DD · Earnings call · 2026Q2T · Full report

Acquisition / Partnership / Divestiture

DuPont de Nemours, Inc. · 2026-08-04 · Importance 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 share repurchase. The company is targeting gross valuation multiples in the mid-teens and lower-teens multiples after synergies. Potential acquisitions are expected to be incremental to DuPont’s overall growth algorithm, with returns evaluated against valuation and synergy assumptions.