olivLaw · US equity research
DuPont de Nemours, Inc. DD
Plastic Materials, Synth Resins & Nonvulcan Elastomers · SIC 2821 · Vertical: Plastic Materials, Synth Resins & Nonvulcan Elastomers (SIC 2821)
DuPont de Nemours (DD) is a provider of advanced solutions for healthcare, water, construction and industry, which after the 2025-2026 separations has focused on two segments: Healthcare & Water Technologies and Diversified Industrials. In the second quarter of 2026 net sales were 1.8 billion USD, with organic growth of 4%, and the company raised its 2026 guidance. For readers following the company, the key question is how durable organic growth will be if the pace in healthcare and industrial markets holds.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 05 Nov 2026, DuPont de Nemours, Inc. (DD) stock was 144.93 USD (−3.85% on the day), with market capitalisation 19.2 bn USD, P/E 70.7 on diluted EPS of 2.05 USD over the last 12 months, dividend yield -0.59%, beta 1.24, 52-week range 111.36–154.59 USD. Latest reported quarter (Q3 2026): revenue of 1.9 bn USD (+4.1% YoY), net income of 123.0 m USD, diluted EPS 0.91 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 61.9
- strong (55–70)
- Bollinger (20, 2)
- 122.72 – 150.40
- in the upper half of the band · %B 0.80 · band width 20.3%
- SMA 50 / 200
- 133.05 / 138.81
- mixed trend
- MACD (12, 26, 9)
- 4.11 / 2.59
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +8.7% | −5.9% | +14.7 pp | — |
| 3 months | +0.6% | −4.6% | +5.2 pp | — |
| 6 months | −0.1% | +0.2% | −0.3 pp | — |
| Year to date | +20.2% | +7.4% | +12.7 pp | — |
| 1 year | +21.9% | +8.2% | +13.7 pp | +5.8% |
| 3 years | +66.0% | +68.4% | −2.4 pp | −20.2% |
| 5 years | +43.6% | +56.5% | −12.9 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7 bn | 1.6 bn | 1.7 bn | 1.8 bn | 1.7 bn | 1.7 bn | 1.8 bn | 1.9 bn |
| Cost of revenue | 1.1 bn | 1.1 bn | 1.1 bn | 1.2 bn | 1.1 bn | 1.1 bn | 1.2 bn | 1.2 bn |
| Research & development | -167.0 m | 50.0 m | 53.0 m | 52.0 m | 38.0 m | 47.0 m | 42.0 m | 42.0 m |
| SG&A | -158.0 m | 234.0 m | 262.0 m | 261.0 m | 262.0 m | 255.0 m | 269.0 m | 260.0 m |
| Depreciation & amortisation | -142.0 m | 160.0 m | 166.0 m | 162.0 m | 159.0 m | 155.0 m | 154.0 m | 155.0 m |
| Interest expense | 84.0 m | 83.0 m | 84.0 m | 85.0 m | 61.0 m | 40.0 m | 41.0 m | 40.0 m |
| Pre-tax income | -199.0 m | 97.0 m | 78.0 m | 91.0 m | -66.0 m | 181.0 m | 266.0 m | 279.0 m |
| Income tax | -75.0 m | 17.0 m | 54.0 m | -11.0 m | 42.0 m | 31.0 m | 75.0 m | 108.0 m |
| Net income | -117.0 m | -589.0 m | 59.0 m | -123.0 m | -126.0 m | 161.0 m | 143.0 m | 123.0 m |
| Diluted EPS | -0.28 | -1.40 | 0.42 | -0.88 | -0.30 | 0.39 | 1.05 | 0.91 |
| Capex | -91.0 m | 122.0 m | 50.0 m ≈ | 74.0 m ≈ | 87.0 m | 102.0 m | 76.0 m ≈ | 71.0 m ≈ |
| Dividends paid | 159.0 m | 172.0 m | 171.0 m ≈ | 172.0 m ≈ | 82.0 m | 82.0 m | 81.0 m ≈ | 80.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 76 percentile of its own 25-quarter history (min 7.1, median 30.8, max 521.7; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | ⚠ 2021 | 2022 | ⚠ 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 22.6 bn | 21.5 bn | 20.4 bn | 12.6 bn | 13.0 bn | 6.6 bn | 6.7 bn | 6.8 bn |
