US ▾
DDDD

What DuPont de Nemours promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

42 of 43 judged targets kept · 46 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Diversified Industrials second quarter organic sales growthlow single digits percent rangeMar 2026Jun 2026:Second quarter net sales of $963 million increased 3% versus the year ago period on 3% organic sales growth
Call transcript, Jun 2026 · no direct link
Achieved
Full year adjusted EPS$2.25 to $2.30 per shareDec 2025Jun 2026:Our adjusted EPS at the midpoint of $7.24 is a $0.15 increase versus our prior guidance and represents an 18% increase compared to the prior year pro forma
Call transcript, Jun 2026 · no direct link
Revised Up
Building Technologies full year organic sales growthabout flatDec 2025Jun 2026:while shelters still continued to be about net neutral on a full year basis from an end market perspective to see outperformance in the space on the resi side
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open DuPont de Nemours’s full ledger

A free account opens 5 company ledgers a month. All 89 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 89 tracked commitments for DuPont de Nemours

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.