DD · Earnings call · 2026Q2T · Full report

Trade Policy and Tariffs

DuPont de Nemours, Inc. · 2026-08-04 · Importance 19 · Surprise 6

Management did not identify any specific tariff, export-control or country-restriction impact during the call. The principal disclosed external cost pressure was oil and gas inflation rather than tariffs. DuPont expects approximately $90 million of full-year pricing related to oil and gas headwinds, with most of that pricing realized in the second half. Management said it will continue evaluating pricing and elasticity across lines of business as it moves into 2027.