DuPont Tops Earnings Estimates in Q4, Reports Flat Y/Y Sales

DuPont de Nemours, Inc. DD has registered a fourth-quarter 2025 loss from continuing operations of $108 million or 27 cents per share. In the year-ago quarter, the company recorded a loss of $291 million or 70 cents per share. 

Barring one-time items, earnings came in at 46 cents per share in the reported quarter, topping the Zacks Consensus Estimate of 43 cents. 

DuPont's net sales reached $1,693 million, essentially flat year over year and surpassing the Zacks Consensus Estimate of $1,684.1 million. Organic sales fell 1%. Sales were flat, as a 1% year-over-year decrease in volume and flat pricing were offset by a positive foreign-currency impact of 1%. 

DuPont de Nemours, Inc. Price, Consensus and EPS Surprise

 

DuPont de Nemours, Inc. price-consensus-eps-surprise-chart | DuPont de Nemours, Inc. Quote

DD’s Segment Highlights

The Healthcare & Water Technologies segment recorded net sales of $821 million in the reported quarter, up 4% on a year-over-year basis. Organic sales grew 3%, along with 1% benefit from currency. Healthcare Technologies delivered mid-single-digit organic growth, with strength in medical packaging and medical devices. Water Technologies sales rose in the low-single-digit range on an organic basis. 

The Diversified Industrials segment recorded net sales of $872 million, down 3% year over year. Organic sales dipped 4% but were partially offset by a 1% benefit from currency. Building Technologies were down in the high-single-digit range on an organic basis due to weakness in construction markets. Industrial Technologies sales were down in the low-single-digit range on an organic basis. 

DD’s Financials

DuPont had cash and cash equivalents of $715 million at the end of the quarter, down around 60% year over year. Long-term debt was $3,134 million, down about 41%. 

The company generated an operating cash flow from continuing operations of $560 million for the year ended Dec. 31, 2025. 

DD’s Outlook

For the first quarter of 2026, the company expects net sales of $1,670 million, operating EBITDA of $395 million and adjusted earnings per share (EPS) of 48 cents. For 2026, net sales are projected at $7,075-$7,135 million, with operating EBITDA estimated at $1,725-$1,755 million and adjusted EPS expected to be $2.25-$2.30. 

DD’s Price Performance

DuPont’s shares have lost 42.2% in a year compared with a 13.5% decline in the industry.

DD’s Zacks Rank & Stocks to Consider

DD currently carries a Zacks Rank #4 (Sell). 

Some better-ranked stocks in the basic materials space are Albemarle Corporation ALB, Coeur Mining, Inc. CDE and Avino Silver & Gold Mines Ltd. ASM.

Albemarle is slated to report fourth-quarter results on Feb. 11. The Zacks Consensus Estimate for earnings is pegged at a loss of 40 cents. ALB beat the Zacks Consensus Estimate in three of the last four quarters, while missing once, the average earnings surprise being 35.28%. ALB sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Coeur is scheduled to report fourth-quarter results on Feb. 18. The Zacks Consensus Estimate for CDE’s fourth-quarter earnings is pegged at 42 cents. CDE beat the Zacks Consensus Estimate in three of the last two quarters and missed once, the average earnings surprise being 106.61%. CDE currently flaunts a Zacks Rank #1. 

Avino Silver is slated to report fourth-quarter results on March 11. The consensus estimate for ASM’s earnings is pegged at 6 cents. ASM, presently carrying a Zacks Rank #2 (Buy), beat the consensus estimate in the last four quarters, the average earnings surprise being 150%.

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This article originally published on Zacks Investment Research (zacks.com).

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