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 Q3 Earnings Beat on Organic Growth, Raises 2026 Outlook
Read MoreHide Full Article
Key Takeaways
DuPont's Q3 adjusted EPS jumped 62% to $2.09, while sales rose 4%.
Organic sales grew 5%, driven by healthcare, industrial water and aerospace demand.
DuPont raised its 2026 EPS outlook to $7.47-$7.52 and plans $250M in Q4 buybacks.
DuPont de Nemours, Inc. (DD - Free Report) reported third-quarter 2026 net income from continuing operations of $171 million or $1.24 per share, up from $102 million or 70 cents per share in the year-ago quarter.
Barring one-time items, adjusted earnings were $2.09 per share, up 62% year over year, beating the Zacks Consensus Estimate of $1.86 by 12.4%.
Net sales of $1.87 billion increased 4% year over year and surpassed the consensus estimate of $1.84 billion by 1.5%. Organic sales rose 5%, supported by 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 $865 million, up 4% year over year from $832 million. It beat the Zacks Consensus Estimate of $859 million. Organic sales also increased 4%. The year-ago quarter included a $15 million benefit from an order timing shift related to separation activities, primarily within Water Technologies. Healthcare Technologies recorded mid-single-digit organic growth, driven by higher demand for personal protection and medical packaging products. Water Technologies delivered low-single-digit organic growth, supported by industrial water, semiconductor and specialty markets, partially offset by continued disruptions in the Middle East. Operating EBITDA increased 7% year over year to $263 million from $246 million.
Diversified Industrials recorded net sales of $1 billion, up 4% year over year from $963 million. It was above the Zacks Consensus Estimate of $979 million. Organic sales increased 5%, while unfavorable currency movements reduced reported growth by 1%. The prior-year quarter included a $15 million benefit related to order timing ahead of separation activities. Building Technologies delivered mid-single-digit organic growth, supported by increased demand in North America and Asia. Industrial Technologies also registered mid-single-digit organic growth, benefiting from continued strength in aerospace and electric vehicle battery applications. Operating EBITDA rose 11% year over year to $242 million from $219 million.
DD's Cash Position and Shareholder Returns
DuPont ended the quarter with cash and cash equivalents of $1.65 billion compared with $715 million at the end of 2025. Long-term debt stood at $3.09 billion versus $3.13 billion at year-end 2025.
Cash provided by operating activities from continuing operations totaled $410 million, up 27% year over year from $322 million. Capital expenditures were $71 million. Transaction-adjusted free cash flow was $341 million compared with $346 million a year ago, representing cash conversion of 121%.
The company completed a $250 million accelerated share purchase and substantially completed $100 million of open-market repurchases during the quarter. It also announced plans to repurchase another $250 million of shares in the fourth quarter.
DuPont's Raised 2026 Outlook
Following its third-quarter outperformance, DuPont raised its full-year 2026 guidance. The company now projects net sales of approximately $7.19 billion, operating EBITDA of around $1.785 billion and adjusted earnings between $7.47 and $7.52 per share. Management expects full-year organic sales growth of approximately 4.5%.
For the fourth quarter of 2026, DuPont anticipates net sales of approximately $1.825 billion, operating EBITDA of around $455 million and adjusted earnings between $1.90 and $1.95 per share.
The revised outlook reflects continued strength across healthcare, aerospace and industrial water end markets. Management remains focused on profitable growth, strong cash generation, productivity improvements and effective capital deployment.
DD’s Price Performance
DD's shares have gained 24.7% in the past year compared with the Zacks Chemicals Diversified industry’s 28.5% 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 Reliance, Inc. (RS - Free Report) , Element Solutions Inc. (ESI - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .
The Zacks Consensus Estimate for RS’ 2026 earnings is pegged at $23.70 per share, indicating a 66.2% year-over-year surge. RSshares have gained 62.4% over the past year.
The Zacks Consensus Estimate for ESI’s 2026 earnings is pegged at $1.85 per share, indicating a year-over-year rise of 24.2%. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 6%.
