That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET
| Oct 22, 2026 | Sep 30, 2026 | Time not given | $0.64 | Beat$0.71 | +4.71% |
| Jul 23, 2026 | Jun 30, 2026 | Time not given | $1.19 | Missed−$0.42 | −1.12% |
This covers the Jul 23, 2026 report. The Oct 22, 2026 numbers are in the table above.
DOW Plunges 3.4% After Massive Q2 EPS Miss. Guidance Uncertain
Dow Inc. reported a catastrophic Q2 2026 EPS miss of -$0.42 versus the $1.25 consensus, a -133.6% surprise. The stock fell 3.4% on the day to $29.84, with the price now below its 50-day and 200-day SMAs. The miss was driven by a -7.7% revenue decline and -1093% EPS growth (TTM), with operating margins at just 0.4%. The market is pricing in a structural earnings collapse, not a one-off miss. Forward catalysts are absent from the payload, leaving the thesis dependent on a commodity demand recovery or cost restructuring.
Better case15%
Commodity prices rebound and cost cuts restore positive EPS by Q4 2026.
Base case60%
Earnings remain weak through Q3 2026. stock trades in $28-$32 range as market awaits recovery signs.
Worse case25%
Continued demand weakness and margin compression lead to another negative EPS surprise in Q3 2026.
Scenario odds are a judgement, not measured.