DuPont de Nemours Q3 Earnings Call Highlights

Key Points

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• DuPont beat its prior third-quarter guidance: sales rose 4% to $1.9 billion, operating EBITDA increased 8% to $469 million, and adjusted EPS climbed 31% to $2.09. Organic growth was 5%, with healthcare and aerospace among the leading markets.

• The company raised its 2026 outlook to about $7.19 billion in sales, $1.785 billion in operating EBITDA, and adjusted EPS of $7.50 at the midpoint; it expects roughly 100% free-cash-flow conversion.

• DuPont completed $350 million in share repurchases during the quarter and plans another $250 million in the fourth quarter. Management also cited about $1.5 billion in capacity for disciplined, growth-oriented acquisitions, particularly in healthcare and water.

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DuPont de Nemours (NYSE:DD) reported third-quarter 2026 results above its prior guidance, citing broad-based sales growth, productivity gains and higher margins. The company raised its full-year outlook for organic sales growth, operating EBITDA and adjusted earnings per share while outlining further share repurchases.

Chief Executive Officer Lori Koch said the company generated 5% organic growth during the quarter, expanded operating EBITDA margin by 90 basis points and increased adjusted EPS by 31% from the prior-year period. She also pointed to strong free-cash-flow conversion and said the company’s order book was up solidly double digits year over year.

Third-Quarter Results

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Net sales totaled $1.9 billion, up 4% from the prior-year quarter. Organic sales increased 5%, partly offset by a 1% currency headwind, according to Chief Financial Officer Antonella Franzen. Growth was led by healthcare and aerospace markets, while Building Technologies grew in North America and Asia.

• Operating EBITDA rose 8% year over year to $469 million.

• Operating EBITDA margin was 25.1%, up 90 basis points.

• Adjusted EPS was $2.09, a 31% year-over-year increase.

• Transaction-adjusted free cash flow was $341 million, representing 121% conversion.

Franzen said stronger operations, higher cash balances, capital-allocation actions and a lower tax rate accounted for 24 percentage points of the adjusted EPS increase.

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