DuPont is a global innovation leader that provides technology-based materials and solutions across various industries, including electronics, transportation, construction, water, healthcare, and worker safety . The company operates primarily through two segments: Electronics & Industrial, and Water & Protection . DuPont's diverse product lines and strategic market presence enable it to maintain a robust revenue stream, with the Electronics & Industrial segment being a major contributor to its financial performance .
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Electronics & Industrial - Offers product lines such as Semiconductor Technologies, Interconnect Solutions, and Industrial Solutions, serving applications in integrated circuit fabrication, printed circuit boards, and industrial finishing .
- Semiconductor Technologies - Provides materials and solutions for integrated circuit fabrication.
- Interconnect Solutions - Supplies products for printed circuit boards.
- Industrial Solutions - Delivers materials for industrial finishing applications.
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Water & Protection - Focuses on providing innovative engineered products and integrated systems for industries like worker safety, water purification, and building materials .
- Kevlar® - Known for its high-strength materials used in protective gear.
- Nomex® - Offers flame-resistant materials for safety applications.
- Tyvek® - Provides protective materials for construction and other industries.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Edward D. Breen ExecutiveBoard | Executive Chairman | Director at Comcast Corporation; Advisory Board Member at New Mountain Capital LLC. | Former CEO of DuPont (2020-2024); transitioned to Executive Chairman in June 2024; led significant transformations at DuPont. | |
Antonella B. Franzen Executive | Chief Financial Officer (CFO) | Board Member at JELD-WEN Holding, Inc.. | Joined DuPont in 2022; previously CFO of the Water & Protection segment; became CFO of DuPont in June 2024. | |
Christopher Raia Executive | SVP & Chief Human Resources Officer | None. | Joined DuPont in 2019; became CHRO in March 2021; previously held HR leadership roles at Newell Brands and Citizens Bank. | |
Erik T. Hoover Executive | SVP & General Counsel | None. | Joined DuPont in 2019; previously General Counsel for the Specialty Products Division of DowDuPont; extensive legal and compliance expertise. | |
Jon Kemp Executive | President, Electronics & Industrial | None. | President of Electronics & Industrial since August 2019; previously Head of Strategy for the Specialty Products Division of DowDuPont. | |
Leland Weaver Executive | President, Water & Protection | None. | Joined DuPont in 2003; became President of Water & Protection in September 2021; extensive experience in engineering and business leadership. | |
Lori D. Koch Executive | Chief Executive Officer (CEO) | Director at Actylis; Board of Visitors at Penn State University. | Former CFO of DuPont (2020-2024); became CEO in June 2024; extensive experience in finance and investor relations. | View Report → |
Steve Larrabee Executive | SVP & Chief Information Officer | None. | Joined DuPont in 2019; previously CIO for the Specialty Products Division of DowDuPont; former CIO at Mars, Inc.. | |
Alexander M. Cutler Board | Director | Director at KeyCorp; President of Longwood Foundation; Board Member at Burris Logistics. | Former Chairman and CEO of Eaton; brings expertise in global business management, finance, and corporate governance. | |
Amy G. Brady Board | Director | EVP & CIO at KeyCorp. | Joined DuPont Board in 2019; extensive expertise in technology, operations, and cybersecurity. | |
Deanna M. Mulligan Board | Director | Trustee at New York Presbyterian Hospital; Director at Chief Executives for Corporate Purpose. | Joined DuPont Board in 2021; former CEO of Guardian Life Insurance; expertise in finance, risk management, and corporate governance. | |
Eleuthère I. du Pont Board | Director | President of Longwood Foundation; Board Member at WSFS Financial Corporation and Burris Logistics. | Joined DuPont Board in 2019; expertise in corporate governance, finance, and operations. | |
Frederick M. Lowery Board | Director | EVP at Thermo Fisher Scientific; Trustee at Boston Medical Center and Tennessee Tech. | Joined DuPont Board in 2019; expertise in science, technology, and global supply chain management. | |
James A. Lico Board | Director | CEO of Fortive Corporation; Member of Business Council and University of Michigan advisory councils. | Joined DuPont Board in 2024; expertise in corporate transformation, technology, and M&A. | |
Kristina M. Johnson Board | Director | Director at Cisco Systems; Director at Minerals Technologies Inc. (effective May 2024). | Joined DuPont Board in 2022; expertise in engineering, technology, and education. | |
Luther C. Kissam, IV Board | Director | Senior Advisor at Bernhard Capital Partners; Director at OGE Energy Corp; Chairman of Cirba Solutions. | Joined DuPont Board in 2019; expertise in corporate governance and business leadership. | |
Ruby R. Chandy Board | Director | Director at Flowserve Corporation and Thermo Fisher Scientific; Advisory roles at Pritzker Private Capital. | Joined DuPont Board in 2019; expertise in industrial, medical, and specialty materials industries. | |
Steven M. Sterin Board | Director | Senior Advisor at McKinsey & Company; Board Member at Kosmos Energy. | Joined DuPont Board in 2019; expertise in finance, capital markets, and enterprise risk management. | |
