Back to top

Image: Bigstock

DuPont's Earnings & Sales Top Estimates in Q2 on Higher Volumes

Read MoreHide Full Article

Key Takeaways

  • {\"0\":\"DD posted Q2 adjusted EPS of $1.12, beating the estimate of $1.06.\",\"1\":\"Q2 sales rose 3% to $3.26B, driven by 4% volume growth, surpassing the $3.22B estimate.\",\"2\":\"ElectronicsCo sales rose 6% on AI-driven demand while IndustrialsCo saw strength in Healthcare & Water.\"}

DuPont de Nemours, Inc. (DD - Free Report) registered second-quarter 2025 profit from continuing operations of $238 million or 54 cents per share. In the year-ago quarter, the company recorded a profit of $176 million or 40 cents per share.

Barring one-time items, earnings came in at $1.12 per share in the reported quarter, topping the Zacks Consensus Estimate of $1.06.

DuPont's net sales reached $3,257 million, marking a 3% year-over-year increase and surpassing the Zacks Consensus Estimate of $3,215.2 million. Organic sales grew 2%, driven by a 4% rise in volume, which was partly offset by a 2% decline in pricing. Foreign currency had a positive impact of 1%.

DuPont de Nemours, Inc. Price, Consensus and EPS Surprise

DuPont de Nemours, Inc. Price, Consensus and EPS Surprise

DuPont de Nemours, Inc. price-consensus-eps-surprise-chart | DuPont de Nemours, Inc. Quote

DD’s Segment Highlights

The company’s ElectronicsCo segment recorded net sales of $1,170 million in the reported quarter, up 6% on a year-over-year basis. The figure beat the Zacks Consensus Estimate of $1,133.8 million. Organic sales grew 6%, driven by an 8% increase in volume, partially offset by a 2% decline in price. Semiconductor Technologies experienced mid-single-digit organic growth, supported by continued strong end-market demand, primarily from advanced nodes and AI technology applications. Interconnect Solutions posted high-single-digit organic growth, reflecting sustained demand from AI-driven technology expansion and gains in both content and market share.

The IndustrialsCo segment recorded net sales of $2,087 million, up 1% year over year. The figure almost matched the Zacks Consensus Estimate of $2,087.5 million. Organic sales rose 1%, supported by a 2% increase in volume, which was partially offset by a 1% decline in pricing. Healthcare & Water Technologies delivered high-single-digit organic growth, with strong performance across both businesses. In contrast, Diversified Industrials saw a low-single-digit decline in organic sales, mainly due to weakness in construction markets.

DD’s Financials

DuPont had cash and cash equivalents of $1,837 million at the end of the quarter, up around 24.5% year over year. Long-term debt was $5,326 million, down about 25.7%.

The company generated operating cash flow from continuing operations of $763 million for the six months ended June 30, 2025.

DD’s Outlook

For the third quarter of 2025, the company expects net sales of approximately $3,320 million, operating EBITDA of around $875 million and adjusted earnings per share (EPS) of about $1.15. For full-year 2025, net sales are projected to reach roughly $12,850 million, with operating EBITDA estimated at $3,360 million and adjusted EPS expected to be approximately $4.40.

DD’s Price Performance

DuPont’s shares have lost 8.9% in a year versus a 24.3% decline in the industry.

Zacks Investment Research
Image Source: Zacks Investment Research

DD’s Zacks Rank & Key Picks

DD currently carries a Zacks Rank #3 (Hold).

Better-ranked stocks worth a look in the basic materials space include Royal Gold, Inc. (RGLD - Free Report) , Avino Silver & Gold Mines Ltd. (ASM - Free Report) and Barrick Mining Corporation (B - Free Report) .

Royal Gold is slated to report second-quarter results on Aug 6. The Zacks Consensus Estimate for earnings is pegged at $1.70. RGLD beat the Zacks Consensus Estimate in each of the last four quarters, with the average earnings surprise being 9%. RGLD carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Avino Silver is scheduled to report second-quarter results on Aug 13. The Zacks Consensus Estimate for ASM’s second-quarter earnings is pegged at 3 cents. ASM beat the Zacks Consensus Estimate in each of the last four quarters, with the average earnings surprise being 104.2%. ASM currently carries a Zacks Rank #1.

Barrick Mining is slated to report second-quarter results on Aug 11. The consensus estimate for Barrick’s earnings is pegged at 47 cents. Barrick, carrying a Zacks Rank #1, beat the consensus estimate in three of the last four quarters, with the average earnings surprise being 12.5%.

 

Published in