Analyst Consensus ?
ConsensusBuy39 ratings
Bullish2256.4%
Neutral1641.0%
Bearish12.6%
DuPont de Nemours, Inc. · DD · FY2026 Q1 · Calendar Q2 2026
DuPont Beats Q1 on Healthcare and Water Strength, Raises Full-Year Guidance
DuPont's Q1 FY2026 results materially exceeded expectations, with EPS of $1.65 against a $0.49 consensus estimate and 2% organic sales growth paired with 130 bps of margin expansion. The beat was powered by healthcare packaging, water technology, and EV battery adhesive demand, supplemented by interest income from the completed $1.2B Aramids divestiture. Management raised full-year guidance and announced a $275M accelerated share repurchase, signaling confidence in the operating trajectory. The stock rallied 8.4% on heavy volume following the report. Key uncertainties include Middle East logistics disruptions, construction-end-market weakness, and the execution of the 80/20 portfolio optimization.
Reported Before market openNYSEBasic Materials
$18.74B market cap
100quality score
Company 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.…
Earnings scorecard
Reported versus consensus
Reported EPS
$1.65
Consensus $0
EPS surprise
+238.0%
Reported versus consensus
Reported revenue
$1.68B
Consensus $1.67B
Revenue surprise
+0.9%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$138.84Current
$32.64Low
$48.7Average
$161High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 31, 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 |
|---|---|---|---|---|
| Citigroup | Buy | Buy | Maintain | Jul 2, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 23, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | May 11, 2026 |
| UBS | Buy | Buy | Maintain | May 6, 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 |
| JP Morgan | Overweight | Overweight | Maintain | Jan 16, 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 $138.84. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Joe Ritchie | $53 | $48.26 | -61.8% | Jun 15, 2026 |
| RBC Capital | Analyst unavailable | $60 | $50.54 | -56.8% | May 11, 2026 |
| UBS | Analyst unavailable | $59 | $49.69 | -57.5% | May 6, 2026 |
| RBC Capital | Analyst unavailable | $56 | $46.06 | -59.7% | Apr 24, 2026 |
| Deutsche Bank | Analyst unavailable | $58 | $50.87 | -58.2% | Feb 18, 2026 |
| BMO Capital | Analyst unavailable | $60 | $52.31 | -56.8% | Feb 12, 2026 |
| Morgan Stanley | Analyst unavailable | $52 | $51.47 | -62.5% | Feb 11, 2026 |
| UBS | Analyst unavailable | $56 | $50.32 | -59.7% | Feb 11, 2026 |
| RBC Capital | Arun Viswanathan | $161 | $50.35 | +16.0% | Feb 11, 2026 |
| Mizuho Securities | Analyst unavailable | $52 | $49.43 | -62.5% | Feb 11, 2026 |
| KeyBanc | Aleksey Yefremov | $57 | $50.75 | -58.9% | Feb 11, 2026 |
| Deutsche Bank | David Begleiter | $46 | $43.88 | -66.9% | Jan 23, 2026 |
| RBC Capital | Analyst unavailable | $51 | $43.11 | -63.3% | Jan 21, 2026 |
| KeyBanc | Aleksey Yefremov | $51 | $43.4 | -63.3% | Jan 9, 2026 |
| UBS | Joshua Spector | $49 | $42.89 | -64.7% | Jan 7, 2026 |
| Mizuho Securities | Analyst unavailable | $46 | $40.61 | -66.9% | Dec 18, 2025 |
| RBC Capital | Arun Viswanathan | $48 | $38.7 | -65.4% | Nov 18, 2025 |
| Morgan Stanley | Analyst unavailable | $44 | $40.14 | -68.3% | Nov 10, 2025 |
| KeyBanc | Aleksey Yefremov | $45 | $39.69 | -67.6% | Nov 7, 2025 |
| UBS | Joshua Spector | $44 | $39.13 | -68.3% | Nov 5, 2025 |
| BMO Capital | John McNulty | $50 | $34.38 | -64.0% | Nov 3, 2025 |
| Mizuho Securities | Analyst unavailable | $37.66 | $31.71 | -72.9% | Sep 2, 2025 |
| BMO Capital | John McNulty | $44.77 | $32.18 | -67.8% | Aug 29, 2025 |
| New Street | Analyst unavailable | $44.77 | $32.18 | -67.8% | Aug 29, 2025 |
| UBS | Joshua Spector | $36.4 | $31.29 | -73.8% | Jul 9, 2025 |
| UBS | Joshua Spector | $35.56 | $28.41 | -74.4% | May 21, 2025 |
| RBC Capital | Arun Viswanathan | $37.66 | $27.64 | -72.9% | Apr 24, 2025 |
| RBC Capital | Arun Viswanathan | $42.68 | $32.57 | -69.3% | Aug 5, 2024 |
| BMO Capital | John McNulty | $41.84 | $34.64 | -69.9% | Aug 1, 2024 |
| Wells Fargo | Michael Sison | $43.93 | $35.02 | -68.4% | Aug 1, 2024 |
