DuPont Posts Q1 EPS Beat, Raises 2026 Guidance and Launches $275M Buyback
DD•DuPont reported Q1 adjusted EPS of $0.55, beating estimates by $0.07, on $1.68bn revenue, up 4% year-over-year, with EBITDA expanding 15% and margin rising 230 basis points to 24.6%. The company raised full-year guidance to adjusted EPS of $2.35–$2.40 and net sales of $7.155–$7.215bn, launching a $275m accelerated share repurchase.
1. Q1 Financial Performance
DuPont delivered adjusted EPS of $0.55 in Q1 2026, up 53% year-over-year and $0.07 above consensus, on revenue of $1.68bn, a 4% increase. EBITDA rose 15% and margin expanded by 230 basis points to 24.6% as pricing actions offset higher input costs from global conflicts.
2. Guidance Raise and Outlook
Management lifted full-year adjusted EPS guidance to $2.35–$2.40 and net sales guidance to $7.155–$7.215bn, reflecting about 4% organic growth including 1% from pricing. The outlook assumes full offset of $90m in conflict-related costs and targets over 40% incremental margin in the first half.
3. Accelerated Share Repurchase
DuPont initiated a $275m accelerated share repurchase using proceeds from its Aramids divestiture, aiming to return capital and reduce share count. The program underscores management’s confidence in cash flow generation and supports long-term shareholder value.
