EarningsQ2 2026 Earnings Report
MX:DD Q2 2026 EPS Results
Actual EPS$32.25
Consensus EPS$30.21
Beat/MissBeat by +$2.04
One Year Ago EPS$24.10
MX:DD Q2 2026 Revenue Results
Actual Revenue$31.21B
Expected Revenue$30.99B
Beat/MissBeat by +$214.93M
YoY Revenue Growth-44.15%
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
MX:DD Upcoming Earnings
DuPont de Nemours's next earnings date is estimated for November 10, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:DD 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).
MX:DD 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