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.
DD YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
DD Revenue by Segment
With YoY comparisons, source: SEC Filings
DD Revenue by Geography
With YoY comparisons, source: SEC Filings
“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
DD Earnings Trends
DD vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DD EPS Trend
Earnings per share: estimate vs actual
DD Revenue Trend
Quarterly revenue: estimate vs actual
DD Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $1.76 | $1.88 | +6.75% | $1.82B | +0.37% |
| Q1 26 BEAT | $0.48 | $0.55 | +13.57% | $1.68B | +0.97% |
| Q4 25 BEAT FY | $0.43 | $0.46 | +6.60% | $1.69B | +0.25% |
| FY Full Year | — | $1.68 | — | $6.85B | — |
| Q3 25 BEAT | $0.64 | $1.09 | +71.65% | $3.07B | +73.74% |
| Q2 25 BEAT | $1.06 | $1.12 | +5.52% | $3.26B | +0.46% |