Rachel Leoff

Rachel Leoff, representing Citi, asked for more color on the expectation for organic sales growth across all regions in Q1 and full year 2026, particularly in relation to GDP trends. She also inquired about the level of visibility DuPont has for order books across the healthcare portfolio.

Answer

CEO Lori Koch confirmed expected organic growth across all regions for both Q1 and the full year 2026, with North America seeing the most improvement due to the shelter business recovery. She explained that DuPont starts each month with about 80% of orders on the books and each quarter with about 50%, with shelter having the shortest cycle and aerospace and water having the longest.