Dow’s Resilience Playbook: Can It Turn Tariffs, Trade, & Turmoil Into Opportunity?

Dow Inc. recently reported its third-quarter 2025 financial results, revealing a mixed performance amidst challenging market conditions. The full analysis of Dow’s recent earnings presents a comprehensive picture of its current strategic direction, financial health, and future outlook, taking into account sector performance and strategic maneuvers. From the earnings report, Dow achieved net sales of $10 billion for the quarter. This result reflects a slight sequential improvement driven by the Industrial Intermediates & Infrastructure segment, despite declines in other areas like Packaging & Specialty Plastics and Performance Materials & Coatings. The company posted an EBITDA of $868 million, a decline from the same period last year but an improvement from the previous quarter. This improvement was largely due to strategic cost-cutting measures and growth investments in the U.S. Gulf Coast. Cash flow was a notable highlight, with cash from operating activities increasing by $1.