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FY2025 Q4
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Отчётный звонок DuPont de Nemours, Inc.
Вывод Buzzberg
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%.
Вывод Buzzberg 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%. Читать полный анализСвернуть анализ
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%.
- 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.
Выручка$1.693BФакт
EPS$0.46Факт
Валовая маржа31.13%Факт
Операционная маржа13.41%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Guidance
2026 adjusted EPS guidance of $2.25-$2.30, up 10-12% pro forma.
Demand
Improved order trends signal recovery in industrial technologies.
Показать ещё 3 тезиса
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%.
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $1.693B | Факт |
| EPS | $0.46 | Факт |
| Валовая маржа | 31.13% | Факт |
| Операционная маржа | 13.41% | Факт |
| Свободный денежный поток | $0.221B | Факт |
| Капзатраты | $0.15B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| EPS | FY2026 | $2.25–$2.30 | $2.27 | Обозначен |
| EPS | FY2026 Q1 | $0.48 | $0.48 | Обозначен |
| Свободный денежный поток | FY2026 | 90% | 90% | Обозначен |
| Операционная маржа | FY2026 | 60%–80% | 70% | Обозначен |
| Выручка | FY2026 | $7.1B | $7.1B | Обозначен |
| Выручка | FY2026 Q1 | $1.67B | $1.67B | Обозначен |
AI, капзатраты и спрос
Оценка менеджмента
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.
Инвестиции и мощности
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.
все упомянутые компании ниже: 7
Компаниис момента звонка
Партнёры
Цепочка поставок
Цепочка поставок
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.
Доказательства
“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.”
Цепочка поставок
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.
Доказательства
“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”
Внешние сигналы
Альфа цепочки поставок · 2с момента звонка
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.
The headwind of order timing shifts due to 'system cutover activities' during the electronics separation created a temporary distortion in quarterly results.
Доказательства
“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…”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 7. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.