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DuPont de Nemours
(NYSE:DD)
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Rating:57Neutral
Price Target:
$132.00
▼(-2.97% Downside)
Action:Reiterated
Date:09/10/26
The score is held back primarily by weak and volatile profitability (despite solid leverage and cash flow) and bearish technicals with the stock trading below key moving averages. A very high P/E also weighs on the rating. Offsetting these negatives, the latest earnings call was constructive with raised full-year guidance, strong cash conversion, and a new buyback, while the PFAS settlement is a manageable but still meaningful overhang.
Positive Factors
Raised Growth and Earnings Outlook
Higher full-year targets after a quarterly beat indicate improving operating execution and demand across the portfolio. If the raised outlook is delivered, stronger organic growth and earnings can support reinvestment, strengthen customer relationships, and improve earnings durability over the next several quarters.
Negative Factors
Weak and Volatile Profitability
Sharp revenue contraction and unstable bottom-line results reduce confidence in the quality and repeatability of DuPont’s earnings. Even with positive gross and operating margins, inconsistent net profitability can constrain reinvestment, weaken shareholder returns, and make performance more sensitive to end-market conditions.
Read all positive and negative factors
Positive Factors
Negative Factors
Raised Growth and Earnings Outlook
Higher full-year targets after a quarterly beat indicate improving operating execution and demand across the portfolio. If the raised outlook is delivered, stronger organic growth and earnings can support reinvestment, strengthen customer relationships, and improve earnings durability over the next several quarters.
Read all positive factors
DuPont de Nemours Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks 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.
Breaks 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.
Data provided by:
The Fly
The FlyDuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$17.42B
Dividend Yield1.85%
Average Volume (3M)1.19M
Price to Earnings (P/E)282.0
Beta (1Y)1.16
Revenue Growth-34.44%
EPS GrowthN/A
CountryUS
Employees15,000
SectorBasic Materials
Sector Strength58
IndustryChemicals
Share Statistics
EPS (TTM)0.46
Shares Outstanding135,042,970
10 Day Avg. Volume1,154,065
30 Day Avg. Volume1,188,070
Financial Highlights & Ratios
PEG Ratio0.10
Price to Book (P/B)1.21
Price to Sales (P/S)2.45
P/FCF Ratio15.55
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$168.78Price Target Upside24.06% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)7.25
Revenue Forecast (FY)$7.17B
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 ...
How the Company Makes Money
DuPont primarily makes money by selling specialty materials, components, and technology-based solutions to business customers (B2B) across multiple end markets, generating revenue largely through product shipments under customer supply agreements ...
DuPont de Nemours Earnings Call Summary
Earnings Call Date:Aug 04, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 10, 2026
Earnings Call Sentiment Positive
The call was broadly positive: DuPont reported a quarter that beat guidance across key metrics (sales, EBITDA, EPS), delivered strong free cash flow (127% conversion), raised full-year guidance, announced a $250M buyback and showcased operational improvements (productivity, OTIF, lower cost of poor quality) and promising commercial/innovation momentum (AI-enabled sales plays, DLE launch, EV battery ramp). Offsetting items include near-term timing and project headwinds in the Middle East impacting Water, margin pressure in Healthcare & Water from mix and investments, oil & gas inflationary headwinds (partially mitigated by $90M of pricing), and modest currency headwinds. Overall the positives — improved organic growth, margin expansion, cash generation, capital allocation actions, and scaling commercial and operational programs — outweigh the localized and addressable headwinds.Positive Updates
Beat Guidance and Raised Full-Year Outlook
Q2 performance exceeded prior guidance and management raised full-year 2026 targets: organic sales growth now expected slightly ahead of 4%, operating EBITDA midpoint increased to $1.760 billion, and adjusted EPS midpoint raised to $7.24 (approximately +18% vs prior year pro forma and +$0.15 vs prior guide).
Negative Updates
Oil & Gas Inflation / Price-Cost Headwinds
Oil and gas driven cost pressure produced a price/cost headwind (management cited ~30 basis points impact in the quarter and expects a ~30 bps headwind full-year and ~50 bps in the second half). Management is implementing ~$90 million of pricing to offset these costs and says the program is price/cost dollar neutral on a full-year basis.
Read all updates
Q2-2026 Updates
Positive
Negative
Beat Guidance and Raised Full-Year Outlook
Q2 performance exceeded prior guidance and management raised full-year 2026 targets: organic sales growth now expected slightly ahead of 4%, operating EBITDA midpoint increased to $1.760 billion, and adjusted EPS midpoint raised to $7.24 (approximately +18% vs prior year pro forma and +$0.15 vs prior guide).
