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Mar 31, 2024

DuPont Q1 2024 Earnings Report

DuPont's Q1 2024 financial performance exceeded expectations, driven by strong volumes and operational execution.

Key Takeaways

DuPont reported a decrease in net sales by 3% to $2.9 billion, with a 6% organic sales decline. However, the company's financial results exceeded expectations due to better-than-expected volumes and a focus on operational execution and cost discipline. The electronics market showed continued recovery, particularly in Semiconductor Technologies and Interconnect Solutions. DuPont raised its full-year 2024 guidance for net sales, operating EBITDA, and adjusted EPS.

Net sales decreased 3% to $2.9 billion; organic sales decreased 6% year-over-year.

GAAP Income from continuing operations was $183 million; operating EBITDA was $682 million.

GAAP EPS from continuing operations was $0.41; adjusted EPS was $0.79.

Cash provided by operating activities from continuing operations was $493 million; adjusted free cash flow was $286 million.

Total Revenue
$2.93B
Previous year: $3.02B
-2.9%
EPS
$0.79
Previous year: $0.84
-6.0%
Operating EBITDA
$682M
Previous year: $714M
-4.5%
Gross Profit
$864M
Previous year: $1.04B
-16.5%
Cash and Equivalents
$1.93B
Previous year: $3.53B
-45.1%
Free Cash Flow
$286M
Previous year: $102M
+180.4%
Total Assets
$37.7B
Previous year: $41.2B
-8.5%

DuPont

DuPont

DuPont Revenue by Segment

DuPont Revenue by Geographic Location

Forward Guidance

DuPont is raising its financial guidance for the year for net sales, operating EBITDA and adjusted EPS.

Positive Outlook

  • Expect sequential sales and earnings improvement.
  • Driven by favorable seasonality.
  • Driven by continued electronics recovery.
  • Driven by reduced channel inventory destocking in industrial-based end-markets including water and medical packaging.
  • Year-over-year sales and earnings growth assumed in the second half of 2024 is expected to be driven by further electronics market recovery and a return to volume growth in W&P.

Revenue & Expenses

Visualization of income flow from segment revenue to net income