DOW

Primary sources used

• Del Monte Corporation — Form 10-Q for the quarter ended 26 June 2026MD&A — gross profit for the first six months of 2026 negatively impacted by $2.3m of charges, $0.6m customer claims and $1.7m other product-related, from disruptions to shipping lanes in the Strait of Hormuz; segment splits of $1.5m (banana) and $0.8m (fresh and value-added)
• Coda Octopus Group, Inc. — Form 10-Q for the quarter ended 30 April 2026MD&A — Products revenue $2,839,592 against $3,878,090, a decrease of $1,038,498 or 26.8%, primarily due to reduced demand caused by the conflict and the effective closure of the strait; Asia and Middle East revenue $2,046,989 against $2,770,898
• Core Laboratories Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — approximately 20% of global crude oil production passes through the strait; disruptions resulted in a reduction of 15% to 20% in global cargo movement of crude oil and derived products in the second quarter
• Seadrill Limited — Form 10-Q for the quarter ended 30 June 2026MD&A — conflict in Iran started 28 February 2026; Brent was $71 per barrel on 27 February 2026 and averaged approximately $103 per barrel in the second quarter of 2026
• Donaldson Company, Inc. — Form 10-Q for the quarter ended 30 April 2026Note on the conflict in Iran — military operation began 28 February 2026, including a blockade of the Strait of Hormuz
• W&T Offshore, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — memorandum of understanding signed 18 June 2026 between the United States and Iran, including the re-opening of the strait
• International Seaways, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — global oil production of 97.2m b/d in the second quarter of 2026, down 6.4m b/d year on year, due to effects related to the closure; the phrase also appears in the company's forward-looking statements list
• Expro Group Holdings N.V. — Form 10-Q for the quarter ended 31 March 2026MD&A — effective closure of the strait combined with infrastructure attacks shut in LNG production capacity in Qatar and the UAE equivalent to around 20% of global supply
• Expeditors International of Washington, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — offices in seven Middle East countries disrupted from late February 2026; financial impact on the region's operations in the first half of 2026 stated as not material
• Cactus, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — average WTI and Brent prices up approximately 31% and 27% in the second quarter versus the first quarter of 2026
• BGC Group, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — ECS revenues up $13.8m, or 5.3%, to $275.5m, partially offset by lower oil and refined product volumes due to disruptions caused by the closure; the offset itself is not sized
• Herbalife Ltd. — Form 10-Q for the quarter ended 30 June 2026MD&A — war in the Middle East has not had a direct material impact on results; the sentence about maritime restrictions in the strait is word-for-word identical to one in Stran & Company's filing
• Leggett & Platt, Incorporated — Form 10-Q for the quarter ended 30 June 2026MD&A — "Although not material, in April 2026, the Iranian government seized a commercial vessel transporting containers of goods purchased by one of our subsidiaries"; the following sentence describes a global helium shortage after strikes on two Qatari fields
• Kulicke & Soffa Industries, Inc. — Form 10-Q for the quarter ended 4 July 2026MD&A — Israeli operations not impacted and disruption to workforce and operations immaterial; the company continues to monitor conditions in and around the strait
• Stran & Company, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — carries the sentence about maritime restrictions that also appears verbatim in Herbalife's filing
• Dow Inc. — Form 10-Q for the quarter ended 30 June 2026"STATEMENT ON MIDDLE EAST CONFLICT" — the same section appears word for word in the separate filing of Union Carbide, an affiliate
• Union Carbide Corporation — Form 10-Q for the quarter ended 30 June 2026The matching "STATEMENT ON MIDDLE EAST CONFLICT" section
