Feed - Buzzberg

12:00
Aug 04 ◎

DD FY2026 Q2 Watch

DuPont de Nemours, Inc. (DD) FY2026 Q2 Earnings Call

DD ▾

Lori Koch

Management raised full-year guidance across multiple metrics, citing strong Q2 performance, continued growth in healthcare, aerospace, and industrial water, and a robust order book, indicating a positive and improving outlook.

"we are again raising our full year 2026 financial guidance for organic sales growth, operating EBITDA, and adjusted EPS"

DD WATCH

HIGH

12:00
May 05 ◎

DD FY2026 Q1 Watch

DuPont de Nemours, Inc. (DD) FY2026 Q1 Earnings Call

DD ▾

Antonella Franzen

Management raised full-year guidance after strong Q1 results, expecting continued margin expansion and growth. They are confident in their ability to pass on higher input costs through price increases, despite geopolitical headwinds.

"We are raising our full year 2026 financial guidance given our strong start to the year, as well as now including the interest income benefit from the Eramage transaction."

DD WATCH

HIGH

13:00
Feb 10 ◎

DD FY2025 Q4 Watch

DuPont de Nemours, Inc. (DD) FY2025 Q4 Earnings Call

INFO DD BA AIR RTX ▾

Lori Koch

DuPont references IHS data to frame demand for its automotive-related products, indicating that growth will be driven by EV penetration rather than overall vehicle volume.

"Overall the expectation for auto build from IHS is to be about flat."

INFO WATCH

Lori Koch

Management's tone is optimistic, underpinned by January sales meeting expectations, improving order trends in industrial technologies, and a 2026 guidance that is in line with medium-term targets, including 3% organic growth and 60-80bps margin expansion.

"We are off to a good start to the year. Our January sales were in line with expectations, and overall, we are seeing improving order trends in our industrial technologies business."

DD WATCH

Lori Koch

DuPont sees aerospace as a key growth driver for its industrial technologies segment, with low double-digit order improvements, despite overall softness in other industrial markets. — This indicates aerospace OEMs are actively increasing orders for materials and components, potentially signaling a rebound in production schedules for narrowbody jets.

"We're seeing nice, low double-digit improvement in order in aerospace. It's about 3% or 4% of our revenue, so it's in that range."

BA WATCH AIR WATCH RTX WATCH

Antonella Franzen

The headwind of order timing shifts due to 'system cutover activities' during the electronics separation created a temporary distortion in quarterly results. — A one-time IT disruption caused some orders to be pulled forward, implying the underlying demand was slightly stronger than the face value of the reported quarter, a nuance absent from headline numbers.

"organic sales consisted of a 1% decrease in volume, which included a $30 million or 2% headwind from order timing shifts into the third quarter from the fourth quarter due to system cutover activities in advance of the electronic"

NVDA WATCH AMAT WATCH LRCX WATCH

HIGH

Feed — Buzzberg