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Jun 30, 2025
DuPont Q2 2025 Earnings Report
DuPont reported its financial results for the second quarter ended June 30, 2025, showing increased net sales, operating EBITDA, and adjusted EPS.
Key Takeaways
DuPont delivered a strong second quarter in 2025, with net sales increasing by 3% and organic sales growing by 2% year-over-year. The company saw solid margin expansion in both ElectronicsCo and IndustrialsCo segments, leading to a 15% increase in adjusted EPS. This performance was driven by continued strength in electronics, healthcare, and water end-markets, along with effective operational execution. As a result, DuPont has raised its full-year 2025 earnings guidance.
Net sales increased by 3% to $3.257 billion, with organic sales growth of 2% driven by a 4% increase in volume.
GAAP EPS from continuing operations rose by 35% to $0.54, and adjusted EPS increased by 15% to $1.12.
Operating EBITDA grew by 8% to $859 million, with the operating EBITDA margin expanding by 120 basis points to 26.4%.
Transaction-adjusted free cash flow was $433 million, with a conversion rate of 93%, reflecting strong cash generation.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
DuPont is raising its full-year 2025 earnings guidance, reflecting stronger second-quarter performance that more than offsets the net impact of tariffs. For the third quarter of 2025, the company estimates net sales of approximately $3.32 billion, operating EBITDA of about $875 million, and adjusted EPS of approximately $1.15 per share.
Positive Outlook
- Full year 2025 earnings guidance raised due to strong Q2 performance.
- Continued strength expected in healthcare end-markets for Q3 2025.
- Continued strength expected in water end-markets for Q3 2025.
- Continued strength expected in electronics end-markets for Q3 2025.
- Third quarter guidance assumes about 3% organic growth year-over-year.
Challenges Ahead
- Guidance now incorporates an estimated $20 million (or $0.04 per share) net impact from tariffs for FY25.
- Continued weakness expected in construction end-markets for Q3 2025.
- The net tariff impact assumed in the second half of 2025 is estimated as a $20 million headwind.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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