DuPont Q4 adjusted EPS beats estimates on cost productivity

DuPont de Nemours

10/02/2026 11:08

Overview

Chemical company's Q4 2025 revenue was flat, meeting analyst expectations

Adjusted EPS for Q4 2025 beat analyst expectations

Operating EBITDA for Q4 2025 beat analyst expectations

Outlook

DuPont forecasts 1Q26 net sales of ~$1.67 bln

Company expects full-year 2026 net sales of $7.075 bln to $7.135 bln

DuPont anticipates full-year 2026 adjusted EPS of $2.25 to $2.30

Result Drivers

HEALTHCARE & WATER TECHNOLOGIES GROWTH - Segment saw 3% organic sales growth driven by medical packaging and devices

DIVERSIFIED INDUSTRIALS DECLINE - Segment experienced a 4% organic sales decline due to weakness in construction markets

OPERATING EBITDA INCREASE - Driven by favorable mix and cost productivity, partially offset by growth investments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Meet
$1.69 bln
$1.69 bln (12 Analysts)
Q4 Adjusted EPS
Beat
$0.46
$0.43 (14 Analysts)
Q4 Operating EBITDA
Beat
$409 mln
$388.89 mln (13 Analysts)
Q4 Operating EBITDA margin
24.20%


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 $49.00, about 4% above its February 9 closing price of $47.10

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPnbnsbYta

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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.)