Overview

* DuPont Q3 2025 revenue missed analyst expectations despite 7% increase in net sales

* Adjusted EPS for Q3 2025 missed analyst expectations, remaining flat year-over-year

* Company announces $2 bln share repurchase authorization, including $500 mln accelerated repurchase

Outlook

* DuPont ( DD ) raises FY 2025 operating EBITDA guidance to $1.6 bln

* Company expects 4Q25 net sales of ~$1.685 bln

* DuPont ( DD ) sees FY 2025 adjusted EPS of ~$1.66

Result Drivers

* ELECTRONICS GROWTH - ElectronicsCo reported 10% organic sales growth, driven by demand in semiconductor technologies and AI applications

* INDUSTRIALS PERFORMANCE - IndustrialsCo saw 4% organic sales growth, with strong performance in healthcare and water technologies

* GAAP INCOME DECLINE - GAAP income from continuing operations decreased due to higher separation transaction costs and absence of prior year gains

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Miss $3.07 $3.31

bln bln (10

Analysts

)

Q3 Miss $1.09 $1.16

Adjusted (13

EPS Analysts

)

Q3 Miss $840 mln $877.10

Operatin mln (10

g EBITDA Analysts

)

Q3 27.30%

Operatin

g EBITDA

margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for Dupont De Nemours Inc ( DD ) is $80.00, about 50.5% above its November 5 closing price of $39.63

* The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)