Dow (DOW): FY26 Q2 earnings call, Jul 23, 2026
On its Jul 23, 2026 earnings call (FY26 Q2), Dow said 8 of the 19 words Polymarket listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 8 settled yes · our count agreed on 19 of 19- Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Quarter 10+ times | Yes | 79 | 79 | ✓ | 85%transcripts from the transcript model | – |
| Margin 5+ times | Yes | 22 | 22 | ✓ | 83%transcripts from the transcript model | – |
| Demand 10+ times | Yes | 18 | 18 | ✓ | 66%transcripts from the transcript model | – |
| Capacity | Yes | 8 | 8 | ✓ | 95%transcripts from the transcript model | – |
| China | Yes | 5 | 5 | ✓ | 93%transcripts from the transcript model | – |
| Packaging | Yes | 5 | 5 | ✓ | 92%transcripts from the transcript model | – |
| Win | Yes | 5 | 5 | ✓ | 49%transcripts from the transcript model | – |
| Infrastructure | Yes | 3 | 3 | ✓ | 92%transcripts from the transcript model | – |
| Carbon 5+ times | No | 3 | 3 | ✓ | 17%transcripts from the transcript model | – |
| Revenue 10+ times | No | 1 | 1 | ✓ | 7%transcripts from the transcript model | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Iran | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Lawsuit | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Monopoly | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Surge | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Income 10+ times | No | 0 | 0 | ✓ | 7%transcripts from the transcript model | – |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – |
| Profit 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Margin”; 5 quoted, at least 25 words apart.
…we translated improved market fundamentals and disciplined execution into meaningful earnings growth, margin expansion, and cash generation. Net sales were $12.1 billion, reflecting a 20%…
…into segment results, Dow's second quarter earnings reflect pricing leadership, better integrated margins, improved cash flow, and the benefit of our self-help initiatives. This all…
…cost, most flexible European cracker, Terneuzen, to match market conditions and optimize margins. Turning to Industrial Intermediates & Infrastructure on slide six, the segment delivered…
…$246 million, up from the same quarter last year, supported by higher margins, our self-help initiative, and lower plant maintenance activity. Polyurethanes & Construction Chemicals…
…quarter EBITDA is approximately $1.7 billion. This sequential decline accounts for anticipated margin compression from the recent North American polyethylene price settlement in June, as…
Where the listed words were said
Greetings, and welcome to the Dow second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. A brief question…
…see normal seasonal declines in building and construction, along with some expected margin pressure in Europe. With that, our continued implementation of self-help actions should…
For example, packaging remains resilient globally, and data center demand is outpacing supply. In addition, our teams are winning even in areas where the market…
…Kingdom. As a reminder, this represents approximately 25% of European siloxane industry capacity. Doing this further reshapes our Performance Materials & Coatings portfolio. It increases…
In the energy space, refinery operations are normalizing in China, improving energy availability across the region. Globally, a supportive but higher cost feedstock environment paired…
…price by more than 40%. Benefits from these higher prices in the Packaging & Specialty Plastics business were seen broadly across all regions and all…
…drive focused growth and innovation in the high-value markets where Dow can win and create differentiated value with our customers. We will prioritize targeted innovation,…
…really because you got ample supply. So, you're right. There's some growing infrastructure, and gas plants, pipelines, fractionators, et cetera. All of that is really…
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