DuPont de Nemours (NYSE:DD) Releases Earnings Results, Beats Estimates By $0.22 EPS

DuPont de Nemours (NYSE:DD) announced its earnings results on Tuesday. The basic materials company reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.22, Zacks reports. DuPont de Nemours had a net margin of 0.67% and a return on equity of 6.92%. The company had revenue of $1.87 billion for the quarter, compared to analyst estimates of $1.84 billion. During the same period in the prior year, the business earned $1.09 earnings per share. DuPont de Nemours’s quarterly revenue was up 4.1% on a year-over-year basis.

Here are the key takeaways from DuPont de Nemours’ conference call:

• DuPont raised its 2026 guidance for organic sales growth to approximately 4.5%, operating EBITDA to $1.785 billion, and adjusted EPS to $7.50 at the midpoint. The company also expects free-cash-flow conversion of approximately 100%, above its 90% target.
• Third-quarter results exceeded expectations, with 5% organic sales growth, 90 basis points of EBITDA margin expansion, 31% adjusted EPS growth to $2.09, and $341 million of transaction-adjusted free cash flow. Growth was broad-based, led by healthcare, aerospace, water, and Building Technologies.
• Productivity initiatives generated more than 2% net productivity in the quarter and were a major contributor to margin expansion, while AI tools are accelerating innovation, manufacturing, customer service, and sales processes. Management said it remains on track toward its 3% net productivity target.
• DuPont completed a $250 million accelerated share repurchase, substantially completed another $100 million of open-market purchases, and plans an additional $250 million buyback in the fourth quarter. Management said it retains roughly $1.5 billion of capacity for potential strategic acquisitions.
• Disruptions in the Middle East led DuPont to defer approximately $15 million of large water-project revenue into 2027, leaving the water business growing only about 1% organically in the 2026 outlook. The company also continues to face weak conditions in construction and automotive markets, although it expects strength in healthcare, aerospace, and EV batteries to offset much of the pressure.

DuPont de Nemours Trading Up 1.3%

Shares of NYSE:DD traded up $2.01 during trading on Wednesday, hitting $155.47. 577,497 shares of the company’s stock were exchanged, compared to its average volume of 1,340,873. DuPont de Nemours has a 1-year low of $111.15 and a 1-year high of $157.98. The firm has a 50-day moving average price of $132.64 and a two-hundred day moving average price of $138.51. The company has a current ratio of 2.43, a quick ratio of 1.82 and a debt-to-equity ratio of 0.23. The firm has a market cap of $20.99 billion, a P/E ratio of 344.40, a PEG ratio of 1.31 and a beta of 1.06.

DuPont de Nemours Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be paid a $0.60 dividend. This represents a $2.40 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, November 30th. DuPont de Nemours’s dividend payout ratio (DPR) is 533.33%.

Key DuPont de Nemours News

Here are the key news stories impacting DuPont de Nemours this week:

• Positive Sentiment: DuPont reported third-quarter adjusted EPS of $2.09, above the $1.87 analyst consensus, while sales rose 4% to about $1.9 billion and organic sales grew 5%. The results exceeded company guidance, with earnings also higher than a year earlier. DuPont Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 forecast again, citing strong demand in healthcare and aerospace. Improved expectations for growth and profitability are a key positive catalyst for DD. DuPont raises full-year profit forecasts
• Positive Sentiment: DuPont generated $341 million in transaction-adjusted free cash flow, equal to 121% conversion, and completed substantial share repurchases in Q3. It plans another $250 million of buybacks in Q4, adding a capital-return component to the investment case. DD Q3 Earnings Beat on Organic Growth
• Neutral Sentiment: A newly announced peptide-purification product may create an opportunity in healthcare-related markets, though the available report does not provide enough detail to assess its likely financial impact. What Is DuPont Signaling With Its New Peptide Purification Product?

Analysts Set New Price Targets

Several research firms recently weighed in on DD. The Goldman Sachs Group dropped their price objective on shares of DuPont de Nemours from $159.00 to $153.00 and set a “neutral” rating for the company in a research report on Wednesday, September 30th. UBS Group decreased their price objective on DuPont de Nemours from $178.00 to $172.00 and set a “buy” rating on the stock in a research report on Monday, October 5th. Barclays initiated coverage on DuPont de Nemours in a research report on Tuesday, October 13th. They issued an “overweight” rating and a $156.00 price objective on the stock. Weiss Ratings reissued a “sell (d+)” rating on shares of DuPont de Nemours in a research note on Friday. Finally, JPMorgan Chase & Co. downgraded DuPont de Nemours from an “overweight” rating to a “neutral” rating and dropped their target price for the stock from $172.00 to $145.00 in a research report on Friday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, DuPont de Nemours has an average rating of “Moderate Buy” and an average price target of $162.00.

About DuPont de Nemours

DuPont de Nemours, Inc is a diversified science and technology company that develops engineered materials and specialty products for industrial and consumer markets. Its offerings are used in applications including electronics, semiconductor manufacturing, water purification, transportation, construction, healthcare, and worker and consumer protection.

The company’s product portfolio has historically included high-performance films, resins, adhesives, engineered polymers, specialty fibers, protective materials, water-treatment membranes, and filtration technologies.