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EBITDA Margin by Segment
Indicates the profitability of each segment by comparing EBITDA to revenue, providing insight into which segments are most efficient and potentially more lucrative.Margins shifted from multi‑quarter compression into a sustained rebound—Electronics & Industrial (more cyclical) has shown the biggest bounce while Water & Protection has been steadier. Management’s Q1‑2026 beat and guidance lift cite operational gains, pricing/surcharges and the Aramids divestiture as drivers of further margin expansion, but near‑term headwinds (input‑cost timing and Middle East logistics) may shave ~30–40 bps in Q2. If pricing fully captures the ~$90M cost and H2 execution holds, expect meaningful incremental margin upside and stronger cash conversion; failure to do so is the key downside risk.
Date | Electronics and Industrial | Water and Protection |
|---|---|---|
Dec 31, 2024 | 30.30 | 26.30 |
Sep 30, 2024 | 30.10 | 26.30 |
Jun 30, 2024 | 27.80 | 24.70 |
Mar 31, 2024 | 27.40 | 22.90 |
Dec 31, 2023 | 27.80 | 24.60 |
Sep 30, 2023 | 28.00 | 25.60 |
Jun 30, 2023 | 26.60 | 24.60 |
Mar 31, 2023 | 27.90 | 23.70 |
Dec 31, 2022 | 30.30 | 24.00 |
Sep 30, 2022 | 31.30 | 24.90 |