Terrence R. Curtin Board | Director | CEO of TE Connectivity; Board Member at U.S.-China Business Council. | Joined DuPont Board in 2019; expertise in technology, M&A, and corporate governance. |
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Given your anticipation of price givebacks in the shelter segment carrying forward into 2025, and the expectation of low single-digit activity in construction markets due to fewer rate cuts than anticipated, how do you plan to mitigate margin pressures and drive growth in this environment?
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With normal seasonal declines expected in your electronics and construction markets, along with a moderation of growth in China, how confident are you in achieving your Q4 guidance of 6% net sales growth, and what risks could impact these projections?
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As you work to accelerate the separations of your electronics and water businesses closer to the earlier end of the 18- to 24-month timeline, what specific operational challenges do you foresee, and how will you ensure that the new companies are prepared to operate and execute from day one without disrupting current performance?
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The strong margins in the Water & Protection segment were attributed to operational execution, restructuring actions, and productivity improvements. With expectations of some price givebacks in 2025, how sustainable are these margin improvements, and what additional measures will you take to maintain profitability?
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Given that the majority of your cash flow next year will be used for separation costs, with no additional share repurchases or significant CapEx planned, how do you plan to deliver shareholder value in the near term, and are there opportunities to adjust your capital allocation strategy post-separation?
Research analysts who have asked questions during DuPont de Nemours earnings calls.
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Scott Davis
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Vincent Andrews
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Arun Viswanathan
RBC Capital Markets
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Jeffrey Sprague
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John McNulty
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Aleksey Yefremov
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C. Stephen Tusa
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Joshua Spector
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Michael Leithead
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Steve Byrne
Bank of America
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Steve Tusa
JPMorgan Chase & Co.
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Alexandra Yates
KeyBanc Capital Markets
1 question for DD
Bhavesh Lodaya
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Josh Spector
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Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. | |
Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. | |
Henkel | Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. |
JSR | Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. |
Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. | |
Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. | |
Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. | |
TOK | Competes in the Electronics & Industrial segment, which provides differentiated materials and component solutions for high performance computing, 5G, electric vehicles, and a broad range of consumer electronics. |
Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. | |
Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. | |
Hydranautics | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Kingspan | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Kolan | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Lanxess | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
LG Chem | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. | |
Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. | |
Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. | |
Toray | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Teijin | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Yantai | Competes in the Water & Protection segment, which provides solutions for water filtration, personal protection, and construction materials. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Donatelle Plastics Incorporated | 2024 | Completed on July 28, 2024, the acquisition was valued at $365 million (including a contingent earn-out liability) and strategically enhances DuPont’s healthcare portfolio by adding advanced medical device manufacturing capabilities such as injection molding and precision machining, with integration into the Industrial Solutions line. |
Spectrum Plastics Group | 2023 | Completed on August 1, 2023, this deal was executed for a net purchase price of approximately $1.792 billion, with acquisition funding via existing cash balances; it strategically strengthens DuPont’s Electronics & Industrial segment by acquiring state-of-the-art manufacturing capabilities for flexible packaging, extrusions, and components, with detailed purchase price allocations provided. |
Recent press releases and 8-K filings for DD.
