What were Dow Inc.'s GAAP net income and net sales for Q2 2026, and how do they compare to Q2 2025?

Dow Inc. reported a GAAP net income of $802 million for the second quarter of 2026, a dramatic reversal from an $801 million loss in the same period last year. Net sales rose 20% year-over-year to $12.1 billion. Operating EBIT reached $1.6 billion, and operating EPS improved to $1.44 from a loss in the prior-year quarter. This financial turnaround is attributed to strong execution, higher local prices, and the effectiveness of Dow’s 'Transform to Outperform' program, which is now expected to deliver over $1.3 billion in benefits for 2026.

What strategic initiative is credited for Dow Inc.'s improved financial performance in Q2 2026, and what is its projected impact for the full year?

Dow Inc. credits its 'Transform to Outperform' program for the improved financial performance in Q2 2026, citing strong execution and higher local prices as complementary drivers. The program’s effectiveness has led to an upward revision of its expected full-year benefit, now projected to generate over $1.3 billion in value for 2026.

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Dow posts $802 million profit after $801 million year-ago loss

Jul 23, 2026

Dow Inc. reported a second-quarter 2026 turnaround with $802 million GAAP net income, reversing a prior-year loss. Net sales rose 20% to $12.1 billion, driven by higher prices and effective cost-saving programs.

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