DuPont de Nemours, Inc. (DD)
NYSE:DD
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DuPont de Nemours
(NYSE:DD)
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Rating:71Outperform
Price Target:
$55.00
▲(16.16% Upside)
Action:Upgraded
Date:05/09/26
The score is driven primarily by a strong earnings-call signal (raised 2026 guidance, margin/EPS expansion, and reaffirmed cash conversion) and supportive technical momentum (price above key moving averages with positive MACD). These positives are tempered by mixed financial performance (TTM revenue decline and uneven profitability despite solid cash flow and low leverage) and a relatively high P/E with a modest dividend yield.
Positive Factors
Balance Sheet Strength
Low and improving leverage (debt-to-equity ~0.23) gives DuPont durable financial flexibility to fund capex, R&D and buybacks while absorbing cyclical downturns. A conservative capital structure lowers refinancing risk and supports strategic allocation over the next several quarters.
Negative Factors
Revenue Decline & Earnings Volatility
A sharp TTM revenue decline and inconsistent net income signal fragile top-line momentum and earnings volatility. Declining volumes reduce scale benefits and make margins and ROE more sensitive to cost swings, challenging sustained earnings recovery over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Strength
Low and improving leverage (debt-to-equity ~0.23) gives DuPont durable financial flexibility to fund capex, R&D and buybacks while absorbing cyclical downturns. A conservative capital structure lowers refinancing risk and supports strategic allocation over the next several quarters.
Read all positive factors
DuPont de Nemours Key Performance Indicators (KPIs)
Any
Electronics and Industrial Revenue Breakdown
Details revenue from the electronics and industrial segment, offering a view into the company's performance in these critical markets and its ability to innovate and capture market share.
Details revenue from the electronics and industrial segment, offering a view into the company's performance in these critical markets and its ability to innovate and capture market share.
Data provided by:
The Fly
The FlyDuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$19.94B
Dividend Yield1.74%
Average Volume (3M)3.51M
Price to Earnings (P/E)29.2
Beta (1Y)1.10
Revenue Growth-22.51%
EPS Growth63.47%
CountryUS
Employees15,000
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)-0.06
Shares Outstanding409,921,300
10 Day Avg. Volume4,665,289
30 Day Avg. Volume3,505,107
Financial Highlights & Ratios
PEG Ratio0.10
Price to Book (P/B)1.21
Price to Sales (P/S)2.45
P/FCF Ratio15.55
Enterprise Value/Market Cap1.09
Enterprise Value/Revenue2.25
Enterprise Value/Gross Profit6.65
Enterprise Value/Ebitda12.51
Forecast
1Y Price Target
$56.71Price Target Upside19.78% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering7
EPS Forecast (FY)2.36
Revenue Forecast (FY)$7.16B
DuPont de Nemours Business Overview & Revenue Model
Company Description
DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through three segments: Electronics & Industrial, Mobility & ...
How the Company Makes Money
DuPont makes money primarily by selling specialty materials, components, and engineered solutions to industrial and commercial customers, generating revenue largely through product sales under long-term customer relationships and recurring demand ...
DuPont de Nemours Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 04, 2026
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.Positive Updates
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.
Negative Updates
Middle East Logistics Disruption
Logistics disruptions from the Middle East conflict impacted water sales in Q1 (about $10 million of sales could not ship in Q1). Total exposure to the region ~ $300 million (~4% of revenue). Management expects the situation to persist through the year in its base case, with mitigation actions ongoing.
Read all updates
Q1-2026 Updates
Positive
Negative
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.