- DuPont will spin off its Delrin business on November 1, 2025 and complete the divestiture of its Aramids unit in Q1 2026, refocusing on two reporting segments: Healthcare & Water Technologies and Diversified Industrials.
- Healthcare & Water (each ~25% of pro forma sales) and Diversified Industrials (50%) serve high-growth end markets via advanced materials, with top device OEMs and aerospace customers.
- Medium-term financial targets include 3–4% organic revenue CAGR, 150–200 bp EBITDA margin expansion (to 25–25.5%), and 8–10% EPS CAGR by 2028, before additional capital deployment.
- Capital allocation priorities: maintain leverage near 2×, sustain a 35–45% dividend payout, achieve >90% cash-flow conversion, generate $2.7–2.8 billion free cash flow by 2028, and deploy excess cash via M&A and share buybacks.
- Implementation of a unified business system will codify innovation, operational and commercial excellence, and drive a high-performance culture with decentralized P&L accountability.
- DuPont to spin off its electronics business Qnity Electronics on November 1, 2025, creating a simplified, high-growth portfolio focused on innovation and operational excellence.
- The company issued medium-term financial targets through 2028, including 3–4% organic sales CAGR, 150–200 bps operating EBITDA margin improvement, 8–10% adjusted EPS CAGR and >90% free cash flow conversion.
- Recast 2025 guidance reflecting discontinued operations: Q3 2025 net sales of $2.98 billion and operating EBITDA of $805 million; FY 2025 net sales of $6.865 billion and operating EBITDA of $1.575 billion.
- DuPont amended its Exchange Offers so that all eligible holders who validly tender Existing Notes before the Expiration Date will receive Total Consideration of $1,000 principal amount of New Notes plus $2.50 in cash per $1,000 tendered (previously limited to early participants).
- A supplemental indenture for the 2028 Notes became effective upon DuPont’s execution on September 15, 2025, making the Proposed Amendments operative upon issuance of the New 2028 Notes and payment of the Early Participation Payment at settlement.
- Withdrawal rights were updated: holders of 2028 Notes lost the right to withdraw after 5:00 p.m. ET on September 15, 2025, while holders of 2038 and 2048 Notes can withdraw until 5:00 p.m. ET on September 17, 2025; all Exchange Offers now expire at 5:00 p.m. ET on September 30, 2025.
- If DuPont does not receive the requisite consents for the 2038 or 2048 Notes, it will waive the Minimum Tender Condition and accept up to $400 million of 2038 Notes and $860 million of 2048 Notes on a pro rata basis.
- DuPont amended its Exchange Offers so that all valid tenders submitted after the Early Participation Date and before the Expiration Date will receive the Total Consideration per $1,000 of Existing Notes: $950 principal amount of New Notes plus an Early Participation Payment of $50 principal amount of New Notes and $2.50 in cash.
- A supplemental indenture for the 2028 Notes has been executed and is effective, with the proposed indenture amendments becoming operative upon issuance of the New 2028 Notes and payment of the Early Participation Payment on the Settlement Date.
- Withdrawal rights for tendered 2028 Notes expired on September 15, 2025; rights for the 2038 and 2048 Notes have been extended to 5:00 p.m. (New York City time) on September 17, 2025.
- If DuPont does not receive requisite consents for the 2038 or 2048 Notes, it will waive the 50.1% Minimum Tender Condition and accept up to $400 million of 2038 Notes and $860 million of 2048 Notes, with any excess tenders subject to pro rata proration.
- Each Exchange Offer is scheduled to expire at 5:00 p.m. (New York City time) on September 30, 2025, with settlement to occur promptly thereafter.
- DuPont will host a live webcast of its Investor Day on September 18, 2025 at 9:00 a.m. ET to introduce the future standalone DuPont post-separation of Qnity.
- Qnity will host a live webcast of its Investor Day on September 18, 2025 at 2:00 p.m. ET introducing the future standalone public company.
