Dow (DOW) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Greetings, and welcome to the Dow Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I'll now turn it over to Dow Investor Relations' Vice President, Andrew Reicher.Mr. Reicher, you may begin.Speaker1Good morning. Thank you for joining today. The accompany ...

公司业绩 - 季度业绩基本符合预期 第一季度FFO为073美元每股 营收7870万美元 营收低于预期130万美元 [4] - 股价在业绩公布后下跌3% 此前因分红削减和并股消息已累计下跌15% [1][3] 战略调整 - 实施1换25的反向股票分割 同时将季度股息削减32% 以使股息支付率与行业同行保持一致 [3] - 公司CEO认为调整后能更好适应政府效率部门(DOGE)的联邦开支削减政策 [2][5] 行业环境 - 美国政府近期更倾向于成本节约措施 可能增加与私人房地产主的合作而非依赖政府自有建筑 [5] - 作为政府物业REIT 公司处于DOGE政策调整的关注焦点 [2] 投资前景 - 尽管四月经历动荡 最新业绩显示公司仍保持正常运营轨道 [5] - 当前阶段属于需要观察后续表现的"证明型"股票 [6]