Jun 2026 (Q2 FY26) — Aug 4, 2026
DuPont Q2 FY26 — Strong Performance Drives Raised Full-Year Guidance and Share Repurchase
Read the full callDuPont (DD) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
DuPont earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,819 | +4.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 143 | +142.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
42 of 43 judged targets kept · 46 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Diversified Industrials second quarter organic sales growth | low single digits percent range | Mar 2026 | Second quarter net sales of $963 million increased 3% versus the year ago period on 3% organic sales growth | Achieved |
| Full year adjusted EPS | $2.25 to $2.30 per share | Dec 2025 | 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 | Revised Up |
| Building Technologies full year organic sales growth | about flat | Dec 2025 | 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 | On Track |
1 of DuPont de Nemours, Inc.'s 89 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 86 more targets are in the full ledger.
Claimed
- Organic sales growth of 4% in Q2 FY26, exceeding previously communicated guidance.
- Operating EBITDA margin expanded by 80 basis points to 24.6% in Q2 FY26.
- Adjusted EPS grew 21% to $1.88 in Q2 FY26, driven by stronger operations and below-the-line items.
- Robust free cash flow conversion of 127% in Q2 FY26, leading to an expectation of full-year conversion ahead of 90% target.
- Announced a $250 million share repurchase to be launched in Q3 FY26, highlighting disciplined capital allocation.
Qualified
- Operating EBITDA margin in Healthcare & Water Technologies decreased 30 basis points to 30.1% in Q2 FY26 due to less favorable mix and growth investments.
- Water sales organic growth was low single-digits percent in Q2 FY26, partially offset by weakness in the Middle East.
- Full-year 2026 net sales guidance adjusted to $7.175 billion due to a lower expected currency benefit from a strengthening U.S. dollar.
- Full-year 2026 operating EBITDA margin includes a 30 basis point headwind from oil and gas inflation.
- Third quarter 2026 net sales guidance assumes about 3% organic growth year-over-year as reported, with currency expected to be about a 1% headwind.
Price
$131.6 +2.43% · +$3.12
Performance +35.2% 1Y
1Y: $97.35 on 14 Oct 2025 → $131.6. High $154.59 (11 Feb 2026), low $97.35 (14 Oct 2025).
- Previous close
- $128.48
- 52-week range
- $97.35 – $154.59
- One year
- +33.54%
Overview
- Symbol
- DD
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
42 of 43 judged targets kept · 46 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Diversified Industrials second quarter organic sales growth | low single digits percent range | Mar 2026 | Second quarter net sales of $963 million increased 3% versus the year ago period on 3% organic sales growth | Achieved |
| Full year adjusted EPS | $2.25 to $2.30 per share | Dec 2025 | 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 | Revised Up |
| Building Technologies full year organic sales growth | about flat | Dec 2025 | 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 | On Track |
Claimed
- Organic sales growth of 4% in Q2 FY26, exceeding previously communicated guidance.
- Operating EBITDA margin expanded by 80 basis points to 24.6% in Q2 FY26.
- Adjusted EPS grew 21% to $1.88 in Q2 FY26, driven by stronger operations and below-the-line items.
- Robust free cash flow conversion of 127% in Q2 FY26, leading to an expectation of full-year conversion ahead of 90% target.
- Announced a $250 million share repurchase to be launched in Q3 FY26, highlighting disciplined capital allocation.
Qualified
- Operating EBITDA margin in Healthcare & Water Technologies decreased 30 basis points to 30.1% in Q2 FY26 due to less favorable mix and growth investments.
- Water sales organic growth was low single-digits percent in Q2 FY26, partially offset by weakness in the Middle East.
- Full-year 2026 net sales guidance adjusted to $7.175 billion due to a lower expected currency benefit from a strengthening U.S. dollar.
- Full-year 2026 operating EBITDA margin includes a 30 basis point headwind from oil and gas inflation.
- Third quarter 2026 net sales guidance assumes about 3% organic growth year-over-year as reported, with currency expected to be about a 1% headwind.
