DuPont de Nemours

DuPont de Nemours (DD) Q1 2026 Earnings

Reported May 5, 2026 at 6:08 AM ET · SEC Source

Q1 26 EPS

$0.55

BEAT +13.57%

Est. $0.48

Q1 26 Revenue

$1.68B

BEAT +0.97%

Est. $1.66B

vs S&P Since Q1 26

+180.7%

BEATING MARKET

DD +187.0% vs S&P +6.3%

Market Reaction

Did DD Beat Earnings? Q1 2026 Results

DuPont de Nemours posted a stronger-than-expected first quarter for 2026, with adjusted EPS of $0.55 beating the $0.48 consensus estimate by 13.57% and revenue of $1.68 billion edging past the $1.66 billion forecast by 0.97%. The reported revenue dec… Read more DuPont de Nemours posted a stronger-than-expected first quarter for 2026, with adjusted EPS of $0.55 beating the $0.48 consensus estimate by 13.57% and revenue of $1.68 billion edging past the $1.66 billion forecast by 0.97%. The reported revenue decline of 45.2% year-over-year reflects the significant portfolio transformation underway at DuPont, most notably the November 2025 separation of its Electronics Business into independent public company Qnity and the April 2026 completion of the Aramids divestiture for roughly $1.20 billion in pre-tax cash proceeds. Stripping out those divestitures, net sales actually grew 4% year-over-year, with operating EBITDA climbing 15% to $414.00 million and margins expanding 230 basis points to 24.6%, driven by Healthcare Technologies strength in medical packaging and biopharma. Investors watching DuPont's pivot toward higher-margin specialty materials have taken note of the reshaping strategy. Management raised full-year 2026 guidance to adjusted EPS of $2.35 to $2.40 on net sales of $7.16 billion to $7.22 billion, while guiding Q2 adjusted EPS to approximately $0.59.

Key Takeaways

  • Organic growth of 2% with 4% total net sales increase including 2% currency benefit
  • Operating EBITDA margin expansion of 230 basis points to 24.6%
  • Adjusted EPS growth of 53% year-over-year driven by higher segment earnings, lower interest expense, lower corporate costs and tax rate
  • Healthcare Technologies up high-single digits organically led by medical packaging and biopharma
  • Industrial Technologies up low-single digits on aerospace and automotive strength
  • Favorable mix and productivity improvements across both segments
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DD YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

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DD Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q2 26
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DD Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 25 Q4 25

“We delivered a strong start to the year, exceeding our financial guidance through disciplined commercial and operational execution. Our teams remained focused on our customers and delivered organic growth, margin expansion, and double-digit adjusted EPS growth, along with solid cash flow generation in the quarter.”

— Lori Koch, Q1 2026 Earnings Press Release