DuPont de Nemours, Inc. (DD) Earnings Call Transcripts

DuPont de Nemours, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, DuPont de Nemours, Inc. reported net sales of $1.8 billion, reflecting a 4% year-over-year organic growth, and an adjusted EPS of $1.88, up 21% from the prior year. The company raised its full-year guidance for organic sales growth to slightly above 4%, operating EBITDA to $1.760 billion, and adjusted EPS to $7.24. This strong performance was driven by productivity improvements and robust demand in healthcare and industrial markets, positioning DuPont favorably for the second half of the year.

Reported metrics

Guidance from management

DuPont raised its full-year 2026 guidance for organic sales growth to slightly above 4%, operating EBITDA to $1.760 billion, and adjusted EPS to $7.24, reflecting confidence in continued market strength and operational execution.

What management said

It's price/cost to dollar neutrality. So as we said on the last call as well, there's about $90 million of pricing that's in there on a full year basis. We have a little bit of that in Q2. As you would expect, the majority of that is sitting in the second half of the year, and that keeps us price/cost neutral from a dollar basis.

Yes. So our target for net productivity is 3%. So 3% of COGS annual reduction on a net basis. So that's a sizable improvement from where we've been in the past where the number was kind of fought at best. So we're making nice progress in the quarter. We saw about 200 basis points of a reduction on a COGS basis that contribute about 100 basis points of margin expansion as a percent of revenue. So a nice improvement. ...

What analysts pressed on

Analysts expressed concerns regarding the ongoing challenges in the Middle East affecting the Water segment and the potential impact on margins due to oil and gas inflation. There were also inquiries about the effectiveness of operational changes and the timeline for achieving productivity targets.

Main topics on the call

• Revenue Growth Acceleration — DuPont achieved a 4% organic sales growth in Q2 2026, with particular strength in healthcare and industrial markets. Management stated, "Top line growth was broad-based, led by continued strength in health care, aerospac...
• Guidance Increase — Management raised the full-year 2026 guidance for organic sales growth, operating EBITDA, and adjusted EPS, indicating confidence in continued performance. They noted, "As a result of our second quarter performance, we a...
• Operational Excellence Initiatives — DuPont is implementing operational excellence initiatives to improve productivity and reduce costs, with a target of 3% net productivity improvement. Lori Koch mentioned, "OpEx is not simply a cost initiative. It's a gro...
• Share Repurchase Program — The company announced a $250 million share repurchase program, reinforcing its commitment to disciplined capital allocation. This was highlighted as part of their strategy to enhance shareholder value.

Read the full DuPont de Nemours, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 44 DuPont de Nemours, Inc. earnings call transcripts on record, spanning January 30, 2020 to August 4, 2026. Based on this history, DuPont de Nemours, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DD

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Industrial Conglomerates

Calls on record

44

First call

January 30, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly