Dow (DOW): FY25 Q4 earnings call, Jan 29, 2026

Thu, Jan 29Earnings callSpeaker-labelled transcriptDow

No Kalshi or Polymarket word markets were listed for Dow’s Jan 29, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “Packaging”; 5 quoted, at least 25 words apart.

Karen S. Cartercompanyprepared

…we are delivering on our commitments and self-help actions. Beginning with our Packaging and Specialty Plastics segment on Slide four, fourth quarter net sales were…

Karen S. Cartercompanyprepared

…which more than offset margin compression. In addition to lower fixed costs, Packaging and Specialty Plastics benefited from higher licensing revenue, increased energy sales, and…

Jeffrey L. Tatecompanyprepared

…elimination of VAT export rebates on select products in China. Across our packaging market vertical, global polyethylene fundamentals are expected to remain stable heading into…

Jeffrey L. Tatecompanyprepared

…as well as lower equity earnings. Turning to our operating segments, in Packaging and Specialty Plastics, we anticipate that price increases and lower feedstock costs…

Karen S. Cartercompanyprepared

…many of which will begin to materialize in 2026. For example, in Packaging and Specialty Plastics, we completed the startup of our Poly 7 world-scale…

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