DD · Industrials

DuPont de Nemours, Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-08

• PFAS Settlement LiabilityImportance 65 · Surprise 60
  A federal judge approved settlements valued at more than $2.5 billion involving New Jersey and companies including DuPont, Chemours and Corteva. The agreements address PFAS-related natural-resource damages, site…

News · 2026-08-07

• PFAS Settlement LiabilityImportance 65 · Surprise 60
  A federal judge approved settlements valued at more than $2.5 billion involving New Jersey and companies including DuPont, Chemours and Corteva. The agreements address PFAS-related natural-resource damages, site…
• Capital Return ProgramImportance 40 · Surprise 42
  DuPont announced its intent to repurchase $250 million of shares during the third quarter of 2026. Management linked the buyback and strategic capital deployment to the company’s portfolio actions, including the…
• Free Cash Flow and LiquidityImportance 34 · Surprise 24
  Cash provided by operating activities from continuing operations was $400 million in the second quarter of 2026. Transaction-adjusted free cash flow was $326 million, representing 127% conversion. The cash generation…

News · 2026-08-06

• Litigation and Legal RiskImportance 65 · Surprise 60
  A federal judge approved more than $2.5 billion of settlements resolving New Jersey claims against DuPont-related entities, Chemours, Corteva, and 3M over PFAS contamination. The settlements cover natural-resource…
• PFAS Regulatory RiskImportance 47 · Surprise 60
  California Attorney General Rob Bonta filed a Second Amended Complaint accusing DuPont, Corteva, Chemours, and Qnity Electronics of using corporate restructurings and allegedly fraudulent transfers to shift PFAS…
• Products and TechnologyImportance 17 · Surprise 24
  DuPont’s FilmTec™ Fortilife™ XC220 high-pressure reverse-osmosis element was recognized for industrial water circularity applications. The product can increase brine concentration up to 220 g/L NaCl, helping customers…

News · 2026-08-05

• Products and TechnologyImportance 17 · Surprise 24
  DuPont’s FilmTec™ Fortilife™ XC220 high-pressure reverse-osmosis element was recognized for industrial water circularity applications. The product can increase brine concentration up to 220 g/L NaCl, helping customers…
• Distribution ChannelsImportance 17 · Surprise 24
  DuPont added Hallmark Building Supplies and Parksite to its Corian® Design distribution network. The partners are intended to improve regional service, logistics and product availability across the Mid-Atlantic and…

