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DuPont
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Updated Aug 4, 2026
DuPont Q2 2026 beats guidance on 4% organic growth, raises full-year outlook, targets mid-teen acquisition multiples in Water and Healthcare CDMO pipeline.
DuPont delivered Q2 2026 net sales of $1.8 billion on 4% organic growth, with operating EBITDA of $448 million up 8% year-over-year and margin expansion of 80 basis points, exceeding its own guidance for the second consecutive quarter. Management raised full-year 2026 organic growth guidance to slightly above 4%, lifted the operating EBITDA midpoint to $1.760 billion, and increased adjusted EPS guidance midpoint to $7.24 — an 18% increase versus prior-year pro forma. The most strategically significant disclosure is DuPont's explicit acquisition valuation discipline: management stated it targets mid-teen multiples on a gross basis, with a goal of reaching lower-teens net of synergies, and confirmed over $1 billion in available M&A capacity focused on Water and Healthcare CDMO assets.
Tone: bullishRevenue
$6.8B
DD 10-K · FY 2025
Employees
15,000
Revenue FY2024
$12.4B
EBITDA margin
24.5%
Profile
DD 10-K Item 1 · Feb 17, 2026DuPont de Nemours is an advanced materials and solutions company serving healthcare, water, construction, and industrial end markets. Following the November 2025 spin-off of its electronics business into Qnity Electronics, the company operates two segments: Healthcare & Water Technologies and Diversified Industrials. Its portfolio spans medical packaging, water filtration, building insulation, structural adhesives, and specialty lubricants.
Read filing description ↓ Collapse description ↑
DuPont is a leading provider of advanced solutions that improve everyday life across healthcare, water, construction and industrial markets. The Company is committed to helping customers advance their technology pipelines and provide solutions that address their unique challenges. From delivering clean water to enabling medical packaging solutions which enhance safety and performance, DuPont's innovations power the essential products and technologies people rely on every day. At December 31, 2025, the Company has subsidiaries in about 50 countries worldwide and manufacturing operations in about 20 countries. Healthcare & Water Technologies includes high-performance packaging, parts and components for medical device and biopharma markets as well as water filtration and purification technologies primarily for industrial wastewater & energy, municipal drinking water & desalination, and life sciences & specialty markets. Diversified Industrials includes building technologies, with a broad portfolio serving new-build and repair/remodel applications across non-residential and residential construction markets, and industrial technologies, which includes a portfolio of adhesive, wear and friction, and packaging solutions serving aerospace, automotive and printing and packaging markets. The Company leverages application development expertise, specialized manufacturing capabilities, and recognized brands to support customers' product development, scale-up, and operational requirements across regulated and mission-critical applications.
Primary products
- TYVEK medical packaging and garments
- TYCHEM protective suits
- AMBERLITE ion exchange resins
- FILMTEC reverse osmosis and nanofiltration elements
- INGE ultrafiltration modules
- ITEGRATEC ultrafiltration modules
Business segments
End markets
Geographies
“The Company believes that its proprietary product and process technologies, robust product and application development pipelines, well-known brands, customer intimacy, global manufacturing capability, and local service capability help strengthen its competitive position and enable it to compete successfully.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total net sales grew from $6,719 million in 2024 to $6,849 million in 2025, reflecting growth in Healthcare & Water Technologies partially offset by a decline in Diversified Industrials.
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