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DuPont de Nemours (DD)
NYSE:DD
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DuPont de Nemours (DD) AI Stock Analysis

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DD

DuPont de Nemours

(NYSE:DD)

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Neutral 67 (OpenAI - 4o)
Rating:67Neutral
Price Target:
$84.00
▲(8.43% Upside)
DuPont's strong technical indicators and positive earnings call sentiment are major strengths, offset by valuation concerns due to negative earnings. Financial performance shows stability in the balance sheet but highlights profitability challenges.
Positive Factors
Strategic Divestiture
The divestiture of the Aramids business aligns with DuPont's strategy to streamline its portfolio, allowing it to focus on core growth areas and improve its financial profile.
Electronics Segment Growth
Strong demand in the Electronics segment, particularly from AI technology, indicates robust market positioning and potential for sustained revenue growth.
Raised Guidance
The raised guidance reflects confidence in operational execution and market conditions, suggesting potential for improved financial performance.
Negative Factors
Profitability Challenges
Negative net profit margins highlight operational inefficiencies and profitability issues, which could impact long-term financial health if not addressed.
Cash Flow Concerns
Declining cash flows suggest potential liquidity issues, which could constrain DuPont's ability to invest in growth opportunities and manage debt.
Construction Market Weakness
Weakness in the construction market affects DuPont's diversified industrials segment, potentially limiting growth and revenue diversification in this area.

DuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)

DuPont de Nemours Business Overview & Revenue Model

Company DescriptionDuPont de Nemours, Inc. is a global science and technology company that operates in various sectors, including Electronics & Industrial, Water & Protection, and Nutrition & Biosciences. Founded in 1802, DuPont has a long history of innovation and is known for its diverse portfolio of products that range from advanced materials and specialty chemicals to agricultural solutions and biotechnology. The company focuses on delivering sustainable solutions that address the world's biggest challenges, including food security, water scarcity, and renewable energy.
How the Company Makes MoneyDuPont generates revenue through multiple key streams, primarily by providing high-performance materials, specialty chemicals, and agricultural products. The Electronics & Industrial segment is a significant contributor, offering solutions for semiconductor manufacturing and advanced displays, while the Water & Protection segment includes filtration and personal protective equipment. Additionally, the Nutrition & Biosciences segment focuses on food ingredients and health solutions. DuPont's revenue model is bolstered by strategic partnerships with other companies and industries that enhance its product offerings and market reach. The company's commitment to research and development also enables it to innovate and introduce new products, thus creating additional revenue opportunities. Furthermore, DuPont benefits from recurring revenue through long-term contracts, particularly in its water filtration and agricultural sectors.

DuPont de Nemours Key Performance Indicators (KPIs)

Any
Any
Electronics and Industrial Revenue Breakdown
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.
Chart InsightsDuPont's Electronics and Industrial segment is experiencing a notable recovery, with double-digit organic growth driven by semiconductor demand and AI applications. Despite recent fluctuations, the segment is poised for continued strength, supported by a strategic spin-off planned for 2025. However, challenges such as price pressures and automotive headwinds could impact margins. The company's focus on operational excellence and portfolio management aims to sustain growth, with a mid-single-digit organic sales increase targeted for 2025.
Data provided by:Main Street Data

DuPont de Nemours Earnings Call Summary

Earnings Call Date:Aug 05, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Oct 29, 2025
Earnings Call Sentiment Positive
The earnings call highlighted strong financial performance with significant growth in key segments like Electronics and Healthcare & Water, alongside successful strategic initiatives such as the Qnity Electronics spin-off and settlement with New Jersey. Despite challenges in construction markets and tariff impacts, the company's overall positive outlook and raised guidance indicate a strong position moving forward.
Q2-2025 Updates
Positive Updates
Strong Financial Performance
Second quarter sales of $3.3 billion grew 2% on an organic basis. Operating EBITDA of $859 million increased 8% year-over-year, resulting in an operating EBITDA margin of 26.4%, an increase of 120 basis points from the prior year. Adjusted EPS of $1.12 was up 15% year-over-year.
Electronics Segment Growth
Continued strength in Electronics, driven by AI technology demand in Interconnect Solutions and semi, with high single-digit growth in Interconnect Solutions and Healthcare & Water technologies.
Progress on Qnity Electronics Spin-off
The intended spin-off of Qnity Electronics is on track for a November 1 separation date. Composition of the Qnity Board completed with experienced members.
Settlement with New Jersey
Settlement with the state of New Jersey for PFAS claims, payable over 25 years, with DuPont's portion being $177 million on an NPV basis.
Positive Outlook and Guidance Raised
Raising full-year operating EBITDA and adjusted EPS guidance to $3.36 billion and $4.40 per share, respectively, driven by strong second-quarter performance.
Healthcare & Water Growth
Healthcare & Water sales were up high single digits on an organic basis, reflecting strong growth in both businesses.
Negative Updates
Weakness in Construction Markets
Continued weakness in construction impacted the diversified industrials business, with diversified industrial sales down low single digits on an organic basis.
Tariff and Price Challenges
Net tariff impact estimated as a $20 million headwind for the second half of 2025, primarily due to supply chain adjustments.
Company Guidance
During DuPont's Second Quarter 2025 Earnings Conference Call, the company reported sales of $3.3 billion, reflecting a 2% organic growth. Operating EBITDA reached $859 million, an 8% increase year-over-year, leading to an operating EBITDA margin of 26.4%, up by 120 basis points. Adjusted EPS climbed by 15% to $1.12. The Electronics segment saw strong demand driven by AI technology, while Healthcare & Water demonstrated robust volume growth. Despite ongoing weakness in the construction sector, DuPont raised its full-year earnings guidance. The company announced a settlement with New Jersey regarding PFAS claims, with a $177 million payout over 25 years. Additionally, DuPont is on track to spin off Qnity Electronics by November 1, with an Investor Day scheduled for September 18 to outline strategies for DuPont and Qnity.

