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DuPont de Nemours (DD) AI Stock Analysis
DuPont de Nemours
(NYSE:DD)
DD scores as a moderately attractive setup: supportive trends and a strongly positive earnings update (raised guidance, margin expansion, and improved free-cash-flow conversion expectations) are the main positives. Offsetting these, the underlying financial picture still shows weak top-line momentum and declining TTM free cash flow, and valuation is demanding (P/E ~68). Overbought technical readings and PFAS-related legal exposure add incremental risk.
DuPont de Nemours Key Performance Indicators (KPIs)
Revenue by GeographyBreaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
The geography breakdown shows more than cyclical demand moves — it looks like a mix and reporting shift (not pure market collapse): APAC remains the growth engine but steps down late‑2025 while US/Canada, Latin America and EMEA show volatility and apparent reclassification (zeros and a rising “Other” in early 2026). Management’s raised guidance, stronger H2 outlook and commentary about Middle East project timing, pricing actions and durable commercial momentum imply the recent troughs are largely timing/mix and project‑specific rather than structural weakness; watch Q4 project catch‑up and sustained APAC recovery.
The FlyDuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $19.79B
- Dividend Yield
- 1.64%
- Average Volume (3M)
- 1.10M
- Price to Earnings (P/E)
- 65.1
- Beta (1Y)
- 1.08
- Revenue Growth
- -43.45%
- EPS Growth
- ―
- Country
- US
- Employees
- 15,000
- Sector
- Basic Materials
- Sector Strength
- 61
- Industry
- Chemicals
DuPont de Nemours Business Overview & Revenue Model
Company Description
DuPont de Nemours, Inc. is a global provider of advanced materials and innovative solutions, serving markets across North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific region. The company's operations are organized int...
DuPont de Nemours Earnings Call Summary
The call was strongly positive. DuPont exceeded third-quarter guidance, raised full-year sales, EBITDA, and EPS expectations, delivered broad-based organic growth, expanded margins, generated strong cash flow, and highlighted substantial productivity, innovation, AI, aerospace, healthcare, water, and EV battery opportunities. The principal challenges were Middle East project delays, currency and oil-and-gas-related headwinds, weakness in construction and automotive markets, and operational metrics such as OTIF that remain below target, but management stated that pricing and productivity actions were offsetting key cost pressures.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For full year 2026, DuPont expects organic growth to be approximately 4.5%, sales to be about $7.19 billion, operating EBITDA of $1.785 billion, operating EBITDA growth of about 40% incremental, operating EBITDA margin of 24.8%, an 80 basis point improvement year-over-year, adjusted EPS at the midpoint of $7.50, a $0.25 increase versus prior guidance and a 22% increase compared to the prior year pro forma, and full-year free cash flow conversion of approximately 100% versus its 90% target; pricing is now closer to $110 million versus the $90 million previously discussed, and the guidance assumes large water projects in the Middle East will be pushed into 2027. For the fourth quarter, net sales are estimated at $1.825 billion with organic growth of about 8% year-over-year and currency neutral, operating EBITDA is expected to be $455 million with a 24.9% margin, adjusted EPS is expected to be in the range of $1.90 to $1.95 per share, representing an increase of 17%-19% compared to the prior year pro forma, and organic sales growth is expected to be in the high single digits percent range for both Healthcare & Water Technologies and Diversified Industrials.
DuPont de Nemours Financial Statement Overview
Summary
Financials look stable but not strong. The balance sheet is a plus with improving leverage (TTM debt-to-equity ~0.23) and solid flexibility, but returns are low (TTM ROE ~2.2%). Earnings have rebounded to positive TTM profitability, yet TTM revenue fell sharply (-14.6%) and free cash flow weakened (~21.7% decline), leaving the profile dependent on a top-line/cash-flow re-acceleration.
Income Statement
58NeutralBalance Sheet
72PositiveCash Flow
66Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 7.06B | 6.85B | 12.39B | 12.07B | 13.02B | 12.57B |
| Gross Profit | 2.44B | 2.07B | 3.91B | 3.63B | 4.03B | 4.03B |
| EBITDA | 1.29B | 1.16B | 2.75B | 2.05B | 3.08B | 3.08B |
| Net Income | 301.00M | -779.00M | 703.00M | 423.00M | 5.87B | 6.47B |
Balance Sheet | ||||||
| Total Assets | 20.81B | 21.57B | 36.64B | 38.55B | 41.35B | 45.71B |
| Cash, Cash Equivalents and Short-Term Investments | 1.65B | 757.00M | 1.85B | 2.39B | 4.96B | 1.97B |
| Total Debt | 3.09B | 3.19B | 7.17B | 7.80B | 8.07B | 11.21B |
| Total Liabilities | 7.12B | 7.47B | 12.84B | 13.83B | 14.34B | 18.66B |
| Stockholders Equity | 13.57B | 13.92B | 23.35B | 24.28B | 26.57B | 26.43B |
Cash Flow | ||||||
| Free Cash Flow | 883.00M | 1.08B | 1.27B | 1.57B | -155.00M | 1.39B |
| Operating Cash Flow | 982.00M | 1.41B | 1.85B | 2.19B | 588.00M | 2.28B |
| Investing Cash Flow | 812.00M | -687.00M | -849.00M | 172.00M | 8.92B | -2.40B |
| Financing Cash Flow | -3.86B | -1.87B | -1.85B | -2.99B | -7.67B | -6.51B |
DuPont de Nemours Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Positive. The current price of 146.52 is above the 20-day moving average (MA) of 137.39, above the 50-day MA of 133.19, and above the 200-day MA of 138.13, indicating a bullish trend. The MACD of 4.19 indicates Negative momentum. The RSI at 63.74 is Neutral, neither overbought nor oversold. The STOCH value of 58.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DD.
DuPont de Nemours Risk Analysis
DuPont de Nemours disclosed 24 risk factors in its most recent earnings report. DuPont de Nemours reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
2 New RisksDuPont de Nemours Peers Comparison
Overall Rating
SSL73Outperform- DD68Neutral
CE61Neutral
DOW60Neutral
OLN55Neutral
HUN49Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| SSL | 73Outperform | $9.57B | 13.12 | 7.73% | ― | 17.90% | 95.98% |
| DD | 68Neutral | $19.42B | 65.12 | 2.18% | 1.64% | -43.45% | ― |
| Sector * | 61Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
| CE | 61Neutral | $5.10B | 19.53 | 6.35% | 0.26% | 1.43% | ― |
| DOW | 60Neutral | $22.73B | -24.92 | -4.50% | 4.46% | 4.16% | 20.86% |
| OLN | 55Neutral | $1.97B | -11.78 | -9.57% | 4.62% | -0.73% | -415.18% |
| HUN | 49Neutral | $1.66B | -9.90 | -6.12% | 3.70% | 6.49% | 47.81% |
* Basic Materials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 146.52 | 27.89 | 23.51% | |
| CE | Celanese | 46.49 | 5.30 | 12.86% | |
| HUN | Huntsman | 9.45 | 1.41 | 17.49% | |
| OLN | Olin Corporation | 17.31 | -1.35 | -7.25% | |
| SSL | Sasol Ltd | 14.83 | 8.00 | 117.13% | |
| DOW | Dow Inc. | 31.40 | 10.34 | 49.10% |
DuPont de Nemours Corporate Events
DuPont Announces Major PFAS Settlement with North Carolina
NegativeOn September 9, 2026, DuPont, together with Chemours and Corteva, entered into a $455 million settlement with the State of North Carolina and 11 local entities to resolve litigations over PFAS and other historical discharges from the Fayetteville Wor...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Nov 04, 2026