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

DuPont de Nemours (NYSE:DD) posted its quarterly earnings results on Tuesday. The basic materials company reported $2.09 EPS for the quarter, beating the consensus estimate of $1.87 by $0.22, Zacks reports. DuPont de Nemours had a net margin of 4.26% and a return on equity of 6.85%. The business had revenue of $1.87 billion during the quarter, compared to analyst estimates of $1.84 billion. During the same period in the previous year, the business posted $1.09 EPS. The company’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 Stock Performance

DuPont de Nemours stock traded down $5.64 during mid-day trading on Thursday, hitting $145.09. 1,289,083 shares of the company’s stock traded hands, compared to its average volume of 1,350,012. The company has a quick ratio of 1.82, a current ratio of 2.36 and a debt-to-equity ratio of 0.23. DuPont de Nemours has a one year low of $111.15 and a one year high of $157.98. The firm has a 50 day moving average price of $132.93 and a 200 day moving average price of $138.62. The company has a market cap of $19.59 billion, a PE ratio of 65.06, a price-to-earnings-growth ratio of 1.37 and a beta of 1.06.

DuPont de Nemours Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be paid a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $2.40 annualized dividend and a yield of 1.7%. DuPont de Nemours’s payout ratio is presently 533.33%.

Key Stories Impacting DuPont de Nemours

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

• Positive Sentiment: DuPont reported Q3 earnings of $2.09 per share, above the $1.87 consensus, and revenue of $1.87 billion, ahead of the $1.84 billion estimate. Revenue grew 4.1% year over year, and the company also beat expectations on both measures in the quarter. Why DuPont Stock Trounced the Market on Tuesday
• Positive Sentiment: Several firms raised their targets after the results: Wells Fargo moved to $170 and kept an Overweight rating; UBS raised its target to $182 with a Buy rating; and Citi and Barclays each set $176 targets, with Buy and Overweight ratings, respectively. The revisions signal improved analyst confidence in DD’s outlook. Wells Fargo Adjusts Price Target on DuPont de Nemours
• Neutral Sentiment: DuPont’s new peptide-purification product could broaden its offerings, but the available report does not quantify the product’s likely financial contribution. What Is DuPont Signaling With Its New Peptide Purification Product?

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Citigroup raised their price target on DuPont de Nemours from $162.00 to $176.00 and gave the stock a “buy” rating in a report on Wednesday. JPMorgan Chase & Co. lowered 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. Barclays raised their target price on DuPont de Nemours from $156.00 to $176.00 and gave the company an “overweight” rating in a research note on Wednesday. The Goldman Sachs Group reduced their price target on shares of DuPont de Nemours from $159.00 to $153.00 and set a “neutral” rating for the company in a report on Wednesday, September 30th. Finally, Royal Bank Of Canada upped their price target on shares of DuPont de Nemours from $160.00 to $173.00 and gave the stock an “outperform” rating in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, DuPont de Nemours currently has a consensus rating of “Moderate Buy” and an average target price of $165.88.

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.