Analyst Consensus ?
ConsensusBuy39 ratings
Bullish2153.8%
Neutral1743.6%
Bearish12.6%
DuPont de Nemours, Inc. · DD · FY2024 Q4 · Calendar Q1 2025
DuPont: Electronics demand leads a strong Q4; separation remains key
The transcript supports a constructive but conditional view: strong Electronics demand and volume recovery in Water and healthcare provide operating momentum, while the Electronics separation, price pressure, China demand, and transaction costs are the main tests of whether that momentum can persist.
Reported Before market openNYSEBasic Materials
$18.12B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.98
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $3.07B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.9%
Event window
SPY move
+0.1%
Same window
Abnormal move
+6.8%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
-7.3%
Up to 20 sessions
DDSPY benchmark
Ask FN2 about DD FY2024 Q4
Transcript, numbers and history already loaded
What drove DD's +6.9% move after FY2024 Q4 earnings?What changed in DD's guidance and outlook in FY2024 Q4?Give me the bull and bear case for DD after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior quarter, management reported stronger Q4 growth, accelerated the Electronics separation timeline, and shifted the near-term focus toward executing the separation while funding related costs. Guidance was maintained, with operating discipline and portfolio actions still central to the outlook.
Guidance delta
Management maintained its outlook while outlining a 2025 plan centered on mid-single-digit organic growth, operational discipline, and free-cash-flow conversion above 90%.
Key takeaways
- Electronics led growth, with advanced-node and AI-related semiconductor demand supporting volume.
- Water and healthcare also delivered strong volume growth.
- Management accelerated the Electronics spin-off timeline and described separation costs as a key execution consideration.
- The outlook depends on operating discipline, portfolio actions, and continued demand in electronics, water, and healthcare.
Management priorities
- Execute the Electronics spin-off and realign segment reporting.
- Continue investments in digital tools, operating expenses, and commercial execution.
- Pursue targeted opportunities in Water and healthcare.
- Prioritize separation costs before resuming share buybacks.
Follow DD with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$131.56Current
$32.64Low
$56.01Average
$172High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 22, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 15, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Oct 9, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 7, 2026 |
| UBS | Buy | Buy | Maintain | Oct 5, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 23, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Apr 21, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Feb 18, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Feb 12, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Feb 11, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Feb 11, 2026 |
| Jefferies | Buy | Buy | Maintain | Feb 11, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Dec 18, 2025 |
| Barclays | Equal Weight | Equal Weight | Maintain | Apr 29, 2025 |
| Credit Suisse | Outperform | Outperform | Maintain | Nov 9, 2022 |
| Vertical Research | Buy | Hold | Upgrade | Nov 3, 2021 |
| Argus Research | Buy | Buy | Maintain | May 14, 2021 |
| Goldman Sachs | Buy | Neutral | Upgrade | May 11, 2021 |
| DZ Bank | Hold | Sell | Upgrade | Feb 11, 2021 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Jan 28, 2021 |
| Susquehanna | Neutral | Positive | Downgrade | Jan 27, 2021 |
