DD · Earnings call · 2026Q2T · Full report

Middle East Conflict Impact

DuPont de Nemours, Inc. · 2026-08-04 · Importance 28 · Surprise 42

The Middle East conflict disrupted the timing of desalination and reverse-osmosis projects, although management said projects were delayed rather than canceled. A $10 million revenue shift from the first quarter to the second quarter occurred in April, and additional large projects are expected to contribute mainly in the fourth quarter. Water growth guidance was tempered to the low-to-mid-single-digit range for the full year, while second-half growth is expected to average in the high single digits. The Middle East represents approximately 10% of Water sales, and sales outside the region grew mid-single digits organically in the second quarter.