3Q outlook: EBITDA of about $1.7 billion, reflecting polyethylene margin compression from the June North America price settlement and seasonal demand fade.
Self-help target raised
Dow raised its self-help target to over $1.3 billion in 2026.
Transform to Outperform is expected to deliver about $700 million this year.
Portfolio actions and project spending
Portfolio actions include the shutdown of the Barry, U.K. upstream siloxanes unit.
Dow expects a $60 million second-half EBITDA uplift from that action.
The Alberta project is about 60% spent.
Second-quarter results and self-help benefits
Dow’s 2Q 2026 earnings call featured CEO Karen S. Carter, CFO Jeff L. Tate, IR VP Andrew Riker, and analysts.
2Q results: net sales of $12.1 billion, operating EBITDA of , and more than of quarterly self-help benefits.
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