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DuPont de Nemours 8-K Report, Financial Results (Feb 10, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed February 10, 2026
Period End
February 10, 2026
Security
DD
In the record · 2017–202610-K910-Q288-K127

DD filed 9 annual reports (10-K), 28 quarterly reports (10-Q) and 127 current reports (8-K) between 2017 and 2026.

  1. Deal closed8-K · Jun ’19Jun ’19
  2. Deal closed8-K · Feb ’21Feb ’21
  3. Leadership change8-K · Feb ’23Feb ’23
  4. Leadership change8-K · Mar ’25Mar ’25

01—Abstract

Summary

Summary of the 8-K filed February 10, 2026. Cited figures are marked; the original filing is the authoritative source.

DuPont de Nemours, Inc. reported fourth quarter and full year 2025 results on February 10, 2026, with continuing operations now reflecting the Electronics and Aramids businesses as discontinued operations.

Fourth quarter net sales were $1,693 milliona, flat year over year, with organic sales down 1%; GAAP loss from continuing operations was $(108) million, against $(291) million a year earlier, and adjusted EPS was $0.46 versus $0.39. Operating EBITDA rose to $409 million from $395 million, with margin of 24.2%. Fourth quarter net sales included an approximately $30 million headwind from order timing shifted into the third quarter tied to electronics separation system cut-over activities.

For full year 2025, net sales increased 2% to $6,849 millionb and organic sales grew 2%. GAAP income from continuing operations was $98 million, compared with a loss of $(96) million in 2024, and adjusted EPS rose 16% to $1.68. Operating EBITDA increased to $1,628 million, and transaction-adjusted free cash flow was $689 million, up from $587 million, though cash provided by operating activities from continuing operations declined to $560 million from $765 million.

Healthcare & Water Technologies drove growth, with full-year net sales up 9% and operating EBITDA up 15%, while Diversified Industrials net sales fell 3% and operating EBITDA fell 5%. For 2026, the company guided to full-year net sales of $7,075 million to $7,135 millionc, operating EBITDA of $1,725 million to $1,755 million, and adjusted EPS of $2.25 to $2.30, and first-quarter 2026 guidance of approximately $1,670 million in net sales, $395 million in operating EBITDA and $0.48 in adjusted EPS. The filing notes the aramids divestiture to Arclin, a TJC affiliate portfolio company, is expected to close around the end of the first quarter 2026, for pre-tax cash proceeds of approximately $1.2 billion.

02—Key points

Key Highlights

  1. Fourth quarter 2025 net sales were flat at $1,693 million, with organic sales down 1%; Healthcare & Water Technologies organic sales grew 3% while Diversified Industrials declined 4%.
  2. Full-year 2025 net sales rose 2% to $6,849 million, and operating EBITDA increased 6% to $1,628 million with margin of 23.8%.
  3. Full-year 2025 GAAP income from continuing operations was $98 million, versus a loss of $(96) million in 2024; adjusted EPS grew 16% to $1.68.
  4. Transaction-adjusted free cash flow was $689 million for 2025, up from $587 million, while cash from operations from continuing operations fell to $560 million from $765 million.
  5. 2026 guidance calls for net sales of $7,075 million to $7,135 million, operating EBITDA of $1,725 million to $1,755 million, and adjusted EPS of $2.25 to $2.30.
  6. The aramids divestiture to Arclin is expected to close around the end of the first quarter 2026 for approximately $1.2 billion in pre-tax cash proceeds, plus a $300 million TJC note and a minority equity interest valued at $325 million.
  7. Balance sheet shows cash and cash equivalents of $715 million at December 31, 2025, down from $1,792 million, and long-term debt of $3,134 million, down from $5,323 million.

03—Questions

Frequently Asked Questions

  1. How did DuPont perform in the fourth quarter of 2025?

    Net sales were flat at $1,693 million, with a 1% organic decline and a 1% volume decrease offset by a 1% currency benefit. GAAP loss from continuing operations improved to $(108) million from $(291) million, and adjusted EPS rose to $0.46 from $0.39. Operating EBITDA increased 4% to $409 million.

  2. What drove the 2025 full-year results?

    Net sales rose 2% on a 3% volume increase partially offset by a 1% price decrease. Healthcare & Water Technologies net sales grew 9% to $3,233 million with 7% organic growth, while Diversified Industrials net sales fell 3% to $3,616 million. Operating EBITDA growth reflected organic growth and productivity, partly offset by growth investments.

  3. What is DuPont's 2026 outlook?

    For full year 2026, DuPont guided to net sales of $7,075 million to $7,135 million, operating EBITDA of $1,725 million to $1,755 million, and adjusted EPS of $2.25 to $2.30. The CFO stated full-year net sales guidance assumes about 3% organic growth and about 1% currency tailwind. First-quarter 2026 guidance calls for net sales of about $1,670 million, operating EBITDA of about $395 million and adjusted EPS of about $0.48.

  4. Why did cash flow from operations decline in 2025?

    Cash provided by operating activities from continuing operations was $560 million in 2025 compared with $765 million in 2024, and the filing attributes the cash generated to offsets including $462 million of separation-related transaction cost and other payments. Transaction-adjusted free cash flow, which excludes those payments, increased to $689 million from $587 million.

  5. What is the status of the Electronics separation and Aramids divestiture?

    The Electronics business was separated into Qnity Electronics, Inc. through a distribution to stockholders on November 1, 2025, and is reported as discontinued operations. The Aramids business sale to Arclin, a TJC affiliate portfolio company, is expected to close around the end of the first quarter 2026, subject to customary closing conditions and regulatory approvals.

04—Continue

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