| HSBC | Hold | Buy | Downgrade | Jan 13, 2021 |
| Stephens & Co. | Equal Weight | Overweight | Downgrade | Aug 3, 2020 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | May 6, 2020 |
| CFRA | Buy | Buy | Maintain | May 5, 2020 |
| Gordon Haskett | Buy | Buy | Maintain | Jan 14, 2020 |
| Bank of America | Buy | Buy | Maintain | Nov 11, 2019 |
| Citi | Buy | Buy | Maintain | Aug 2, 2019 |
| Nomura | Neutral | Neutral | Maintain | Jun 13, 2019 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jun 10, 2019 |
| Argus | Hold | Buy | Downgrade | May 5, 2018 |
| Bernstein | Outperform | Outperform | Maintain | Sep 1, 2017 |
| CLSA | Underperform | Outperform | Downgrade | Apr 27, 2016 |
| Macquarie | Neutral | Neutral | Maintain | Jul 29, 2015 |
| BGC FInancial | Buy | Hold | Upgrade | Sep 19, 2014 |
| PiperJaffray | Neutral | Neutral | Maintain | Jun 5, 2013 |
| Piper Sandler | Neutral | Neutral | Maintain | Jun 5, 2013 |
| Monness, Crespi, Hardt | Neutral | Buy | Downgrade | Oct 24, 2012 |
| Monness Crespi Hardt | Neutral | Buy | Downgrade | Oct 24, 2012 |
| S&P Capital IQ | Buy | Hold | Upgrade | Jul 24, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $131.56. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Arun Viswanathan | $160 | $129.92 | +21.6% | Oct 15, 2026 |
| Barclays | Aleksey Yefremov | $156 | $129.37 | +18.6% | Oct 12, 2026 |
| UBS | Analyst unavailable | $172 | $129.98 | +30.7% | Oct 5, 2026 |
| UBS | Analyst unavailable | $178 | $145.59 | +35.3% | Aug 5, 2026 |
| Goldman Sachs | Joe Ritchie | $53 | $48.26 | -59.7% | Jun 15, 2026 |
| RBC Capital | Analyst unavailable | $60 | $50.54 | -54.4% | May 11, 2026 |
| UBS | Analyst unavailable | $59 | $49.69 | -55.2% | May 6, 2026 |
| RBC Capital | Analyst unavailable | $56 | $46.06 | -57.4% | Apr 24, 2026 |
| Deutsche Bank | Analyst unavailable | $58 | $50.87 | -55.9% | Feb 18, 2026 |
| BMO Capital | Analyst unavailable | $60 | $52.31 | -54.4% | Feb 12, 2026 |
| Morgan Stanley | Analyst unavailable | $52 | $51.47 | -60.5% | Feb 11, 2026 |
| UBS | Analyst unavailable | $56 | $50.32 | -57.4% | Feb 11, 2026 |
| RBC Capital | Arun Viswanathan | $161 | $50.35 | +22.4% | Feb 11, 2026 |
| Mizuho Securities | Analyst unavailable | $52 | $49.43 | -60.5% | Feb 11, 2026 |
| KeyBanc | Aleksey Yefremov | $57 | $50.75 | -56.7% | Feb 11, 2026 |
| Deutsche Bank | David Begleiter | $46 | $43.88 | -65.0% | Jan 23, 2026 |
| RBC Capital | Analyst unavailable | $51 | $43.11 | -61.2% | Jan 21, 2026 |
| KeyBanc | Aleksey Yefremov | $51 | $43.4 | -61.2% | Jan 9, 2026 |
| UBS | Joshua Spector | $49 | $42.89 | -62.8% | Jan 7, 2026 |
| Mizuho Securities | Analyst unavailable | $46 | $40.61 | -65.0% | Dec 18, 2025 |
| RBC Capital | Arun Viswanathan | $48 | $38.7 | -63.5% | Nov 18, 2025 |
| Morgan Stanley | Analyst unavailable | $44 | $40.14 | -66.6% | Nov 10, 2025 |
| KeyBanc | Aleksey Yefremov | $45 | $39.69 | -65.8% | Nov 7, 2025 |
| UBS | Joshua Spector | $44 | $39.13 | -66.6% | Nov 5, 2025 |
| BMO Capital | John McNulty | $50 | $34.38 | -62.0% | Nov 3, 2025 |
| Mizuho Securities | Analyst unavailable | $37.66 | $31.71 | -71.4% | Sep 2, 2025 |
| BMO Capital | John McNulty | $44.77 | $32.18 | -66.0% | Aug 29, 2025 |
| New Street | Analyst unavailable | $44.77 | $32.18 | -66.0% | Aug 29, 2025 |
| UBS | Joshua Spector | $36.4 | $31.29 | -72.3% | Jul 9, 2025 |
| UBS | Joshua Spector | $35.56 | $28.41 | -73.0% | May 21, 2025 |
| RBC Capital | Arun Viswanathan | $37.66 | $27.64 | -71.4% | Apr 24, 2025 |
| RBC Capital | Arun Viswanathan | $42.68 | $32.57 | -67.6% | Aug 5, 2024 |
| BMO Capital | John McNulty | $41.84 | $34.64 | -68.2% | Aug 1, 2024 |
| Wells Fargo | Michael Sison | $43.93 | $35.02 | -66.6% | Aug 1, 2024 |
