DuPont de Nemours

DuPont de Nemours (DD) Q2 2026 Earnings

Reported Aug 4, 2026 at 6:08 AM ET · SEC Source

Q2 26 EPS

$1.88

BEAT +6.75%

Est. $1.76

Q2 26 Revenue

$1.82B

BEAT +0.37%

Est. $1.81B

vs S&P Since Q2 26

-0.1%

TRAILING MARKET

DD -0.4% vs S&P -0.3%

Market Reaction

Did DD Beat Earnings? Q2 2026 Results

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 qu… Read more 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%.

Key Takeaways

  • 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%

DD Forward Guidance & 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.

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DD YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

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DD Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q2 26
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DD Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 25 Q4 25

“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.”

— Lori Koch, Q2 2026 Earnings Press Release