10-Q · 2026-08-04

• Liquidity and Debt PositionImportance 85 · Surprise 88
  Cash and cash equivalents increased to $1.740 billion at June 30, 2026 from approximately $0.7 billion at December 31, 2025, while total debt declined to $3.125 billion from $3.194 billion. DuPont entered into a $750…
• Portfolio Reshaping (M&A / Divestiture)Importance 71 · Surprise 60
  On April 1, 2026, DuPont completed the sale of its Aramids business to Arclin, a portfolio company of an affiliate of TJC LP. Consideration included approximately $1.2 billion of pretax cash proceeds, a $300 million…
• Operating Cash Flow TrendsImportance 69 · Surprise 64
  Cash provided by operating activities from continuing operations increased to $632 million in the first six months of 2026 from $151 million in the comparable 2025 period. The improvement was driven by higher earnings…
• Acquisition / Partnership / DivestitureImportance 65 · Surprise 60
  DuPont completed the Aramids Divestiture to Arclin on April 1, 2026, receiving approximately $1.2 billion of pretax cash, a $300 million note receivable, and $325 million of noncontrolling equity in Arclin. DuPont…
• Headcount / RestructuringImportance 58 · Surprise 42
  DuPont launched the 2026 DuPont Restructuring Program in February 2026 to reduce costs, streamline operations, and align its organizational structure. The program carries expected pretax restructuring, asset-related,…
• Capital Return ProgramImportance 58 · Surprise 42
  DuPont repurchased $275 million of common stock through a May 2026 accelerated share repurchase transaction under its $2 billion authorization, receiving and retiring approximately 1.8 million shares at $148.91 per…
• 2026 DuPont Restructuring ProgramImportance 58 · Surprise 42
  In February 2026, DuPont committed to a restructuring program to reduce costs, streamline operations, and align its organization and cost structure with strategic priorities. The program is expected to generate…
• Revenue Performance and MixImportance 49 · Surprise 32
  Net sales increased 4% year over year to $1.819 billion in the second quarter of 2026 from $1.749 billion, driven entirely by 4% organic sales growth. Six-month net sales rose 4% to $3.500 billion from $3.361 billion,…
• Segment Revenue PerformanceImportance 49 · Surprise 32
  Healthcare & Water Technologies generated second-quarter sales of $856 million, up 5% year over year, with 4% organic growth and 1% favorable currency impact. Its six-month sales reached $1.662 billion, up 5%, as…
• Operating Margin DriversImportance 49 · Surprise 32
  Cost of sales was $1.2 billion in the second quarter of 2026, and its ratio to sales remained 65%, while the six-month ratio improved to 65% from 66% in 2025. The six-month improvement reflected increased sales volume…
• End-Market Demand TrendsImportance 49 · Surprise 32
  DuPont reported second-quarter 2026 net sales of $1.8 billion, up 4% year over year, with organic sales growth of 4% led by Healthcare & Water Technologies and Diversified Industrials. For the first six months, net…
• Healthcare Water DemandImportance 49 · Surprise 32
  Healthcare & Water Technologies second-quarter net sales rose 5% to $856 million, driven by 4% organic growth and a 1% favorable currency effect. Healthcare Technologies benefited from broad-based volume growth led by…
• Industrial End-Market DemandImportance 49 · Surprise 32
  Diversified Industrials second-quarter net sales increased 3% to $963 million, entirely from 3% organic sales growth. Industrial Technologies growth was driven by aerospace markets and electric vehicle applications,…
• Income Tax Rate ChangesImportance 45 · Surprise 64
  The second-quarter 2026 effective tax rate on continuing operations fell to 28.2% from 69.2% in the second quarter of 2025. The six-month effective tax rate declined to 23.7% from 40.6%. DuPont attributed both…
• NJ PFAS SettlementImportance 40 · Surprise 42
  In August 2025, DuPont, Chemours, and Corteva agreed to a proposed Judicial Consent Order with the State of New Jersey addressing legacy claims involving DNAPL, chemical solvents, PFAS, and other substances of concern.…
• Research and Development ExpenseImportance 34 · Surprise 30
  Second-quarter R&D expense declined 21% to $42 million from $53 million in 2025. Six-month R&D expense declined 14% to $89 million from $103 million. R&D represented 2% of second-quarter sales versus 3% in the…
• FX / Currency ImpactImportance 31 · Surprise 32
  A weakening U.S. dollar against the Euro produced a 1% favorable currency impact on consolidated net sales for the three months ended June 30, 2026 and a 1% favorable impact for the six months ended June 30, 2026.…
• Trade Policy and TariffsImportance 25 · Surprise 42
  In February 2026, the U.S. Supreme Court invalidated certain tariffs imposed under the International Emergency Economic Powers Act, after which the collecting agency stopped assessing them. DuPont began receiving…
• Manufacturing ProductivityImportance 23 · Surprise 24
  DuPont cited manufacturing productivity as a contributor to improved segment operating performance in both reporting periods. In Healthcare & Water Technologies, second-quarter operating EBITDA growth reflected organic…
• Middle East Conflict ImpactImportance 17 · Surprise 24
  In February 2026, military conflict involving the United States, Israel, and Iran increased geopolitical uncertainty. DuPont has no operations in Iran and reported no material impact on financial condition or results…
• Dividend DeclarationImportance 13 · Surprise 6
  DuPont paid its second-quarter 2026 dividend of $0.60 per share on May 29, 2026 to shareholders of record on May 15. The Board declared a third-quarter dividend of $0.60 per share on June 24, payable September 15, 2026…

