DD · Earnings call · 2026Q2T · Full report

Geographic Revenue Shift

DuPont de Nemours, Inc. · 2026-08-04 · Importance 20 · Surprise 24

Water sales were negatively affected by Middle East project timing, although management said the underlying projects remain on the books rather than being canceled. Middle East revenue is expected to improve in the second half, with most large projects currently expected to contribute in the fourth quarter. The Middle East represents approximately 10% of Water sales, while Water organic growth outside the region increased mid-single digits in the second quarter. Full-year Water growth was tempered to the low-to-mid-single-digit range, but second-half Water growth is still expected to average in the high-single-digit range.

Key facts