DuPont raises FY25 adjusted EPS view to $4.40 from $4.30-$4.40, consensus $4.30

Raises FY25 revenue view to $12.85B from $12.8B-$12.9B, consensus $12.8B. Sees FY25 operating EBITDA $3.36B. “We are raising our full year 2025 earnings guidance to reflect our stronger second quarter performance which more than offsets the net impact of tariffs now incorporated into the outlook. The net tariff impact assumed in the second half of 2025 is currently estimated as a $20 million headwind, or $0.04 per share,” Franzen concluded.