Companies /Basic Materials

DuPont de Nemours Inc

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

Q4 2025 Earnings

Reported Feb 10, 2026, 6:06am ET · SEC source
$0.46
Beat +6.60%
EPS · est. $0.43
$1.7B
Beat +0.25%
Revenue · est. $1.7B
−4.9%
Trailing market
DD vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+3%+6%+9%Feb 10Feb 11report 6:06am ETearnings−0.4%+8.6%
0+3%+6%+9%Feb 10Feb 11earnings−0.4%+8.6%
DD +8.6%S&P 500 −0.4%
0+3%+6%+9%Feb 10Feb 11report 6:06am ETearnings−0.5%+8.6%
0+3%+6%+9%Feb 10Feb 11earnings−0.5%+8.6%
DD +8.6%NASDAQ −0.5%
−4%0+4%+8%Feb 9Feb 18report 6:06am ETearnings−1.4%+5.9%
−4%0+4%+8%Feb 9Feb 18earnings−1.4%+5.9%
DD +5.9%S&P 500 −1.4%
−4%0+4%+8%Feb 9Feb 18report 6:06am ETearnings−1.8%+5.9%
−4%0+4%+8%Feb 9Feb 18earnings−1.8%+5.9%
DD +5.9%NASDAQ −1.8%
+4.95%
Day of report
+4.25%
Next session
+3.88%
One week
−9.16%
30 days

S&P 500 over the same 30 days: −4.31%.

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 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

“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.”

DuPont de Nemours CEO, on the earnings call

Forward Guidance & Outlook

DuPont initiated 2026 guidance with Q1 net sales of approximately $1,670 million, operating EBITDA of approximately $395 million, and adjusted EPS of approximately $0.48. Full year 2026 guidance calls for net sales of $7,075-$7,135 million, operating EBITDA of $1,725-$1,755 million, and adjusted EPS of $2.25-$2.30. Full year guidance assumes approximately 3% organic growth and a currency tailwind of approximately 1% versus 2025. Q1 guidance assumes approximately 2% organic growth with a currency tailwind of approximately 2% year-over-year. Management estimates 2026 intangibles amortization of about $270 million pre-tax, or approximately $0.50 per share.

DD YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$900.0M$1.8B$2.7B$3.1B$1.7BRevenue$979.0M$598.0MGross Profit$-99,566,700$-108,000,000Net Income
$0$900.0M$1.8B$2.7BRevenueGross ProfitNet Income

DD Revenue by Segment

Industrials
Electronics
Diversified Industrials$872.0M−3.0%
Healthcare and Water Technologies$821.0M+4.0%

DD Revenue by Geography

Asia Pacific$419.0M−3.0%
United States$839.0M−1.0%
EMEA$357.0M+7.0%
Latin America$78.0M−3.0%

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