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DuPont de Nemours (DD)

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Earnings summaries and quarterly performance for DuPont de Nemours.

Research analysts who have asked questions during DuPont de Nemours earnings calls.

JE

John Ezekiel Roberts

Mizuho Securities

9 questions for DD

Also covers: ALB, APD, ASH +22 more
SD

Scott Davis

Melius Research

9 questions for DD

Also covers: CARR, DHR, DOV +16 more
AV

Arun Viswanathan

RBC Capital Markets

8 questions for DD

Also covers: ALB, AMBP, AMCR +27 more
JS

Jeffrey Sprague

Vertical Research Partners

8 questions for DD

Also covers: ALLE, AME, AYI +23 more
Michael Sison

Michael Sison

Wells Fargo

8 questions for DD

Also covers: ALB, APD, ASH +16 more
Vincent Andrews

Vincent Andrews

Morgan Stanley

7 questions for DD

Also covers: ALB, APD, AVNT +20 more
John McNulty

John McNulty

BMO Capital Markets

6 questions for DD

Also covers: APD, ASH, AVY +15 more
CP

Christopher Parkinson

Wolfe Research

5 questions for DD

Also covers: ALB, APD, ASH +18 more
DB

David Begleiter

Deutsche Bank

5 questions for DD

Also covers: ALB, APD, ASH +24 more
Frank Mitsch

Frank Mitsch

Fermium Research

5 questions for DD

Also covers: AVNT, CE, CTVA +13 more
JS

Josh Spector

UBS Group

5 questions for DD

Also covers: ALB, AMBP, APD +30 more
Patrick Cunningham

Patrick Cunningham

Citigroup

5 questions for DD

Also covers: ALB, APD, AXTA +17 more
CP

Chris Parkinson

Wolfe Research, LLC

4 questions for DD

Also covers: ASH, AXTA, CCK +9 more
Matthew Deyoe

Matthew Deyoe

Bank of America

4 questions for DD

Also covers: APD, AXTA, CF +12 more
AY

Aleksey Yefremov

KeyBanc Capital Markets

3 questions for DD

Also covers: ALB, ALTM, AVNT +17 more
CS

C. Stephen Tusa

JPMorgan Chase & Co.

3 questions for DD

Also covers: ADSK, ANSS, APG +17 more
Joshua Spector

Joshua Spector

UBS

3 questions for DD

Also covers: ALB, AMBP, APD +37 more
Michael Leithead

Michael Leithead

Barclays

3 questions for DD

Also covers: AMBP, APD, AVY +15 more
Steve Byrne

Steve Byrne

Bank of America

3 questions for DD

Also covers: ADM, APD, AXTA +19 more
Chigusa Katoku

Chigusa Katoku

JPMorgan Chase & Co.

2 questions for DD

Also covers: AIN, EMR
JP

John Patrick

BMO Capital Markets

2 questions for DD

RL

Rachael Lee

Citigroup

2 questions for DD

Also covers: ALB, FUL
RP

Ryan Pirnat

KeyBanc Capital Markets

2 questions for DD

Also covers: HUN, WLK
SS

Shigeru Sakato

JPMorgan Chase & Co.

2 questions for DD

ST

Steve Tusa

JPMorgan Chase & Co.

2 questions for DD

Also covers: AIN, ALTR, CARR +16 more
TH

Turner Hinrichs

Morgan Stanley

2 questions for DD

Also covers: AVNT, EMN, HUN +1 more
AY

Alexandra Yates

KeyBanc Capital Markets

1 question for DD

Bhavesh Lodaya

Bhavesh Lodaya

BMO Capital Markets

1 question for DD

Also covers: ASH, DOW, ENTG +4 more
LA

Laurence Alexander

Jefferies

1 question for DD

Also covers: AIQUY, ALB, APD +27 more
Michael Joseph Sison

Michael Joseph Sison

Wells Fargo Securities LLC

1 question for DD

Also covers: RPM
P

Paul

KeyBanc Capital Markets

1 question for DD

Also covers: GH
Paul Knight

Paul Knight

KeyBanc Capital Markets

1 question for DD

Also covers: A, ATR, AVTR +16 more
RL

Rachel Leoff

Citi

1 question for DD

Rachel Leon

Rachel Leon

Citigroup Inc.

