$DD · DuPont de Nemours, Inc.
DuPont reported Q3 FY2026 results (Item 2.02) with net sales of $1.868B, up 4% (5% organic), GAAP EPS from continuing operations of $1.24, and adjusted EPS of $2.09 versus $1.29 a year ago. Operating EBITDA rose 8% to $469M with margin up 80bps to 25.1%. The company raised full-year 2026 guidance to ~$7.19B net sales, ~$1.785B operating EBITDA, and adjusted EPS of $7.47–$7.52.
- Net sales $1.868B, up 4% YoY; organic sales up 5%.
- Adjusted EPS $2.09 vs $1.29 prior year, up 62%.
- Operating EBITDA $469M, up 8%; margin 25.1%, up 80bps.
- Completed $250M accelerated share repurchase plus ~$100M open-market buybacks in Q3.
- FY2026 adjusted EPS guidance raised to $7.47–$7.52.
Markets closed — no regular-session reaction yet; extended-hours move not captured here.
DuPont beat and raised guidance while accelerating buybacks, signaling strong post-separation execution.
DuPont's post-separation portfolio (healthcare, water, construction, industrial) delivered mid-single-digit organic growth, with aerospace and EV battery applications driving industrial strength.
PFAS litigation and cost-sharing arrangements with Corteva and Chemours remain a key risk; Middle East disruptions partially offset water technology growth.