DuPont Posts $1.7B Q4 Sales, $0.46 EPS and Initiates 2026 Guidance
DuPont posted fourth-quarter net sales of $1.7 billion, generating $409 million in operating EBITDA (24.2% margin) and adjusted EPS of $0.46. Full-year 2025 results include $6.8 billion in net sales (+2% organic), adjusted EPS of $1.68 and $689 million in transaction-adjusted free cash flow.
1. Q4 2025 Financial Results
DuPont delivered fourth-quarter net sales of $1.693 billion, flat year-over-year despite a $30 million headwind from order timing shifts. GAAP loss from continuing operations narrowed to $(108) million, while operating EBITDA rose 4% to $409 million (24.2% margin) and adjusted EPS reached $0.46; transaction-adjusted free cash flow was $228 million.
2. Full Year 2025 Performance
For the full year, DuPont reported net sales of $6.8 billion (+2% organic), GAAP income of $98 million and operating EBITDA of $1.63 billion. Adjusted EPS was $1.68 and transaction-adjusted free cash flow totaled $689 million, bolstered by disciplined execution and separation-related investments.
3. 2026 Guidance Launch
The company initiated first-quarter and full-year 2026 financial guidance, emphasizing continued margin expansion and cash flow growth. Detailed targets for sales, EBITDA and EPS will be disclosed in upcoming filings.
4. Segment Highlights
In Q4, Healthcare & Water Technologies achieved net sales of $821 million (+4% year-over-year, 3% organic) with operating EBITDA of $255 million (31.1% margin). Diversified Industrials faced a 4% organic sales decline, reflecting ongoing system cut-over activities and volume pressures.