DuPont de Nemours Inc
Q2 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +3.07%.
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 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.
- 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
“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.”
DuPont de Nemours CEO, on the earnings call
Forward Guidance & Outlook
DuPont raised full-year 2025 guidance: net sales of approximately $12.85 billion, operating EBITDA of approximately $3.36 billion, and adjusted EPS of approximately $4.40, now incorporating an estimated $20 million net tariff headwind ($0.04 per share). For Q3 2025, the company guides net sales of approximately $3.32 billion, operating EBITDA of approximately $875 million, and adjusted EPS of approximately $1.15, assuming about 3% organic growth year-over-year with continued strength in healthcare, water, and electronics end-markets, partially muted by continued weakness in construction end-markets.
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Figures from SEC filings and company reports. Not investment advice.