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.
来源: 10-Q Income Statement
该报告暂无中文版，以下为英文版分析。
AI核心结论
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.
营收
16.81亿美元
同比 +4.28%
每股收益（稀释）
0.39美元
同比 +127.86%
SEC XBRL 原值
DuPont de Nemours (DD) Q1 FY2026 营收 16.81亿美元，同比增长 4.3%。 DD 的财年 Q1 FY2026 对应日历 Q1 2026。
近 4 个季度：3 次超预期
| 季度 | 实际 EPS（美元） | 市场预期（美元） | 结果 |
|---|---|---|---|
| 2026年6月 | 1.88 | 1.81 | 超预期 +3.7% |
| 2026年3月本次财报 | 1.65 | 1.49 | 超预期 +10.4% |
| 2025年12月 | 1.38 | 1.33 | 超预期 +3.5% |
| 2025年9月 | 3.27 | 3.28 | 不及预期 -0.2% |
2026年3月 调整后（非 GAAP） EPS 1.65美元，分析师一致预期 1.49美元，超预期 +10.4%。 分析师一致预期按市场通行的调整后（非 GAAP）口径。本季 GAAP 稀释每股收益为 0.39美元。
由 AI 基于本次 SEC 报告整理
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.
来源: 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.
来源: 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.
来源: 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.
来源: 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.
来源: 10-Q Income Statement
由 AI 基于本次 SEC 报告整理 · 高 1 中 3 低 1
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.
来源: 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.
来源: 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.
来源: 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.
来源: 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.
来源: 10-Q Income Statement
| 指标 | 当期 | 上期 | 同比变化 |
|---|---|---|---|
营收 亿美元 | 16.81 亿美元 | 16.12 亿美元 | +4.28% |
营业成本 亿美元 | 10.79 亿美元 | 10.69 亿美元 | +0.94% |
净利润 亿美元 | 1.61 亿美元 | -5.89 亿美元 | +127.33% |
每股收益（基本） 美元 | 0.39 美元 | -1.41 美元 | +127.66% |
每股收益（稀释） 美元 | 0.39 美元 | -1.40 美元 | +127.86% |
研发费用 万美元 | 4700.00 万美元 | 5000.00 万美元 | -6.00% |
销售及管理费用 亿美元 | 2.55 亿美元 | 2.34 亿美元 | +8.97% |
答案基于本次 SEC 报告与本页数据