DuPont de Nemours (DD) Q3 2025 Earnings
How Did DD Stock React to Q3 2025 Earnings?
S&P 500 over the same 30 days: +1.90%.
Did DD Beat Earnings? Q3 2025 Results
Yes. DuPont de Nemours reported Q3 2025 earnings of $3.27 a share on Nov 6, 2025, beating the $1.91 consensus estimate by 71.7%. Revenue was $3.1B against a $1.8B estimate.
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.
- 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
“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.”
DuPont de Nemours CEO, on the earnings call
What Was DuPont de Nemours's Outlook in Q3 2025?
DuPont raised its FY 2025 earnings guidance for new DuPont. Current FY 2025 guidance: net sales of ~$6,840 million (prior ~$6,865 million, adjusted lower for currency), operating EBITDA of ~$1,600 million (prior ~$1,575 million), and adjusted EPS of ~$1.66. Q4 2025 guidance: net sales of ~$1,685 million, operating EBITDA of ~$385 million, and adjusted EPS of ~$0.43. Full-year organic sales growth remains at 2% year-over-year, driven by strong demand in healthcare and water end-markets, partially offset by continued weakness in construction markets. The Aramids divestiture is expected to close in Q1 2026.
DD YoY Financials
| Metric | Q3 2025 | Q3 2024 | Year over year |
|---|---|---|---|
| Revenue | $3.1B | $2.9B | +7.3% |
| Gross Profit | $1.2B | $991.0M | +20.6% |
| Operating Income | $327.0M | $496.0M | −34.1% |
| Net Income | $308.0M | $455.0M | −32.3% |
DD Revenue by Segment
DD Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.