Revenue Growth Driven by Core Operations
Revenue increased 4.3% year-over-year to $1.68B in Q1 2026 from $1.61B in Q1 2025, suggesting steady demand across DD's core business segments despite macroeconomic headwinds.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
DuPont de Nemours (DD) delivered a strong Q1 2026 turnaround with net income of $161M versus a loss of $589M a year ago, driven by 4.3% revenue growth to $1.68B and a dramatically cleaner balance sheet following significant asset divestitures.
Revenue
$1.68B
+4.28% YoY
EPS (Diluted)
$0.39
+127.86% YoY
Source: SEC XBRL
DuPont de Nemours (DD) reported Q1 FY2026 revenue of $1.68B, up 4.3% year over year. DD's fiscal Q1 FY2026 corresponds to calendar Q1 2026.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 1.88 | 1.81 | Beat +3.7% |
| Mar 2026This filing | 1.65 | 1.49 | Beat +10.4% |
| Dec 2025 | 1.38 | 1.33 | Beat +3.5% |
| Sep 2025 | 3.27 | 3.28 | Miss -0.2% |
Adjusted (non-GAAP) EPS of $1.65 versus the $1.49 analyst consensus — a +10.4% beat for Mar 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $0.39.
Compiled by AI from this SEC filing
Revenue increased 4.3% year-over-year to $1.68B in Q1 2026 from $1.61B in Q1 2025, suggesting steady demand across DD's core business segments despite macroeconomic headwinds.
Source: 10-Q Income Statement
Net income surged to $161M in Q1 2026 compared to a net loss of $589M in Q1 2025, a year-over-year improvement of approximately $750M, reflecting the absence of prior-year charges and improved operational efficiency.
Source: 10-Q Income Statement
Cost of revenue rose only 0.9% YoY to $1.08B despite a 4.3% revenue increase, indicating improving gross-level efficiency and favorable product mix or pricing power.
Source: 10-Q Income Statement
Total assets declined 40.4% YoY to $21.45B from $35.98B, and total liabilities fell 43.3% to $7.21B, strongly suggesting major asset divestitures or spin-offs completed over the past year that have reshaped the company's footprint.
Source: 10-Q Balance Sheet
Selling, general and administrative expenses rose 9.0% YoY to $255M, outpacing revenue growth of 4.3%, which could pressure operating margins if this trend continues into subsequent quarters.
Source: 10-Q Income Statement
Compiled by AI from this SEC filing · 1 high, 3 medium, 1 low
Total assets declined by over $14.5B YoY (down 40.4%), and stockholders' equity fell 38.5% to $14.04B. While this reflects strategic portfolio reshaping, the significantly smaller asset base reduces the company's scale and diversification, potentially increasing earnings volatility.
Source: 10-Q Balance Sheet
Cash and equivalents dropped 59.7% YoY to $710M from $1.76B, a reduction of over $1B. This tighter liquidity position could limit DD's flexibility for acquisitions, debt repayment, or weathering unexpected operational disruptions.
Source: 10-Q Balance Sheet
SG&A expenses grew 9.0% YoY versus revenue growth of only 4.3%, creating margin compression risk at the operating level. Sustained cost inflation in selling and administrative functions could erode profitability if not offset by revenue acceleration.
Source: 10-Q Income Statement
Current liabilities fell dramatically by 54.6% YoY to $2.10B, while current assets declined only 12.7% to $5.64B, yielding a current ratio of 2.68. While this appears healthy, the sharp reduction in current liabilities may reflect the settlement of obligations tied to divested businesses, and the ongoing working capital profile of the remaining entity needs close monitoring.
Source: 10-Q Balance Sheet
R&D expenses declined 6.0% YoY to $47M, which in a specialty materials and science-driven business could signal reduced investment in innovation pipelines. Sustained underinvestment in R&D relative to peers may weaken DD's competitive positioning over the medium term.
Source: 10-Q Income Statement
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 1.68 $B | 1.61 $B | +4.28% |
Cost of Revenue $B | 1.08 $B | 1.07 $B | +0.94% |
Net Income $M | 161.00 $M | -589.00 $M | +127.33% |
EPS (Basic) $ | 0.39 $ | -1.41 $ | +127.66% |
EPS (Diluted) $ | 0.39 $ | -1.40 $ | +127.86% |
R&D Expense $M | 47.00 $M | 50.00 $M | -6.00% |
SG&A Expense $M | 255.00 $M | 234.00 $M | +8.97% |
Answers draw on this SEC filing and the data on this page
DuPont's Q2 FY2026 net income surged 142% to $143 million on 4% organic revenue growth and sharply lower interest and tax costs following its Electronics Separation.
DD reported a sharp swing to a net loss of $779M in FY2025 despite modest 1.9% revenue growth to $6.85B, driven by a dramatic $41.1% contraction in total assets reflecting a major corporate restructuring or divestiture.
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