| Revenue YoY | +93.6% | −4.8% | −5.2% | — | +3.6% | — | +1.6% | +1.9% |
| Net income | 3.8 bn | 498.0 m | -3.0 bn | 6.5 bn | 5.9 bn | 423.0 m | 703.0 m | -779.0 m |
| Net income YoY | +231.8% | −87.0% | −692.6% | — | −9.3% | — | +66.2% | −210.8% |
| Diluted EPS | 4.96 | 0.67 | -4.01 | 11.89 | 11.75 | 0.94 | 1.68 | -1.86 |
| Diluted EPS YoY | +130.7% | −86.5% | −698.5% | — | −1.2% | — | +78.7% | −210.7% |
| net % | 17.0% | 2.3% | -14.5% | 51.5% | 45.1% | 6.4% | 10.5% | -11.4% |
| Free cash flow | 3.5 bn | -1.1 bn | 2.9 bn | 1.5 bn | -74.0 m | unavailable | unavailable | unavailable |
The series breaks before 2021, 2023: earlier years come from the original reports of the issuer of that time, later years from a subsequent filing that restated the perimeter (a separation, discontinued operations). The year-on-year change across the break is not shown.
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 715.0 m USD
- Financial debt
- 60.0 m USD
- Net debt
- -655.0 m USD
- Equity
- 14.1 bn USD
- Total assets
- 21.6 bn USD
- Debt / equity
- 0.00x
- Current ratio
- 2.42x
- ROE
- -4.1%
- ROA
- -2.7%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 20.4 bn | 12.6 bn | 13.0 bn | 6.6 bn | 6.7 bn | 6.8 bn | SEC (XBRL)· 17 Feb 2026verified |
| Cost of revenue | 7.1 bn | 8.0 bn | 8.4 bn | 4.4 bn | 4.5 bn | 4.5 bn | SEC (XBRL)· 17 Feb 2026verified |
| Gross profit | 13.3 bn ≈ | 4.6 bn ≈ | 4.6 bn ≈ | 2.2 bn ≈ | 2.2 bn ≈ | 2.4 bn ≈ | SEC (XBRL)· 17 Feb 2026derived |
| Research & development | 565.0 m | 557.0 m | 536.0 m | 192.0 m | 203.0 m | 193.0 m | SEC (XBRL)· 17 Feb 2026verified |
| SG&A | 1.5 bn | 1.6 bn | 1.5 bn | 891.0 m | 976.0 m | 1.0 bn | SEC (XBRL)· 17 Feb 2026verified |
| Depreciation & amortisation | 3.1 bn | 1.1 bn | 1.1 bn | 580.0 m | 635.0 m | 647.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Interest expense | 672.0 m | 525.0 m | 492.0 m | 396.0 m | 366.0 m | 313.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Pre-tax income | -1.3 bn | 1.4 bn | 1.4 bn | -279.0 m | 117.0 m | 200.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Income tax | 90.0 m | 237.0 m | 387.0 m | -217.0 m | 213.0 m | 102.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Net income | -3.0 bn | 6.5 bn | 5.9 bn | 423.0 m | 703.0 m | -779.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Diluted EPS | -4.01 | 11.89 | 11.75 | 0.94 | 1.68 | -1.86 | SEC (XBRL)· 17 Feb 2026verified |
| Weighted average diluted shares | 735.5 m | 544.2 m | 499.4 m | 449.9 m | 419.2 m | 419.2 m | SEC (XBRL)· 17 Feb 2026verified |
| Dividend per share | 1.20 | 1.20 | 1.32 | 1.44 | 1.52 | 1.43 | SEC (XBRL)· 17 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 2.5 bn | 2.0 bn | 3.7 bn | 2.4 bn | 1.8 bn | 715.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Receivables | 1.9 bn | 1.6 bn | 1.6 bn | 1.5 bn | 789.0 m | 910.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Inventories | 2.4 bn | 2.1 bn | 2.3 bn | 2.1 bn | 1.1 bn | 1.2 bn | SEC (XBRL)· 17 Feb 2026verified |
| Current assets | 29.0 bn | 14.3 bn | 11.3 bn | 7.5 bn | 20.8 bn | 5.6 bn | SEC (XBRL)· 17 Feb 2026verified |
| Property, plant & equipment, net | 6.9 bn | 5.8 bn | — | — | — | — | SEC (XBRL)· 06 May 2022verified |
