DuPont de Nemours (NYSE:DD) Announces Quarterly Earnings Results, Beats Expectations By $0.22 EPS

DuPont de Nemours (NYSE:DD) issued its quarterly earnings results on Tuesday. The basic materials company reported $2.09 EPS for the quarter, beating the consensus estimate of $1.87 by $0.22, Zacks reports. The firm had revenue of $1.87 billion during the quarter, compared to analysts’ expectations of $1.84 billion. DuPont de Nemours had a return on equity of 6.92% and a net margin of 0.67%. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.09 earnings per share.

Here are the key takeaways from DuPont de Nemours’ conference call:

• DuPont raised its 2026 guidance for organic sales growth to approximately 4.5%, operating EBITDA to $1.785 billion, and adjusted EPS to $7.50 at the midpoint. The company also expects free-cash-flow conversion of approximately 100%, above its 90% target.
• Third-quarter results exceeded expectations, with 5% organic sales growth, 90 basis points of EBITDA margin expansion, 31% adjusted EPS growth to $2.09, and $341 million of transaction-adjusted free cash flow. Growth was broad-based, led by healthcare, aerospace, water, and Building Technologies.
• Productivity initiatives generated more than 2% net productivity in the quarter and were a major contributor to margin expansion, while AI tools are accelerating innovation, manufacturing, customer service, and sales processes. Management said it remains on track toward its 3% net productivity target.
• DuPont completed a $250 million accelerated share repurchase, substantially completed another $100 million of open-market purchases, and plans an additional $250 million buyback in the fourth quarter. Management said it retains roughly $1.5 billion of capacity for potential strategic acquisitions.
• Disruptions in the Middle East led DuPont to defer approximately $15 million of large water-project revenue into 2027, leaving the water business growing only about 1% organically in the 2026 outlook. The company also continues to face weak conditions in construction and automotive markets, although it expects strength in healthcare, aerospace, and EV batteries to offset much of the pressure.

DuPont de Nemours Stock Performance

NYSE:DD traded up $8.82 on Tuesday, hitting $150.12. The company’s stock had a trading volume of 556,055 shares, compared to its average volume of 1,332,656. The company has a current ratio of 2.43, a quick ratio of 1.82 and a debt-to-equity ratio of 0.23. The stock has a fifty day moving average of $132.31 and a two-hundred day moving average of $138.39. The firm has a market capitalization of $20.27 billion, a P/E ratio of 334.82, a price-to-earnings-growth ratio of 1.28 and a beta of 1.05. DuPont de Nemours has a one year low of $102.24 and a one year high of $157.98.

DuPont de Nemours Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be given a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, November 30th. DuPont de Nemours’s payout ratio is 533.33%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on DD shares. Weiss Ratings reiterated a “sell (d+)” rating on shares of DuPont de Nemours in a research note on Friday. Zacks Research downgraded DuPont de Nemours from a “strong-buy” rating to a “hold” rating in a report on Friday, July 17th. JPMorgan Chase & Co. cut shares of DuPont de Nemours from an “overweight” rating to a “neutral” rating and decreased their target price for the company from $172.00 to $145.00 in a research note on Friday, October 9th. Royal Bank Of Canada lowered their target price on shares of DuPont de Nemours from $176.00 to $160.00 and set an “outperform” rating on the stock in a report on Thursday, October 15th. Finally, Barclays initiated coverage on shares of DuPont de Nemours in a research report on Tuesday, October 13th. They set an “overweight” rating and a $156.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $162.00.

DuPont de Nemours Company Profile

DuPont de Nemours, Inc is a diversified science and technology company that develops engineered materials and specialty products for industrial and consumer markets. Its offerings are used in applications including electronics, semiconductor manufacturing, water purification, transportation, construction, healthcare, and worker and consumer protection.

The company’s product portfolio has historically included high-performance films, resins, adhesives, engineered polymers, specialty fibers, protective materials, water-treatment membranes, and filtration technologies.