DuPont Q3 revenue misses; raises FY 2025 operating EBITDA forecast

DuPont de Nemours

06/11/2025 11:10

Overview

DuPont Q3 2025 revenue missed analyst expectations despite 7% increase in net sales

Adjusted EPS for Q3 2025 missed analyst expectations, remaining flat year-over-year

Company announces $2 bln share repurchase authorization, including $500 mln accelerated repurchase

Outlook

DuPont raises FY 2025 operating EBITDA guidance to $1.6 bln

Company expects 4Q25 net sales of ~$1.685 bln

DuPont sees FY 2025 adjusted EPS of ~$1.66

Result Drivers

ELECTRONICS GROWTH - ElectronicsCo reported 10% organic sales growth, driven by demand in semiconductor technologies and AI applications

INDUSTRIALS PERFORMANCE - IndustrialsCo saw 4% organic sales growth, with strong performance in healthcare and water technologies

GAAP INCOME DECLINE - GAAP income from continuing operations decreased due to higher separation transaction costs and absence of prior year gains

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$3.07 bln
$3.31 bln (10 Analysts)
Q3 Adjusted EPS
Miss
$1.09
$1.16 (13 Analysts)
Q3 Operating EBITDA
Miss
$840 mln
$877.10 mln (10 Analysts)
Q3 Operating EBITDA margin
27.30%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 2 "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 $80.00, about 50.5% above its November 5 closing price of $39.63

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nPn4hqcCna

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(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.)