| Goodwill | 16.0 bn | 17.0 bn | 16.7 bn | 7.7 bn | 7.6 bn | 7.9 bn | SEC (XBRL)· 17 Feb 2026verified |
| Intangibles (excl. goodwill) | 8.1 bn | 6.2 bn | 5.5 bn | 5.8 bn | 3.2 bn | 2.9 bn | SEC (XBRL)· 17 Feb 2026verified |
| Total assets | 70.9 bn | 45.7 bn | 41.4 bn | 38.6 bn | 36.6 bn | 21.6 bn | SEC (XBRL)· 17 Feb 2026verified |
| Accounts payable | 2.2 bn | 2.1 bn | 2.1 bn | 1.7 bn | 1.1 bn | 995.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Short-term debt | 1.0 m | 150.0 m | 300.0 m | 0 | 1.8 bn | 60.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Long-term debt | 15.6 bn | 10.6 bn | 8.1 bn | 7.9 bn | — | — | SEC (XBRL)· 15 Feb 2024verified |
| Current liabilities | 12.2 bn | 4.9 bn | 3.7 bn | 3.1 bn | 5.5 bn | 2.3 bn | SEC (XBRL)· 17 Feb 2026verified |
| Total liabilities | 31.8 bn | 18.7 bn | 14.3 bn | 13.8 bn | 12.8 bn | 7.5 bn | SEC (XBRL)· 17 Feb 2026verified |
| Equity | 39.1 bn | 27.1 bn | 27.0 bn | 24.7 bn | 23.8 bn | 14.1 bn | SEC (XBRL)· 17 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 4.1 bn | 2.3 bn | 588.0 m | — | — | — | SEC (XBRL)· 15 Feb 2023verified |
| Capex | 1.2 bn | 788.0 m | 662.0 m | 302.0 m | 285.0 m | 333.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Free cash flow | 2.9 bn ≈ | 1.5 bn ≈ | -74.0 m ≈ | — | — | — | SEC (XBRL)· 15 Feb 2023derived |
| Investing cash flow | -202.0 m | -2.4 bn | 8.9 bn | — | — | — | SEC (XBRL)· 15 Feb 2023verified |
| Financing cash flow | 3.2 bn | -6.5 bn | -7.7 bn | — | — | — | SEC (XBRL)· 15 Feb 2023verified |
| Dividends paid | 882.0 m | 630.0 m | 652.0 m | 651.0 m | 635.0 m | 597.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Share repurchases | 232.0 m | 2.1 bn | — | — | — | — | SEC (XBRL)· 11 Feb 2022verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 35.4% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 19.2 bn USD
Key indicators
Coverage and freshness
Score by group
35% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 44.90 – 72.95 USD.
Methods computed but outside the aggregate range: Dividend discount (DDM) (a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate).
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · the input exists, but its latest figure is far older than the latest reported period: not used
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/E44.90 – 72.95 (Mid 47.54)5 companies used · median multiple 23.2x · quartiles 21.9x – 35.6xALB, AVNT, EMN, HXL, ROG
- Dividend discount (DDM)outside the aggregate18.79 – 25.27 (Mid 21.56)a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 4.3% | 38 (vs peers) | 18% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -19.3% | 0 (on a fixed band) | 24% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 2.4x | 100 (on a fixed band) | 12% |
| P/E (TTM) · Valuation | 70.7x | 0 (vs peers) | 29% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 1.7% | 24 (on a fixed band) | 18% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality· partial38/100 · 1/3 factors with a value
- Returns· partial24/100 · 1/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
DUPONT DE NEMOURS, INC. (DD). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 6.8 bn USD in 2025; YoY growth 1.9%; net margin 4.3%; ROE 1.7%.