The full ledger
Open DuPont de Nemours, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 89 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
DuPont earnings calls (DD)
Financials
What the filings say
Net profit, year on year: +142% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,714 | 1,689 | 1,612 | 1,749 | 1,795 | 1,693 | 1,681 | 1,819 |
| Other income | 200 | -226 | 100 | -9 | 24 | -98 | 36 | 42 |
| Profit before tax | 287 | -199 | 97 | 78 | 91 | -66 | 181 | 266 |
| Tax rate | 34.5% | −52.3% | 17.5% | 69.2% | 20.9% | — | 17.1% | 28.2% |
| Net profit | 454 | -117 | -589 | 59 | -123 | -126 | 161 | 143 |
| EPS ($ per share) | 1.09 | -0.28 | -1.41 | 0.42 | -0.29 | -0.30 | 0.39 | 1.05 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 8 | 7 | 7 | 5 | 5 | 4 | 4 | 1 |
| Reserves | 30,257 | -8,400 | -11,586 | -23,187 | -21,065 | -22,874 | -23,076 | -24,278 |
| Total liabilities | 91,955 | 27,793 | 31,834 | 18,657 | 14,338 | 13,827 | 12,843 | 7,472 |
| Fixed assets | 9,917 | 10,143 | 6,867 | 5,753 | 5,731 | 5,884 | 3,454 | 3,464 |
| Investments | 29 | 0 | — | 0 | 1,302 | 0 | — | — |
| Total assets | 187,855 | 69,349 | 70,903 | 45,707 | 41,355 | 38,552 | 36,636 | 21,575 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 4,731 | 1,409 | 4,095 | 2,281 | 588 | 845 | 765 | 560 |
| Cash from investing | -2,462 | -2,313 | -202 | -2,401 | 8,923 | — | — | — |
| Cash from financing | -1,918 | -11,550 | 3,238 | -6,507 | -7,667 | — | — | — |
| Net cash flow | 7 | -12,445 | 7,198 | -6,699 | 1,696 | -968 | -911 | -1,132 |
| Capital expenditure | -1,358 | -2,472 | -1,194 | -788 | -662 | -302 | -285 | -333 |
| Free cash flow | 3,373 | -1,063 | 2,901 | 1,493 | -74 | 543 | 480 | 227 |
DD revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Diversified Industrials | — | — | — | — | — | — | 52% | 53% | — |
| Healthcare and Water Technologies | — | — | — | — | — | — | 48% | 47% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- Asia Pacific 25% ↓ 19 pt
- EMEA 22% ↑ 5 pt
- CN 11% ↓ 9 pt
- Latin American and Canada 8%
As DD cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
71 filings between Oct 31, 2025 and Aug 28, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$607.3K
3 sales by 2 insiders
Compensation
not trading decisions- 36
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 29
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Koch Lori | — | $368.3K | Jun 2, 2026 |
| Hoover Erik T. | — | $238.9K | Nov 28, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 28, 2026 | Macpherson Donald G Director | Award | 237 | $32.5K |
| Aug 28, 2026 | Lowery Frederick M. Director | Award | 283 | $38.7K |
| Aug 28, 2026 | CUTLER ALEXANDER M Director | Award | 365 | $50.0K |
| Aug 17, 2026 | BREEN EDWARD D Director | Gift | 34,485 | $0 |
| Aug 6, 2026 | Barber Madeleine G VP Chief Accounting Officer | Tax withheld | 101 | $14.8K |
| Aug 6, 2026 | Ferreira Beth President, Diversified Indstrl | Tax withheld | 374 | $54.7K |
| Jun 2, 2026 | Koch Lori CEO | Sale | 261 | $12.7K |
| May 31, 2026 | Koch Lori CEO | Tax withheld | 4,673 | $224.4K |
| May 31, 2026 | Franzen Antonella B SVP & CFO | Tax withheld | 1,558 | $74.8K |
