We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
DD's Q2 Earnings Beat on Higher Organic Sales, Revenues Up Y/Y
Read MoreHide Full Article
Key Takeaways
DD beat Q2 earnings and sales estimates as organic sales rose 4% on broad-based end-market strength.
DD raised the midpoint of full-year guidance for EBITDA and adjusted EPS after Q2 outperformance.
DD generated stronger operating cash flow and free cash flow, supported by higher earnings.
DuPont de Nemours, Inc. (DD - Free Report) reported second-quarter 2026 net income from continuing operations of $191 million or $1.37 per share, up sharply from $24 million or 17 cents per share in the year-ago quarter.
Barring one-time items, adjusted earnings came in at $1.88 per share, up from the year-ago quarter’s $1.27. The figure beat the Zacks Consensus Estimate of $1.76.
Net sales of $1,819 million increased 4% year over year and marginally topped the Zacks Consensus Estimate of $1,817.9 million. Organic sales also improved 4%, driven by continued strength across healthcare, industrial water and aerospace end markets.
DuPont de Nemours, Inc. Price, Consensus and EPS Surprise
Healthcare & Water Technologies generated net sales of $856 million, up 5% year over year. It missed the Zacks Consensus Estimate of $860 million. Organic sales rose 4%, while currency contributed 1%. Healthcare Technologies recorded mid-single-digit organic growth on broad-based increase led by personal protection and biopharma, while Water Technologies posted low-single-digit organic growth driven by industrial water and semiconductor markets, partly offset by weakness in the Middle East. Operating EBITDA increased 4% to $258 million.
Diversified Industrials recorded net sales of $963 million, up 3% year over year, exceeding the Zacks Consensus Estimate of $947 million. Organic sales increased 3%, supported by growth in Building Technologies from residential and non-residential construction markets and continued aerospace and electric vehicle strength in Industrial Technologies. Operating EBITDA improved 7% year over year to $213 million.
DD’s Financials
DuPont ended the quarter with cash and cash equivalents of $1.74 billion, up significantly from $715 million at the end of 2025. Long-term debt was $3.13 billion, essentially flat with year-end 2025.
Cash provided by operating activities from continuing operations totaled $400 million in the quarter compared with $74 million in the year-ago period. Transaction-adjusted free cash flow rose to $326 million from $107 million a year ago, reflecting stronger earnings and improved cash conversion.
DD’s Outlook
Following its second-quarter outperformance, DuPont raised the midpoint of its full-year 2026 operating EBITDA and adjusted earnings guidance. The company now expects net sales in the range of $7.16-$7.19 billion, operating EBITDA between $1.75 billion and $1.77 billion and adjusted earnings of $7.17-$7.32 per share.
For the second half of 2026, DuPont projects net sales of $3.66-$3.69 billion, operating EBITDA of $890-$910 million and adjusted earnings of $3.65-$3.80 per share. Management also expects organic sales growth to be slightly above 4% for the full year.
The outlook reflects continued strength across healthcare, industrial water and aerospace end markets. Management expects mid-single-digit organic sales growth in the second half and remains focused on productivity, profitable growth and shareholder value creation.
DD’s Price Performance
DD's shares are down 35.1% in the past year compared with the Zacks Chemicals Diversified industry’s 3.9% rise.
Image Source: Zacks Investment Research
DD’s Zacks Rank & Key Picks
DD currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Avient Corporation (AVNT - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report) and Lundin Mining Corporation (LUNMF - Free Report) .
Avient is scheduled to report second-quarter results on Aug. 6. The Zacks Consensus Estimate for AVNT’s second-quarter earnings is pegged at 89 cents per share. It carries a Zacks Rank #2 (Buy) at present.
NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 5 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Lundin Mining is scheduled to report second-quarter results on Aug. 5. The Zacks Consensus Estimate for LUNMF’s second-quarter earnings is pegged at 34 cents per share. It currently carries a Zacks Rank #2.
View the Zacks #1 Rank List
Image: Bigstock
DD's Q2 Earnings Beat on Higher Organic Sales, Revenues Up Y/Y
Key Takeaways
DuPont de Nemours, Inc. (DD - Free Report) reported second-quarter 2026 net income from continuing operations of $191 million or $1.37 per share, up sharply from $24 million or 17 cents per share in the year-ago quarter.
Barring one-time items, adjusted earnings came in at $1.88 per share, up from the year-ago quarter’s $1.27. The figure beat the Zacks Consensus Estimate of $1.76.
Net sales of $1,819 million increased 4% year over year and marginally topped the Zacks Consensus Estimate of $1,817.9 million. Organic sales also improved 4%, driven by continued strength across healthcare, industrial water and aerospace end markets.
DuPont de Nemours, Inc. Price, Consensus and EPS Surprise
DuPont de Nemours, Inc. price-consensus-eps-surprise-chart | DuPont de Nemours, Inc. Quote
DD’s Segment Highlights
Healthcare & Water Technologies generated net sales of $856 million, up 5% year over year. It missed the Zacks Consensus Estimate of $860 million. Organic sales rose 4%, while currency contributed 1%. Healthcare Technologies recorded mid-single-digit organic growth on broad-based increase led by personal protection and biopharma, while Water Technologies posted low-single-digit organic growth driven by industrial water and semiconductor markets, partly offset by weakness in the Middle East. Operating EBITDA increased 4% to $258 million.
Diversified Industrials recorded net sales of $963 million, up 3% year over year, exceeding the Zacks Consensus Estimate of $947 million. Organic sales increased 3%, supported by growth in Building Technologies from residential and non-residential construction markets and continued aerospace and electric vehicle strength in Industrial Technologies. Operating EBITDA improved 7% year over year to $213 million.
DD’s Financials
DuPont ended the quarter with cash and cash equivalents of $1.74 billion, up significantly from $715 million at the end of 2025. Long-term debt was $3.13 billion, essentially flat with year-end 2025.
Cash provided by operating activities from continuing operations totaled $400 million in the quarter compared with $74 million in the year-ago period. Transaction-adjusted free cash flow rose to $326 million from $107 million a year ago, reflecting stronger earnings and improved cash conversion.
DD’s Outlook
Following its second-quarter outperformance, DuPont raised the midpoint of its full-year 2026 operating EBITDA and adjusted earnings guidance. The company now expects net sales in the range of $7.16-$7.19 billion, operating EBITDA between $1.75 billion and $1.77 billion and adjusted earnings of $7.17-$7.32 per share.
For the second half of 2026, DuPont projects net sales of $3.66-$3.69 billion, operating EBITDA of $890-$910 million and adjusted earnings of $3.65-$3.80 per share. Management also expects organic sales growth to be slightly above 4% for the full year.
The outlook reflects continued strength across healthcare, industrial water and aerospace end markets. Management expects mid-single-digit organic sales growth in the second half and remains focused on productivity, profitable growth and shareholder value creation.
DD’s Price Performance
DD's shares are down 35.1% in the past year compared with the Zacks Chemicals Diversified industry’s 3.9% rise.
DD’s Zacks Rank & Key Picks
DD currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Avient Corporation (AVNT - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report) and Lundin Mining Corporation (LUNMF - Free Report) .
Avient is scheduled to report second-quarter results on Aug. 6. The Zacks Consensus Estimate for AVNT’s second-quarter earnings is pegged at 89 cents per share. It carries a Zacks Rank #2 (Buy) at present.
NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 5 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Lundin Mining is scheduled to report second-quarter results on Aug. 5. The Zacks Consensus Estimate for LUNMF’s second-quarter earnings is pegged at 34 cents per share. It currently carries a Zacks Rank #2.