DuPont de Nemours Financial Statement Overview

Summary
DuPont faces profitability and cash flow challenges, with negative net income and declining cash flows. However, the balance sheet remains strong with a moderate debt-to-equity ratio, indicating a stable capital structure.
Income Statement
60
Neutral
DuPont's revenue growth has been inconsistent, with a recent TTM growth of 0.69% following a decline in previous years. The gross profit margin is stable at around 39.5% in TTM, but the net profit margin has turned negative, indicating profitability challenges. EBIT and EBITDA margins have also decreased, reflecting operational inefficiencies.
Balance Sheet
70
Positive
The company maintains a moderate debt-to-equity ratio of 0.31, indicating a balanced capital structure. However, the return on equity has turned negative in the TTM, suggesting issues with generating returns on shareholder investments. The equity ratio remains strong, highlighting a solid asset base.
Cash Flow
55
Neutral
Operating cash flow has decreased in the TTM, and free cash flow growth is negative, indicating potential liquidity concerns. The free cash flow to net income ratio is positive, but the overall cash flow performance suggests challenges in converting income into cash.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue12.61B12.39B12.07B13.02B12.57B14.34B
Gross Profit4.10B3.91B3.63B4.03B4.03B4.36B
EBITDA2.04B2.75B2.05B3.08B3.08B-201.00M
Net Income-194.00M703.00M423.00M5.87B6.47B-2.95B
Balance Sheet
Total Assets36.56B36.64B38.55B41.35B45.71B70.90B
Cash, Cash Equivalents and Short-Term Investments1.84B1.85B2.39B4.96B1.97B2.54B
Total Debt7.17B7.17B7.80B8.07B11.21B16.04B
Total Liabilities13.04B12.84B13.83B14.34B18.66B31.83B
Stockholders Equity23.06B23.35B24.28B26.57B26.43B38.50B
Cash Flow
Free Cash Flow1.32B1.27B1.57B-155.00M1.39B2.90B
Operating Cash Flow1.96B1.85B2.19B588.00M2.28B4.09B
Investing Cash Flow-905.00M-849.00M172.00M8.92B-2.40B-202.00M
Financing Cash Flow-706.00M-1.85B-2.99B-7.67B-6.51B3.24B

DuPont de Nemours Technical Analysis

Technical Analysis Sentiment
Positive
Last Price77.47
Price Trends
50DMA
74.85
Positive
100DMA
71.66
Positive
200DMA
72.78
Positive
Market Momentum
MACD
0.94
Positive
RSI
56.30
Neutral
STOCH
61.49
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Positive. The current price of 77.47 is above the 20-day moving average (MA) of 77.18, above the 50-day MA of 74.85, and above the 200-day MA of 72.78, indicating a bullish trend. The MACD of 0.94 indicates Positive momentum. The RSI at 56.30 is Neutral, neither overbought nor oversold. The STOCH value of 61.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DD.

DuPont de Nemours Risk Analysis

DuPont de Nemours disclosed 25 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

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
15.54B22.6423.87%1.71%0.51%17.21%
67
Neutral
$32.77B40.240.31%2.08%4.55%-130.25%
63
Neutral
24.71B19.4113.34%2.59%-10.59%-7.79%
55
Neutral
16.44B67.032.19%10.76%-14.12%-89.22%
52
Neutral
10.42B-150.43-0.64%2.64%-3.00%-124.79%
50
Neutral
15.94B-40.37-2.73%2.56%-0.07%83.36%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DD
DuPont de Nemours
77.47
-6.70
-7.96%
IFF
International Flavors & Fragrances
62.39
-40.06
-39.10%
LYB
LyondellBasell
50.37
-37.04
-42.38%
PPG
PPG Industries
106.24
-18.56
-14.87%
RPM
RPM International
119.55
0.27
0.23%
WLK
Westlake Corporation
79.70
-62.52
-43.96%

DuPont de Nemours Corporate Events

M&A TransactionsBusiness Operations and Strategy
DuPont Announces Spin-Off of Electronics Business
Neutral
Sep 3, 2025

DuPont has announced its plan to separate its electronics business into a new independent public company, Qnity Electronics, Inc., by November 1, 2025. This move involves a spin-off transaction and is accompanied by offers to exchange existing notes for new ones, along with consent solicitations to amend certain provisions. Additionally, DuPont has agreed to sell its aramids business to Arclin for approximately $1.8 billion, with the transaction expected to close in the first quarter of 2026. The separation and divestiture are part of DuPont’s strategic realignment to focus on its core businesses.

