Core Insights - DuPont de Nemours (DD) has launched the FilmTec Hypershell XP RO-8038 element, a new reverse osmosis solution tailored for the dairy processing industry [2][9] - The new RO element addresses the industry's need for enhanced efficiency, reduced energy consumption, and high product quality [3][4] Product Features and Benefits - The FilmTec Hypershell XP RO-8038 element is designed to concentrate and polish dairy process streams, including milk, whey, and lactose, offering superior performance and energy savings [4][5] - It provides up to 50% higher productivity and flow or up to 50% lower energy demand compared to other dairy membrane elements, leading to reduced energy usage and operational costs [4][9] - The element's increased active membrane area enhances productivity and flow, while its ability to operate at lower energy demands without sacrificing flux results in significant operational savings [5] - It promotes higher recovery rates in polishing systems, reducing wastewater, and its longer membrane life decreases replacement frequency, further cutting overall costs [5] Financial Outlook - For Q2 2025, DuPont projects net sales of approximately $3.2 billion, operating EBITDA of around $815 million, and adjusted earnings per share of about $1.05, reflecting a seasonal increase in sales [7] - The anticipated rise in sales is more subdued than previously expected due to timing shifts in the Semiconductor Technologies business [7] Stock Performance - DuPont's stock has declined by 13.1% over the past year, while the industry has seen a decline of 21% [6]

Core Insights - DuPont has launched the FilmTec™ Hypershell™ XP RO-8038 reverse osmosis element, designed to enhance productivity and performance in the dairy processing industry [1][2][4] Industry Impact - The new RO element addresses the dairy industry's need for improved efficiency, reduced energy consumption, and high product quality, aligning with consumer demands for performance and nutritional value [2][4] - The element is specifically engineered for the concentration and polishing of dairy process streams, including milk, whey, and lactose, providing significant operational benefits [3][4] Product Features - The FilmTec™ Hypershell™ XP RO-8038 element offers up to 50% higher productivity and flow or up to 50% less energy demand compared to existing dairy membrane elements, leading to reduced energy consumption and operating costs [3][4] - Its innovative membrane chemistry and expanded active area contribute to higher yields, lower costs, and more sustainable operations, while also decreasing operational greenhouse gas emissions [4][5] Cost Efficiency - The element's design allows for lower energy demand without compromising flux, resulting in substantial operational cost savings [4][5] - Enhanced product quality and yield for milk, whey, and lactose streams, along with higher recovery rates in polishing systems, lead to less wastewater generation [4][5] Educational Initiatives - DuPont will host a webinar on July 10, 2025, to discuss the capabilities of the FilmTec™ Hypershell™ XP RO-8038 element and its role in optimizing dairy processing [6] - The introduction of this product was showcased at the Membrane Technology Forum USA, highlighting its cost-effectiveness and energy savings [5] Broader Portfolio - The FilmTec™ Hypershell™ XP RO-8038 element is part of DuPont's extensive portfolio of membrane and ion exchange technologies aimed at supporting the life sciences and food industries [7]

Core Viewpoint - Hawkins, Inc. has acquired the assets of WaterSurplus, enhancing its water treatment solutions and expanding its portfolio of value-added products, which aligns with its strategy to grow its higher-margin business [1][2][3] Financial Highlights - Hawkins generated $919 million in revenue for fiscal 2024 and anticipates its Water Treatment business to exceed $500 million in revenue in fiscal year 2026 [3][7] - WaterSurplus generated adjusted EBITDA of approximately $10 million for the fiscal year ending December 31, 2024 [6] - Hawkins closed on an amended $400 million revolving credit facility, increasing from $250 million, to fund the acquisition [6] Business Highlights - The acquisition of WaterSurplus is expected to be accretive to Hawkins' earnings per share in fiscal year 2027 and will improve the margin profile of Hawkins' current Water Treatment business [6] - Hawkins has completed 13 acquisitions over the last 5 years to build its Water Treatment business, indicating a strong integration capability [3] - WaterSurplus offers patented filtration products that reduce operational costs and enhance efficiency, which will complement Hawkins' existing offerings [9]