Dow (DOW) Q2 FY26 earnings call

Dow delivered solid Q2 FY26 results, driven by improved market fundamentals and disciplined execution of self-help initiatives. The company is focused on strategic priorities including focused growth, portfolio competitiveness, and balanced capital allocation, aiming for enhanced earnings durability and stronger cash flow through the cycle. Management highlighted the significant impact of its cost savings and Transform to Outperform programs, which are ahead of schedule and contributing to financial flexibility despite a volatile macroeconomic environment.