DD · Earnings call · 2026Q2T · Full report

Market Demand Trends

DuPont de Nemours, Inc. · 2026-08-04 · Importance 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 personal protection and biopharma. Industrial water and semiconductor markets posted double-digit growth, while Industrial Technologies grew at a mid-single-digit rate, including double-digit gains in aerospace and electric-vehicle battery applications. Management also cited low-double-digit order gains across the industrial portfolio and a recovering short-cycle order book.

Key facts

• Company sees ultra-pure water for chip manufacturers growing in the 20%+ range for the past several quarters and expects it to continue to grow.
• Q2 Diversified Industrials saw double-digit gains in aerospace and electric vehicle battery applications.