DuPont Q4 EPS Tops Estimates, EBITDA Up 4%, Guides FY EPS $2.25–$2.30
DuPont reported Q4 EPS of $0.46 versus $0.43 consensus, revenue of $1.7 billion in line with forecasts and operating EBITDA rose 4% to $409 million. Management guided Q1 EPS of about $0.48, revenue near $1.67 billion and full-year EPS of $2.25–2.30 on $7.08–7.14 billion revenue, while Jim Cramer praised CEO Lori Koch’s leadership.
1. Q4 Earnings Beat
DuPont delivered Q4 earnings per share of $0.46, surpassing the $0.43 consensus, and reported revenue of $1.7 billion, in line with forecasts. Operating EBITDA rose 4% to $409 million despite a 1% organic sales decline, which included a $30 million timing-related headwind.
2. Guidance and Outlook
For first-quarter 2026, the company projects EPS of approximately $0.48, revenue near $1.67 billion and operating EBITDA around $395 million. Full-year guidance calls for earnings per share of $2.25 to $2.30, revenue between $7.08 billion and $7.14 billion and operating EBITDA of $1.72 billion to $1.75 billion.
3. Leadership and Market Response
The stock gained over 2% in premarket trading, reflecting investor confidence in the beat and guidance. Jim Cramer highlighted CEO Lori Koch’s leadership, noting a parabolic stock move and commending her performance as a catalyst for positive market sentiment.