DuPont de Nemours Inc
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+ FollowMarket Cap$18.91B
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Earnings Call Q1 2026
May 5, 2026 - AI Summary
Q1 results beat guidance; strong profitability and cash flow
- Net sales $1.7B, +4% YoY (+2% organic, +2% currency).
- Operating EBITDA $414M (+15% YoY), margin 24.6% (+230 bps YoY). On a pro forma basis, EBITDA margin expansion was +130 bps.
- Adjusted EPS $0.55 (+53% YoY reported, +20% YoY pro forma).
- Cash flow: transaction-adjusted free cash flow $147M, 65% conversion (noted typically stronger in 2H, especially 3Q).
Raising full-year 2026 guidance (forecast improvements)
- Full-year net sales now ~ $7.185B (up $80M vs prior guide), implying ~4% organic growth.
- Pricing actions assumed ~1% to fully offset higher input costs from the Middle East conflict.
- FX: expected currency benefit <1% (stronger USD reduces tailwind).
- Full-year operating EBITDA now ~ $1.745B (midpoint), reflecting the stronger Q1 partially offset by currency headwinds.
- Adjusted EPS range raised to $2.35–$2.40 (midpoint +$0.10 vs prior), now includes:
- Higher interest income (benefit from Aramids transaction, per company)
- Lower tax rate expected 24%–25%.
- Q2 expectations (guidance): net sales ~$1.8B, operating EBITDA ~$430M, adjusted EPS ~$0.59, with ~3% organic growth.
Shareholder return: accelerated buyback announced
- Company expects to launch a $275M accelerated share repurchase (ASR) under the existing authorization—positioned as disciplined capital allocation.
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$28.16
81.3% downside
Current Fair Value
81.3% downsideOvervalued by 81.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.91 Billion |
|---|---|
| Enterprise Value | $20.35 Billion |
| Annual dividend | $2.40 |
| Dividend yield | 1.71% |
| Earnings per Share | $-5.61 |
| Beta | 1.08 |
| Outstanding Shares | 136,300,000 |
Return
| Return on Equity | 0.40% |
|---|---|
| Return on Assets | 0.26% |
| Return on Invested Capital | 4.08% |
Valuation & Multiples
| P/E Ratio | 304.46 |
|---|---|
| PEG | 213.84 |
| Price to Sales | 2.51 |
| Price to Book Ratio | 1.49 |
| Enterprise Value to Revenue | 2.46 |
| Enterprise Value to EBIT | 26.19 |
| Enterprise Value to Net Income | 370 |
| Total Debt to Enterprise | 0.16 |
| Debt to Equity | 0.23 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$1.87
Consensus analyst estimateRevenue Estimate
$1.84 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 9, 2027
EPS Estimate
$1.87
Consensus analyst estimateRevenue Estimate
$1.82 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 95.34% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.29%▼ 74.24% |
|---|---|
| Total Invested | $759.53M▼ 94.77% |
| Investors Holding | 421▼ 739.00% |
About DuPont de Nemours Inc
98,000 employees
CEO: Edward Breen
DuPont is a global innovation leader with technology-based materials, ingredients and solutions that help transform industries and everyday life. DuPont applies diverse science and expertise to help customers advance their best ideas and...