Financial Performance
5Y price score: 64
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 58.8%
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92.4
52-week range
157.9
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.1 %
Dividend Yield TTM
1.8 %
Market cap $
$ 17,887
Price / Earnings TTM
294.4
Price / Book TTM
1.3
PEG TTM
(1.4)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
36.9 %
60.1 %
58.8 %
Free cash flow per share growth
11.5 %
(34.7) %
(71.7) %
Earnings per share growth
150 %
53.6 %
(110.1) %
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q2 (Aug 4, 2026)
1) Strategic Focus and Leadership Changes
- DuPont's CEO, Lori Koch, highlighted a disciplined capital allocation model, including a $250 million share repurchase program.
- The company has transitioned its GICS classification to Industrials, reflecting its transformation and aligning performance metrics with industrial peers.
- DuPont is committed to enhancing its operating culture, focusing on organic growth, accountability, and continuous improvement across its business systems.
2) Financial Performance and Segment Results
- Q2 2026 net sales reached $1.8 billion, a 4% increase YoY, driven by organic sales growth across various segments.
- Operating EBITDA was $448 million, an 8% increase YoY, with a margin of 24.6%, reflecting 80 basis points of margin expansion.
- Adjusted EPS for the quarter was $1.88, up 21% YoY, supported by operational improvements and favorable below-the-line items.
- Segment performance:
| Segment | Q2 Net Sales (YoY Growth) | Operating EBITDA Margin |
|---------------------------|---------------------------|-------------------------|
| Healthcare & Water | $856 million (5%) | 30.1% |
| Diversified Industrials | $963 million (3%) | 22.1% |
3) Operational Plans and Innovations
- DuPont is advancing its innovation pipeline, focusing on high-growth applications, including lithium extraction solutions and biopharma products.
- The company is leveraging AI to enhance sales processes, achieving a 30% win rate on new opportunities, significantly above historical averages.
- Operational excellence initiatives continue to drive productivity improvements, with a target of 3% net productivity reduction on COGS, aiming for best-in-class levels within 18 months.
4) Guidance and Market Outlook
- DuPont raised its full-year 2026 guidance for organic sales growth to slightly above 4%, with operating EBITDA expected at $1.760 billion.
- For Q3 2026, net sales are projected at $1.835 billion, with an operating EBITDA of $448 million and adjusted EPS in the range of $1.80 to $1.90 per share.
- The company anticipates continued strength in healthcare, industrial water, and aerospace markets, with organic growth expected to accelerate in the second half of the year.
5) Challenges and Market Headwinds
- DuPont faces challenges in the Middle East due to logistics constraints and project timing, impacting the Water segment's growth expectations.
- The company is navigating price/cost dynamics, particularly related to oil and gas inflation, which is expected to create a 30 basis point headwind on margins.
- The transcript lacks specific details on competitive positioning and potential market disruptions that could affect long-term growth.
Bottom line: DuPont's strong Q2 performance, driven by disciplined execution and strategic innovation, positions the company favorably for continued growth, despite facing some regional challenges and inflationary pressures. The raised guidance reflects confidence in operational improvements and market demand, making it an attractive prospect for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteDuPont — Financial Overview, Stock Price, Market Cap
DuPont is a company. Founded in 2017. As of October 9, 2026, the company's market capitalization is $17887317120 with a current stock price of $132.48.
