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's second quarter of fiscal 2026 was defined by the completion of major portfolio actions—the Electronics Separation and the Aramids Divestiture—which transformed the company's financial profile. Organic sales grew 4% year-over-year, driven by volume gains in both Healthcare & Water Technologies and Diversified Industrials, while net income more than doubled as interest expense fell sharply and the effective tax rate normalized. Cost of sales remained at 65% of revenue, but manufacturing productivity and favorable mix helped expand operating leverage. The quarter also featured a reverse stock split and continued share repurchases, returning capital to shareholders. Looking ahead, the balance of organic growth against geopolitical and supply chain uncertainties will test the resilience of the streamlined business.
Revenue
$1.82B
+4.00% YoY
EPS (Diluted)
$1.05
+150.00% YoY
Source: SEC XBRL
DuPont de Nemours (DD) reported Q2 FY2026 revenue of $1.82B, up 4.0% year over year. DD's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 1.88 | 1.81 | Beat +3.8% |
| Mar 2026 | 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 $1.88 versus the $1.81 analyst consensus — a +3.8% beat for Jun 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $1.05.
2 reported segments · SEC XBRL
Segment revenue totals $1.82B, which is the $1.82B of consolidated revenue on the income statement.
Compiled by AI from 10-Q Item 2 of this filing
Net sales increased 4% to $1.8 billion on a 4% organic sales increase, with volume growth in both segments: Healthcare & Water Technologies (up 4% organic) and Diversified Industrials (up 3% organic). Currency effects were neutral.
Source: 10-Q Item 2 MD&A
Interest expense dropped 51% to $41 million from $84 million a year ago, primarily due to changes in capital structure following the Electronics Separation.
Source: 10-Q Item 2 MD&A
The effective tax rate on continuing operations fell to 28.2% from 69.2%, as prior-year transaction-related items did not recur.
Source: 10-Q Item 2 MD&A
In February 2026, the Company initiated the 2026 DuPont Restructuring Program, expected to cost $100–$150 million through 2028, with $51 million in charges recorded inception-to-date.
Source: 10-Q Item 2 MD&A
Under a $2 billion authorization, DuPont completed a $275 million accelerated share repurchase in Q2 2026 and announced plans for another $250 million buyback in Q3.
Source: 10-Q Item 2 MD&A
Compiled by AI from this SEC filing · 1 high, 4 medium, 0 low
The Company's global supply chains are exposed to geopolitical conflicts, trade restrictions, and logistics constraints. The ongoing Middle East conflict, while not yet material, could disrupt energy markets and raw material availability, increasing costs and affecting production.
Source: 10-Q Item 1A Risk Factors
Military conflict involving the U.S., Israel, and Iran heightens geopolitical risks. Although DuPont has no operations in Iran and no material impact to date, prolonged conflict could disrupt global logistics and supply chains, adversely affecting sales and earnings.
Source: 10-Q Item 2 MD&A
The Supreme Court invalidated certain IEEPA tariffs, and refunds have begun. However, the ruling is under appeal, and the ultimate outcome could affect future refunds. DuPont also shares 44% of pre-separation tariff refunds with Qnity, adding complexity.
Source: 10-Q Item 2 MD&A
The 2026 DuPont Restructuring Program aims to streamline operations and reduce costs by $100–$150 million over three years. Execution risks include potential business disruption, higher-than-expected charges, and failure to achieve targeted savings.
Source: 10-Q Item 2 MD&A
Following the Electronics Separation and Aramids Divestiture, DuPont is a smaller, more concentrated company. Remaining segments may experience greater volatility in earnings and cash flows, and the loss of diversified revenue streams could amplify the impact of industry downturns.
Source: 10-Q Item 2 MD&A
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 1.82 $B | 1.75 $B | +4.00% |
Cost of Revenue $B | 1.18 $B | 1.14 $B | +3.24% |
Net Income $M | 143.00 $M | 59.00 $M | +142.37% |
EPS (Basic) $ | 1.05 $ | 0.42 $ | +150.00% |
EPS (Diluted) $ | 1.05 $ | 0.42 $ | +150.00% |
R&D Expense $M | 42.00 $M | 53.00 $M | -20.75% |
SG&A Expense $M | 269.00 $M | 262.00 $M | +2.67% |
Answers draw on this SEC filing and the data on this page
Expected release date, analyst estimates & what to watch
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.
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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