DuPont de Nemours (DD) Q4 2025 Earnings
How Did DD Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −4.31%.
Did DD Beat Earnings? Q4 2025 Results
Yes. DuPont de Nemours reported Q4 2025 earnings of $1.38 a share on Feb 10, 2026, beating the $1.29 consensus estimate by 6.6%. Revenue was $1.7B against a $1.7B estimate.
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.
- 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
What Was DuPont de Nemours's Outlook in Q4 2025?
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
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.7B | $3.1B | −45.3% |
| Gross Profit | $598.0M | $979.0M | −38.9% |
| Net Income | −$108.0M | −$99.6M | +8.5% |
DD Revenue by Segment
DD Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.