| May 29, 2026 | Lowery Frederick M. Director | Award | 800 | $38.7K |
| May 29, 2026 | CUTLER ALEXANDER M Director | Award | 1,033 | $50.0K |
| May 29, 2026 | Macpherson Donald G Director | Award | 671 | $32.5K |
| May 21, 2026 | du Pont Eleuthere I Director | Award | 4,030 | $0 |
| May 21, 2026 | LICO JAMES A Director | Award | 4,030 | $0 |
| May 21, 2026 | CUTLER ALEXANDER M Director | Award | 4,030 | $0 |
| May 21, 2026 | Brady Amy G. Director | Award | 4,030 | $0 |
| May 21, 2026 | Macpherson Donald G Director | Award | 4,030 | $0 |
| May 21, 2026 | BREEN EDWARD D Director | Award | 4,030 | $0 |
| May 21, 2026 | CHANDY RUBY R Director | Award | 4,030 | $0 |
| May 21, 2026 | McMaken Kurt B Director | Award | 4,030 | $0 |
| May 21, 2026 | Lowery Frederick M. Director | Award | 4,030 | $0 |
| May 4, 2026 | Franzen Antonella B SVP & CFO | Tax withheld | 246 | $11.2K |
| May 4, 2026 | BREEN EDWARD D Director | Tax withheld | 11,538 | $525.4K |
| May 4, 2026 | Hoover Erik T. SVP & General Counsel | Tax withheld | 1,526 | $69.5K |
| May 4, 2026 | Koch Lori CEO | Tax withheld | 3,048 | $138.8K |
| May 4, 2026 | Raia Christopher Senior Vice President & CHRO | Tax withheld | 1,270 | $57.9K |
| Feb 27, 2026 | Macpherson Donald G Director | Award | 216 | $10.8K |
| Feb 27, 2026 | CUTLER ALEXANDER M Director | Award | 999 | $50.0K |
| Feb 27, 2026 | Lowery Frederick M. Director | Award | 774 | $38.7K |
| Feb 21, 2026 | BREEN EDWARD D Director | Tax withheld | 8,710 | $438.6K |
| Feb 21, 2026 | Hoover Erik T. SVP & General Counsel | Tax withheld | 2,583 | $130.1K |
| Feb 21, 2026 | Bloemhard Jeroen President, HC and Water Tech | Tax withheld | 1,028 | $51.8K |
| Feb 21, 2026 | Franzen Antonella B SVP & CFO | Tax withheld | 1,631 | $82.1K |
| Feb 21, 2026 | Koch Lori CEO | Tax withheld | 8,123 | $409.1K |
| Feb 21, 2026 | Abbott Matthew S SVP, CIO | Tax withheld | 805 | $40.5K |
| Feb 21, 2026 | Raia Christopher Senior Vice President & CHRO | Tax withheld | 2,261 | $113.9K |
| Feb 20, 2026 | Raia Christopher Senior Vice President & CHRO | Award | 9,919 | $0 |
| Feb 20, 2026 | Barber Madeleine G VP Chief Accounting Officer | Award | 2,778 | $0 |
| Feb 20, 2026 | Bloemhard Jeroen President, HC and Water Tech | Award | 9,919 | $0 |
| Feb 20, 2026 | Hoover Erik T. SVP & General Counsel | Award | 11,903 | $0 |
| Feb 20, 2026 | Franzen Antonella B SVP & CFO | Award | 19,838 | $0 |
| Feb 20, 2026 | Ferreira Beth President, Diversified Indstrl | Award | 9,919 | $0 |
| Feb 20, 2026 | Koch Lori CEO | Award | 79,350 | $0 |
| Feb 20, 2026 | Abbott Matthew S SVP, CIO | Award | 5,158 | $0 |
| Feb 19, 2026 | Macpherson Donald G Director | Award | 946 | $0 |
| Feb 15, 2026 | Hoover Erik T. SVP & General Counsel | Tax withheld | 1,076 | $53.4K |
| Feb 15, 2026 | Franzen Antonella B SVP & CFO | Tax withheld | 148 | $7.3K |
| Feb 15, 2026 | Bloemhard Jeroen President, HC and Water Tech | Tax withheld | 259 | $12.8K |
| Feb 15, 2026 | Raia Christopher Senior Vice President & CHRO | Tax withheld | 920 | $45.6K |
| Feb 15, 2026 | Koch Lori CEO | Tax withheld | 1,969 | $97.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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