DD
DuPont de Nemours, Inc.40.45
-0.16-0.39%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A affirms outlook, adds industrials color
Q&A largely reaffirmed DuPont's prepared 3% organic growth and margin expansion guidance, but added color on early industrial order recovery—low double-digit in aerospace amid short-cycle rebound. Shelter starts slightly down on tough comps but trends to flat yearly. Aramis' $1B net proceeds split between buybacks and healthcare M&A targeting high-IRR bolt-ons like Spectrum. Vitality index products lift margins 145 bps; Tyvek upgrades and gen-4 RO highlighted. China water slows on industrial malaise but ramps later. Orders are picking up. Confident execution tone; watch industrial durability, M&A closes.
Key Stats
Market Cap
16.95BP/E (TTM)
23.38Basic EPS (TTM)
1.73Dividend Yield
0.04%Recent Filings
8-K
8-K
10-K
FY2025 results
DuPont posted FY2025 net sales of $6.8B, up 2% y/y on 3% volume gains led by Healthcare & Water Technologies (+7%) despite Diversified Industrials softening (-1%). Operating EBITDA hit $1.8B across segments, buoyed by productivity yet pressured by separation costs. Q4 accelerated Healthcare momentum while Industrials lagged on construction woes; margins held firm. Post-Electronics spin cash pile funds $500M Q4 buyback under fresh $2B authorization, debt slashed to $3.2B. Q4 beat annual trends. Electronics Separation tax-free status at risk.
8-K
DuPont beats 2025 guidance
DuPont reported Q4 2025 net sales flat at $1.7B on continuing ops, with organic sales down 1% from timing shifts, yet operating EBITDA rose 4% to $409M on mix and productivity. Full-year sales hit $6.8B up 2% organically, adjusted EPS climbed 16% to $1.68, transaction-adjusted free cash flow $689M. Momentum intact. Guides 2026 sales $7.075-$7.135B, EBITDA $1.725-$1.755B.
8-K
Macpherson joins DuPont board
DuPont appointed D.G. Macpherson, Grainger's Chairman and CEO, to its Board on January 20, 2026, effective immediately. Deemed independent, he brings supply chain and operational expertise to fuel growth strategy. No related arrangements or transactions disclosed. Expertise aligns with transformation needs.
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