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.
79 matches for “Quarter”; too common a word to quote: try a less common one.
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%…
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…
…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,…
…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…
Agents: this page as TSV at /api/v1/appearances/dow:2026-07-23:earnings_call · words: /api/v1/brief?appearance=dow:2026-07-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP