DuPont's Earnings & Sales Top Estimates in Q2 on Higher Volumes

Core Insights - DuPont de Nemours, Inc. reported a profit from continuing operations of $238 million or 54 cents per share for Q2 2025, an increase from $176 million or 40 cents per share in the same quarter last year [1] - The company's adjusted earnings per share (EPS) for the quarter was $1.12, exceeding the Zacks Consensus Estimate of $1.06 [1][8] - DuPont's net sales reached $3,257 million, reflecting a 3% year-over-year increase and surpassing the Zacks Consensus Estimate of $3,215.2 million [2] Sales Performance - Organic sales grew by 2%, driven by a 4% increase in volume, partially offset by a 2% decline in pricing, with foreign currency contributing positively by 1% [2] - The ElectronicsCo segment achieved net sales of $1,170 million, a 6% year-over-year increase, exceeding the Zacks Consensus Estimate of $1,133.8 million [3] - The IndustrialsCo segment recorded net sales of $2,087 million, up 1% year over year, closely matching the Zacks Consensus Estimate of $2,087.5 million [4] Segment Highlights - ElectronicsCo's organic sales grew by 6%, supported by an 8% increase in volume, while Semiconductor Technologies experienced mid-single-digit organic growth due to strong demand from advanced nodes and AI applications [3] - Healthcare & Water Technologies within the IndustrialsCo segment delivered high-single-digit organic growth, while Diversified Industrials faced a low-single-digit decline in organic sales due to weakness in construction markets [4] Financial Overview - DuPont's cash and cash equivalents stood at $1,837 million at the end of the quarter, a 24.5% increase year over year, while long-term debt decreased by 25.7% to $5,326 million [5] - The company generated operating cash flow from continuing operations of $763 million for the first half of 2025 [5] Future Outlook - For Q3 2025, DuPont anticipates net sales of approximately $3,320 million, operating EBITDA of around $875 million, and adjusted EPS of about $1.15 [6] - Full-year 2025 projections include net sales of roughly $12,850 million, operating EBITDA estimated at $3,360 million, and adjusted EPS expected to be approximately $4.40 [6] Stock Performance - DuPont's shares have declined by 8.9% over the past year, compared to a 24.3% decline in the industry [7]