DuPont de Nemours, Inc. (NYSE:DD) reported its fourth-quarter 2025 results on Tuesday, posting net sales of $1.7 billion, unchanged from the prior year, with organic sales down 1%.
Sales reached $1.693 billion, edging past the $1.688 billion consensus estimate.
The results included a $30 million headwind due to the timing of the Electronics business separation. Following the earnings report, DuPont’s stock is trading higher, reflecting investor optimism despite the slight dip in organic sales.
The company reported a GAAP loss of $108 million, or 27 cents per share, compared to a loss of $291 million, or 70 cents per share, in the prior year. Adjusted EPS increased 18% to 46 cents, exceeding analysts’ estimates of 43 cents.
Operating EBITDA rose 4% to $409 million, supported by a favorable product mix and cost productivity. Cash from operating activities was $87 million, and transaction-adjusted free cash flow reached $228 million, representing a 92% conversion.
The separation of DuPont’s Electronics business, completed on November 1, 2025, affected both quarterly and full-year results. The Electronics segment is now reported as discontinued operations.
The Aramids divestiture, expected to close by the end of the first quarter of 2026, is also reflected in discontinued operations. These strategic actions have influenced DuPont’s financials, particularly cash flow and operating adjustments.
Full Year Results
For the full year, DuPont’s net sales increased 2% to $6.8 billion, with organic sales up 2% as well. GAAP income was $98 million, or 21 cents per share, compared to a loss of $(96) million, or (23) cents per share, in 2024.
Adjusted EPS increased 16% to $1.68. Cash from operating activities totaled $560 million, and transaction-adjusted free cash flow was $689 million.
Several significant results were affected by restructuring charges, separation-related costs, and losses from interest rate swaps. DuPont also noted macroeconomic challenges, including risks from tariffs, regulatory changes, and ongoing PFAS litigation, which may impact future performance. These factors remain critical as DuPont operates in a global environment.
Outlook
Looking ahead, DuPont provided guidance for 2026. Full-year adjusted EPS is projected between $2.25 and $2.30, compared to analysts’ expectations of $2.16.
Full-year net sales are expected to be between $7.08 billion and $7.13 billion, ahead of analysts’ estimate of $7.03 billion.
For the first quarter of 2026, DuPont expects adjusted EPS of around 48 cents, compared to analysts’ expectations of 47 cents, and sales of approximately $1.67 billion, in line with estimates.
DD Price Action: DuPont de Nemours shares were up 3.63% at $48.81 at the time of publication on Tuesday, according to Benzinga Pro data.
Photo by Sundry Photography via Shutterstock
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