DuPont Raises 2026 EPS Outlook to $2.25–2.30, Q4 EPS Beats at $0.46
DuPont reported Q4 net sales of $1.693B, flat year over year, posting adjusted EPS of $0.46, beating estimates by $0.03 and shrinking its GAAP loss to $108M from $291M a year earlier. The company raised 2026 adjusted EPS guidance to $2.25–2.30 and projected $7.08–7.13B in sales.
1. Q4 Financial Results
DuPont logged fourth-quarter net sales of $1.693Â billion, flat year over year, with a 1% organic sales decline offset by currency gains. GAAP loss narrowed to $108Â million versus $291Â million a year ago, while adjusted EPS rose 18% to $0.46, exceeding the $0.43 consensus. Operating EBITDA climbed 4% to $409Â million, and transaction-adjusted free cash flow conversion reached 92%, generating $228Â million.
2. Full-Year 2025 Highlights
For the full year, net sales increased 2% to $6.8Â billion and organic sales also grew 2%. GAAP income swung to $98Â million from a $96Â million loss, and adjusted EPS climbed 16% to $1.68. Cash from operating activities totaled $560Â million, with transaction-adjusted free cash flow of $689Â million despite separation-related costs.
3. 2026 Outlook
DuPont forecast full-year 2026 adjusted EPS of $2.25–2.30, above the $2.16 consensus, and net sales of $7.08–7.13Â billion versus $7.03Â billion estimated. First-quarter guidance calls for adjusted EPS of $0.48 and sales of approximately $1.67Â billion, both marginally ahead of analyst expectations.