The estimated value range is 44.90–72.95 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 47.54 USD, the price of 144.93 USD leaves a potential of -67.2% (value / price − 1) and a margin of safety of -204.8% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 2.4x
What contradicts it
- Revenue CAGR 3Y: -19.3%
- P/E (TTM): 70.7x
- Shareholder yield (distributions): 1.7%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, EV/EBITDA, FCF yield, Payout ratio (FCF).
Versus the vertical median
Plastic Materials, Synth Resins & Nonvulcan Elastomers (SIC 2821) · same industry (4-digit SIC) · compared with 8 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| DOWDow Inc. | 23.1 bn | — | -4.3% | -1.7% | −7.0% | +34% / −38% |
| DDDupont De Nemours, Inc. | 19.2 bn | 70.7 | 1.7% | 4.3% | +1.9% | +22% / +66% |
| ALBAlbemarle Corporation | 11.6 bn | 21.9 | 6.6% | 11.1% | −4.4% | −24% / −19% |
| EMNEastman Chemical Co | 7.5 bn | 12.1 | 10.4% | 6.9% | −6.7% | +6% / −22% |
| HXLHexcel Corporation | 6.1 bn | 35.6 | 11.9% | 8.5% | −0.5% | +6% / +16% |
| AVNTAvient Corporation | 4.2 bn | 23.2 | 7.5% | 5.3% | +0.6% | +48% / +32% |
| ROGRogers Corp | 2.1 bn | 45.8 | 3.7% | 5.3% | −2.3% | +38% / −11% |
| ASIXAdvanSix Inc. | 438.6 m | — | -2.8% | -1.4% | +0.3% | +6% / −38% |
| PCTPureCycle Technologies, Inc. | 377.9 m | — | -432.6% | -1,370.9% | unavailable | −79% / −53% |
1- and 3-year price returns: for DD from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 85.85 Total return -41% · Per year -41% | 152.54 Total return 5% · Per year 5% | 230.81 Total return 59% · Per year 59% |
| 3 years | 68.17 Total return -53% · Per year -22% | 137.66 Total return -5% · Per year -2% | 230.81 Total return 59% · Per year 17% |
| 5 years | 54.13 Total return -63% · Per year -18% | 124.24 Total return -14% · Per year -3% | 230.81 Total return 59% · Per year 10% |
- Exit P/E± 34.42
- Net margin± 24.09
- Annual revenue growth± 21.76
- Annual dilution± 2.02
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 10-Q (03 Nov 2026), 8-K (03 Nov 2026 · results).
In brief
DuPont de Nemours (DD) is a provider of advanced solutions for healthcare, water, construction and industry, which after the 2025-2026 separations has focused on two segments: Healthcare & Water Technologies and Diversified Industrials. In the second quarter of 2026 net sales were 1.8 billion USD 3, with organic growth of 4% 3, and the company raised its 2026 guidance. For readers following the company, the key question is how durable organic growth will be if the pace in healthcare and industrial markets holds.
SWOT
Strengths
- A portfolio focused on healthcare, water and construction, with consistent organic growth in recent quarters and expanding margins 3.
- Solid liquidity, with working capital and cash available after divestitures and the Qnity separation 2.
- A broad patent estate and well-known brands, including in medical packaging and construction materials 1.
Weaknesses
Opportunities
Risks
- Tax liabilities from separationshigh
If the Qnity separation does not qualify for tax-free treatment, the company could face significant tax obligations 1.
- Liabilities allocated to Dow and Cortevahigh
The company could be held responsible for liabilities allocated to other entities if those parties cannot honour their indemnities 1.
- PFAS and environmental liabilitieshigh
PFAS remediation costs are hard to estimate, and current assumptions could be exceeded if circumstances change 1.
- Geopolitical uncertaintymedium
The Middle East conflict could affect sales and logistics, depending on its duration and government measures 2.