| Barclays | Duffy Fischer | $35.56 | $33.94 | -74.4% | May 28, 2024 |
| Wells Fargo | Michael Sison | $43.1 | $33.03 | -69.0% | May 24, 2024 |
| BMO Capital | John McNulty | $40.17 | $33.09 | -71.1% | May 23, 2024 |
| Mizuho Securities | John Roberts | $41.84 | $33.17 | -69.9% | May 23, 2024 |
| Jefferies | Laurence Alexander | $42.26 | $32.46 | -69.6% | May 17, 2024 |
| RBC Capital | Arun Viswanathan | $36.4 | $32.53 | -73.8% | May 3, 2024 |
| Bank of America Securities | Steve Byrne | $33.47 | $30.85 | -75.9% | Jan 16, 2024 |
| Citigroup | Analyst unavailable | $37.24 | $32.27 | -73.2% | Feb 8, 2023 |
| Wells Fargo | Analyst unavailable | $35.56 | $32.25 | -74.4% | Feb 8, 2023 |
| Barclays | Analyst unavailable | $33.47 | $32.55 | -75.9% | Feb 8, 2023 |
| Citigroup | Analyst unavailable | $34.31 | $29.14 | -75.3% | Dec 15, 2022 |
| Credit Suisse | Analyst unavailable | $35.98 | $27.56 | -74.1% | May 4, 2022 |
| Mizuho Securities | Analyst unavailable | $40.59 | $27.52 | -70.8% | May 4, 2022 |
| Fermium Research | Frank Mitsch | $32.64 | $28.7 | -76.5% | Apr 18, 2022 |
| Deutsche Bank | David Begleiter | $37.66 | $32.11 | -72.9% | Mar 21, 2022 |
| Morgan Stanley | Vincent Andrews | $38.91 | $34.59 | -72.0% | Jan 11, 2022 |
| UBS | John Roberts CFA | $42.68 | $31.33 | -69.3% | Dec 20, 2021 |
| Vertical Research | Jeffrey Sprague | $39.75 | $32.15 | -71.4% | Nov 2, 2021 |
| J.P. Morgan | Stephen Tusa | $35.56 | $29.12 | -74.4% | Oct 4, 2021 |
| Argus Research | Bill Selesky | $38.91 | $34.28 | -72.0% | May 14, 2021 |
| Goldman Sachs | Robert Koort | $42.68 | $34.11 | -69.3% | May 11, 2021 |
Track every rating change on DD the moment it posts. Free to start.
Start freeMarket reaction
prior-close to event-session close
Stock move
+8.4%
Event window
SPY move
+0.8%
Same window
Abnormal move
+7.6%
Stock minus SPY
Volume
2.4×
Versus trailing sessions
Subsequent drift
-2.6%
Up to 20 sessions
DDSPY benchmark
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Try FN2 freeTranscript intelligence
What changed
Q1 EPS of $1.65 beat the $0.49 estimate by 238%; revenue of $1.68B beat by ~1%. Organic sales grew 2% with 130 bps of margin expansion. Full-year 2026 guidance raised, citing higher interest income, a lower effective tax rate, and price increases. A $275M accelerated share repurchase was announced under the existing $2B program. The Aramids business divestiture was completed, delivering $1.2B in gross proceeds. An AI-driven product development collaboration was announced to accelerate application development.
Guidance delta
Prior quarter (FY2025 Q4): guidance maintained with 2026 targets of ~3% organic sales growth, 60-80 bps margin expansion, and EPS of $2.25-$2.30. Current quarter: guidance raised, reflecting higher interest income from Aramids divestiture proceeds, a lower effective tax rate, and continued price increases.
Key takeaways
- Q1 results exceeded expectations with 2% organic sales growth and 130 bps of margin expansion
- Full-year 2026 guidance raised, driven by higher interest income and a lower effective tax rate
- Healthcare and water technology segments are the primary growth engines; EV battery adhesive volumes expanding
- $275M accelerated share repurchase announced; Aramids divestiture completed with $1.2B gross proceeds
- 80/20 portfolio optimization underway with approximately $30M in stranded costs to be eliminated over two years
Management priorities
- Continue share repurchases under the $2 billion authorization
- Pursue accretive acquisition opportunities using Aramids divestiture proceeds
- Launch upgraded FILMTEC nanofiltration elements
- Expand AI-driven product development partnership
- Drive 80/20 portfolio optimization and annual Kaizen process improvements
- Progress on 2035 sustainability goals across three impact areas
Related earnings events
Basic MaterialsSources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-31T04:21:04.222004+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-31T04:21:04.219266+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 . For educational purposes only; not investment advice.