• Big Sky Industrial Inc. — Form 10-Q filed 11 August 2026Item 1A risk factor heading quoted in this article; PEDEVCO files the same heading in the plural
• PEDEVCO Corp — Form 10-Q filed 13 August 2026Risk factor — approximately 20% of the world's oil supply and a significant portion of LNG flows through the strait; PEDEVCO's own operations are domestic
• EDGAR full-text searchThe census population. The same query with earlier date ranges produces the year-by-year counts in this article
• Starbucks Corporation — Form 8-K filed 15 May 2026Item 2.05 — approximately $400m of restructuring charges of which approximately $280m non-cash, from impairment of long-lived assets including right-of-use lease assets
• Autoliv, Inc. — Form 8-K filed 11 May 2026Item 2.05 — approximately $142m total, $13m non-cash, $129m cash; approximately 2,200 employees in Türkiye; estimated pre-tax benefit of $40m annually beginning 2027
• The Goodyear Tire & Rubber Company — Form 8-K filed 21 July 2026Item 2.05 — Fayetteville, North Carolina closure; $535–565m total, $190–210m cash, $290–310m accelerated depreciation plus $40–50m pension special termination benefits; ~1,750 jobs; ~$270m annual segment benefit from 2028
• The Goodyear Tire & Rubber Company — Form 8-K filed 20 March 2026Item 2.05 — EMEA plan; $100–110m total and $100–110m cash outflows; 600 positions removed and 200 created; ~$50m annual segment benefit after 2028
• Kyndryl Holdings, Inc. — Form 8-K filed 6 May 2026Item 2.05 — approximately $200m of workforce rebalancing charges, primarily cash; annualised run-rate savings of approximately $400–500m in fiscal 2028
• Boston Scientific Corporation — Form 8-K filed 27 July 2026Item 2.05 — $700–800m total, $600–700m in future cash outlays, gross annual pre-tax expenses reduced by approximately $500m, with a substantial portion of savings to be reinvested
• Ingredion Incorporated — Form 8-K filed 5 May 2026Items 2.05 and 2.06 — Cabo, Brazil closure; approximately $43m total of which approximately $36m impairment and approximately $7m cash
• Workday, Inc. — Form 8-K filed 4 February 2026Items 2.05 and 2.06 — approximately $135m total: $40m cash, $15m non-cash stock-based compensation, $80m non-cash impairment of office space and long-lived assets; approximately 2% of workforce
• Corteva, Inc. — Form 8-K filed 12 June 2026Items 2.05 and 2.06 — Asturias, Spain and Pittsburg, California; $750–815m aggregate, comprising $100–125m severance, $350–372m asset-related and impairment, $300–318m exit costs
• Whirlpool Corporation — Form 8-K filed 1 July 2026Item 2.05 — Apodaca, Mexico closure; approximately $95m asset impairment, $30m employee, $40m other, of which approximately $70m of the $165m total in future cash
• Viatris Inc — Form 8-K filed 26 February 2026Item 2.05 — $700–850m total, $50–100m non-cash, $650–750m cash; global workforce reduction of up to approximately 10%
• Block, Inc. — Form 8-K filed 26 February 2026Item 2.05 — workforce reduction of more than 40%; charges of approximately $450–500m, primarily cash with non-cash share-based award vesting
• Dow Inc. — Form 8-K filed 29 January 2026Item 2.05 — approximately 4,500 roles; severance and related benefit costs and future cash outlays of $600–800m plus $70–90m of implementation costs
• Intuit Inc. — Form 8-K filed 20 May 2026Item 2.05 — workforce reduced by approximately 17%; $300–340m of charges, primarily future cash expenditures
• The Estée Lauder Companies Inc. — Form 8-K filed 7 July 2026Item 2.05 — the third 2026 filing under a programme committed to on 1 February 2024; states the company 'was unable to make a determination of the estimated amount or range of amounts to be incurred by major cost type and future cash expenditures'
• Under Armour, Inc. — Form 8-K filed 11 May 2026Item 2.05 — outside this screen's population; $305m plan with up to $139m cash and up to $166m non-cash, and $261m already recognised at 31 March 2026 ($109m cash, $152m non-cash)
• SEC EDGAR submissions — 8-K item numbers for large filersHow the population was built — Item 2.05 read from the structured items field on each company's submissions file, not from full-text search

37documents, deduplicated. Links go to the original filing, not to a summary.