DuPont de Nemours, Inc.
- Open
- 136.31
- Day high
- 136.60
- Day low
- 134.80
- Prev close
- 135.74
- Volume
- 1.2M
- Mkt cap
- $55.6B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 4.0
- P/S
- 5.7
- Yield
- 0.74%
- Per share
- $1.01
- ▼Insiders net selling -$13K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions mixed (13F)
DuPont de Nemours, Inc. (DD) is a Basic Materials company listed on NYSE. The stock is up 51% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering DD.
DuPont de Nemours, Inc. (DD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
DD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.48 | $0.55 | +14.6% | $1.7B | +0.9% |
| Nov 6, 2025 | $0.47 | $1.09 | +134.1% | $3.1B | +5.9% |
| May 2, 2025 | $0.95 | $1.03 | +7.9% | $3.1B | +0.7% |
| Jul 31, 2024 | $0.85 | $0.97 | +13.7% | $3.2B | +4.0% |
| May 1, 2024 | $0.65 | $0.79 | +22.1% | $2.9B | +4.2% |
| Nov 1, 2023 | $0.84 | $0.92 | +9.5% | $3.1B | -27.2% |
| Aug 2, 2023 | $0.83 | $0.85 | +2.4% | $3.1B | -26.3% |
| May 2, 2023 | $0.81 | $0.84 | +3.7% | $3.0B | -28.1% |
| Feb 7, 2023 | $0.79 | $0.89 | +12.7% | $3.1B | +0.0% |
| Aug 2, 2022 | $0.74 | $0.88 | +18.9% | $3.3B | +2.0% |
| May 3, 2022 | $0.67 | $0.82 | +22.4% | $3.3B | +2.1% |
| Feb 8, 2022 | $1.01 | $1.08 | +6.9% | $3.2B | -19.4% |
DD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Macpherson Donald Gdirector | Grant | 671 | $48.42 |
| Jun 2, 2026 | CUTLER ALEXANDER Mdirector | Grant | 1,033 | $48.42 |
| Jun 2, 2026 | Koch Loridirector, officer: CEO | Tax | 4,673 | $48.03 |
| Jun 2, 2026 | Lowery Frederick M.director | Grant | 800 | $48.42 |
| Jun 2, 2026 | Franzen Antonella Bofficer: SVP & CFO | Tax | 1,558 | $48.03 |
| Jun 2, 2026 | Koch Loridirector, officer: CEO | Sell | 261 | $48.82 |
| May 28, 2026 | Macpherson Donald Gdirector | Grant | 4,030 | — |
| May 28, 2026 | McMaken Kurt Bdirector | Grant | 4,030 | — |
| May 28, 2026 | Brady Amy G.director | Grant | 4,030 | — |
| May 28, 2026 | du Pont Eleuthere Idirector | Grant | 4,030 | — |
| May 28, 2026 | BREEN EDWARD Ddirector | Grant | 4,030 | — |
| May 28, 2026 | LICO JAMES Adirector | Grant | 4,030 | — |
| May 28, 2026 | CHANDY RUBY Rdirector | Grant | 4,030 | — |
| May 28, 2026 | CUTLER ALEXANDER Mdirector | Grant | 4,030 | — |
| May 28, 2026 | Lowery Frederick M.director | Grant | 4,030 | — |
Source: DD SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
See the full DD insider & 13F page →DuPont de Nemours, Inc. company profile
Overview
DuPont de Nemours, Inc. (NYSE:DD) is a multinational chemical company with origins dating back to 1802, making it one of America's oldest continuously operating companies. Originally founded as a gunpowder manufacturer, DuPont evolved over two centuries into a diversified chemicals and materials science company. The modern entity emerged from a complex corporate restructuring in 2019, when the original DuPont merged with Dow Chemical to form DowDuPont, which subsequently separated into three independent companies. DuPont de Nemours retained the specialty chemicals and advanced materials businesses, positioning itself as a technology-focused materials and solutions provider serving high-growth end markets including electronics, water treatment, and industrial applications.
Business
DuPont operates in the specialty chemicals industry, which differs from commodity chemicals by focusing on high-performance, technology-intensive materials that command premium pricing. The company provides advanced materials and solutions across three primary business segments: Electronics & Industrial segment (approximately 50% of revenue) supplies critical materials for semiconductor manufacturing and electronic device production. This includes semiconductor process chemicals used in chip fabrication, advanced packaging materials for integrated circuits, and interconnect solutions for printed circuit boards. The segment also provides materials for display manufacturing, including components for OLED screens and flexible displays. These materials are essential for producing everything from smartphones and computers to data center equipment powering artificial intelligence applications. Water & Protection segment (approximately 45% of revenue) encompasses three sub-businesses: Water Solutions provides filtration membranes and purification systems for clean water access, Safety Solutions manufactures personal protective equipment including Tyvek protective suits and Kevlar body armor, and Shelter Solutions produces building materials like Tyvek house wrap for construction applications. Mobility & Materials segment (approximately 5% of revenue, largely divested) historically provided engineering plastics and materials for automotive and industrial applications, though most of this business has been sold or is being spun off as part of DuPont's portfolio restructuring strategy. The company's products serve as critical inputs in manufacturing processes rather than end-consumer goods, positioning DuPont as a business-to-business specialty materials supplier with deep technical expertise and long-standing customer relationships.
