| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 26 | 311.7x | 17.8x | Bottom tier | |
Growth | 69 | 75.7% | 7.1% | Top tier | |
Quality | 26 | 0.6% | 4.5% | Bottom tier | |
Safety | 42 | 5.1x | 2.6x | Around median | |
Capital Return | 63 | 0.79% | 2.12% | Around median | |
Momentum | 49 | 47.5% | 2.9% | Around median | |
Sentiment | 45 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
DuPont de Nemours operates in specialized industrial materials and solutions through two main segments. In Q2 FY2026, the Healthcare & Water Technologies segment generated sales of $856 million, benefiting from healthcare and personal protection products, Liveo, water treatment solutions, membranes, and ion exchange resins, while the Diversified Industrials segment generated sales of $963 million from building, aerospace, printing, electric vehicle battery adhesive technologies, and other industrial applications.
In Q2 FY2026, revenue according to EDGAR data was approximately $1.8 billion, gross profit was $639 million, net income was $143 million, and earnings per share were $1.05. On the adjusted operating basis presented by management, sales grew 4% year over year, operating earnings before interest, taxes, depreciation, and amortization rose 8% to $448 million, and the margin expanded by 80 basis points to 24.6%, while adjusted earnings per share increased 21% to $1.88.
Organic growth was broad across both segments; Healthcare & Water Technologies recorded organic growth of 4%, compared with 3% for Diversified Industrials. The operating earnings before interest, taxes, depreciation, and amortization margin was 30.1% in the first segment, down 30 basis points due to sales mix and growth investments, while the second segment's margin rose 70 basis points to 22.1% due to growth, mix, and productivity. The company also generated transaction-adjusted free cash flow of $326 million, equivalent to a conversion rate of 127% during the quarter.
The analyst consensus is “Buy,” with an average target of $97 and an extremely wide range between $53 and $178. The average target is near the lower end of the 52-week range of $92.48536 and far below the upper end of $157.98, while the price-to-earnings ratio cannot be used because of the net loss and negative earnings per share in the trailing-twelve-month data. The valuation picture therefore combines improved operating expectations for FY2026 with a sharp re-rating reflecting accounting losses and divergent analyst estimates.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Revenue according to EDGAR data was approximately $1.8 billion, gross profit was $639 million, net income was $143 million, and earnings per share were $1.05. On an adjusted basis, operating earnings before interest, taxes, depreciation, and amortization were $448 million at a margin of 24.6%, and adjusted earnings per share were $1.88. Organic sales grew 4%, the operating margin expanded by 80 basis points, and adjusted earnings per share increased 21% compared with the corresponding period. Transaction-adjusted free cash flow also reached $326 million at a conversion rate of 127%.
The company raised its organic sales growth expectation to slightly above 4% and set the midpoint of revenue guidance at $7.175 billion. It raised the midpoint of expected operating earnings before interest, taxes, depreciation, and amortization to $1.760 billion, with an expected margin of 24.5%. It also raised the midpoint of adjusted earnings per share to $7.24, representing growth of 18% from the initial comparable baseline and an increase of $0.15 from the previous guidance. Management expects free cash flow conversion to exceed the 90% target and be closer to 100% during FY2026.
Automated analysis for informational purposes only — not investment advice.
Healthcare & Water Technologies achieved organic growth of 4% in Q2 FY2026, driven by double-digit gains in personal protection, biopharmaceuticals, industrial water, and semiconductor water. Diversified Industrials achieved organic growth of 3%, with double-digit growth in aerospace and electric vehicle battery applications and growth in residential and non-residential building technologies. The electric vehicle battery business generated approximately $70 million in revenue, and management expects it to expand to more than $100 million during FY2026 and FY2027. Ultrapure water applications for chip manufacturers also grew by more than approximately 20%.
The Middle East represents approximately 10% of the water business's sales and is home to important desalination and reverse osmosis projects. Conflict-related disruptions shifted the timing of some projects without canceling them, and management expects most of the related revenue to be concentrated in Q4 FY2026. The company therefore revised its FY2026 water business growth expectation to the low-to-mid-single-digit range, with high-single-digit growth expected during the second half. Outside the Middle East, the water business recorded mid-single-digit organic growth in Q2 FY2026.
DuPont used artificial intelligence to reduce the time required to prepare sales campaigns from several months to four weeks, rather than as the direct reason for the higher win rate. The campaigns generated approximately 150 opportunities at a win rate of nearly 30%, compared with the company's typical rate in the high teens, and apparel campaigns added expected sales of $5 to $6 million in FY2026. The 80/20 program is being applied first in four Diversified Industrials units to simplify portfolios, improve returns and mix, and direct resources toward the highest-value markets. Management expects a few million dollars in program benefits in the second half of FY2026, initially concentrated in margins.
Q2 FY2026 showed positive net income of $143 million and EDGAR earnings per share of $1.05, while adjusted earnings per share were $1.88. However, the trailing-twelve-month data show net losses between $1.3 and $1.4 billion and negative earnings per share, so no valid comparable price-to-earnings ratio is available. The average analyst target is $97, versus a wide target range of $53 to $178 and a consensus rating of “Buy.” This divergence means DuPont's valuation depends heavily on the sustainability of the operating recovery and achieving the adjusted earnings per share guidance of $7.24 in FY2026.
