DuPont Q3 earnings beat estimates, raises guidance
Key points
- DuPont reported third-quarter 2026 adjusted earnings of $2.09 per share, exceeding analysts' consensus estimate of approximately $1.87, while revenue increased 4% to $1.868 billion.
- GAAP income from continuing operations rose 68% to $171 million, while operating EBITDA increased 8% to $469 million.
- DuPont raised its full-year adjusted earnings forecast to $7.47–$7.52 per share, citing demand in healthcare, aerospace and water technologies.
DuPont (NYSE:DD) reported third-quarter 2026 sales of $1.868 billion, up 4% year over year, as adjusted earnings of $2.09 per share exceeded analysts' consensus estimate of $1.87.
GAAP income from continuing operations increased 68% to $171 million, while diluted earnings per share from continuing operations rose 77% to $1.24 and organic sales grew 5%.
Operating EBITDA increased 8% to $469 million, with margin expanding 80 basis points to 25.1%, while operating cash flow from continuing operations reached $410 million and transaction-adjusted free cash flow totaled $341 million.
DuPont raised its full-year adjusted earnings forecast to $7.47–$7.52 per share and projected approximately $7.19 billion in sales, while forecasting fourth-quarter adjusted earnings of $1.90–$1.95 per share.
Healthcare & Water Technologies sales increased 4% to $865 million, while Diversified Industrials revenue rose 4% to $1.003 billion, supported by demand for healthcare materials, aerospace applications and industrial water technologies.
The company completed a $250 million accelerated share repurchase and substantially completed another $100 million in open-market buybacks during the quarter, with an additional $250 million in repurchases planned for the fourth quarter.
