Dow Announces Restructuring and Job Cuts as Boeing Revenues Surge in Mixed Industrial Earnings

New York, Saturday, 31 January 2026.
The fourth-quarter earnings season underscores a divergent recovery within the industrial sector, as Dow Inc. and Boeing grapple with distinct operational realities. Dow reported a loss of $0.34 per share amid a 9% sales decline, necessitating a strategic pivot; the company announced its “Transform to Outperform” initiative, cutting approximately 4,500 jobs to target $2 billion in earnings improvements. Conversely, Boeing demonstrated a strong topline recovery with revenue jumping 57% to $23.9 billion, supported by the delivery of 160 commercial jets—its highest quarterly figure since 2018. Despite Boeing’s return to positive cash flow and a headline earnings beat driven by divestitures, both stocks faced selling pressure. This market reaction highlights investor caution regarding Dow’s challenging demand environment and the capital-intensive hurdles Boeing faces with defense program losses and the integration of Spirit AeroSystems heading into 2026.