Dow shares rise over 2% as cost-cutting plans offset earnings miss

Published 30/01/2025, 12:12
Updated 30/01/2025, 13:29
Dow shares rise over 2% as cost-cutting plans offset earnings miss

MIDLAND, Mich. - Dow Inc. (NYSE:DOW) shares gained 2.41% on Tuesday after the chemical maker announced plans to slash costs and capital expenditures, helping offset weaker-than-expected fourth quarter results.

The company reported adjusted earnings per share of $0.00 for Q4, missing analyst estimates of $0.29. Revenue came in at $10.4 billion, below the consensus forecast of $10.58 billion and down 2% YoY.

Dow cited persistently weak macroeconomic conditions but noted it delivered its fifth consecutive quarter of YoY volume growth. The company leveraged its cost-advantaged footprint to capture resilient demand for high-value applications.

To improve margins amid the challenging environment, Dow announced plans to reduce costs by $1 billion and cut 2025 capital expenditures by $300-500 million. CEO Jim Fitterling said these "proactive interventions are necessary for Dow to continue to successfully navigate this economic downcycle."

"We remain confident that Dow will benefit from the completion of our near-term incremental growth projects and an enhanced focus on operational discipline in 2025," Fitterling added. He expressed optimism about further demand growth in attractive end markets like packaging, energy and electronics.

The cost-cutting initiatives appeared to outweigh the earnings miss, as investors bid up Dow shares following the announcement. The company said its "differentiated portfolio and strong balance sheet" will allow it to maintain capital allocation priorities, including its industry-leading dividend.

Dow’s Q4 net sales declined across all operating segments compared to the prior year period. However, volumes increased 1% YoY, with gains in most regions. The company generated $811 million in cash from operations during the quarter.

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