Dow Inc. (DOW) Q4 2025 (USD): Adj. EPS -0.34 (exp. -0.46), Revenue 9.46bln (exp. 9.46bln)

Dow Inc.'s adjusted EPS beat expectations slightly, indicating a potentially more resilient earnings profile than projected despite a dip in volume.

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Trane Technologies plc (TT) Q4 2025 (USD): EPS 2.86 (exp. 2.82), Revenue 5.14bln (exp. 5.09bln); expects FY26 GAAP and adjusted continuing EPS for full-year 2026 of 14.65-14.85 (exp. 14.78)

CBRT Minutes (Jan): The underlying trend of inflation declined in December; "While leading indicators suggest that monthly consumer inflation has firmed in January, led by food prices, the rise in the underlying trend of inflation is limited."

Dow Inc. (DOW) Q4 2025 (USD): Adj. EPS -0.34 (exp. -0.46), Revenue 9.46bln (exp. 9.46bln)

Dow (DOW) launches Transform to Outperform to raise the competitive industry benchmark for productivity and growth to enable improved returns; targeting at least USD 2bln near-term Op. EBITDA improvement; to cut around 4,500 jobs

The US administration is reportedly hosting senior defense and intelligence officials from Israel and Saudi Arabia for talks on Iran this week, Axios reports citing sources; in the context of US President Trump considering military strikes

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  • Volume decreased 2% year-over-year, led by declines in Packaging & Specialty Plastics, driven by lower merchant olefins sales in Europe, the Middle East, Africa and India (EMEAI) following the idling of a cracker in the region earlier in the year. Sequentially, volume decreased 2%, led by normal seasonality across building & construction.
  • Local price was down 8% versus the year-ago period and down 3% sequentially.
Context

The revenue met expectations but the decline in volume and local prices suggests challenges ahead, particularly in their Packaging & Specialty Plastics segment, which could impact future guidance and market sentiment.

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