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Dow Inc.

Dow Inc.

NYSE•DOW
CEO: Mr. James R. Fitterling
セクター: Basic Materials
業種: Chemicals
上場日: 2019-03-20
Dow Inc., through its subsidiaries, engages in the provision of various materials science solutions for packaging, infrastructure, mobility, and consumer applications in the United States, Canada, Europe, the Middle East, Africa, India, the Asia Pacific, and Latin America. The company operates through Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings segments. The Packaging & Specialty Plastics segment provides ethylene, and propylene and aromatics products; and polyethylene, polyolefin elastomers, ethylene vinyl acetate, and ethylene propylene diene monomer rubbers for mobility and transportation, consumer, wire and cable, and construction end-markets. The Industrial Intermediates & Infrastructure segment offers purified ethylene, ethylene and ethanol amines, propylene glycol and polyether polyols, aromatic isocyanates and coatings, adhesives, sealants, elastomers, and composites. This segment also provides caustic soda, and ethylene dichloride and vinyl chloride monomers; and cellulose ethers, redispersible latex powders, and acrylic emulsions. The Performance Materials and Coatings segment provides architectural paints and coatings, and industrial coatings that are used in maintenance and protective industries, wood, metal packaging, traffic markings, thermal paper, and leather; and silicon metal, siloxanes, and intermediates used as key materials in manufacturing differentiated downstream silicone products. It also engages in property and casualty insurance, as well as reinsurance business. Dow Inc. was incorporated in 2018 and is headquartered in Midland, Michigan.
連絡先情報
2211 H.H. Dow Way, Midland, MI, 48674, United States
989-636-1000
www.dow.com
時価総額
$24.11B
PER (TTM)
-9.2
0.7
配当利回り
6.3%
52週高値
$40.09
52週安値
$20.40
52週レンジ
67%
順位32Top 23.6%
4.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$9.46B-9.08%
直近4四半期の推移

EPS

-$2.15+2604.40%
直近4四半期の推移

フリーCF

-$1.45B-3465.12%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Months Sales Decline Net sales for nine months totaled $30.51B, down 6% due to lower local pricing and volume across segments.
Significant Net Loss Net loss available for common stockholders reached $(1.08)B for nine months, contrasting sharply with prior year income.
Major Restructuring Charges Recorded $820M pretax charges related to the 2025 Restructuring Program, focusing on workforce reduction and asset rationalization.
Divestiture Gains Recognized Recognized $213M pretax gain from divestitures, including the sale of the soil fumigation product line and DowAksa investment.

リスク要因

Macroeconomic Uncertainty Persists Slower global GDP growth, industry overcapacity, and geopolitical uncertainty negatively impact near-term operating results.
Credit Ratings Downgraded Moody's and Fitch downgraded ratings reflecting market volatility; S&P outlook revised to negative due to financial pressures.
Environmental Liability Accrued Accrued $1.04 B for probable environmental remediation costs, with potential costs possibly reaching two times the accrued amount.
New Securities Litigation Filed Facing a new putative securities class action alleging misleading statements regarding navigating macroeconomic and tariff pressures.

見通し

Targeted Cost Reduction Actions Committed to $1 B structural cost reduction over two years, focusing on optimizing asset footprint, especially in Europe.
Capital Spending Reduced Reduced 2025 capital expenditures guidance to $2.5 B, delaying the Path2Zero project until market conditions improve.
Dividend Policy Adjusted Announced 50 percent reduction in quarterly dividend to $0.35 per share to enhance financial flexibility amidst downturn.
Asset Rationalization Strategy Continuing asset rationalization actions, including facility shutdowns in Germany and UK, expected to complete by end of 2026.

同業比較

売上高 (TTM)

POSCO Holdings Inc.PKX
$48.63B
-5.1%
Dow Inc.DOW
$39.97B
-7.0%
LyondellBasell Industries N.V.LYB
$30.15B
-18.1%

粗利益率 (最新四半期)

RPM International Inc.RPM
40.8%
-0.6pp
CF Industries Holdings, Inc.CF
38.1%
+5.5pp
PPG Industries, Inc.PPG
37.4%
+2.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
PPG$28.98B18.433.6%93.6%
DOW$24.11B-9.2-15.5%35.4%
PAAS$21.74B35.412.0%9.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-3.2%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年7月22日
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EPS:-
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売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月24日|
    売上高: $9.97B-8.3%
    |
    EPS: $0.08-71.9%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月25日|
    売上高: $10.10B-7.4%
    |
    EPS: $-1.18-290.3%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年4月25日|
    売上高: $10.43B-3.1%
    |
    EPS: $-0.44-160.3%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月4日|
    売上高: $42.96B-3.7%
    |
    EPS: $1.57+91.5%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月25日|
    売上高: $10.88B+1.4%
    |
    EPS: $0.30-30.2%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月26日|
    売上高: $10.92B-4.4%
    |
    EPS: $0.62-8.8%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年4月26日|
    売上高: $10.77B-9.2%
    |
    EPS: $0.73-661.5%
    予想を上回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年1月31日|
    売上高: $44.62B-21.6%
    |
    EPS: $0.82-87.0%
    予想を下回る