DuPont de Nemours (DD) Q2 2025 Earnings
Reported Aug 5, 2025 at 6:06 AM ET · SEC Source
Q2 25 EPS
$1.12
BEAT +5.52%
Est. $1.06
Q2 25 Revenue
$3.26B
BEAT +0.46%
Est. $3.24B
vs S&P Since Q2 25
+339.3%
BEATING MARKET
DD +358.2% vs S&P +18.9%
Market Reaction
Did DD Beat Earnings? Q2 2025 Results
DuPont de Nemours delivered a solid second quarter, posting adjusted EPS of $1.12 against a consensus estimate of $1.06, a 5.52% beat, while revenue of $3.26 billion edged past expectations by 0.46% and grew 2.7% year-over-year. The standout driver b… Read more DuPont de Nemours delivered a solid second quarter, posting adjusted EPS of $1.12 against a consensus estimate of $1.06, a 5.52% beat, while revenue of $3.26 billion edged past expectations by 0.46% and grew 2.7% year-over-year. The standout driver behind the quarter was the ElectronicsCo segment, which generated $1.17 billion in net sales with 6% organic growth, fueled by surging demand for AI-related semiconductor technologies and strong interconnect content gains. Operating EBITDA reached $859 million, with margin expanding 120 basis points to 26.4%, reflecting disciplined execution even as construction market softness weighed on the IndustrialsCo segment. The broader industrial landscape has seen companies navigate meaningful tariff headwinds this cycle, and DuPont is no exception, absorbing an estimated $20 million net tariff impact for the full year, though stronger core performance more than offsets that pressure. Looking ahead, the company raised full-year guidance to approximately $4.40 in adjusted EPS and $12.85 billion in net sales, while targeting a November 1 spin-off of its electronics business, Qnity.
Key Takeaways
- • Continued strength in electronics, healthcare and water end-markets
- • Volume growth of 4% driven by advanced node and AI technology applications
- • Operational execution and productivity improvements
- • ElectronicsCo organic sales growth of 6% with 220 bps margin expansion
- • AI-driven technology ramps and content/share gains in Interconnect Solutions
- • Lower tax rate contributing to adjusted EPS growth
DD YoY Financials
Q2 2025 vs Q2 2024, 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 quarter of year-over-year organic sales growth and solid margin expansion in both the ElectronicsCo and IndustrialsCo segments, as well as 15 percent adjusted EPS growth. Ongoing strength in electronics, healthcare and water end-markets, along with our team's focus on operational execution continued to drive strong earnings growth and cash conversion. As a result of our strong second quarter performance, we are raising our full year earnings guidance, which now incorporates the impact of tariffs.”
— Lori Koch, Q2 2025 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
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| 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% |