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DuPont de Nemours, Inc. (DD)
NYSE:DD
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.49Last Year’s EPS
0.43Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive tone: management reported a year of operational progress with organic growth, EBITDA and margin expansion, stronger EPS, robust new-product contribution, and disciplined capital allocation. The company beat guidance for the quarter and set a clear 2026 outlook (3% organic growth, margin expansion, and stronger EPS) supported by productivity programs and innovation. Offsetting items include continued weakness in parts of Diversified Industrials (notably building/shelter and some industrial end markets), Asia/China softness in water, and a temporary order-timing headwind. Overall, positives (top-line momentum, margin gains, innovation driving $2B of sales, strong cash conversion and shareholder-friendly actions) outweigh the contained regional and segment headwinds.Company Guidance
Full-Year Organic Sales Growth
Full year 2025 organic sales grew 2% year-over-year, showing recovery and momentum heading into 2026.
Operating EBITDA Growth and Margin Expansion (FY2025)
Operating EBITDA grew 6% for full year 2025 with margin expansion of 100 basis points versus prior year, driven by operational discipline, mix, and productivity.
Adjusted EPS Improvement (FY2025)
Adjusted EPS for full year 2025 was $1.68 per share, up 16% year-over-year.
Quarterly Results – Q4 2025
Q4 net sales were $1.7 billion (about flat versus prior year); operating EBITDA for the quarter was $409 million, up 4% year-over-year, and operating EBITDA margin improved to 24.2% (up 80 basis points). Adjusted EPS for Q4 was $0.46, up 18% year-over-year.
Healthcare & Water Segment Strength
Healthcare & Water Q4 net sales were $821 million, up 4% year-over-year (3% organic; adjusting for order timing headwinds organic was ~5%). Q4 operating EBITDA for the segment was $255 million, up 4% year-over-year; segment margin was 31.1% (flat vs. prior year). Management expects mid-single-digit organic growth for this segment in 2026.
Diversified Industrials Margin Improvement
Despite revenue pressure, Diversified Industrials delivered Q4 operating EBITDA of $197 million (up 2% YoY) and a margin of 22.6%, up 110 basis points year-over-year driven by favorable mix and productivity.
Innovation and New Product Contribution
Launched more than 125 new products in 2025; new products generated over $2 billion in sales and the vitality index remained strong at ~30% (management noted these new products contributed higher-than-average margins).
Strong Cash Generation and Capital Actions
Free cash flow generation described as strong; 2026 free cash flow conversion expected to be greater than 90%. Company executed a $500 million ASR in 2025, has a $2 billion share repurchase authorization, and expects net proceeds of roughly $1.0 billion (post-tax) from the Aramis divestiture closing around end of Q1 2026.
2026 Financial Guidance and Targets
2026 guidance aligned with medium-term targets: ~3% organic sales growth, operating margin expansion of 60–80 basis points, operating EBITDA ~ $1.74 billion (6–8% YoY increase), adjusted EPS $2.25–$2.30 (midpoint implies ~35% reported YoY increase and ~11% pro forma), and continued focus on productivity and commercial/operational excellence.
DD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $47.10 | $49.43 | +4.95% |
Nov 06, 2025 | $39.43 | $38.95 | -1.22% |
Aug 05, 2025 | $29.35 | $30.05 | +2.39% |
May 02, 2025 | $27.18 | $27.67 | +1.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does DuPont de Nemours, Inc. (DD) report earnings?
DuPont de Nemours, Inc. (DD) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is DuPont de Nemours, Inc. (DD) earnings time?
DuPont de Nemours, Inc. (DD) earnings time is at May 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DD EPS forecast?
DD EPS forecast for the fiscal quarter 2026 (Q1) is 0.49.
