Analyst Consensus ?
ConsensusBuy39 ratings
Bullish2153.8%
Neutral1743.6%
Bearish12.6%
DuPont de Nemours, Inc. · DD · FY2025 Q1 · Calendar Q2 2025
DuPont Maintains Guidance as Electronics and Water Lead Growth
The current analysis supports a constructive but conditional view: electronics demand tied to advanced nodes and AI, alongside growth in water and healthcare, supported first-quarter performance and maintained guidance. The thesis remains dependent on tariff mitigation, execution of the Qnity separation and containment of legal and regulatory risks.
Reported Before market openNYSEBasic Materials
$17.55B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.95
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $3.04B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.8%
Event window
SPY move
+1.5%
Same window
Abnormal move
+0.3%
Stock minus SPY
Volume
1.0×
Versus trailing sessions
Subsequent drift
-1.7%
Up to 20 sessions
DDSPY benchmark
Ask FN2 about DD FY2025 Q1
Transcript, numbers and history already loaded
What drove DD's +1.8% move after FY2025 Q1 earnings?What changed in DD's guidance and outlook in FY2025 Q1?Give me the bull and bear case for DD after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current quarter adds evidence of 6% organic sales growth, a 25.7% operating EBITDA margin and quantified tariff mitigation to a net $60 million expected 2025 impact. Management also reported that the Qnity spin-off remained on track for November 1, while full-year guidance was maintained.
Guidance delta
Management maintained full-year 2025 guidance despite macro uncertainty; tariff mitigation reduced the expected 2025 impact to $60 million, mainly in the second half.
Key takeaways
- First-quarter organic sales growth was led by electronics, healthcare and water.
- Operating EBITDA margin improved to 25.7%, indicating operating leverage.
- Management said the Qnity spin-off remained on track for a November 1 separation.
- Tariff mitigation reduced the expected 2025 cost impact to $60 million.
Management priorities
- Complete the Qnity spin-off by November 1.
- Continue investing in advanced-node and AI-related material technologies.
- Expand water treatment and PFAS remediation capabilities.
- Evaluate opportunistic M&A for the post-spin businesses.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$129.37Current
$32.64Low
$52.59Average
$172High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 12, 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 |
|---|---|---|---|---|
| JP Morgan | Neutral | Overweight | Downgrade | Oct 9, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 7, 2026 |
| UBS | Buy | Buy | Maintain | Oct 5, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 7, 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 $129.37. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $172 | $129.98 | +33.0% | Oct 5, 2026 |
| UBS | Analyst unavailable | $178 | $145.59 | +37.6% | Aug 5, 2026 |
| Goldman Sachs | Joe Ritchie | $53 | $48.26 | -59.0% | Jun 15, 2026 |
| RBC Capital | Analyst unavailable | $60 | $50.54 | -53.6% | May 11, 2026 |
| UBS | Analyst unavailable | $59 | $49.69 | -54.4% | May 6, 2026 |
| RBC Capital | Analyst unavailable | $56 | $46.06 | -56.7% | Apr 24, 2026 |
| Deutsche Bank | Analyst unavailable | $58 | $50.87 | -55.2% | Feb 18, 2026 |
| BMO Capital | Analyst unavailable | $60 | $52.31 | -53.6% | Feb 12, 2026 |
| Morgan Stanley | Analyst unavailable | $52 | $51.47 | -59.8% | Feb 11, 2026 |
| UBS | Analyst unavailable | $56 | $50.32 | -56.7% | Feb 11, 2026 |
| RBC Capital | Arun Viswanathan | $161 | $50.35 | +24.4% | Feb 11, 2026 |
| Mizuho Securities | Analyst unavailable | $52 | $49.43 | -59.8% | Feb 11, 2026 |