- Raw material and energy costsmedium
Raw material and energy prices depend on global demand and supply chain disruptions 1.
Investment thesis
What would need to be true (bull case)
- Organic growth stayed positive in the second quarter of 2026 and margins expanded, supporting the case for consistent execution 3.
- 2026 guidance was raised, and if growth in healthcare and aerospace holds, results could exceed expectations 3.
- The company has solid liquidity and generates free cash flow, giving it flexibility for dividends and buybacks 23.
What would break the thesis
- The company still carries tax and environmental liabilities from separations, and amounts could be significant if partners cannot pay 1.
- Water segment sales were weak in the Middle East, and continued conflict in the region could keep affecting results 23.
- Organic growth of 4% is moderate, and if construction demand weakens, Diversified Industrials could slow 3.
What to watch
- Completion and effects of the Aramids divestiture on continuing resultsQ3 2026
- Pace of organic growth in the Healthcare & Water Technologies segmentQ3 2026
- Delivery of the raised 2026 guidance, with operating EBITDA around 1.76 billion USD2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 10-Q (03 Nov 2026), 8-K (03 Nov 2026 · results).
The business
Reporting was restructured in the fourth quarter of 2025 into two new segments, with financial statements recast for all periods shown 1. Healthcare & Water Technologies covers medical packaging, device components, and water filtration and purification. Diversified Industrials covers building technologies and industrial solutions such as adhesives and aerospace and automotive applications 1.
Market context
The company operates in fragmented markets where competition comes from multinational groups with large research and sales capabilities as well as established regional companies 1. Raw material and energy costs are driven by global supply and demand, and supply chains were affected in recent years 1.
Trends
- Organic growth in healthcare and aerospacetailwind
Company-level organic growth of 4% in the second quarter of 2026 was supported by healthcare and aerospace 3. If this dynamic holds, it could support the raised guidance.
- Middle East weaknessheadwind
The military conflict that began in February 2026 added geopolitical uncertainty, and sales in the Middle East were weak in the water segment 23. The impact depends on the conflict's duration and disruption to global logistics 2.
- IEEPA tariffs and refundsmixed
The US Supreme Court invalidated certain IEEPA tariffs in February 2026, and the company began receiving refunds with no material impact on continuing results through June 30, 2026 2. The ruling can still be appealed, and its final outcome could affect future results 2.
- Dividends and buybacksmixed
The board declared a 0.60 USD per share dividend for the third quarter of 2026, and the company intends to repurchase 250 million USD of shares in the same quarter 23. Continuity of these decisions depends on board approvals.
Competitive position
The company says it supports its position through proprietary technology, product portfolio, well-known brands, customer intimacy and global manufacturing capability 1. Competition is based on innovation, technology, sustainable practices, pricing and customer service 1.
Competitors include multinational groups and established regional companies, though the sources do not name specific rivals 1. A key factor for market share is the ability to innovate in healthcare and water, where the company has invested through acquisitions 1.
- Multinational chemicals and materials groups
The sources describe multinational competitors with large sales, marketing and research capabilities, without naming them 1.
- Established regional companies
Competition also comes from regional companies with strong local presence, as described by the company 1.
- Water filtration and purification providers
The water segment competes on industrial, municipal and desalination solutions, and the sources do not name rivals 1.
- Medical packaging and component manufacturers
The healthcare segment competes on quality, regulatory compliance and performance requirements, without names in the source 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Quarterly report03 Nov 2026
- Current report03 Nov 2026Results of operations · Financial statements and exhibits
- Current report10 Sept 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report04 Aug 2026
- Current report04 Aug 2026Results of operations · Financial statements and exhibits
- Current report24 Jun 2026Item 3.03 · Amendments to articles or bylaws · Financial statements and exhibits
- Current report26 May 2026Shareholder vote · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report05 May 2026
- Current report05 May 2026Results of operations · Financial statements and exhibits
- Current report15 Apr 2026Departure or appointment of officers
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / DuPont de Nemours, Inc. · 17 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / DuPont de Nemours, Inc. · 04 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / DuPont de Nemours, Inc. · 04 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.