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DuPont Tops Q1, Lifts 2026 Outlook and Starts $275 Million Buyback

Management is raising prices to fully offset higher input costs tied to the Middle East conflict.

Overview

  • DuPont, which reported results Tuesday, posted adjusted EPS of $0.55 on $1.68 billion in revenue, beating Wall Street estimates.
  • Full-year guidance now targets $2.35–$2.40 in EPS and about $7.16–$7.22 billion in sales, with Q2 guided to roughly $0.59 EPS on $1.8 billion of revenue.
  • Operating EBITDA rose 15% to $414 million as margins expanded 230 basis points to 24.6% on better mix and productivity.
  • The company launched a $275 million accelerated share repurchase and closed the Aramids divestiture on April 1, receiving about $1.2 billion in cash plus a note and an equity stake.
  • Healthcare & Water Technologies grew sales 6% and Diversified Industrials rose 3%, while a $10 million water shipment delay tied to Middle East logistics cleared in April.