The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 28 cents per share. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 75%.
View the Zacks #1 Rank List
Image: Bigstock
DD Q3 Earnings Beat on Organic Growth, Raises 2026 Outlook
Key Takeaways
DuPont de Nemours, Inc. (DD - Free Report) reported third-quarter 2026 net income from continuing operations of $171 million or $1.24 per share, up from $102 million or 70 cents per share in the year-ago quarter.
Barring one-time items, adjusted earnings were $2.09 per share, up 62% year over year, beating the Zacks Consensus Estimate of $1.86 by 12.4%.
Net sales of $1.87 billion increased 4% year over year and surpassed the consensus estimate of $1.84 billion by 1.5%. Organic sales rose 5%, supported by 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
DuPont's Segment Results
Healthcare & Water Technologies generated net sales of $865 million, up 4% year over year from $832 million. It beat the Zacks Consensus Estimate of $859 million. Organic sales also increased 4%. The year-ago quarter included a $15 million benefit from an order timing shift related to separation activities, primarily within Water Technologies. Healthcare Technologies recorded mid-single-digit organic growth, driven by higher demand for personal protection and medical packaging products. Water Technologies delivered low-single-digit organic growth, supported by industrial water, semiconductor and specialty markets, partially offset by continued disruptions in the Middle East. Operating EBITDA increased 7% year over year to $263 million from $246 million.
Diversified Industrials recorded net sales of $1 billion, up 4% year over year from $963 million. It was above the Zacks Consensus Estimate of $979 million. Organic sales increased 5%, while unfavorable currency movements reduced reported growth by 1%. The prior-year quarter included a $15 million benefit related to order timing ahead of separation activities. Building Technologies delivered mid-single-digit organic growth, supported by increased demand in North America and Asia. Industrial Technologies also registered mid-single-digit organic growth, benefiting from continued strength in aerospace and electric vehicle battery applications. Operating EBITDA rose 11% year over year to $242 million from $219 million.
DD's Cash Position and Shareholder Returns
DuPont ended the quarter with cash and cash equivalents of $1.65 billion compared with $715 million at the end of 2025. Long-term debt stood at $3.09 billion versus $3.13 billion at year-end 2025.
Cash provided by operating activities from continuing operations totaled $410 million, up 27% year over year from $322 million. Capital expenditures were $71 million. Transaction-adjusted free cash flow was $341 million compared with $346 million a year ago, representing cash conversion of 121%.
The company completed a $250 million accelerated share purchase and substantially completed $100 million of open-market repurchases during the quarter. It also announced plans to repurchase another $250 million of shares in the fourth quarter.
DuPont's Raised 2026 Outlook
Following its third-quarter outperformance, DuPont raised its full-year 2026 guidance. The company now projects net sales of approximately $7.19 billion, operating EBITDA of around $1.785 billion and adjusted earnings between $7.47 and $7.52 per share. Management expects full-year organic sales growth of approximately 4.5%.
For the fourth quarter of 2026, DuPont anticipates net sales of approximately $1.825 billion, operating EBITDA of around $455 million and adjusted earnings between $1.90 and $1.95 per share.
The revised outlook reflects continued strength across healthcare, aerospace and industrial water end markets. Management remains focused on profitable growth, strong cash generation, productivity improvements and effective capital deployment.
DD’s Price Performance
DD's shares have gained 24.7% in the past year compared with the Zacks Chemicals Diversified industry’s 28.5% 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 Reliance, Inc. (RS - Free Report) , Element Solutions Inc. (ESI - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .
RS and ESI currently sport a Zacks Rank #1 (Strong Buy), while ASM carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here
The Zacks Consensus Estimate for RS’ 2026 earnings is pegged at $23.70 per share, indicating a 66.2% year-over-year surge. RSshares have gained 62.4% over the past year.
The Zacks Consensus Estimate for ESI’s 2026 earnings is pegged at $1.85 per share, indicating a year-over-year rise of 24.2%. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 6%.
The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 28 cents per share. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 75%.