EarningsQ2 2026 Earnings Report
IT:1DD Q2 2026 EPS Results
Actual EPS€1.68
Consensus EPS€1.57
Beat/MissBeat by +€0.11
One Year Ago EPS€1.25
IT:1DD Q2 2026 Revenue Results
Actual Revenue€1.62B
Expected Revenue€1.61B
Beat/MissBeat by +€11.18M
YoY Revenue Growth-44.15%
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
IT:1DD Upcoming Earnings
DuPont de Nemours's next earnings date is estimated for November 3, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
IT:1DD Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
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.Company Guidance
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).
Strong Quarterly Financial Results
Net sales of $1.8 billion (up 4% year-over-year on 4% organic growth); operating EBITDA of $448 million (up 8% YoY) and operating EBITDA margin of 24.6% (up 80 basis points YoY); adjusted EPS of $1.88 (up 21% YoY).
Robust Cash Flow and Capital Deployment
Transaction-adjusted free cash flow of $326 million with conversion of 127%; management expects full-year free cash flow conversion to be ahead of the 90% target and CFO said closer to 100% on a full-year basis. Announced a $250 million share repurchase program launching in Q3 and retained >$1 billion of capacity for M&A.
Operational Productivity and Quality Gains
Delivered ~200 basis points COGS reduction this quarter (contributing ~100 basis points of margin expansion); set a net productivity target of 3% of COGS (goal within ~18 months); OTIF and net productivity improved by more than 100 basis points; cost of poor quality ~4% of sales (below ~5% benchmark).
Innovation Pipeline and Commercial Execution
Innovation vitality index ~35%; launched AI-enabled commercial initiatives with ~50 sales plays and ~150 opportunities (nearly 30% win rate in targeted garment plays), shortening sales-play deployment to ~4 weeks and generating ~$5–6 million incremental garment sales.
Diversified Industrials Momentum
Diversified Industrials net sales $963 million (up 3% YoY organic); operating EBITDA $213 million (up 7% YoY) and margin expanded to 22.1% (up 70 basis points YoY). Building Technologies and Industrial Technologies showed growth, with aerospace and EV battery applications driving mid-single-digit gains in Industrial Technologies.
Healthcare & Water Growth and New Solutions
Healthcare & Water net sales $856 million (up 5% YoY — 4% organic + 1% currency). Healthcare delivered mid-single-digit organic growth, driven by personal protection and biopharma; launched integrated DLE (direct lithium extraction) solution and expanded the Liveo biopharma portfolio.
Battery & Semiconductor Opportunity Capture
EV battery-related revenue ~ $70 million today with management expecting it to reach triple digits in 2026–2027; broader EV opportunity is a few hundred million. Water ultra-pure solutions for semiconductor customers have been growing strongly (>20%+ in recent quarters).
IT:1DD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed