DD · Earnings call · 2026Q2T · Full report

Supply Chain Constraints

DuPont de Nemours, Inc. · 2026-08-04 · Importance 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 than canceled, with several large projects still on the books and expected to contribute later in the year. Outside the Middle East, Water organic sales increased at a mid-single-digit rate, indicating that the weakness was geographically concentrated. The Middle East represents approximately 10% of Water sales.