DuPont Q4 adjusted EPS beats estimates on cost productivity

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

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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