Earnings summaries and quarterly performance for DuPont de Nemours.
Executive leadership at DuPont de Nemours.
Lori Koch
Chief Executive Officer
Antonella Franzen
Senior Vice President and Chief Financial Officer
Beth Ferreira
President, Diversified Industrials
Christopher Raia
Senior Vice President and Chief Human Resources Officer
Erik Hoover
Senior Vice President and General Counsel
Jeroen Bloemhard
President, Healthcare & Water Technologies
Leland Weaver
President, Water & Protection
Madeleine Barber
Vice President of Tax, Controller and Chief Accounting Officer
Steve Larrabee
Senior Vice President and Chief Information Officer
Board of directors at DuPont de Nemours.
Research analysts who have asked questions during DuPont de Nemours earnings calls.
John Ezekiel Roberts
Mizuho Securities
7 questions for DD
Michael Sison
Wells Fargo
7 questions for DD
Scott Davis
Melius Research
7 questions for DD
Arun Viswanathan
RBC Capital Markets
6 questions for DD
Jeffrey Sprague
Vertical Research Partners
6 questions for DD
Christopher Parkinson
Wolfe Research
5 questions for DD
David Begleiter
Deutsche Bank
5 questions for DD
Frank Mitsch
Fermium Research
5 questions for DD
Patrick Cunningham
Citigroup
5 questions for DD
Vincent Andrews
Morgan Stanley
5 questions for DD
John McNulty
BMO Capital Markets
4 questions for DD
Aleksey Yefremov
KeyBanc Capital Markets
3 questions for DD
C. Stephen Tusa
JPMorgan Chase & Co.
3 questions for DD
Josh Spector
UBS Group
3 questions for DD
Joshua Spector
UBS
3 questions for DD
Michael Leithead
Barclays
3 questions for DD
Steve Byrne
Bank of America
3 questions for DD
Chris Parkinson
Wolfe Research, LLC
2 questions for DD
John Patrick
BMO Capital Markets
2 questions for DD
Matthew Deyoe
Bank of America
2 questions for DD
Rachael Lee
Citigroup
2 questions for DD
Ryan Pirnat
KeyBanc Capital Markets
2 questions for DD
Shigeru Sakato
JPMorgan Chase & Co.
2 questions for DD
Steve Tusa
JPMorgan Chase & Co.
2 questions for DD
Turner Hinrichs
Morgan Stanley
2 questions for DD
Alexandra Yates
KeyBanc Capital Markets
1 question for DD
Bhavesh Lodaya
BMO Capital Markets
1 question for DD
Laurence Alexander
Jefferies
1 question for DD
Recent press releases and 8-K filings for DD.
- 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.
- 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.
- 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.
Recent SEC filings and earnings call transcripts for DD.
No recent filings or transcripts found for DD.