1 question for DD

Also covers: CTVA

Recent press releases and 8-K filings for DD.

DuPont reports Q4 2025 results and issues 2026 outlook
DD
Earnings
Guidance Update
Share Buyback
  • DuPont delivered Q4 net sales of $1.7 billion (flat yoy), operating EBITDA of $409 million (+4%; margin 24.2%, +80 bps) and adjusted EPS of $0.46 (+18%).
  • Full-year 2025 organic sales grew 2%, operating EBITDA rose 6%, margins expanded 100 bps, and adjusted EPS reached $1.68 (+16%).
  • The company completed the separation of Qnity Electronics and executed a $500 million accelerated share repurchase under its $2 billion buyback authorization.
  • 2026 guidance: net sales of $7.1 billion (+3% organic), operating EBITDA of $1.74 billion (+6-8% yoy; +60-80 bps), adjusted EPS of $2.25–2.30, and free cash flow conversion >90%.
Feb 10, 2026, 1:00 PM
DuPont reports Q4 2025 results
DD
Earnings
Guidance Update
Share Buyback
  • DuPont’s Q4 net sales totaled $1.7 billion, with a 1% organic sales decline (adjusting for a $30 million order-timing headwind yields ~1% organic growth); operating EBITDA was $409 million (+4% YoY) with a margin of 24.2% (+80 bps), and adjusted EPS was $0.46 (+18%).
  • For full year 2025, DuPont achieved 2% organic sales growth, 6% operating EBITDA growth, 100 bps of margin expansion, and adjusted EPS of $1.68 (+16%).
  • The company completed the separation of QUNITY Electronics, launched 125 new products generating >$2 billion in sales, and maintained a 30% Vitality Index, underscoring its innovation-driven growth.
  • 2026 guidance includes ~3% organic sales growth, 6–8% operating EBITDA increase with 60–80 bps of margin expansion, adjusted EPS of $2.25–$2.30, and >90% free cash flow conversion.
Feb 10, 2026, 1:00 PM
DuPont de Nemours reports Q4 2025 results and 2026 guidance
DD
Earnings
Guidance Update
Share Buyback
  • Q4 net sales of $1.7 billion were flat year-over-year; operating EBITDA rose 4% to $409 million (24.2% margin, +80 bps); adjusted EPS was $0.46, up 18%.
  • Full-year 2025 organic sales grew 2%, operating EBITDA increased 6%, margins expanded by 100 bps, and adjusted EPS was $1.68, up 16%.
  • For 2026, the company targets about 3% organic sales growth, 60–80 bps of margin expansion, adjusted EPS of $2.25–$2.30, and free cash flow conversion above 90%.
  • Launched 125+ new products in 2025 generating over $2 billion in sales and achieving a Vitality Index of 30%.
  • Executed a $500 million accelerated share repurchase under a $2 billion buyback authorization and plans continued balanced capital deployment via dividends, repurchases, and M&A.
Feb 10, 2026, 1:00 PM
DuPont reports Q4 2025 results
DD
Earnings
Guidance Update
  • DuPont reported Q4 2025 net sales of $1.693 billion, flat YoY, with operating EBITDA of $409 million, up 4% YoY, and a margin expansion of 80 bps to 24.2%.
  • Adjusted EPS was $0.46, up 18% year-over-year on higher segment earnings and lower interest expense.
  • Transaction-adjusted free cash flow from continuing operations was $228 million, with a conversion rate of 118%.
  • Completed the Electronics separation into Qnity on November 1, 2025; aramids divestiture expected around the end of Q1 2026.
  • Provided FY 2026 guidance of ~3% organic net sales growth, 60–80 bps EBITDA margin expansion, $2.25–$2.30 adjusted EPS, and >90% free cash flow conversion.
Feb 10, 2026, 1:00 PM
DuPont reports Q4 and full-year 2025 results
DD
Earnings
Guidance Update
  • In Q4 2025, DuPont delivered $1.7 billion net sales (flat YoY), reported a GAAP loss from continuing operations of $(108) million, achieved $409 million operating EBITDA, $0.46 adjusted EPS, and $228 million transaction-adjusted free cash flow.
  • For FY 2025, the company posted $6.8 billion net sales (+2% organic), $98 million GAAP income from continuing operations, $1.63 billion operating EBITDA, $1.68 adjusted EPS, and $689 million transaction-adjusted free cash flow.