- Both webcasts, including management presentations and Q&A, will be accessible on DuPont’s and Qnity’s Investor Relations websites, with materials and replays posted following the events.
- The spin-off of Qnity Electronics is targeted for completion on November 1, 2025, subject to board approval, tax opinions, regulatory approvals, and financing conditions.
- DuPont launched exchange offers and consent solicitations for its 4.725% 2028, 5.319% 2038 and 5.419% 2048 senior notes in advance of its targeted electronics separation on November 1, 2025.
- Holders who validly tender by September 30, 2025 receive $950 in new notes per $1,000 existing principal, with an Early Participation Payment of $50 in new notes and $2.50 cash for tenders by September 15, 2025, totaling $1,000 in new notes plus cash.
- The company is also seeking noteholder consent to amend the existing indentures—removing most restrictive covenants and other provisions—subject to at least 50.1% of each series being validly tendered.
- If the separation closes on or before March 31, 2026, DuPont must redeem specified amounts of the new notes at par plus spreads of 25 bps for the 2028 series and 30 bps for the 2038 and 2048 series.
- On August 29, 2025, DuPont de Nemours, Inc. entered into a Transaction Agreement with ARC Falcon Holdings, L.P. and New Arclin U.S. Holding Corp. to sell its Aramids business (Kevlar® and Nomex®) in a transaction valuing the business at $1.8 billion. DuPont will receive pre-tax cash proceeds of $1.2 billion, a $300 million note receivable, and a 17.5% non-controlling equity interest valued at $325 million at closing.
- The transaction is subject to customary closing conditions, including regulatory approvals under the Hart–Scott–Rodino Act and in the EU, Japan, China, South Korea and the UK, and the absence of injunctive relief; either party may terminate if closing does not occur by May 1, 2026, with two-month extensions for pending regulatory conditions.
- The agreement includes market-standard representations, warranties, covenants and indemnification provisions, along with mutual termination rights tied to unresolved conditions or breaches by either party.
- DuPont’s subsidiary Qnity Electronics issued $1,000,000,000 of 5.750% senior secured notes due 2032 and $750,000,000 of 6.250% senior unsecured notes due 2033 to fund a planned spin-off.
- Proceeds, together with intended borrowings under new credit facilities and cash on hand, will finance a $4.1 billion cash distribution to DuPont in connection with the spin-off targeted for November 1, 2025.
- The secured notes will be pari passu with Qnity’s credit facilities and secured by first-priority liens, with semiannual interest payments and call provisions including a make-whole redemption through August 15, 2028; similar redemption terms apply to the unsecured notes.
- DuPont, Chemours and Corteva agreed to a $875 million cash settlement with New Jersey to resolve legacy contamination claims, payable over 25 years under a proposed Judicial Consent Order.
- In Q2 2025, DuPont recorded a $177 million pre-tax charge (NPV $311 million at 8%) within discontinued operations for its share of the payment.
- The first settlement installment is due within 30 days of court approval (no earlier than January 31, 2026), to be funded from a $35 million MOU escrow account.
- DuPont and Corteva will establish a $475 million reserve fund (DuPont responsible for 71%) via surety bond or similar instrument to secure long-term remediation at four historic sites.
- The settlement obligates ongoing remediation at Chambers Works, Parlin, Pompton Lakes and Repauno sites and includes a third-party review process for remedial funding sources; no liability is admitted.
- Hotel101 Global received Nasdaq approval to begin trading on July 1, 2025 under ticker HBNB, following JVSPAC shareholders’ approval on June 24, 2025.
- The transaction implies an equity value of US$2.3 billion, marking the first Filipino-owned company listed on Nasdaq.
- A subsidiary of PSE-listed DoubleDragon Corporation, Hotel101 employs an asset-light prop-tech model aiming to operate 1 million rooms across 100 countries.
- Expansion plans include a 680-room Madrid development (Dec 2025), a 482-room property in Niseko, entry into Los Angeles, and a JV to develop up to 10 hotels in Saudi Arabia.