Companies /Basic Materials

DuPont de Nemours Inc

NYSE: DD Specialty Chemicals
$127.98
▼ $3.34 (−2.54%) today
Markets open · 4:11pm ET

Q3 2025 Earnings

Reported Nov 6, 2025, 6:05am ET · SEC source
$1.09
Beat +71.65%
EPS · est. $0.64
$3.1B
Beat +73.74%
Revenue · est. $1.8B
+1.8%
Beating market
DD vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−12%−8%−4%0Nov 6Nov 7report 6:05am ETearnings−2.3%−4.0%
−12%−8%−4%0Nov 6Nov 7earnings−2.3%−4.0%
DD −4.0%S&P 500 −2.3%
−12%−8%−4%0Nov 6Nov 7report 6:05am ETearnings−3.8%−4.0%
−12%−8%−4%0Nov 6Nov 7earnings−3.8%−4.0%
DD −4.0%NASDAQ −3.8%
0+4%+8%Nov 5Nov 14report 6:05am ETearnings−1.8%+6.2%
0+4%+8%Nov 5Nov 14earnings−1.8%+6.2%
DD +6.2%S&P 500 −1.8%
−4%0+4%+8%Nov 5Nov 14report 6:05am ETearnings−3.9%+6.2%
−4%0+4%+8%Nov 5Nov 14earnings−3.9%+6.2%
DD +6.2%NASDAQ −3.9%
−1.21%
Day of report
+1.66%
Next session
+3.70%
One week
+3.73%
30 days

S&P 500 over the same 30 days: +1.90%.

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 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

“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

Forward Guidance & Outlook

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

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$900.0M$1.8B$2.7B$2.9B$3.1BRevenue$991.0M$1.2BGross Profit$496.0M$327.0MOperating Income$455.0M$308.0MNet Income
$0$900.0M$1.8B$2.7BRevenueGross ProfitOperating IncomeNet Income

DD Revenue by Segment

Industrials$1.8B+5.0%
Electronics$1.3B+11.0%
Diversified Industrials
Healthcare and Water Technologies

DD Revenue by Geography

Asia Pacific$1.4B+6.0%
United States$1.1B+7.0%
EMEA$490.0M+11.0%
Latin America$96.0M+7.0%

Figures from SEC filings and company reports. Not investment advice.