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
DD YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
DD Revenue by Segment
With YoY comparisons, source: SEC Filings
DD Revenue by Geography
With YoY comparisons, source: SEC Filings
“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
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% |