DuPont de Nemours Inc

Strong First Quarter Performance: DuPont reported a solid first quarter with net sales of $3.1 billion, representing a 5% increase year-over-year, driven by a 6% organic sales growth. Operating EBITDA increased by 16% year-over-year to $788 million, with an operating EBITDA margin of 25.7%, up 240 basis points from the previous year. Adjusted EPS rose by 30% to $1.03, signaling strong leverage and growth in the business.

Guidance and Forecasts for 2025: The company maintained its full-year financial guidance, projecting net sales of $12.8 billion to $12.9 billion, operating EBITDA of $3.325 billion to $3.375 billion, and adjusted EPS of $4.30 to $4.40 per share. Despite specific tariff impacts, management expressed confidence in achieving these financial targets through ongoing operational improvements and customer demand.

Electronics Business Spin-off: DuPont announced the upcoming spin-off of its Electronics business, named Qnity, which is expected to be completed by November 1. This segment generated approximately $4.3 billion in net sales during 2024, and the newly independent company will position itself as a significant player in the semiconductor and advanced packaging markets. The strategic separation is anticipated to unlock value and sharpen management focus.