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Analysis

DuPont Reports 2025 Full-Year Results and Issues 2026 Guidance Following Strategic Spinoffs

February 10, 2026 3 min read

The industrial materials manufacturer reported flat fourth-quarter sales and a full-year organic growth rate of 2% as it transitioned the electronics business into an independent entity. For 2026, the company expects net sales to reach between $7.075 billion and $7.135 billion, supported by anticipated organic growth of approximately 3%.

DuPont de Nemours, Inc. (NYSE: DD) reported fourth-quarter 2025 net sales of $1.7 billion, which remained flat compared to the same period in the prior year. Organic sales for the quarter declined 1% after accounting for a $30 million headwind caused by a timing shift in orders during the third quarter. For the full year 2025, the company recorded net sales of $6.8 billion, a 2% increase over 2024, driven by 2% organic sales growth.

DuPont Divests Aramids and Separates Electronics Business

The primary driver of the company’s current financial structure is the completed separation of its Electronics business into an independent public company named Qnity Electronics, Inc., effective November 1, 2025. Consequently, the financial results for the Electronics and Aramids businesses are now categorized as discontinued operations. Furthermore, DuPont has entered a definitive agreement to divest its Aramids business to Arclin for approximately $1.2 billion in cash, a $300 million note, and a minority equity interest, with the transaction expected to close by the end of the first quarter of 2026.

DuPont Reports Improved Financial Performance for 2025

In the fourth quarter of 2025, DuPont recorded a GAAP loss from continuing operations of $108 million, or $0.27 per share, an improvement from a loss of $291 million in the year-ago period. Operating EBITDA for the quarter rose 4% to $409 million, and operating EBITDA margins expanded by 80 basis points to 24.2%. For the full year 2025, adjusted earnings per share (EPS) grew 16% to $1.68 8. Full-year transaction-adjusted free cash flow reached $689 million, representing a conversion rate of 98%.

DuPont Projects Strong 2026 Financial Performance

Management’s 2026 outlook projects full-year operating EBITDA between $1.725 billion and $1.755 billion and adjusted EPS in the range of $2.25 to $2.30. The company’s strategy focuses on operational rigor and disciplined execution to drive growth and shareholder value. Capital allocation priorities include a $2 billion share buyback authorization announced in November 2025. For the first quarter of 2026, DuPont expects net sales of approximately $1.67 billion, which includes a forecast of 2% organic growth and a 2% currency tailwind.

Divergent Demand Shapes 2025 Sector Results

Sector performance was mixed throughout 2025, reflecting divergent demand across end markets. The Healthcare & Water Technologies segment saw full-year organic sales growth of 7%, supported by demand for medical packaging and industrial water market strength. In contrast, the Diversified Industrials segment experienced a 2% organic sales decline for the year due to persistent weakness in global construction markets. While aerospace demand provided a lift to industrial technologies, it was offset by softer conditions in the printing and packaging sectors.

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