Dow Inc.

CEO Jim Fitterling has navigated multiple cycles, executed major portfolio moves and is taking assertive steps to simplify operations and raise structural profitability. CFO Jeff Tate, appointed in late 2023, brings deep internal experience and a pragmatic approach to balance sheet and portfolio management.

Governance and communication around the cycle and capital priorities have generally been clear, including the willingness to cut the dividend and delay Path2Zero to preserve flexibility. Execution risk remains, particularly delivering $2 billion of near‑term operating EBITDA uplift and meeting revised Path2Zero timelines.

Insider ownership is low and the company is not founder‑led, which slightly reduces alignment versus our highest‑scoring management teams.