Dow Inc. (DOW) Presents at JPMorgan Industrials Conference 2026 Transcript

Jeffrey Zekauskas
JPMorgan Chase & Co, Research Division

Hi, good morning. I’m Jeff Zekauskas. I analyze chemicals for JPMorgan. It’s my pleasure to introduce the management of Dow Chemical. And to introduce Jim Fitterling, who’s been CEO of Dow since 2018, but he’s a long-term veteran of Dow.

I think he began his tenure at Dow in 1984. I think Jim was 22 then. He’s had long tours of duty managing the various businesses in Dow in Asia. He’s a very experienced and competent executive. Previous to being named CEO, he was the Chief Operating Officer at Dow. I think Dow is going to do a few slides, and then what we’ll do is we’ll go into a fireside chat.

Jim, welcome.

James Fitterling
Chairman & CEO

Thanks, Jeff. Good morning, everybody, and thank you, Jeff, for having me. Before we get into Q&A, I’d just like to offer a few insights just to our — what’s happening in our key markets as well as some of the progress that we’re making on our near-term actions and our self-help measures. We remain focused on what’s firmly within our control regardless of the situation that’s unfolding in the Middle East, in addition to our view on how the macroeconomic landscape is changing for 2026.

I’ll provide some updates on the items that we’re progressing to let — to get Dow set up for long-term success, resilience and continued industry leadership. As we announced in January, this includes taking a transformative look at our businesses, our cost structure and the ways in which we grow with our customers.