DuPont de Nemours (DD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 04, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.59

Last Year’s EPS

0.47

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a solid operational and financial start to FY2026: revenue growth, strong EBITDA and margin expansion, significant EPS growth, raised full-year guidance, successful capital return actions (ASR) and proceeds from the Aramids divestiture. Management highlighted sustained operational improvements, innovation investments and detailed mitigation actions for input costs and Middle East disruptions. Key near-term risks include logistics disruption related to the Middle East, raw material inflation timing mismatch (creating a small Q2 margin headwind), and pockets of weakness in construction and packaging. Overall, positives (outperformance, guidance raise, margin/earnings expansion, cash return) materially outweigh the manageable headwinds and risks called out.

Company Guidance

DuPont raised its full‑year 2026 guidance after a strong Q1, giving Q2 guidance of roughly $1.8 billion net sales, ~$430 million operating EBITDA and $0.59 adjusted EPS (assumes ~3% organic sales growth in Q2 and a slight currency tailwind), with Healthcare & Water expected to grow mid‑single digits organically and Diversified Industrials low‑single digits; first‑half 2026 net sales are estimated at about $3.5 billion (≈4% y/y) with operating EBITDA of ~$844 million (≈8% reported / 7% pro forma y/y) and the first half representing ~48% of full‑year results, implying an incremental margin >40%; full‑year midpoint net sales are now ~$7.185 billion (up $80 million), ~4% organic growth (including ~1% pricing to offset higher input costs), operating EBITDA of ~$1.745 billion, adjusted EPS $2.35–$2.40 (up $0.10 vs prior; midpoint ≈+40% reported / +15% pro forma), an expected tax rate of 24–25%, currency benefit <1%, and management still targets >90% free cash flow conversion for 2026 (Q1 transaction‑adjusted FCF was $147 million with 65% conversion); pricing/surcharges are expected to cover roughly $90 million of incremental cost (≈$25 million of price impact in Q2), and Q1→Q2 margin pressure includes ~30 bps from price/cost timing and ~40 bps from mix.

Top-line Growth

Net sales of $1.7 billion in Q1, up 4% year-over-year (2% organic growth, 2% currency benefit). Q2 net sales guide ~ $1.8 billion with ~3% organic growth; full-year sales guidance raised to ~$7.185 billion (midpoint), an $80 million increase versus prior guide.

Strong Margin and EBITDA Expansion

Q1 operating EBITDA $414 million, up 15% year-over-year on a reported basis; operating EBITDA margin 24.6%, up 230 basis points year-over-year. On a pro forma basis, operating EBITDA up 10% with margin expansion of ~130 basis points.

Adjusted EPS Outperformance

Reported adjusted EPS of $0.55 in Q1, up 53% year-over-year; pro forma adjusted EPS up 20% year-over-year. Full-year adjusted EPS guidance raised to $2.35–$2.40 (midpoint implies ~40% reported increase, ~15% pro forma).

Cash Generation and Capital Return

Transaction-adjusted free cash flow of $147 million in Q1 with conversion of 65% (company reiterates full-year free cash flow conversion target >90%). Announced $275 million accelerated share repurchase under existing $2 billion repurchase program; completed Aramids divestiture (net proceeds ~ $1.1 billion).

Segment Strength — Healthcare & Water

Healthcare & Water net sales $806 million, up 6% year-over-year (3% organic, 3% currency). Healthcare organic sales up high single-digits; segment operating EBITDA $244 million, up 9% and margin 30.3%, up 110 basis points.

Segment Resilience — Diversified Industrials

Diversified Industrials net sales $875 million, up 3% year-over-year (currency benefit ~3%), organic sales roughly flat. Operating EBITDA $200 million, up 8% with margin 22.9% (up 110 basis points). Automotive-related battery adhesives and aerospace contributed to growth.

Operational Improvement & Innovation

Delivered asset reliability and equipment effectiveness gains, Kaizen events and process discipline; Vitality Index 35% above prior benchmark. Advancing digital/AI investments to accelerate R&D and improve maintenance and planning.

Proactive Pricing and Cost Mitigation

Company identified ~$90 million of incremental input cost from Middle East conflict and has pricing/surcharges in place to fully offset these costs over the year; expects ~ $25 million of price benefit in Q2 ramping to full run-rate in H2.

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
Aug 04, 2026	2026 (Q2)	0.59 / -	0.468	―	―	―
May 05, 2026	2026 (Q1)	0.49 / 0.55	0.431	27.61% (+0.12)
Feb 10, 2026	2025 (Q4)	0.43 / 0.46	0.473	-2.75% (-0.01)
Nov 06, 2025	2025 (Q3)	0.47 / 1.09	0.494	120.65% (+0.60)
Aug 05, 2025	2025 (Q2)	0.45 / 0.47	0.406	15.27% (+0.06)
May 02, 2025	2025 (Q1)	0.40 / 0.43	0.33	30.61% (+0.10)
Feb 11, 2025	2024 (Q4)	0.41 / 0.47	0.364	29.95% (+0.11)
Nov 05, 2024	2024 (Q3)	0.43 / 0.49	0.385	28.31% (+0.11)
Jul 31, 2024	2024 (Q2)	0.36 / 0.41	0.356	14.04% (+0.05)
May 01, 2024	2024 (Q1)	0.27 / 0.33	0.351	-5.98% (-0.02)

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
May 05, 2026	$45.23	$49.05	+8.43%
Feb 10, 2026	$46.73	$49.04	+4.95%
Nov 06, 2025	$39.12	$38.64	-1.21%
Aug 05, 2025	$29.12	$29.81	+2.38%

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.