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.
5 matches for “Packaging”; 5 quoted, at least 25 words apart.
…adjusted our expected performance-based compensation compared to recent years. Turning to our Packaging & Specialty Plastics segment on slide five. Net sales were $6.4 billion,…
…price by more than 40%. Benefits from these higher prices in the Packaging & Specialty Plastics business were seen broadly across all regions and all…
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…
…land sale in the second quarter. Turning to our operating segments. In Packaging & Specialty Plastics, we expect the averaging effect of the June price…
…EBITDA uplift in the second half of this year. Additionally, in our Packaging & Specialty Plastics operating segment, we restarted our lowest cost and most…
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…
…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%…
…imports. Across Asia Pacific, we continue to see mixed signals. Regional consumer demand remains soft with weakened retail sales in May, but industrial production and…
…Kingdom. As a reminder, this represents approximately 25% of European siloxane industry capacity. Doing this further reshapes our Performance Materials & Coatings portfolio. It increases…
…energy inventories being at critical levels. As I take a look at China, it seems China, through Q2 at least, produced less, call it polyethylene…
…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,…
…to match market conditions and optimize margins. Turning to Industrial Intermediates & Infrastructure on slide six, the segment delivered a strong year-over-year improvement in the…
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