Read all positive updates
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.DuPont de Nemours Financial Statement Overview
Summary
Income Statement
52
Neutral
Balance Sheet
74
Positive
Cash Flow
72
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 9.70B | 6.85B | 12.39B | 12.07B | 13.02B | 12.57B |
| Gross Profit | 3.28B | 2.07B | 3.91B | 3.63B | 4.03B | 4.03B |
| EBITDA | 1.74B | 1.16B | 2.75B | 2.05B | 3.08B | 3.08B |
| Net Income | -29.00M | -779.00M | 703.00M | 423.00M | 5.87B | 6.47B |
Balance Sheet | ||||||
| Total Assets | 21.45B | 21.57B | 36.64B | 38.55B | 41.35B | 45.71B |
| Cash, Cash Equivalents and Short-Term Investments | 752.00M | 757.00M | 1.85B | 2.39B | 4.96B | 1.97B |
| Total Debt | 3.17B | 3.19B | 7.17B | 7.80B | 8.07B | 11.21B |
| Total Liabilities | 7.21B | 7.47B | 12.84B | 13.83B | 14.34B | 18.66B |
| Stockholders Equity | 14.04B | 13.92B | 23.35B | 24.28B | 26.57B | 26.43B |
Cash Flow | ||||||
| Free Cash Flow | 1.11B | 1.08B | 1.27B | 1.57B | -155.00M | 1.39B |
| Operating Cash Flow | 1.29B | 1.41B | 1.85B | 2.19B | 588.00M | 2.28B |
| Investing Cash Flow | -542.00M | -687.00M | -849.00M | 172.00M | 8.92B | -2.40B |
| Financing Cash Flow | -1.71B | -1.87B | -1.85B | -2.99B | -7.67B | -6.51B |
DuPont de Nemours Technical Analysis
Neutral
47.35
Price Trends
46.44
Positive
45.94
Positive
40.20
Positive
Market Momentum
0.74
Positive
44.96
Neutral
24.52
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Neutral. The current price of 47.35 is below the 20-day moving average (MA) of 47.71, above the 50-day MA of 46.44, and above the 200-day MA of 40.20, indicating a neutral trend. The MACD of 0.74 indicates Positive momentum. The RSI at 44.96 is Neutral, neither overbought nor oversold. The STOCH value of 24.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DD.
DuPont de Nemours Risk Analysis
DuPont de Nemours disclosed 24 risk factors in its most recent earnings report. DuPont de Nemours reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
DuPont de Nemours Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $19.94B | 29.17 | -0.16% | 1.74% | -22.51% | 63.47% | |
66 Neutral | $18.82B | 27.47 | 5.90% | 2.41% | -5.60% | ― | |
65 Neutral | $23.11B | 15.65 | 31.80% | 2.71% | -3.94% | 18.25% | |
64 Neutral | $12.39B | 70.63 | 21.80% | 1.96% | 5.68% | 3.81% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | $23.93B | 51.88 | -7.44% | 12.78% | -21.87% | -176.90% | |
46 Neutral | $11.72B | -22.61 | -17.68% | 2.88% | -8.63% | -524.43% |
* Basic Materials Sector Average
DD
DuPont de Nemours
47.25
19.53
70.45%
IFF
International Flavors & Fragrances
74.43
-0.81
-1.08%
LYB
LyondellBasell
71.30
19.54
37.76%
PPG
PPG Industries
104.39
-3.96
-3.66%
RPM
RPM International
98.51
-12.14
-10.97%
WLK
Westlake Corporation
88.50
16.31
22.59%
DuPont de Nemours Corporate Events
Business Operations and StrategyExecutive/Board Changes
DuPont Director Resigns as Board Reduces Membership Size
Neutral
Apr 15, 2026
On April 13, 2026, DuPont de Nemours, Inc. announced that director Luke Kissam tendered his resignation from the company’s Board of Directors, effective April 14, 2026, to take up a future role as Chief Executive Officer of Corteva, Inc. The...
Regulatory Filings and ComplianceShareholder MeetingsStock Split
DuPont Proposes Reverse Stock Split for Shareholder Approval
Neutral
Mar 18, 2026
On March 18, 2026, DuPont de Nemours announced that it plans to seek shareholder approval to amend its certificate of incorporation to authorize a reverse stock split of its common shares at a ratio between 1-for-2 and 1-for-4, with the exact rati...
Business Operations and StrategyM&A Transactions
DuPont to Divest Kevlar and Nomex Aramids Business
Positive
Mar 16, 2026
DuPont de Nemours, Inc. plans to close the previously announced sale of its aramids business, including the Kevlar and Nomex product lines, to Arclin1 on April 1, 2026. All regulatory conditions required to complete the transaction were satisfied ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.