DD FY2025 Q4 개선

DuPont de Nemours, Inc. 실적 발표

Feb 10, 2026 · 08:00 ET Anne Giancristo ForoAntonella FranzenLori Koch earningscall_biz

Buzzberg 분석

Expects 2026 organic sales growth of about 3% after 2% in 2025.

DuPont reported a strong finish to 2025, with Q4 results ahead of guidance, and provided 2026 guidance in line with its medium-term targets. The company is seeing stabilization in its industrial businesses and continued strength in healthcare and water. Q4 2025 revenue was $1.7B, flat YoY, with adjusted EPS of $0.46 (up 18%). Operating EBITDA margin expanded 80bps to 24.2%.

Buzzberg 분석 Expects 2026 organic sales growth of about 3% after 2% in 2025. DuPont reported a strong finish to 2025, with Q4 results ahead of guidance, and provided 2026 guidance in line with its medium-term targets. The company is seeing stabilization in its industrial businesses and continued strength in healthcare and water. Q4 2025 revenue was $1.7B, flat YoY, with adjusted EPS of $0.46 (up 18%). Operating EBITDA margin expanded 80bps to 24.2%. 전체 분석 보기분석 접기

Full-year 2025 organic growth was 2%, with EBITDA up 6% and adjusted EPS up 16% to $1.68.
2026 guidance calls for ~3% organic sales growth, 60-80bps margin expansion, and adjusted EPS of $2.25-$2.30 (up 10-12% pro forma).
Aerospace is a key growth driver for industrial technologies, with orders up low-double-digits.

매출$1.693B보고값

주당순이익(EPS)$0.46보고값

매출총이익률31.13%보고값

영업이익률13.41%보고값

근거 있는 핵심 내용 6개

지금 중요한 점

이번 발표에서 가장 의미 있는 변화를 정리했습니다.

Guidance

Expects 2026 organic sales growth of about 3% after 2% in 2025.

Guidance

2026 adjusted EPS guidance of $2.25-$2.30, up 10-12% pro forma.

Demand

Improved order trends signal recovery in industrial technologies.

핵심 내용 3개 더 보기

Demand

Expects water business to grow mid-single digits in 2026.

Margins

Margins to expand 60-80 bps in 2026 on productivity and cost.

Cash Flow

Expects 2026 free cash flow conversion above 90%.

보고 기간

보고 실적

지표	보고값	변화
매출	$1.693B	보고값
주당순이익(EPS)	$0.46	보고값
매출총이익률	31.13%	보고값
영업이익률	13.41%	보고값
잉여현금흐름	$0.221B	보고값
자본지출	$0.15B	보고값

향후 전망

향후 가이던스

지표	기간	범위	중간값	상태
주당순이익(EPS)	FY2026	$2.25–$2.30	$2.27	제시
주당순이익(EPS)	FY2026 Q1	$0.48	$0.48	제시
잉여현금흐름	FY2026	90%	90%	제시
영업이익률	FY2026	60%–80%	70%	제시
매출	FY2026	$7.1B	$7.1B	제시
매출	FY2026 Q1	$1.67B	$1.67B	제시

AI, 자본지출 및 수요 분석

경영진 분석

톤

Confident

Management expressed confidence in execution and future growth, citing strong Q4 results, clear strategic priorities, and positive order trends, while guiding in line with medium-term targets.

자본지출

투자 및 생산능력

Management mentioned investments in labs, operations, and commercial capabilities, including expanding RO capacity at the Edina site for Gen 4 technology, and an asset in China for membrane capacity. Capital allocation remains focused on high-return organic opportunities and M&A.

아래에 언급된 기업 7개 모두 표시

기업발표 이후 수익률

파트너

INFO

파트너

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.

근거

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

Lori Koch

공급망

BA -2.9% AIR +32.1% RTX +10.7%

공급망

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.

근거

“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.”

Lori Koch

NVDA +12.8% AMAT +64.9% LRCX +39.3%

공급망

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.

근거

“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”

Antonella Franzen

외부 신호

공급망 알파 · 2발표 이후 수익률

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.

Lori Koch

BA-2.9%AIR+32.1%RTX+10.7%

The headwind of order timing shifts due to 'system cutover activities' during the electronics separation created a temporary distortion in quarterly results.

Antonella Franzen

NVDA+12.8%AMAT+64.9%LRCX+39.3%

근거

“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 separatio…”

방법론 및 범위

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