Read all positive updates
Company Guidance
DuPont raised full‑year 2026 guidance after a strong Q2 beat (Q2 net sales $1.8B, +4% organic; operating EBITDA $448M, +8%; EBITDA margin 24.6%, +80 bps; adj. EPS $1.88, +21%; transaction‑adjusted FCF $326M, 127% conversion). The company now expects full‑year net sales midpoint $7.175B with organic growth slightly ahead of 4%, operating EBITDA midpoint $1.760B and operating EBITDA margin ~24.5% (including a ~30 bps oil & gas inflation headwind), adj. EPS midpoint $7.24 (≈+18% vs PY pro forma), and free cash flow conversion expected ahead of the 90% target (closer to 100%). For H2 the company estimates net sales $3.675B with ~6% organic growth, operating EBITDA $900M (margin ~24.5% including a ~50 bps oil & gas headwind) and H2 adj. EPS midpoint $3.73; Q3 guidance is net sales $1.835B, operating EBITDA $448M, margin ~24.4% (50 bps headwind), adj. EPS $1.80–$1.90, and ~5% organic growth (adjusted for prior‑year timing), while capital allocation includes a $250M share repurchase announced for Q3.DuPont de Nemours Financial Statement Overview
Summary
Income Statement
46
Neutral
Balance Sheet
72
Positive
Cash Flow
64
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 8.27B | 6.85B | 12.39B | 12.07B | 13.02B | 12.57B |
| Gross Profit | 2.84B | 2.07B | 3.91B | 3.63B | 4.03B | 4.03B |
| EBITDA | 1.33B | 1.16B | 2.75B | 2.05B | 3.08B | 3.08B |
| Net Income | 55.00M | -779.00M | 703.00M | 423.00M | 5.87B | 6.47B |
Balance Sheet | ||||||
| Total Assets | 21.06B | 21.57B | 36.64B | 38.55B | 41.35B | 45.71B |
| Cash, Cash Equivalents and Short-Term Investments | 1.74B | 757.00M | 1.85B | 2.39B | 4.96B | 1.97B |
| Total Debt | 3.13B | 3.19B | 7.17B | 7.80B | 8.07B | 11.21B |
| Total Liabilities | 7.18B | 7.47B | 12.84B | 13.83B | 14.34B | 18.66B |
| Stockholders Equity | 13.77B | 13.92B | 23.35B | 24.28B | 26.57B | 26.43B |
Cash Flow | ||||||
| Free Cash Flow | 1.13B | 1.08B | 1.27B | 1.57B | -155.00M | 1.39B |
| Operating Cash Flow | 1.27B | 1.41B | 1.85B | 2.19B | 588.00M | 2.28B |
| Investing Cash Flow | 660.00M | -687.00M | -849.00M | 172.00M | 8.92B | -2.40B |
| Financing Cash Flow | -1.90B | -1.87B | -1.85B | -2.99B | -7.67B | -6.51B |
DuPont de Nemours Technical Analysis
Negative
136.04
Price Trends
136.01
Negative
138.80
Negative
136.23
Negative
Market Momentum
-2.70
Negative
43.19
Neutral
67.75
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Negative. The current price of 136.04 is above the 20-day moving average (MA) of 131.33, above the 50-day MA of 136.01, and below the 200-day MA of 136.23, indicating a bearish trend. The MACD of -2.70 indicates Negative momentum. The RSI at 43.19 is Neutral, neither overbought nor oversold. The STOCH value of 67.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
DuPont de Nemours Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
63 Neutral | $8.80B | 11.80 | 7.73% | 8.55% | 17.90% | 95.98% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
57 Neutral | $17.42B | 282.04 | 0.34% | 1.85% | -34.44% | ― | |
57 Neutral | $20.75B | -15.66 | -6.58% | 4.95% | -1.20% | -30.03% | |
56 Neutral | $4.98B | -4.16 | -28.81% | 0.27% | -2.28% | 27.94% | |
49 Neutral | $1.59B | -8.91 | -6.28% | 3.95% | 0.65% | 45.36% | |
47 Neutral | $1.92B | -13.45 | -7.67% | 4.84% | 0.60% | -920.33% |
* Basic Materials Sector Average
DD
DuPont de Nemours
131.80
36.28
37.98%
CE
Celanese
47.44
4.94
11.63%
HUN
Huntsman
9.05
-0.07
-0.77%
OLN
Olin
16.82
-5.06
-23.14%
SSL
Sasol
13.79
7.66
124.96%
DOW
Dow Inc
28.20
6.42
29.45%
DuPont de Nemours Corporate Events
Business Operations and StrategyFinancial DisclosuresLegal Proceedings
DuPont Announces Major PFAS Settlement with North Carolina
Negative
Sep 10, 2026
On 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 ...
Regulatory Filings and ComplianceStock Split
DuPont Implements Reverse Stock Split and Capital Restructuring
Neutral
Jun 24, 2026
On June 23, 2026, DuPont de Nemours, Inc. filed a Certificate of Amendment to its Third Amended and Restated Certificate of Incorporation in Delaware, implementing a 1-for-3 reverse stock split of its common stock and a corresponding reduction in ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
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.