DOW

DuPont delivered 4% organic sales growth in Q2 2026 driven by high-growth markets including healthcare, water, aerospace, and EVs. The company raised its full-year 2026 EBITDA and earnings guidance following acquisitions of Spectrum Plastics and Donatelle Plastics, and is targeting 3% productivity gains. Peer chemical companies Dow, Air Products, and Eastman Chemical also raised their 2026 guidance.

The global soil stabilization polymer market is experiencing strong growth, expanding from $3.6 billion in 2025 to $3.9 billion in 2026 with an 8.4% CAGR, driven by rising construction activity, infrastructure investment, and demand for sustainable soil improvement solutions. The market is forecast to reach $5.33 billion by 2030 at an 8.1% CAGR, with key drivers including advanced polymer technologies, government infrastructure support, and eco-friendly formulations. North America leads the market while Asia-Pacific is expected to grow fastest.

Dow Inc. is expected to report Q3 2026 earnings on October 22 with consensus estimates of $0.65 EPS and $11.24B in revenue, representing significant year-over-year growth. However, recent analyst revisions have turned bearish, resulting in a negative Earnings ESP of -4.12%, making it difficult to predict an earnings beat despite the company's strong historical track record of beating estimates.