DD · 10-Q · 2026Q2

DuPont de Nemours, Inc.

Filed 2026-08-04 · Industrials · View original filing on EDGAR

Ranked Events

• Liquidity and Debt PositionImportance 85 · Surprise 88
  Cash and cash equivalents increased to $1.740 billion at June 30, 2026 from approximately $0.7 billion at December 31, 2025, while total debt declined to $3.125 billion from $3.194 billion. DuPont entered into a $750…
• Portfolio Reshaping (M&A / Divestiture)Importance 71 · Surprise 60
  On April 1, 2026, DuPont completed the sale of its Aramids business to Arclin, a portfolio company of an affiliate of TJC LP. Consideration included approximately $1.2 billion of pretax cash proceeds, a $300 million…
• Operating Cash Flow TrendsImportance 69 · Surprise 64
  Cash provided by operating activities from continuing operations increased to $632 million in the first six months of 2026 from $151 million in the comparable 2025 period. The improvement was driven by higher earnings…
• Acquisition / Partnership / DivestitureImportance 65 · Surprise 60
  DuPont completed the Aramids Divestiture to Arclin on April 1, 2026, receiving approximately $1.2 billion of pretax cash, a $300 million note receivable, and $325 million of noncontrolling equity in Arclin. DuPont…
• 2026 DuPont Restructuring ProgramImportance 58 · Surprise 42
  In February 2026, DuPont committed to a restructuring program to reduce costs, streamline operations, and align its organization and cost structure with strategic priorities. The program is expected to generate…
• Capital Return ProgramImportance 58 · Surprise 42
  DuPont repurchased $275 million of common stock through a May 2026 accelerated share repurchase transaction under its $2 billion authorization, receiving and retiring approximately 1.8 million shares at $148.91 per…
• Headcount / RestructuringImportance 58 · Surprise 42
  DuPont launched the 2026 DuPont Restructuring Program in February 2026 to reduce costs, streamline operations, and align its organizational structure. The program carries expected pretax restructuring, asset-related,…
• Industrial End-Market DemandImportance 49 · Surprise 32
  Diversified Industrials second-quarter net sales increased 3% to $963 million, entirely from 3% organic sales growth. Industrial Technologies growth was driven by aerospace markets and electric vehicle applications,…
• Healthcare Water DemandImportance 49 · Surprise 32
  Healthcare & Water Technologies second-quarter net sales rose 5% to $856 million, driven by 4% organic growth and a 1% favorable currency effect. Healthcare Technologies benefited from broad-based volume growth led by…
• End-Market Demand TrendsImportance 49 · Surprise 32
  DuPont reported second-quarter 2026 net sales of $1.8 billion, up 4% year over year, with organic sales growth of 4% led by Healthcare & Water Technologies and Diversified Industrials. For the first six months, net…
• Operating Margin DriversImportance 49 · Surprise 32
  Cost of sales was $1.2 billion in the second quarter of 2026, and its ratio to sales remained 65%, while the six-month ratio improved to 65% from 66% in 2025. The six-month improvement reflected increased sales volume…
• Segment Revenue PerformanceImportance 49 · Surprise 32
  Healthcare & Water Technologies generated second-quarter sales of $856 million, up 5% year over year, with 4% organic growth and 1% favorable currency impact. Its six-month sales reached $1.662 billion, up 5%, as…
• Revenue Performance and MixImportance 49 · Surprise 32
  Net sales increased 4% year over year to $1.819 billion in the second quarter of 2026 from $1.749 billion, driven entirely by 4% organic sales growth. Six-month net sales rose 4% to $3.500 billion from $3.361 billion,…
• Income Tax Rate ChangesImportance 45 · Surprise 64
  The second-quarter 2026 effective tax rate on continuing operations fell to 28.2% from 69.2% in the second quarter of 2025. The six-month effective tax rate declined to 23.7% from 40.6%. DuPont attributed both…
• NJ PFAS SettlementImportance 40 · Surprise 42
  In August 2025, DuPont, Chemours, and Corteva agreed to a proposed Judicial Consent Order with the State of New Jersey addressing legacy claims involving DNAPL, chemical solvents, PFAS, and other substances of concern.…
• Research and Development ExpenseImportance 34 · Surprise 30
  Second-quarter R&D expense declined 21% to $42 million from $53 million in 2025. Six-month R&D expense declined 14% to $89 million from $103 million. R&D represented 2% of second-quarter sales versus 3% in the…
• FX / Currency ImpactImportance 31 · Surprise 32
  A weakening U.S. dollar against the Euro produced a 1% favorable currency impact on consolidated net sales for the three months ended June 30, 2026 and a 1% favorable impact for the six months ended June 30, 2026.…
• Trade Policy and TariffsImportance 25 · Surprise 42
  In February 2026, the U.S. Supreme Court invalidated certain tariffs imposed under the International Emergency Economic Powers Act, after which the collecting agency stopped assessing them. DuPont began receiving…
• Manufacturing ProductivityImportance 23 · Surprise 24
  DuPont cited manufacturing productivity as a contributor to improved segment operating performance in both reporting periods. In Healthcare & Water Technologies, second-quarter operating EBITDA growth reflected organic…
• Middle East Conflict ImpactImportance 17 · Surprise 24
  In February 2026, military conflict involving the United States, Israel, and Iran increased geopolitical uncertainty. DuPont has no operations in Iran and reported no material impact on financial condition or results…

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