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DuPont de Nemours (DD) Q3 2025 Earnings
Reported Nov 6, 2025 at 6:05 AM ET · SEC Source
Q3 25 EPS
$1.09
BEAT +71.65%
Est. $0.64
Q3 25 Revenue
$3.07B
BEAT +73.74%
Est. $1.77B
vs S&P Since Q3 25
+242.1%
BEATING MARKET
DD +253.5% vs S&P +11.4%
Market Reaction
Did DD Beat Earnings? Q3 2025 Results
DuPont de Nemours delivered a standout third quarter, with adjusted EPS of $1.09 beating the $0.64 consensus by 71.65% and revenue of $3.07 billion clearing estimates by 73.74% while rising 7.3% year-over-year, as the materials and chemicals company … Read more DuPont de Nemours delivered a standout third quarter, with adjusted EPS of $1.09 beating the $0.64 consensus by 71.65% and revenue of $3.07 billion clearing estimates by 73.74% while rising 7.3% year-over-year, as the materials and chemicals company benefited from a surge in AI-driven demand across its electronics franchise. The primary engine of outperformance was the ElectronicsCo segment, which posted 10% organic sales growth on strong momentum in Semiconductor Technologies and Interconnect Solutions, both riding accelerating orders tied to advanced AI infrastructure buildouts. Operating EBITDA grew 6% to $840.00 million, though margin edged down 30 basis points to 27.3% as growth investments weighed. The company also moved decisively on capital returns, authorizing a $2.00 billion share repurchase program and declaring a $0.20 quarterly dividend. Looking ahead, DuPont raised its full-year 2025 operating EBITDA guidance to approximately $1.60 billion and adjusted EPS to approximately $1.66, even as construction market softness and PFAS litigation risks remain key variables to watch.
Key Takeaways
- • 7% volume growth driven by strength in electronics, healthcare and water end-markets
- • ElectronicsCo organic sales growth of 10% from AI-driven technology ramps, advanced nodes, and content/share gains
- • IndustrialsCo organic sales growth of 4% led by healthcare and water technologies
- • Operational execution and productivity improvements
- • Approximately $30 million order timing benefit for IndustrialsCo and $40 million for ElectronicsCo from system cut-over activities
DD YoY Financials
Q3 2025 vs Q3 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 exceeded our previously announced third quarter guidance, delivering another quarter of year-over-year growth in organic sales and operating EBITDA. Ongoing strength in electronics, healthcare and water end-markets, along with our team's focus on operational execution continued to drive strong top-line growth and cash conversion. As a result of our strong third quarter performance and operational improvements, we are raising our full year earnings guidance for new DuPont.”
— Lori Koch, Q3 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% |