The earnings call reflects a strong financial performance with significant growth in key segments like Electronics and Water. However, there are notable challenges including price pressures, ongoing destocking in Kalrez, and expected headwinds in the automotive segment. The strategic spin-off of the Electronics business is positioned as a positive future move.

Company Guidance

During the DuPont Fourth Quarter 2024 Earnings Conference Call, the company provided guidance and insights into their financial performance and future expectations. DuPont reported a 7% increase in fourth-quarter sales, with double-digit organic growth in Electronics & Industrial (E&I) and a 6% growth in Water & Treatment (W&T). Operating EBITDA rose by 13% year-over-year to $807 million, with a margin expansion of 140 basis points to 26.1%. Adjusted EPS grew by 30% to $1.13. Full-year volume growth was 2%, with the fourth quarter contributing an 8% rise. The company achieved a 17% growth in adjusted EPS, with a transaction-adjusted free cash flow conversion of 105%. For 2025, DuPont targets mid-single-digit organic sales growth, with a continued focus on operational excellence and portfolio management. They anticipate net sales of $12.8 billion to $12.9 billion, operating EBITDA of $3.325 billion to $3.375 billion, and adjusted EPS of $4.30 to $4.40 per share. The Electronics business spin-off is expected by November 1, 2025.

Strong Overall Financial Performance

Fourth quarter sales grew 7%, with operating EBITDA of $807 million increasing 13% year-over-year. Operating EBITDA margin expanded 140 basis points, and adjusted EPS grew 30% from the prior year.

Electronics and Industrial Solutions Growth

Electronics and Industrial Solutions segment saw double-digit organic sales growth, driven by semiconductor demand and AI technology applications. Organic sales growth of 10% in E&I, with a 21% increase in operating EBITDA.

Water Segment Growth

Water Solutions achieved an 11% year-over-year increase in sales, with a 4% sequential lift, driven by broad-based volume recovery.

Strategic Spin-off of Electronics Business

DuPont plans to spin off its Electronics business by November 1st, 2025, with a focus on creating a leading pure-play electronics company.

AI-Related Sales Growth

AI-related sales grew 30%, contributing over $300 million, with ongoing expectations for growth as a key driver in the Electronics segment.

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DuPont de Nemours (DD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2025	2025 (Q1)	0.96 / -	0.79	―	―	―
Feb 11, 2025	2024 (Q4)	0.98 / 1.13	0.87	29.89% (+0.26)
Nov 05, 2024	2024 (Q3)	1.03 / 1.18	0.92	28.26% (+0.26)
Jul 31, 2024	2024 (Q2)	0.85 / 0.97	0.85	14.12% (+0.12)
May 01, 2024	2024 (Q1)	0.65 / 0.79	0.84	-5.95% (-0.05)
Feb 06, 2024	2023 (Q4)	0.85 / 0.87	0.89	-2.25% (-0.02)
Nov 01, 2023	2023 (Q3)	0.84 / 0.92	0.82	12.20% (+0.10)
Aug 02, 2023	2023 (Q2)	0.83 / 0.85	0.88	-3.41% (-0.03)
May 02, 2023	2023 (Q1)	0.80 / 0.84	0.82	2.44% (+0.02)
Feb 07, 2023	2022 (Q4)	0.78 / 0.89	1.08	-17.59% (-0.19)

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

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DD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 11, 2025	$76.26	$81.48	+6.85%
Nov 05, 2024	$81.48	$85.28	+4.66%
Jul 31, 2024	$79.68	$82.94	+4.09%
May 01, 2024	$71.51	$77.24	+8.01%

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.

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