  • DuPont initiated 2026 guidance anticipating Q1 net sales of ~$1.67 billion, operating EBITDA of ~$395 million, adjusted EPS of ~$0.48; and full-year net sales of $7.075–$7.135 billion, operating EBITDA of $1.725–$1.755 billion, adjusted EPS of $2.25–$2.30.
Feb 10, 2026, 11:06 AM
DuPont reports Q4 and full year 2025 results
DD
Earnings
Guidance Update
  • Net sales flat at $1.7 billion in Q4 2025; GAAP loss from continuing operations of $(108 million), operating EBITDA of $409 million, and transaction-adjusted free cash flow of $228 million.
  • Full year 2025 net sales of $6.8 billion (+2% organic), operating EBITDA of $1.63 billion, adjusted EPS of $1.68, and transaction-adjusted free cash flow of $689 million.
  • Initiated 2026 guidance: Q1 net sales of ~$1.67 billion, full year net sales of $7.075–7.135 billion; operating EBITDA of ~$395 million in Q1 and $1.725–1.755 billion for the year; adjusted EPS of ~$0.48 in Q1 and $2.25–2.30 for 2026.
Feb 10, 2026, 11:00 AM
DuPont de Nemours announces early results of tender offer for 5.419% Notes
DD
Debt Issuance
  • As of Nov. 17, 2025, DuPont received valid tenders of $936.6 million for its 5.419% Notes due 2048, exceeding the $739.3 million maximum, and will accept $739.3 million on a 78.96% prorated basis.
  • Payment of $1,000 per $1,000 principal (plus accrued interest) for the accepted notes is scheduled for Nov. 19, 2025.
  • Upon completion of this tender and related redemptions, DuPont will have repaid approximately $4.0 billion of senior notes, finalizing its post-Electronics separation capital structure.
Nov 19, 2025, 9:21 PM
DuPont reports early tender offer results for 5.419% 2048 notes
DD
Debt Issuance
  • DuPont announced early results of its tender offer to purchase up to $739,256,000 aggregate principal of its 5.419% Notes due 2048.
  • As of Nov. 17, 2025, $936,618,000 of the 2048 Notes were validly tendered, resulting in a 78.96% proration factor.
  • The company will accept $739,256,000 of the notes on a pro rata basis and settle on Nov. 19, 2025, paying $1,000 per $1,000 principal plus accrued interest.
  • The Tender Offer expires on Dec. 3, 2025, and, upon completion along with other maturities and redemptions, DuPont will have repaid approximately $4.0 billion of senior notes to establish its post-Electronics separation capital structure.
Nov 18, 2025, 9:15 PM
DuPont reports Q3 2025 results
DD
Earnings
Guidance Update
Share Buyback
  • Net sales of $3.1 billion, up 6% organically, with operating EBITDA of $840 million (+6%) and a margin of 27.3% in Q3 2025.
  • Delivered transaction-adjusted free cash flow of $576 million with 126% conversion; declared an initial quarterly dividend of $0.20 per share and approved a $2 billion share repurchase authorization (including a $500 million ASR).
  • Completed the separation of CUNY, receiving a $4.2 billion “midnight” dividend to be used for debt reduction and targeted capital structure enhancement.
  • Raised full-year 2025 guidance to $6.84 billion in net sales, $1.6 billion in operating EBITDA, and $1.66 adjusted EPS; updated pro-forma targets of $1.63 billion EBITDA and $2.02 EPS.
Nov 6, 2025, 1:00 PM
DuPont reports Q3 2025 results
DD
Earnings
Guidance Update
Share Buyback
  • Net Sales of $3.1 billion (+7%), Operating EBITDA of $840 million (27.3% margin), and Adjusted EPS of $1.09
  • Raised FY 2025 Operating EBITDA guidance to ~$1.6 billion and Adjusted EPS guidance to ~$1.66 (vs. $1.43 prior year)
  • Announced $2 billion share repurchase authorization with a $500 million ASR launch; declared quarterly dividend in line with payout targets
  • Delivered 6% organic sales growth, driven by ElectronicsCo (+10%) and IndustrialsCo (+4%)
  • Reached agreement to divest the Aramids business and completed the Qnity spin-off on November 1
Nov 6, 2025, 1:00 PM