DuPont Q1 slightly beats Q1 sales estimates, ups FY guidance

DuPont de Nemours

05/05/2026 11:11

Overview

U.S. advanced materials maker's Q1 sales rose 4%, slightly beating analyst expectations

Adjusted EPS for Q1 beat consensus, rising 53% year-over-year

Company to launch $275 mln accelerated share repurchase

Outlook

DuPont raises full-year 2026 net sales guidance to $7.155 bln-$7.215 bln

Company expects full-year 2026 operating EBITDA of $1.73 bln-$1.76 bln

DuPont sees full-year 2026 adjusted EPS at $2.35-$2.40

Result Drivers

ORGANIC SALES GROWTH - Co said Q1 organic sales rose 2%, with Healthcare & Water Technologies up 3% and Diversified Industrials about flat

EBITDA EXPANSION - Operating EBITDA rose on organic growth, favorable mix and productivity improvements

LOWER INTEREST EXPENSE - Adjusted EPS benefited from lower interest expense, corporate costs and tax rate

Company press release: ID:nPn7pj6xca

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Slight Beat*
$1.68 bln
$1.67 bln (11 Analysts)
Q1 Adjusted EPS
Beat
$0.55
$0.48 (14 Analysts)
Q1 Operating EBITDA
Beat
$414 mln
$393.05 mln (12 Analysts)
Q1 Operating EBITDA margin
24.60%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Dupont De Nemours Inc is $55.00, about 21.1% above its May 4 closing price of $45.41

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)