| Barclays | Duffy Fischer | $35.56 | $33.94 | -73.0% | May 28, 2024 |
| Wells Fargo | Michael Sison | $43.1 | $33.03 | -67.2% | May 24, 2024 |
| BMO Capital | John McNulty | $40.17 | $33.09 | -69.5% | May 23, 2024 |
| Mizuho Securities | John Roberts | $41.84 | $33.17 | -68.2% | May 23, 2024 |
| Jefferies | Laurence Alexander | $42.26 | $32.46 | -67.9% | May 17, 2024 |
| RBC Capital | Arun Viswanathan | $36.4 | $32.53 | -72.3% | May 3, 2024 |
| Bank of America Securities | Steve Byrne | $33.47 | $30.85 | -74.6% | Jan 16, 2024 |
| Citigroup | Analyst unavailable | $37.24 | $32.27 | -71.7% | Feb 8, 2023 |
| Wells Fargo | Analyst unavailable | $35.56 | $32.25 | -73.0% | Feb 8, 2023 |
| Barclays | Analyst unavailable | $33.47 | $32.55 | -74.6% | Feb 8, 2023 |
| Citigroup | Analyst unavailable | $34.31 | $29.14 | -73.9% | Dec 15, 2022 |
| Credit Suisse | Analyst unavailable | $35.98 | $27.56 | -72.6% | May 4, 2022 |
| Mizuho Securities | Analyst unavailable | $40.59 | $27.52 | -69.2% | May 4, 2022 |
| Fermium Research | Frank Mitsch | $32.64 | $28.7 | -75.2% | Apr 18, 2022 |
| Deutsche Bank | David Begleiter | $37.66 | $32.11 | -71.4% | Mar 21, 2022 |
| Morgan Stanley | Vincent Andrews | $38.91 | $34.59 | -70.4% | Jan 11, 2022 |
| UBS | John Roberts CFA | $42.68 | $31.33 | -67.6% | Dec 20, 2021 |
| Vertical Research | Jeffrey Sprague | $39.75 | $32.15 | -69.8% | Nov 2, 2021 |
| J.P. Morgan | Stephen Tusa | $35.56 | $29.12 | -73.0% | Oct 4, 2021 |
| Argus Research | Bill Selesky | $38.91 | $34.28 | -70.4% | May 14, 2021 |
| Goldman Sachs | Robert Koort | $42.68 | $34.11 | -67.6% | May 11, 2021 |
Track every rating change on DD the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationDuPont de Nemours, Inc. is a global provider of advanced materials and innovative solutions, serving markets across North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific region. The company's operations are organized into three primary segments: Electronics & Industrial, Mobility & Materials, and Water & Protection. The Electronics & Industrial division focuses on supplying critical materials and advanced systems. This includes products for the advanced printing sector and a comprehensive suite of materials and solutions essential for semiconductor and integrated circuit manufacturing, covering both front-end and back-end processes. It also delivers advanced packaging materials, dielectric and metallization solutions for chip assembly, and specialized silicones for LED packaging and semiconductor uses. Furthermore, the segment provides key chemistries and materials for printed circuit board fabrication, such as laminates, substrates, and various metallization and patterning solutions.…
Historical context
All DD earningsLatest beats and misses
Who reports nextBeat on EPS
- KMIFY2026 Q3 · October 21, 2026+9.2% EPS+1.2% move
- TXNFY2026 Q3 · October 21, 2026+7.4% EPS+2.5% move
- SEICFY2026 Q3 · October 21, 2026+3.8% EPS+1.2% move
- CSXFY2026 Q3 · October 21, 2026+7.3% EPS+0.7% move
- IBMFY2026 Q3 · October 21, 2026+3.5% EPS+3.9% move
- SFFY2026 Q3 · October 21, 2026+1.4% EPS-0.6% move
Missed on EPS
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
- CCIFY2026 Q3 · October 21, 2026-2.5% EPS-3.1% move
- PACFY2026 Q3 · October 20, 2026-2.2% EPS+7.1% move
- AGNCZFY2026 Q3 · October 19, 2026-0.6% EPS+0.3% move
Get the DD recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-28T00:00:20.742579+00:00
- Polygon adjusted daily market bars · 2026-10-22T13:50:40.889973+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T13:50:40.887145+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-22. For educational purposes only; not investment advice.