DD · Earnings call · 2026Q2T · Full report
Revenue Performance and Mix
DuPont de Nemours, Inc. · 2026-08-04 · Importance 49 · Surprise 32 · No source text
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 led by healthcare, aerospace, industrial water, semiconductor markets, and Building Technologies, with approximately 1 percentage point of company-wide organic growth coming from pricing, evenly split between the two segments. Healthcare sales rose mid-single digits organically, while Water increased low single digits and Industrial Technologies grew mid-single digits.
Key facts
- Net sales in Q2 2026: $1.8 billion, up 4% versus the year ago period on 4% organic sales growth.
- Healthcare & Water Technologies Q2 2026 net sales: $856 million, up 5% versus the year ago period on 4% organic growth and a 1% benefit from currency.
- Healthcare Q2 2026 sales: up mid-single-digit percent on an organic basis versus the year ago period.
- Water Q2 2026 sales: up low single-digits percent on an organic basis, with double-digit gains in industrial water and semiconductor markets, partially offset by weakness in the Middle East.
- Diversified Industrials Q2 2026 net sales: $963 million, increased 3% versus the year ago period on 3% organic sales growth.
- Building Technologies Q2 2026 organic sales: up low single-digits percent, led by Asia Pacific.
- Industrial Technologies Q2 2026 organic sales: up mid-single-digits percent on double-digit gains in aerospace and electric vehicle battery applications and mid-single-digit growth in printing applications.
- Of the company's 4% organic growth in Q2, there was about 1 point of price, pretty equally split between the two segments.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +3.8% | Net sales in Q2 2026: $1.8 billion, up 4% versus the year ago period on 4% organic sales growth. |
| revenue | positive | realized | +2.2% | Healthcare & Water Technologies Q2 2026 net sales: $856 million, up 5% versus the year ago period on 4% organic growth and a 1% benefit… |
| revenue | positive | realized | +1.8% | Healthcare & Water Technologies Q2 2026 net sales: $856 million, up 5% versus the year ago period on 4% organic growth and a 1% benefit… |
| revenue | positive | realized | +1.6% | Diversified Industrials Q2 2026 net sales: $963 million, increased 3% versus the year ago period on 3% organic sales growth. |
| revenue | positive | realized | +1.0% | Of the company's 4% organic growth in Q2, there was about 1 point of price, pretty equally split between the two segments. |
| revenue | positive | realized | +0.5% | Healthcare & Water Technologies Q2 2026 net sales: $856 million, up 5% versus the year ago period on 4% organic growth and a 1% benefit… |