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DuPont's Q3 Earnings Surpass Estimates on Higher Volumes

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Key Takeaways

  • DuPont posted Q3 profit of $308M, with adjusted EPS of $1.09, topping consensus estimates.
  • Net sales rose 7% to $3.07B, led by strong volume gains and 11% growth in the ElectronicsCo unit.
  • ElectronicsCo benefited from AI-driven demand, while IndustrialsCo saw solid growth in Healthcare & Water.

DuPont de Nemours, Inc. (DD - Free Report) registered third-quarter 2025 profit from continuing operations of $308 million or 70 cents per share. In the year-ago quarter, the company recorded a profit of $453 million or $1.06 per share. 

Barring one-time items, earnings came in at $1.09 per share in the reported quarter, topping the Zacks Consensus Estimate of $1.04. 

DuPont's net sales reached $3,072 million, up 7% year over year and surpassing the Zacks Consensus Estimate of $2,627 million. Organic sales grew 6%, driven by a 7% rise in volume, which was partly offset by a 1% decline in pricing. Foreign currency had a positive impact of 1%. 

DuPont de Nemours, Inc. Price, Consensus and EPS Surprise

DD’s Segment Highlights

The company’s ElectronicsCo segment recorded net sales of $1,275 million in the reported quarter, up 11% on a year-over-year basis. The figure beat the Zacks Consensus Estimate of $1,216 million. Organic sales grew 10%, driven by an 11% increase in volume, which was partially offset by a 1% decline in pricing. Currency provided a 1% benefit. Semiconductor Technologies experienced high-single-digit organic growth, supported by continued strong end-market demand, primarily from advanced nodes and AI technology applications. Interconnect Solutions posted low-teens organic growth, reflecting sustained demand from AI-driven technology expansion and gains in both content and market share. 

The IndustrialsCo segment recorded net sales of $1,797 million, up 5% year over year. The figure missed the Zacks Consensus Estimate of $2,097 million. Organic sales rose 4%, supported by a 5% increase in volume, which was partially offset by a 1% decline in pricing. Currency had a benefit of 1%. Healthcare & Water Technologies delivered high-single-digit organic growth, with strong performance across both businesses. Diversified Industrials sales up a low single-digit on an organic basis. 

DD’s Financials

DuPont had cash and cash equivalents of $1,955 million at the end of the quarter, up around 6.1% year over year. Long-term debt was $7,049 million, up about 31.9%. 

The company generated operating cash flow from continuing operations of $1,260 million for the nine months ended Sept. 30, 2025. 

DD’s Outlook

For the fourth quarter of 2025, the company expects net sales of approximately $1,685 million, operating EBITDA of around $385 million and adjusted earnings per share (EPS) of about 43 cents. For full-year 2025, net sales are projected to reach roughly $6,840 million, with operating EBITDA estimated at $1,600 million and adjusted EPS expected to be approximately $1.66. 

DD’s Price Performance

DuPont’s shares have lost 54.2% in a year compared with a 40.3% decline in the industry

Zacks Investment ResearchImage Source: Zacks Investment Research

DD’s Zacks Rank & Key Picks

DD currently carries a Zacks Rank #5 (Strong Sell). 

Some better-ranked stocks worth a look in the basic materials space are AngloGold Ashanti plc (AU - Free Report) , Integra Resources Corp. (ITRG - Free Report) and U.S. Gold Corp. (USAU - Free Report) . 

AngloGold is scheduled to report third-quarter results on Nov. 11. AU carries a Zacks Rank #1 (Strong Buy) at present. The Zacks Consensus Estimate for AU’s third-quarter earnings is pegged at $1.34, indicating a 139.3% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.

Integra Resources is scheduled to report third-quarter results on Nov. 12. ITRG carries a Zacks Rank #2 at present. The consensus estimate for ITRG’s third-quarter earnings is pegged at 13 cents, indicating a 262.5% year-over-year growth.

U.S. Gold is expected to report fiscal second-quarter results on Dec. 15. USAU carries a Zacks Rank #2 at present. The Zacks Consensus Estimate for USAU’s second-quarter earnings is pegged at a loss of 13 cents, indicating a 35% year-over-year growth. 

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