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 “Win”; 5 quoted, at least 25 words apart.
…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,…
…innovation, where we will prioritize our resources in attractive end markets and win with our customers. For example, rapid data center growth is creating new…
…continue to execute several strategic moves that will uniquely position Dow to win, including capitalizing on our recently completed incremental growth investments and advancing our…
…digital pricing and demand planning capabilities. We remain encouraged by these early wins and the value they are generating for Dow. These examples give us…
…our capital and our talent behind attractive end markets where we can win with our customers. We are driving actions across our global portfolio to…
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,…
…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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