DuPont's FilmTec Hypershell XP RO-8038 boosts dairy processing with up to 50% more productivity or 50% less energy use.
DuPont's Costa Rica expansion introduces sterile healthcare packaging, a first for the region's medical device industry.
Innovation, cost savings and healthcare acquisitions support DD as it navigates weak demand and hefty separation costs in 2025.
DD hits 100% renewable electricity for EU operations, marking a major step toward its 2050 net-zero emissions goal using RECs and solar installations.
DD launches AmberChrom TQ1 resin, boosting oligonucleotide and peptide purification with high capacity, purity, and scalability.
The market has recovered most of its losses from last month's correction, and many quality stocks appear expensive again, prompting some investors to wait for another correction. DuPont de Nemours, Inc. offers 27% upside potential, a safe 2%+ yield, and strong fundamentals, with growth expected as macro conditions improve and a segment spin-off ahead. PepsiCo, Inc. faces near-term headwinds and slow growth, but its 4% yield, robust balance sheet, and transition to healthier products offer long-term upside.
DuPont de Nemours reported solid Q1 earnings with a 4.6% YoY sales growth, driven by higher volumes in China and AI expansion in Electronics. Despite potential tariff headwinds, DuPont's forward P/E of 15.45x, 2.3% dividend yield, and long-term growth prospects make it attractive for long-term investors. The upcoming Electronics segment spin-off and strong free cash flow growth ensure dividend safety and potential for future increases.
DuPont de Nemours, Inc. (NYSE:DD ) Q1 2025 Earnings Conference Call May 2, 2025 8:00 AM ET Company Participants Ed Barna - IR Lori Koch - CEO Antonella Franzen - CFO Edward Breen - Executive Chairman Jon Kemp - President and CEO, Electronics Business Conference Call Participants Jeffrey Sprague - Vertical Research Scott Davis - Melius Research Steve Tusa - JPMorgan John McNulty - BMO Capital Markets Chris Parkinson - Wolfe Research Josh Spector - UBS David Begleiter - Deutsche Bank John Roberts - Mizuho Patrick Cunningham - Citi Aleksey Yefremov - KeyBanc Capital Markets Mike Leithead - Barclays Mike Sison - Wells Fargo Frank Mitsch - Fermium Research Vincent Andrews - Morgan Stanley Arun Viswanathan - RBC Capital Markets Steve Byrne - Bank of America Operator Thank you for standing by, and welcome to the DuPont First Quarter 2025 Earnings Call. All lines have been placed on mute to prevent any background noise.
DuPont (DD) shares advanced slightly Friday as the materials and chemical giant posted better-than-expected results and gave its outlook for the impact of Trump administration tariffs.
DD continues to benefit from sustained strength in the electronics markets, along with robust demand in the healthcare and water end markets.
DuPont de Nemours said tariffs could bring an additional $60 million in costs this year, and maintained its outlook excluding those expenses.
DD is expected to have benefited from its innovation-driven investment, productivity actions and acquisitions amid pricing pressures in Q1.