| KeyBanc | Aleksey Yefremov | $57 | $50.75 | -55.9% | Feb 11, 2026 |
| Deutsche Bank | David Begleiter | $46 | $43.88 | -64.4% | Jan 23, 2026 |
| RBC Capital | Analyst unavailable | $51 | $43.11 | -60.6% | Jan 21, 2026 |
| KeyBanc | Aleksey Yefremov | $51 | $43.4 | -60.6% | Jan 9, 2026 |
| UBS | Joshua Spector | $49 | $42.89 | -62.1% | Jan 7, 2026 |
| Mizuho Securities | Analyst unavailable | $46 | $40.61 | -64.4% | Dec 18, 2025 |
| RBC Capital | Arun Viswanathan | $48 | $38.7 | -62.9% | Nov 18, 2025 |
| Morgan Stanley | Analyst unavailable | $44 | $40.14 | -66.0% | Nov 10, 2025 |
| KeyBanc | Aleksey Yefremov | $45 | $39.69 | -65.2% | Nov 7, 2025 |
| UBS | Joshua Spector | $44 | $39.13 | -66.0% | Nov 5, 2025 |
| BMO Capital | John McNulty | $50 | $34.38 | -61.4% | Nov 3, 2025 |
| Mizuho Securities | Analyst unavailable | $37.66 | $31.71 | -70.9% | Sep 2, 2025 |
| BMO Capital | John McNulty | $44.77 | $32.18 | -65.4% | Aug 29, 2025 |
| New Street | Analyst unavailable | $44.77 | $32.18 | -65.4% | Aug 29, 2025 |
| UBS | Joshua Spector | $36.4 | $31.29 | -71.9% | Jul 9, 2025 |
| UBS | Joshua Spector | $35.56 | $28.41 | -72.5% | May 21, 2025 |
| RBC Capital | Arun Viswanathan | $37.66 | $27.64 | -70.9% | Apr 24, 2025 |
| RBC Capital | Arun Viswanathan | $42.68 | $32.57 | -67.0% | Aug 5, 2024 |
| BMO Capital | John McNulty | $41.84 | $34.64 | -67.7% | Aug 1, 2024 |
| Wells Fargo | Michael Sison | $43.93 | $35.02 | -66.0% | Aug 1, 2024 |
| Barclays | Duffy Fischer | $35.56 | $33.94 | -72.5% | May 28, 2024 |
| Wells Fargo | Michael Sison | $43.1 | $33.03 | -66.7% | May 24, 2024 |
| BMO Capital | John McNulty | $40.17 | $33.09 | -69.0% | May 23, 2024 |
| Mizuho Securities | John Roberts | $41.84 | $33.17 | -67.7% | May 23, 2024 |
| Jefferies | Laurence Alexander | $42.26 | $32.46 | -67.3% | May 17, 2024 |
| RBC Capital | Arun Viswanathan | $36.4 | $32.53 | -71.9% | May 3, 2024 |
| Bank of America Securities | Steve Byrne | $33.47 | $30.85 | -74.1% | Jan 16, 2024 |
| Citigroup | Analyst unavailable | $37.24 | $32.27 | -71.2% | Feb 8, 2023 |
| Wells Fargo | Analyst unavailable | $35.56 | $32.25 | -72.5% | Feb 8, 2023 |
| Barclays | Analyst unavailable | $33.47 | $32.55 | -74.1% | Feb 8, 2023 |
| Citigroup | Analyst unavailable | $34.31 | $29.14 | -73.5% | Dec 15, 2022 |
| Credit Suisse | Analyst unavailable | $35.98 | $27.56 | -72.2% | May 4, 2022 |
| Mizuho Securities | Analyst unavailable | $40.59 | $27.52 | -68.6% | May 4, 2022 |
| Fermium Research | Frank Mitsch | $32.64 | $28.7 | -74.8% | Apr 18, 2022 |
| Deutsche Bank | David Begleiter | $37.66 | $32.11 | -70.9% | Mar 21, 2022 |
| Morgan Stanley | Vincent Andrews | $38.91 | $34.59 | -69.9% | Jan 11, 2022 |
| UBS | John Roberts CFA | $42.68 | $31.33 | -67.0% | Dec 20, 2021 |
| Vertical Research | Jeffrey Sprague | $39.75 | $32.15 | -69.3% | Nov 2, 2021 |
| J.P. Morgan | Stephen Tusa | $35.56 | $29.12 | -72.5% | Oct 4, 2021 |
| Argus Research | Bill Selesky | $38.91 | $34.28 | -69.9% | May 14, 2021 |
| Goldman Sachs | Robert Koort | $42.68 | $34.11 | -67.0% | May 11, 2021 |
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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 earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| RPM RPM International Inc. | FY2027 Q1 · Calendar Q4 2026 | +1.5% | +3.2% | RPM posts record quarter, but input costs narrow the outlook |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-22T19:55:33.214749+00:00
- Polygon adjusted daily market bars · 2026-10-12T18:40:41.174790+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T18:40:41.172081+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 2026-10-12. For educational purposes only; not investment advice.