earnings
confidence high
sentiment positive
materiality 0.80
DuPont Q3 beats guidance; raises FY 2025 EBITDA forecast, unveils $2B buyback, $0.20 dividend
DuPont de Nemours, Inc.
2025-Q3 EPS reported
-$1.56
revenue$8,720,000,000
- Q3 net sales $3.07B (+7% YoY); GAAP EPS $0.70; adjusted EPS $1.09; operating EBITDA $840M (+6%).
- ElectronicsCo sales up 11% YoY (organic +10%) on AI demand; IndustrialsCo sales up 5% (organic +4%) on healthcare/water strength.
- Raises FY 2025 operating EBITDA guidance to ~$1.6B from ~$1.575B; expects Q4 net sales ~$1.685B, adj. EPS ~$0.43.
- Board approves $2B share repurchase authorization; plans $500M accelerated share repurchase; declares initial quarterly dividend of $0.20/share.
- Cash from operations $591M; transaction-adjusted free cash flow $576M (126% conversion).