Private Placements and FinancingBusiness Operations and Strategy
DuPont Announces Exchange Offers for Senior Notes
Neutral
Sep 3, 2025

On September 2, 2025, DuPont announced the commencement of exchange offers and consent solicitations for its senior notes in connection with its plan to separate its electronics business into an independent company, Qnity Electronics, Inc. This strategic move aims to streamline operations and focus on core competencies, potentially impacting stakeholders by altering the company’s financial structure and market positioning. The exchange offers involve swapping existing notes for new ones, with the process not contingent on financing conditions but requiring a minimum tender threshold. The separation is expected to be completed by November 1, 2025, with specific redemption requirements if finalized by March 31, 2026.

M&A TransactionsBusiness Operations and Strategy
DuPont Announces Sale of Aramids Business for $1.8B
Neutral
Sep 2, 2025

On August 29, 2025, DuPont de Nemours, Inc. announced an agreement to sell its Aramids business, including Kevlar® and Nomex®, to ARC Falcon Holdings, L.P. and its subsidiary, New Arclin U.S. Holding Corp., in a deal valued at approximately $1.8 billion. This transaction, expected to close by May 1, 2026, will provide DuPont with $1.2 billion in pre-tax cash, a $300 million note receivable, and a 17.5% equity stake in the new Arclin company, subject to regulatory approvals and customary conditions. The sale reflects DuPont’s strategic move to streamline its operations and focus on its core business areas, potentially impacting its market positioning and financial outlook.

M&A TransactionsBusiness Operations and Strategy
DuPont Sells Aramids Business to Arclin for $1.8B
Positive
Aug 29, 2025

On August 29, 2025, DuPont announced an agreement to sell its Aramids business, including Kevlar® and Nomex®, to Arclin for approximately $1.8 billion. This transaction, expected to close in the first quarter of 2026, will provide DuPont with $1.2 billion in pre-tax cash proceeds and a 17.5% stake in the future Arclin company. The divestiture is part of DuPont’s strategy to streamline its portfolio and enhance its financial profile, allowing the company to focus on other growth areas while benefiting from Arclin’s future success.

Private Placements and FinancingBusiness Operations and Strategy
DuPont Announces $1.75 Billion Debt Offering
Neutral
Aug 12, 2025

On August 12, 2025, DuPont de Nemours, Inc. and its subsidiary Qnity Electronics, Inc. announced the pricing of a $1.75 billion debt securities offering, comprising $1 billion in 5.750% Senior Secured Notes due 2032 and $750 million in 6.250% Senior Notes due 2033. This offering is part of DuPont’s plan to spin off its electronics business, with the proceeds intended to finance a cash distribution to DuPont and other related expenses. The spin-off is targeted for completion by November 1, 2025, and the offering is expected to close on August 15, 2025, subject to customary conditions. The notes are not registered under the Securities Act and will be sold under specific exemptions.

Private Placements and FinancingBusiness Operations and Strategy
DuPont Announces Qnity’s $2.5 Billion Notes Offering
Neutral
Aug 11, 2025

On August 11, 2025, DuPont de Nemours, Inc. and its subsidiary Qnity Electronics, Inc. announced Qnity’s offering of $1.5 billion in senior secured notes and $1.0 billion in senior unsecured notes. This offering is part of DuPont’s plan to spin off its electronics business by distributing Qnity common stock to DuPont stockholders. The proceeds will be used to finance a cash distribution to DuPont and other financial obligations. The spin-off is targeted for completion on November 1, 2025, and if not completed by March 31, 2026, the notes will be subject to mandatory redemption.

Legal Proceedings
DuPont Agrees to $875M Settlement with New Jersey
Negative
Aug 4, 2025

On August 3, 2025, DuPont, along with Chemours and Corteva, agreed to a proposed Judicial Consent Order with the State of New Jersey to settle claims related to historical contamination involving substances like DNAPL and PFAS. The settlement, pending court approval, includes a $875 million payment over 25 years and obligates the companies to continue remediation efforts at four sites in New Jersey. This agreement aims to resolve outstanding environmental claims and includes a third-party review process to ensure future remediation funding, potentially impacting the companies’ financial reserves and environmental responsibilities.

Legal ProceedingsRegulatory Filings and Compliance
DuPont Investigation Suspended by Chinese Regulators
Neutral
Jul 23, 2025

On April 4, 2025, DuPont de Nemours, Inc. reported that the State Administration for Market Regulation of China initiated an investigation into its Tyvek® business. However, by July 22, 2025, the investigation was suspended, which may alleviate potential regulatory pressures on the company and its stakeholders.

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.Date of analysis: Aug 29, 2025