -X% YoY 🔹 Volume: DOWN -X% YoY; Price: DOWN -X% YoY 🔹 Op. EBIT: $152M; UP +$6M YoY 🔹 Equity Earnings: $1M; flat 🔸 Sequential improvement driven by seasonal architectural coatings and downstream silicones.
CEO Commentary: 🔸 “We are advancing aggressive actions in response to the lower-for-longer earnings environment, including $6B in near-term cash and earnings levers by 2026.” 🔸 “Poly-7 start-up will unlock full downstream integration margin uplift.” 🔸 “We're committed to margin improvement, portfolio optimization, and a competitive dividend.” 🔸 “Industry oversupply and anti-competitive pricing from new entrants require coordinated regulatory attention.” 🔸 “Dow’s long-term investments aim to shift toward higher-value, less-exposed applications and ensure resilient earnings.”
XXXXX engagements