Earnings call · 2026-08-04

• Guidance and OutlookImportance 85 · Surprise 76
  DuPont raised full-year 2026 guidance to slightly above 4% organic sales growth, $7.175 billion of net sales, $1.760 billion of operating EBITDA, and $7.24 of adjusted EPS. The adjusted EPS midpoint is up $0.15 from…
• Guidance / OutlookImportance 85 · Surprise 76
  DuPont raised full-year 2026 guidance, now expecting organic sales growth slightly above 4% and midpoint net sales of $7.175 billion. Operating EBITDA guidance increased to $1.760 billion, with a 24.5% margin including…
• Capital Return ProgramImportance 64 · Surprise 42
  DuPont expects to launch a $250 million share repurchase in the third quarter of 2026. Management described the buyback as part of a balanced capital-allocation approach that also preserves capacity for acquisitions.…
• Electric Vehicle Battery DemandImportance 64 · Surprise 56
  DuPont reported strong second-quarter growth in electric-vehicle battery applications, particularly in European markets, as automotive manufacturers introduced newer models. The battery business is primarily adhesives…
• Commercial Execution and WinsImportance 59 · Surprise 82
  DuPont is using AI to accelerate sales-play preparation and demand generation, reducing launch time from several months to four weeks. The company has won approximately 150 opportunities, representing a nearly 30% win…
• Free Cash Flow and LiquidityImportance 56 · Surprise 24
  Transaction-adjusted second-quarter free cash flow was $326 million, representing 127% conversion. Management attributed the result to earnings growth and net working capital productivity, including improvements in…
• AI Adoption RecognitionImportance 56 · Surprise 82
  DuPont is using AI to accelerate sales plays, improve demand generation and shorten commercial-launch preparation time. The company has won approximately 150 opportunities through these initiatives, representing a…
• Market Demand TrendsImportance 54 · Surprise 40
  Second-quarter organic sales increased 4%, with broad-based strength in healthcare, aerospace, industrial water and semiconductor markets. Healthcare sales rose at a mid-single-digit rate, led by double-digit gains in…
• Productivity / Cost Reduction ProgramsImportance 51 · Surprise 50
  DuPont is targeting 3% annual net productivity as a percentage of COGS, versus a historical level that was approximately flat. Second-quarter productivity reduced COGS by approximately 200 basis points and contributed…
• Revenue Performance and MixImportance 49 · Surprise 32
  Second-quarter net sales were $1.8 billion, up 4% year over year on 4% organic growth. Healthcare & Water Technologies organic sales increased 4%, while Diversified Industrials organic sales increased 3%. Growth was…
• Segment ProfitabilityImportance 49 · Surprise 32
  Second-quarter operating EBITDA was $448 million, up 8% year over year, and operating EBITDA margin expanded 80 basis points to 24.6%. Healthcare & Water Technologies generated $258 million of operating EBITDA, up 4%,…
• Portfolio Reshaping (M&A / Divestiture)Importance 46 · Surprise 42
  DuPont continues to pursue a robust M&A pipeline in Water and Healthcare while maintaining a balanced approach to capital allocation. After announcing a $250 million share repurchase, management said it still has well…
• AI Infrastructure DemandImportance 41 · Surprise 48
  DuPont is benefiting from demand for ultra-pure water used by semiconductor manufacturers, which management linked to continued AI and advanced-node investment. Water-related semiconductor demand grew more than 20% in…
• Acquisition / Partnership / DivestitureImportance 34 · Surprise 42
  DuPont reported a robust M&A pipeline across Water and Healthcare, including packaging and CDMO opportunities. Management said more than $1 billion remains available for acquisitions after the planned $250 million…
• Products and TechnologyImportance 34 · Surprise 42
  DuPont launched an integrated direct-lithium-extraction solution combining membranes and ion-exchange resins to improve lithium recovery and purity. The company expanded its Liveo portfolio for biopharmaceutical…
