DuPont de Nemours (DD) Q2 2026 Earnings
How Did DD Stock React to Q2 2026 Earnings?
S&P 500 over the same 30 days: +0.24%.
Did DD Beat Earnings? Q2 2026 Results
Yes. DuPont de Nemours reported Q2 2026 earnings of $1.88 a share on Aug 4, 2026, beating the $1.76 consensus estimate by 6.8%. Revenue was $1.8B against a $1.8B estimate.
DuPont de Nemours delivered a strong second-quarter 2026 performance, posting adjusted EPS of $1.88 against a consensus estimate of $1.76, a beat of 6.75% that extended the company's streak of exceeding analyst EPS expectations to four consecutive quarters. Revenue of $1.82 billion edged past the $1.81 billion consensus by 0.37%, though the topline reflected a 44.1% year-over-year decline as the post-transformation company now operates without its divested Electronics and Aramids businesses. The cleaner portfolio told a more encouraging underlying story: 4% organic sales growth across both the Healthcare & Water Technologies and Diversified Industrials segments drove operating EBITDA of $448 million at a 24.6% margin, up 40 basis points year-over-year, while GAAP income from continuing operations surged to $191 million from $24 million a year ago. Management responded to the momentum by raising full-year 2026 guidance, now targeting net sales of $7.16 to $7.19 billion, operating EBITDA of roughly $1.76 billion, and adjusted EPS of $7.24 at the midpoint, with organic growth expected slightly above 4%.
- 4% organic sales growth driven by broad-based demand across both segments
- Productivity improvements driving margin expansion, particularly in Diversified Industrials (70 bps expansion)
- Strength in healthcare technologies led by personal protection and biopharma
- Continued demand in industrial water and semiconductor markets
- Aerospace strength and electric vehicle application growth in Industrial Technologies
- Residential and non-residential construction growth benefiting Building Technologies
- Lower interest expense and lower tax rate supporting adjusted EPS growth of 48%
- Operating EBITDA margin expansion of 40 basis points to 24.6%
“We delivered another strong quarter, exceeding our financial guidance and demonstrating our focus on consistent execution. Mid-single digit organic growth, strong margin expansion, coupled with robust adjusted EPS growth and free cash flow generation underscore the strength of our market-leading businesses and reflect disciplined execution of our strategic priorities, supported by our ongoing focus on excellence and productivity.”
DuPont de Nemours CEO, on the earnings call
What Is DuPont de Nemours's Outlook?
DuPont raised its full-year 2026 guidance: net sales of $7,160–$7,190 million, operating EBITDA of $1,750–$1,770 million (midpoint approximately $1.76 billion), and adjusted EPS of $7.17–$7.32 (midpoint $7.24). Organic sales growth is now expected to be slightly above 4%. For the second half of 2026, net sales are expected at $3,660–$3,690 million, operating EBITDA of $890–$910 million, and adjusted EPS of $3.65–$3.80. Management expects mid-single digit organic sales growth in the second half, with continued strength across healthcare, industrial water, and aerospace end-markets. The company also announced intent to repurchase $250 million of shares in the third quarter.
DD YoY Financials
| Metric | Q2 2026 | Q2 2025 | Year over year |
|---|---|---|---|
| Revenue | $1.8B | $3.3B | −44.2% |
| Gross Profit | $639.0M | $1.1B | −40.6% |
| Operating Income | $266.0M | $529.0M | −49.7% |
| Net Income | $191.0M | $59.0M | +223.7% |
DD Revenue by Segment
DD Revenue by Geography
When Does DuPont de Nemours Report Next?
Figures from SEC filings and company reports. Not investment advice.