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DuPont de Nemours, Inc.
NYSE: DD Materials Chemicals 🔎 Screen
S&P 500
$17.7B
Market Cap
45.4
P/E
2.16
PEG
1.8%
ROCE
0.5%
ROE
0.25
D/E
12.6%
OPM
-18.6%
% from 52W High
62
α RS
🔍 DD is showing an earnings-catalyst setup because an ECS of 78.7 last quarter, RS Rating is 62, and it's within 18.6% of its 52-week high. The main caution: margin_expansion's Backtest win rate is only 45.4%. Net: Mixed signal stack, not a recommendation. ? ECS RS Rating 52W High Backtest
Sources
ECS 78.7 · RS Rating 62 · 18.6% from 52W high · Backtest win rate 45.4%
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Currency-adjusted total returns for DD including FX impact
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📈 Price History
Ratio Health
Excellent
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By Category
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About

DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through two segments, Healthcare & Water Technologies and Diversified Industrials. The company offers specialty components for medical devices, packaging and garments, and protective suits under the brand TYVEK; provides water filtration and separation solutions, including elements, modules, and systems serving primarily industrial wastewater and energy markets, municipal and desalination applications, and life sciences and specialty sectors. It also offers AMBERLITE ion exchange resins, FILMTEC reverse osmosis and nanofiltration elements, and INGE and ITEGRATEC ultrafiltration modules. In addition, the company offers engineered products and integrated solutions for the non-residential, residential, and repair-and-remodel construction markets, includes TYVEK house wrap, STYROFOAM insulation, and CORIAN solid surface. Further, it engages in the design and production of engineered components, systems, and process solutions used in OEM and operational applications, such as automotive, aerospace, printing, and packaging. Additionally, the company offers Vespel shapes and parts, MOLYKOTE specialty lubricants, BETAFORCE and BETASEAL structural adhesives, and Cyrel flexographic printing plates. The company was formerly known as DowDuPont Inc. and changed its name to DuPont de Nemours, Inc. in June 2019. DuPont de Nemours, Inc. was incorporated in 2015 and is headquartered in Wilmington, Delaware.

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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 16.4K $752K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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Good quarter Investor Presentation One-Pager? Q2 2026
Revenue
$1.82B
+4% YoY
Operating EBITDA
$448M
+6% YoY
Operating Margin
24.6%
+0.4pp YoY
Net Income (continuing ops)
$191M
n.m.
What Went Right
  • Broad-based organic growth of 4%, led by healthcare, aerospace, industrial water, and semiconductor end markets
  • Operating EBITDA margin improved to 24.6% and adjusted EPS reached $1.88 with 127% free cash flow conversion
  • Raised full-year guidance and announced a $250 million share repurchase; GICS classification changed to Industrials
What to Watch
  • Middle East conflict continues to pressure water sales; full-year water growth was trimmed to low-to-mid single digits
  • Oil and gas inflation is a ~30bps full-year / 50bps second-half margin headwind, offset by ~$90 million of pricing
  • Healthcare & Water Technologies margin fell 30bps YoY on less favorable mix and growth investments
Management Guidance
  • Q3 2026: net sales of $1.835B, operating EBITDA of $448M, operating EBITDA margin of 24.4%, adjusted EPS of $1.80-$1.90
  • Full-year 2026: net sales of $7.16B-$7.19B, operating EBITDA of $1.75B-$1.77B, adjusted EPS of $7.17-$7.32
  • Full-year organic sales growth expected slightly above 4%; free cash flow conversion expected ahead of 90%
Investor Lens
The thesis is stronger after this call. DuPont beat Q2 guidance, raised full-year EBITDA and EPS targets, and delivered strong cash conversion while adding a buyback. Growth is broad-based and second-half organic growth is expected at about 6%, though Middle East water volatility and oil-and-gas cost inflation remain risks. Overall, execution improvements and capital deployment reinforce confidence in the company's long-term value-creation story.
From investor presentation · AI-generated analysis · Not investment advice
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📈 STRONG DuPont delivers 4% organic growth and beats guidance
Revenue
Net sales were $1.819B, up 4% YoY with organic sales also +4%. Healthcare & Water Technologies rose 5% (+4% organic) and Diversified Industrials rose 3% (+3% organic).
Profitability
GAAP income from continuing operations was $191M versus $24M in 2Q25. Adjusted EPS was $1.88 versus $1.27 in the year-ago quarter.
Margins
Operating EBITDA was $448M, up 6% YoY, and operating EBITDA margin was 24.6%, up 40bps. Price-cost dynamics were a 30bps headwind in the quarter.
Balance Sheet
Transaction-adjusted free cash flow was $326M, representing 127% conversion, and full-year conversion is expected ahead of 90%. DuPont also announced a $250M third-quarter share repurchase.
Key Risks
Water sales were held back by Middle East weakness, and full-year water growth was trimmed to low/mid-single digits. Oil and gas inflation creates a 50bps second-half margin headwind, partially offset by $90M of pricing. Healthcare & Water margin contracted 30bps due to mix and growth investments.
Outlook
Management raised full-year 2026 guidance to organic growth slightly above 4%, operating EBITDA midpoint of $1.760B, and adjusted EPS midpoint of $7.24. Q3 is guided to net sales of $1.835B, operating EBITDA of $448M, and adjusted EPS of $1.80-$1.90.
Generated by AI · Q2 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-04
Second quarter results exceeded guidance with 4% organic sales growth, margin expansion, and strong free cash flow. Full-year guidance was raised, supported by robust performance in healthcare, industrial, and semiconductor markets, and a $250 million share repurchase was announced.
Q1 2026 Q1 2026 2026-05-05
First quarter 2026 results exceeded expectations with strong sales, margin expansion, and double-digit EPS growth. Guidance for the full year was raised, reflecting robust performance in healthcare, aerospace, and operational execution, while pricing actions offset input cost pressures.
Q4 2025 Q4 2025 2026-02-10
Fourth quarter and full-year 2025 results exceeded guidance, with strong margin and EPS growth driven by operational discipline and portfolio transformation. 2026 guidance calls for 3% organic sales growth, margin expansion, and robust free cash flow, with Healthcare and Water segments leading growth.
Q3 2025 Q3 2025 2025-11-06
Third quarter results exceeded guidance with 7% sales growth and 6% operating EBITDA growth, driven by strong performance in healthcare, water, and electronics. Full-year guidance was raised, capital allocation actions were announced, and the CUNY separation was completed, strengthening the balance sheet.
Q2 2025 Q2 2025 2025-08-05
Second quarter saw 2% organic sales growth and 8% higher operating EBITDA, led by electronics and healthcare/water, while construction remained weak. Full-year earnings guidance was raised, a $177M environmental settlement was announced, and the Cunity spinoff remains on track for November 1.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Information Sources:
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