DuPont de Nemours Inc. (NYSE:DD) reported first-quarter results that came in ahead of expectations and lifted its full-year guidance, driving its shares up 4.6% in premarket trading.
The company posted adjusted earnings per share of $0.55, surpassing the consensus estimate of $0.49 by $0.06. Revenue totaled $1.68 billion, beating forecasts of $1.66 billion and reflecting a 4% increase from the same period last year. Organic sales rose 2% year-on-year, with an additional 2% boost from currency effects contributing to overall growth.
Guidance Edges Higher
For the second quarter, DuPont expects adjusted EPS of about $0.59, slightly above the $0.58 consensus, while revenue is projected at roughly $1.8 billion, broadly in line with analyst expectations.
The company also raised its full-year 2026 outlook, now forecasting adjusted EPS between $2.35 and $2.40, with a midpoint of $2.375—above the $2.27 consensus. Full-year revenue guidance was lifted to a range of $7.16 billion to $7.22 billion, exceeding the $7.1 billion estimate, with a midpoint of $7.19 billion.
Strong Start to the Year
“We delivered a strong start to the year, exceeding our financial guidance through disciplined commercial and operational execution,” said Lori Koch. “Our teams remained focused on our customers and delivered organic growth, margin expansion, and double-digit adjusted EPS growth, along with solid cash flow generation in the quarter.”
Segment Performance
The Healthcare & Water Technologies division recorded net sales of $806 million, a 6% increase from a year earlier, including 3% organic growth. Healthcare Technologies saw high-single-digit growth, supported by demand in medical packaging and biopharma applications.
Meanwhile, the Diversified Industrials segment generated $875 million in revenue, up 3% year-on-year. Organic sales in this segment were flat, as gains in aerospace and automotive were offset by softer demand in construction markets.
Profitability Improves
Operating EBITDA rose 15% to $414 million, while margins expanded by 230 basis points to 24.6%, reflecting improved efficiency and operating performance.