DuPont Q4 adjusted EPS beats estimates on cost productivity

Reuters
Feb 10
DuPont Q4 adjusted EPS beats estimates on cost productivity 

Overview

  • Chemical company's Q4 2025 revenue was flat, meeting analyst expectations

  • Adjusted EPS for Q4 2025 beat analyst expectations

  • Operating EBITDA for Q4 2025 beat analyst expectations

Outlook

  • DuPont forecasts 1Q26 net sales of ~$1.67 bln

  • Company expects full-year 2026 net sales of $7.075 bln to $7.135 bln

  • DuPont anticipates full-year 2026 adjusted EPS of $2.25 to $2.30

Result Drivers

  • HEALTHCARE & WATER TECHNOLOGIES GROWTH - Segment saw 3% organic sales growth driven by medical packaging and devices

  • DIVERSIFIED INDUSTRIALS DECLINE - Segment experienced a 4% organic sales decline due to weakness in construction markets

  • OPERATING EBITDA INCREASE - Driven by favorable mix and cost productivity, partially offset by growth investments

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Sales

Meet

$1.69 bln

$1.69 bln (12 Analysts)

Q4 Adjusted EPS

Beat

$0.46

$0.43 (14 Analysts)

Q4 Operating EBITDA

Beat

$409 mln

$388.89 mln (13 Analysts)

Q4 Operating EBITDA margin

24.20%

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the electronic equipment & parts peer group is "buy"

  • Wall Street's median 12-month price target for Dupont De Nemours Inc is $49.00, about 4% above its February 9 closing price of $47.10

  • The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPnbnsbYta

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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