DuPont de Nemours

DuPont de Nemours (DD) Q4 2025 Earnings

Reported Feb 10, 2026 at 6:06 AM ET · SEC Source

Q4 25 EPS

$0.46

BEAT +6.60%

Est. $0.43

Q4 25 Revenue

$1.69B

BEAT +0.25%

Est. $1.69B

vs S&P Since Q4 25

+173.6%

BEATING MARKET

DD +181.5% vs S&P +7.9%

Full Year 2025 Results

FY 25 EPS

$1.68

FY 25 Revenue

$6.85B

Market Reaction

Did DD Beat Earnings? Q4 2025 Results

DuPont de Nemours delivered a clean beat to close out fiscal 2025, posting Q4 adjusted EPS of $0.46 against a consensus estimate of $0.43, a 6.60% beat, while revenue of $1.69 billion edged just ahead of the $1.69 billion Wall Street expected. The he… Read more DuPont de Nemours delivered a clean beat to close out fiscal 2025, posting Q4 adjusted EPS of $0.46 against a consensus estimate of $0.43, a 6.60% beat, while revenue of $1.69 billion edged just ahead of the $1.69 billion Wall Street expected. The headline revenue figure reflects a steep 45.3% year-over-year decline, though that drop is largely a structural artifact of the November 2025 separation of its Electronics business into newly independent Qnity, along with the pending aramids divestiture. On a continuing-operations basis, the underlying business held essentially flat, with adjusted EPS climbing 18% from $0.39 in the year-ago period, driven by higher segment earnings and lower interest expense. Healthcare and Water Technologies, the company's newly constituted segment, contributed $821 million in net sales with 3% organic growth, anchoring the beat alongside cost productivity gains in Diversified Industrials. With analysts maintaining a moderate buy consensus and a $2 billion buyback authorization in place, DuPont's 2026 guidance calling for net sales of $7.08 to $7.13 billion and adjusted EPS of $2.25 to $2.30 frames the post-separation business as the primary growth story going forward.

Key Takeaways

  • Healthcare & Water Technologies organic sales growth of 3% in Q4 driven by medical packaging, medical devices, and industrial water markets
  • Favorable mix and cost productivity improvements across both segments
  • Operating EBITDA margin expansion of 80 basis points to 24.2% in Q4
  • Diversified Industrials EBITDA margin improved 110 bps despite organic sales decline through cost productivity
  • Lower interest expense benefiting adjusted EPS
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DD YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

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DD Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26
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DD Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 25 Q4 25

“Our full year results capped a year of strong, disciplined execution. Our teams delivered against our commitments in a dynamic macro environment, driving organic growth, margin expansion, double-digit adjusted EPS growth, and strong cash flow generation.”

— Lori Koch, Q4 2025 Earnings Press Release