Revenue model
DuPont generates revenue primarily through direct product sales to industrial customers, operating on a business-to-business model where it sells specialized chemicals, materials, and components to manufacturers across various industries. The company's customers include semiconductor fabrication facilities, electronics manufacturers, water treatment companies, construction firms, and safety equipment producers. Revenue is driven by both volume growth from increased demand in end markets and pricing power derived from the technical sophistication and specialized nature of its products. DuPont's materials often represent a small portion of customers' total costs but are critical to product performance, allowing the company to maintain premium pricing. Several factors influence DuPont's profitability margins. Positive margin drivers include the company's focus on high-growth secular trends like artificial intelligence driving semiconductor demand, increasing global emphasis on clean water access, and growing safety regulations requiring advanced protective equipment. The company's strong intellectual property portfolio and technical expertise create barriers to entry that support pricing power. Margin pressures come from raw material cost inflation, particularly for petrochemical feedstocks, and competitive dynamics in certain market segments. Economic downturns can reduce demand from cyclical end markets like construction and automotive. Additionally, customer inventory destocking cycles, particularly common in electronics supply chains, can create temporary demand volatility. Currency fluctuations also impact results given DuPont's global operations, and the company faces ongoing legal costs related to PFAS (per- and polyfluoroalkyl substances) litigation. The business model benefits from recurring revenue characteristics as customers typically require continuous supply of process chemicals and materials, though individual contracts may vary in duration and pricing mechanisms.
Competitive moat
DuPont's competitive moat is moderately strong but varies significantly across its business segments. The company's primary competitive advantages stem from its deep technical expertise accumulated over decades, extensive intellectual property portfolio, and long-standing customer relationships in mission-critical applications. In the Electronics segment, DuPont benefits from the high switching costs associated with semiconductor manufacturing, where changing process chemicals requires extensive qualification periods that can take months or years. The company's materials are often integral to customers' manufacturing processes, creating sticky relationships. However, this segment faces competition from specialized chemical companies and faces potential disruption from new technologies or alternative materials. The Water & Protection segment has a stronger moat due to DuPont's established brand recognition in safety applications (Kevlar, Tyvek), regulatory approvals that create barriers to entry, and the critical nature of safety and water purification applications where customers prioritize proven performance over cost. The Tyvek and Kevlar brands carry significant value and customer loyalty. Competitive threats include large diversified chemical companies like BASF and Dow, specialized materials companies, and potential new entrants from Asia with lower cost structures. The company also faces the risk of customers developing alternative materials or bringing production in-house, though this is mitigated by the technical complexity of DuPont's products. The moat is somewhat weakened by the cyclical nature of key end markets like semiconductors and construction, which can pressure pricing during downturns. Additionally, regulatory changes, particularly around PFAS chemicals, could impact certain product lines and require significant reformulation investments.
Risks & safety
DuPont presents a moderate margin of safety with manageable financial risk but some valuation concerns: Financial Strength: 1. Cash position of $1.8 billion provides adequate liquidity buffer 2. Current ratio of 1.33 indicates sufficient short-term liquidity coverage 3. Debt-to-equity ratio of 0.31 represents conservative leverage 4. Positive free cash flow generation of $1.7 billion in 2024 demonstrates cash-generating ability 5. No immediate solvency concerns given strong balance sheet position Valuation Metrics: 1. EV/EBITDA of 13.5x appears reasonable for a specialty chemicals company 2. Price-to-book ratio of 1.37 suggests modest premium to book value 3. Forward P/E appears elevated given recent earnings volatility 4. Current valuation reflects market expectations for business separation benefits Other Considerations: 1. PFAS litigation represents ongoing legal liability risk with uncertain magnitude 2. Planned business separations create near-term execution risk but potential long-term value unlock 3. Tariff exposure of approximately $500 million annually creates margin pressure risk 4. Cyclical earnings volatility in key end markets affects predictability
Recent development
DuPont has undergone significant strategic transformation over the past several years, centered on portfolio optimization and business separation. The company announced plans to separate into three independent companies, with the Electronics business (to be named "Qnity") scheduled to spin off in November 2025, followed by separation of the Water business, leaving a focused industrial chemicals entity. The company has made several strategic acquisitions to strengthen its portfolio, including the Donatelle acquisition in medical devices and the pending Rogers acquisition to enhance its electronics materials capabilities. Simultaneously, DuPont divested non-core assets including the Mobility & Materials segment sale to Celanese and plans to divest the Delrin business. Artificial intelligence has emerged as a significant growth driver, with AI-related sales growing 30% to over $300 million in 2024, driven by increased demand for advanced semiconductor materials used in data center applications. The company has invested heavily in advanced packaging technologies and semiconductor process materials to capitalize on this trend. DuPont has implemented comprehensive operational excellence initiatives, including restructuring actions targeting $150 million in annual cost savings and extensive employee training programs. The company is also actively managing tariff exposure through supply chain optimization and sourcing alternatives, while addressing ongoing PFAS litigation through settlement negotiations and liability management strategies.
DD company profile · for informational purposes only — not investment advice.
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