DD beats Q4 earnings and sales estimates on growth in Healthcare & Water, issued 2026 guidance and narrowed losses.
DuPont de Nemours, Inc. (DD) Q4 2025 Earnings Call Transcript
DuPont launches FilmTec MXP RO-8038-FF for dairy processors, delivering up to 50% higher productivity and seamless changeover in mesh-wrapped systems.
DD launches Liveo C6-8XX medical-grade liquid silicone rubber, offering lower viscosity, faster molding and USP Class VI compliance for advanced devices.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for DuPont de Nemours (DD), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Investors need to pay close attention to DD stock based on the movements in the options market lately.
DuPont de Nemours earns a buy rating, driven by its strategic shift toward high-growth, high-margin water infrastructure and industrial safety markets. DD's Q3 results exceeded expectations, with 6% organic sales growth, a 27.3% EBITDA margin, and raised FY 2025 guidance, reflecting strong operational momentum. Despite trading at a premium to peers, DD's superior margins, cost discipline, and $2B share repurchase program justify its valuation and support further upside.
DuPont de Nemours slashed its dividend by 51.2% as part of restructuring, despite previously raising it and maintaining solid free cash flow coverage. DD's recent spinoff of its Electronics segment and sale of the Aramids business aim to streamline operations and unlock long-term shareholder value. Management launched a $2 billion buyback program, leveraging the depressed share price to potentially drive future earnings growth.
Spinoffs meant to boost shareholder value have left the company trailing the broader market.
Deutsche Bank analyst David Begleiter reiterated his Buy rating on the shares. His price target is $46
DD expands its MOLYKOTE footprint with a new Zhangjiagang facility aimed at boosting capacity, innovation and customer responsiveness across Asia.
DuPont de Nemours, Inc. ( DD ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Ann Giancristoforo Lori Koch - CEO & Director Antonella Franzen - Senior VP & CFO Conference Call Participants Jeffrey Sprague - Vertical Research Partners, LLC Scott Davis - Melius Research LLC Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division John McNulty - BMO Capital Markets Equity Research Christopher Parkinson - Wolfe Research, LLC Joshua Spector - UBS Investment Bank, Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Ryan Weis - KeyBanc Capital Markets Inc., Research Division Matthew DeYoe - BofA Securities, Research Division Turner Hinrichs - Morgan Stanley, Research Division Michael Sison - Wells Fargo Securities, LLC, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Presentation Operator Good morning, ladies and gentlemen, and thank you for standing by. My name is Kelvin and I will be your conference operator today.