10-KPeriod: FY2022

DOW INC. Annual Report, Year Ended Dec 31, 2022

Filed February 1, 2023For Securities:DOW

Summary

Dow Inc. reported net sales of $56.9 billion for the fiscal year 2022, a 4% increase from 2021, driven by an 11% rise in local prices, which more than offset a 3% decrease in volume and a 4% unfavorable currency impact. This performance was broadly distributed across operating segments, with Performance Materials & Coatings showing a notable 21% increase in local prices. However, the company's Operating EBIT decreased significantly to $6.6 billion from $9.5 billion in the prior year, primarily due to margin compression driven by higher raw material and energy costs, and lower equity earnings from joint ventures, particularly Sadara and the Kuwait joint ventures. Dow continues to focus on its sustainability strategy, aiming to lower greenhouse gas emissions and advance a circular economy for plastics. Significant investments are planned for enhancing competitiveness and achieving sustainability targets, including a net-zero carbon emissions ethylene complex in Canada and advancements in recycling technologies. The company also announced a 2023 Restructuring Program to achieve cost savings, impacting global workforce costs and manufacturing assets. Despite a challenging economic environment with inflationary pressures and moderating demand in certain areas, Dow maintains a strong liquidity position with $3.9 billion in cash and cash equivalents and $8.4 billion in committed credit facilities.

Financial Statements
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Key Highlights

  • 1Net sales increased by 4% to $56.9 billion in 2022, driven by a 11% increase in local prices, partially offset by a 3% decrease in volume and a 4% unfavorable currency impact.
  • 2Operating EBIT decreased by 31% to $6.6 billion in 2022, primarily due to margin compression from higher raw material and energy costs, and reduced equity earnings from joint ventures.
  • 3Packaging & Specialty Plastics segment net sales grew 4% due to price increases, but Operating EBIT declined 38% due to lower integrated margins and joint venture earnings.
  • 4Industrial Intermediates & Infrastructure segment saw a 1% decline in net sales, with a 38% drop in Operating EBIT, primarily impacted by lower equity earnings and inflationary pressures on demand.
  • 5Performance Materials & Coatings segment experienced an 11% net sales increase driven by strong price gains, leading to a 53% rise in Operating EBIT.
  • 6The company announced a 2023 Restructuring Program expecting to reduce costs by $1 billion, including workforce reductions and manufacturing asset rationalization.
  • 7Dow continues to invest in sustainability initiatives, including a net-zero carbon emissions ethylene complex in Canada and advancements in circular economy solutions for plastics.

Frequently Asked Questions

Dow reported a 4% increase in net sales to $56.9 billion in 2022, driven by higher prices. However, Operating EBIT decreased by 31% to $6.6 billion, primarily due to increased raw material and energy costs, and lower equity earnings from its joint ventures.

Dow is actively investing in sustainability, including plans for a net-zero carbon emissions ethylene complex in Alberta, Canada, and collaborations to advance plastic recycling. The company is also accelerating its target to transform plastic waste into circular and renewable solutions, aiming for 3 million metric tons annually by 2030.

For 2023, Dow expects to achieve $1 billion in cost savings through a restructuring program focused on optimizing costs, reducing turnaround spending, and enhancing productivity. The company aims to manage near-term market dynamics while positioning for long-term growth, particularly in resilient demand areas across its segments.

Dow maintained a strong liquidity position at the end of 2022, with $3.9 billion in cash and cash equivalents and $8.4 billion in committed credit facilities. The company also reported a decrease in net debt and remains focused on financial flexibility, with no significant long-term debt maturities until 2027.