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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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.
- 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.
- 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
- Q3 net sales of $3.1 billion, up 6% organically, and Operating EBITDA of $840 million, up 6% with a 27.3% margin.
- Raised 2025 guidance: full-year net sales of $6.84 billion, Operating EBITDA of $1.60 billion, adjusted EPS of $1.66; Q4 outlook: net sales $1.685 billion, EBITDA $385 million, EPS $0.43.
- Capital allocation: declared initial quarterly dividend of $0.20 per share, approved $2 billion share repurchase authorization and imminent $500 million ASR.
- Corporate actions: completed CUNY separation and Aramid divestiture, received $4.2 billion midnight dividend to reduce debt.
- Segment highlights: Electronics Co. organic sales up high-single digits, EBITDA of $403 million (+6%) with a 31.6% margin despite mix and FX headwinds.
- Net sales of $3.1 billion rose 7% year-over-year (6% organic, 1% FX); Operating EBITDA was $840 million, up 6%, with a margin of 27.3%.
- Initial quarterly dividend of $0.20 per share declared; $2 billion share repurchase authorization approved, including a $500 million ASR to launch imminently.
- Spin-off of CUNY completed, yielding a $4.2 billion midnight dividend to reduce debt; Aramids presented as discontinued operations.
- Full-year guidance raised: Operating EBITDA to $1.6 billion, adjusted EPS to $1.66; Q4 sales expected at flat 1% organic growth normalized (–1% reported).
- Net sales of $3.1 billion, up 7% year-over-year; organic sales grew 6% versus prior year.
- GAAP income from continuing operations of $308 million, Operating EBITDA of $840 million, GAAP EPS of $0.70, and adjusted EPS of $1.09.
- Raised full-year 2025 Operating EBITDA guidance to ~$1.6 billion and net sales guidance to ~$6.84 billion, with Q4 sales expected at ~$1.685 billion and EBITDA at ~$385 million.
- Board approved a $2 billion share repurchase authorization, including a $500 million accelerated share repurchase, and declared a quarterly dividend of $0.20 per share.
- Generated $591 million of operating cash flow and $576 million of transaction-adjusted free cash flow, achieving 126% free cash flow conversion.
- DuPont delivered Net Sales of $3.1 billion (+7% YoY; +6% organic) and Operating EBITDA of $840 million in Q3 2025, driven by strength in electronics, healthcare and water end-markets.
- GAAP EPS from continuing operations was $0.70, while Adjusted EPS remained flat at $1.09 year-over-year.
- The company raised its FY 2025 Operating EBITDA guidance to $1.6 billion, up from prior outlook.
- DuPont announced a $2 billion share repurchase authorization (including a $500 million accelerated buyback) and declared its inaugural $0.20 quarterly dividend.
- Filed unaudited pro forma consolidated financial statements under Item 9.01 reflecting the completion of the Electronics business separation into Qnity Electronics and the $4.122 billion Qnity Cash Distribution to DuPont shareholders.
- Pro forma adjustments eliminate the Electronics segment and incorporate repayment of approximately $4.0 billion aggregate principal amount of senior notes, with $168 million of refinancing expenses.
- Pro forma net sales for the six months ended June 30, 2025 were $4.035 billion and for the year ended December 31, 2024 were $8.050 billion, reflecting the Electronics separation.
- Notes clarify that the planned Aramids (Kevlar®/Nomex®) divestiture is not included and that the Electronics business will be reported as discontinued operations beginning Q3 2025.
- DuPont completed the separation of its electronics business as Qnity Electronics, Inc. on November 1, 2025, and Qnity began trading on the NYSE under the ticker Q, while DuPont continues trading as DD.
- DuPont shareholders received one share of Qnity for every two DuPont shares held as of October 22, 2025, resulting in the distribution of approximately 209 million Qnity shares.
- In connection with the distribution, DuPont and Qnity entered into key agreements covering the separation, including a Separation and Distribution Agreement, Tax Matters Agreement, Employee Matters Agreement, Intellectual Property Cross-License Agreement, Transition Services Agreement, and Legacy Liabilities Assignment Agreement.
- Upon completion, Qnity is an independent, publicly traded company and DuPont holds no ownership interest in Qnity.
- DuPont completed the spin-off of its electronics business into Qnity Electronics, which began trading on the NYSE under ticker Q and joined the S&P 500.
- DuPont shareholders received one Qnity share for every two DuPont shares, distributing approximately 209 million Qnity shares.
- Qnity, led by CEO Jon Kemp, operates 39 manufacturing sites and 17 R&D facilities worldwide, focusing on semiconductor materials with a total addressable market exceeding $30 billion.
- DuPont continues to trade as “DD” and plans to divest its legacy aramid fibers business (including Kevlar and Nomex) by early 2026 as part of its specialty-chemicals strategy.
- DuPont spun off its electronics business into independent public company Qnity Electronics, effective November 1, 2025; Qnity began trading on the NYSE under Q.
- DuPont shareholders received 1 share of Qnity for every 2 DuPont shares held as of October 22, 2025; approximately 209 million Qnity shares were distributed.
- DuPont remains listed under DD and, per CEO Lori Koch, is positioned as a more focused, agile multi-industrial company post-separation.