DuPont de Nemours, Inc.: Beat — EPS $2.09, Revenue $1.87B
Earnings BeatQ3 2026 · Pre-market
Did DuPont de Nemours, Inc. (DD) beat earnings today?
Yes, DuPont de Nemours, Inc. (DD) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+11.17% surprise
$2.09Actual
Expected: $1.88
vs. year ago +62.0%
Total Revenue+1.52% surprise
$1.87BActual
Expected: $1.84B
vs. year ago +4.0%
Released Nov 03 · 6:00 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.87B | $1.79B | +4.0 |
| Revenue detail — reported lines | |||
| └─Healthcare & Water Technologies | $865.00M | $832.00M | +4.0 |
| └─Diversified Industrials | $1.00B | $963.00M | +4.0 |
| GAAP Basic EPS | $1.25 | $0.70 | +78.6 |
| GAAP Diluted EPS | $1.24 | $0.70 | +77.0 |
| Adjusted EPS | $2.09 | $1.29 | +62.0 |
| Net income (loss) | $126.00M | $(107)M | - |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | Expected | FY 2026 Outlook | Expected |
|---|---|---|---|---|
| Net sales | ~$1,825M | $1.82BBeat +0.27% | ~$7,190M | $7.17BBeat +0.28% |
| Operating EBITDA | ~$455M | — | ~$1,785M | — |
| Adjusted EPS | $1.90-$1.95 | $1.88Beat +2.39% | $7.47-$7.52 | $7.25Beat +3.38% |
Business Highlights
- ➤Completed a $250M accelerated share purchase in the third quarter.
- ➤Substantially completed $100M of open-market share repurchases during the third quarter.
- ➤Announced intent to repurchase $250M of shares in the fourth quarter.
- ➤Healthcare Technologies saw organic growth led by personal protection and medical packaging.
- ➤Water Technologies benefited from industrial water, semiconductor and specialty markets.
- ➤Water Technologies faced continued Middle East disruptions.
- ➤Building Technologies grew in North America and Asia.
- ➤Industrial Technologies benefited from aerospace and electric-vehicle battery applications.
- ➤Completed the Aramids Business divestiture to Arclin on April 1, 2026.
- ➤Completed the Qnity Distribution of semiconductor and interconnect solutions on November 1, 2025.
- ➤Implemented a 1-for-3 reverse stock split effective June 24, 2026.
Management Commentary
Lori Koch, DuPont Chief Executive Officer
“We delivered another quarter of consistent, high-quality performance, once again exceeding our financial guidance. Mid-single-digit organic growth, strong operating leverage and disciplined capital allocation drove significant adjusted EPS growth. Additionally, we delivered strong free cash flow performance, with 121% conversion, underscoring the quality of our earnings and effective execution.”
Lori Koch, DuPont Chief Executive Officer
“We are executing from a position of strength and remain focused on unlocking the full potential of our portfolio to deliver sustained long-term value creation.”
Antonella Franzen, DuPont Chief Financial Officer
“Our results once again exceeded our financial expectations, demonstrating the strength of our operating model and consistent execution across the businesses. We are again raising our full-year financial outlook and now expect organic growth to be about 4.5%, operating EBITDA to be about $1.785 billion and adjusted EPS to be in the range of $7.47 - $7.52 per share, all at or above the high end of our previously communicated guidance.”
Antonella Franzen, DuPont Chief Financial Officer
“With continued strength across healthcare, aerospace and industrial water end-markets, we remain well positioned to deliver attractive growth, strong cash generation and effective capital deployment.”