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.