• Gross Margin DriversImportance 31 · Surprise 32
  Healthcare & Water Technologies margin declined 30 basis points year over year to 30.1% in the second quarter despite 5% reported sales growth. The decline reflected a less favorable mix after a healthcare-heavy first…
• Manufacturing and CapacityImportance 31 · Surprise 42
  DuPont’s 80/20 program identified opportunities to reduce manufacturing complexity, improve production sequencing and focus capacity on higher-value product families. Management expects these actions to improve yields,…
• Distribution ChannelsImportance 31 · Surprise 42
  DuPont is reallocating commercial, technical-service and marketing resources toward geographies and market segments with the greatest growth potential. For smaller markets, the company plans to simplify its approach…
• 80/20 Operating ModelImportance 31 · Surprise 42
  DuPont is implementing an 80/20 program initially across four Diversified Industrials businesses to concentrate resources on higher-value geographies, market segments and product families. The program is simplifying…
• Supply Chain ConstraintsImportance 28 · Surprise 42
  Middle East water sales were affected by conflict-related logistics disruption and project timing, particularly in desalination and reverse-osmosis applications. Management said projects were delayed or moved rather…
• Middle East Conflict ImpactImportance 28 · Surprise 42
  The Middle East conflict disrupted the timing of desalination and reverse-osmosis projects, although management said projects were delayed rather than canceled. A $10 million revenue shift from the first quarter to the…
• FX / Currency HeadwindsImportance 25 · Surprise 32
  DuPont lowered its 2026 net sales midpoint to $7.175 billion because the strengthening U.S. dollar is expected to reduce the currency benefit. Operating EBITDA guidance of $1.760 billion more than offsets currency…
• Geographic Revenue ShiftImportance 20 · Surprise 24
  Water sales were negatively affected by Middle East project timing, although management said the underlying projects remain on the books rather than being canceled. Middle East revenue is expected to improve in the…
• Trade Policy and TariffsImportance 19 · Surprise 6
  Management did not identify any specific tariff, export-control or country-restriction impact during the call. The principal disclosed external cost pressure was oil and gas inflation rather than tariffs. DuPont…
• Geographic Market CommentaryImportance 17 · Surprise 24
  Asia Pacific led growth in Building Technologies, which benefited from both residential and nonresidential construction markets. Residential performance was above market, driven predominantly by multifamily housing,…

8-K · 2026-08-04

• Headcount / RestructuringImportance 44 · Surprise 58
  DuPont recorded $43 million of net restructuring and asset-related charges in the first six months of 2026, compared with $39 million in the prior-year period. The company included $6 million of restructuring and…
• Operating Expense TrendsImportance 39 · Surprise 38
  Second-quarter research and development expense fell 21% year over year to $42 million from $53 million, while six-month R&D expense declined 14% to $89 million from $103 million. Second-quarter selling, general and…
• Revenue Performance and MixImportance 31 · Surprise 32
  Second-quarter 2026 net sales increased 4% year over year to $1.819 billion from $1.749 billion, with organic sales also up 4%. Healthcare & Water Technologies generated $856 million, up 5% including a 1% currency…
• End-Market Demand TrendsImportance 31 · Surprise 32
  DuPont reported 4% organic sales growth in the second quarter of 2026, including 4% growth in Healthcare & Water Technologies and 3% in Diversified Industrials. Healthcare Technologies sales increased mid-single digits…
• Geographic Market CommentaryImportance 22 · Surprise 32
  Water Technologies sales increased at a low-single-digit organic rate during the quarter. Growth was driven by continued strength in industrial water and semiconductor markets. This performance was partially offset by…