DD · Earnings call · 2026Q2T · Full report
Guidance and Outlook
DuPont de Nemours, Inc. · 2026-08-04 · Importance 85 · Surprise 76 · No source text
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 prior guidance and represents an 18% increase versus the prior-year pro forma result. Second-half net sales are expected to be $3.675 billion, with approximately 6% organic growth, $900 million of operating EBITDA, and 24.5% operating EBITDA margin. Third-quarter guidance calls for $1.835 billion of sales, $448 million of operating EBITDA, 24.4% margin, and adjusted EPS of $1.80 to $1.90, while fourth-quarter organic growth is expected to accelerate to approximately 7% because of large global projects.
Key facts
- Q3 2026 net sales guidance assumes about 5% organic growth year-over-year when adjusted for the prior year timing shift and about 3% organic growth year-over-year as reported.
- Q3 2026 Healthcare & Water segment expected organic sales growth in the mid-single digits percent range.
- Q3 2026 Diversified Industrials segment expected organic sales growth in the low single-digit percent range, on continued strength in aerospace and electric vehicle battery applications.
- DuPont raised full year 2026 net sales midpoint to $7.175 billion due to a lower expected currency benefit.
- Full year 2026 operating EBITDA midpoint increased to $1.760 billion.
- Second half 2026 net sales midpoint: $3.675 billion, assumes organic growth of about 6% year-over-year.
- Second half 2026 operating EBITDA expected to be $900 million, resulting in operating EBITDA margin of 24.5% including a 50 basis point headwind from oil and gas inflation.
- Q3 2026 estimated net sales: $1.835 billion; operating EBITDA: $448 million; operating EBITDA margin: 24.4% including a 50 basis point headwind from oil and gas inflation.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +0.7% | Incremental Q3 2026 sales lift of approximately $15 million from Q2 related to pricing actions already taken. |
| margin | negative | committed | -0.4% | Second half 2026 operating EBITDA expected to be $900 million, resulting in operating EBITDA margin of 24.5% including a 50 basis point… |
| margin | negative | committed | -0.4% | Q3 2026 estimated net sales: $1.835 billion; operating EBITDA: $448 million; operating EBITDA margin: 24.4% including a 50 basis point… |
| margin | negative | committed | -0.3% | Full year 2026 operating EBITDA margins of 24.5% include a 30 basis point headwind from oil and gas inflation. |
| revenue | positive | committed | — | Q3 2026 net sales guidance assumes about 5% organic growth year-over-year when adjusted for the prior year timing shift and about 3%… |
| revenue | positive | committed | — | Q3 2026 Healthcare & Water segment expected organic sales growth in the mid-single digits percent range. |
| revenue | positive | committed | — | Q3 2026 Diversified Industrials segment expected organic sales growth in the low single-digit percent range, on continued strength in… |
| revenue | positive | committed | — | DuPont raised full year 2026 net sales midpoint to $7.175 billion due to a lower expected currency benefit. |
| operating_income | positive | committed | — | Full year 2026 operating EBITDA midpoint increased to $1.760 billion. |
| revenue | positive | committed | — | Second half 2026 net sales midpoint: $3.675 billion, assumes organic growth of about 6% year-over-year. |
| operating_income | positive | committed | — | Second half 2026 operating EBITDA expected to be $900 million, resulting in operating EBITDA margin of 24.5% including a 50 basis point… |
| revenue | positive | committed | — | Q3 2026 estimated net sales: $1.835 billion; operating EBITDA: $448 million; operating EBITDA margin: 24.4% including a 50 basis point… |