Summary of DuPont's Investor Day 2025 Company Overview - **Company**: DuPont - **Event**: Investor Day 2025 - **Key Themes**: Transformation, innovation, and acceleration [1][2] Financial and Strategic Highlights - **Pro Forma Basis**: Presentation based on the new DuPont after the spin-off of Delrin and divestiture of the Aramids business [2] - **New Reporting Segments**: Focus on healthcare, water technologies, and diversified industrials [2] - **Timeline**: Spin-off expected on November 1, 2025, and divestiture completion in Q1 2026 [2] Key Messages from Leadership 1. **Transformation Execution**: Focus on portfolio and operational transformation to reduce complexity and cyclicality [7] 2. **Excellence Focus**: Codifying innovation excellence and operational excellence into a comprehensive business system [8] 3. **Growth Acceleration**: Half of the businesses positioned in markets growing above GDP, with continued investment in these areas [8] 4. **Capital Allocation**: Disciplined model to deliver strong returns for shareholders [9] 5. **Cultural Enhancement**: Building a culture focused on growth and continuous improvement [9] Financial Performance and Projections - **Revenue Growth**: Divestiture of the Aramids business expected to increase revenue growth by 50 basis points and margin by 90 basis points [10] - **Long-term Targets**: Projecting 3-4% organic growth CAGR, margin expansion of 150-200 basis points by 2028, and EPS growth of 8-10% [25][26] Business Segments Healthcare and Water Technologies - **Sales Contribution**: Healthcare and water technologies each represent about 25% of sales [13] - **Market Position**: Leading position in medical devices, biopharma, and water filtration [34][42] - **Growth Drivers**: Aging population, chronic diseases, and increasing demand for clean water [38][46] - **Expected EBITDA Margin**: Approximately 30% for the Healthcare and Water segment [34] Diversified Industrials - **Sales Contribution**: Represents about 50% of DuPont's portfolio [14] - **Market Leadership**: Strong presence in construction, automotive, aerospace, and industrial sectors [55] - **Sales and Margin**: $3.6 billion business with a 22% operating margin [55] - **Growth Opportunities**: Focus on energy efficiency, sustainability, and innovation in product offerings [62][63] Innovation and R&D - **Investment Focus**: Emphasis on innovation to drive growth, with a vitality index of 30% [16] - **New Product Sales**: 40% growth and 60% renew, with plans to shift towards more growth [16] - **Customer Collaboration**: Strong partnerships with leading medical device and biopharma companies [41] Market Opportunities - **Addressable Market**: Combined addressable market of over $40 billion [14] - **Sustainability Trends**: Increasing focus on sustainability and regulatory requirements driving growth in water technologies [46][48] Conclusion - **Commitment to Excellence**: DuPont aims to enhance shareholder value through disciplined capital decisions and consistent delivery of growth and margin expansion [26][27] - **Future Outlook**: Positioned to lead in innovation and sustainability, with a strong focus on operational excellence and customer collaboration [69][70]

2Q 2025 Financial Results August 5, 2025 Overview On January 15, 2025, DuPont de Nemours, Inc. ("DuPont", or after the completion of the Intended Electronics Separation, "New DuPont") announced it is targeting November 1, 2025 to complete the intended separation of its Electronics business (the "Intended Electronics Separation") by way of a spin-off transaction, thereby creating a new independent, publicly traded electronics company ("Qnity Electronics, Inc."). The Intended Electronics Separation will not r ...

May 2, 2025 Overview On January 15, 2025, DuPont de Nemours, Inc. ("DuPont", or after the completion of the Intended Electronics Separation, "New DuPont") announced it is targeting November 1, 2025 to complete the intended separation of its Electronics business (the "Intended Electronics Separation") by way of a spin-off transaction, thereby creating a new independent, publicly traded electronics company ("ElectronicsCo"). The Intended Electronics Separation will not require a shareholder vote and is subjec ...

Core Insights - DuPont reported strong financial performance in Q1 2025, with a 5% increase in net sales to $3.066 billion and a 6% organic sales growth year-over-year [4][8][9] - The company experienced a significant GAAP loss of $548 million, primarily due to a $768 million non-cash goodwill impairment charge related to the Aramids reporting unit [5][8] - Operating EBITDA increased by 16% to $788 million, with an operating EBITDA margin of 25.7%, reflecting volume benefits and restructuring savings [4][6][9] Financial Performance - Net sales for Q1 2025 were $3,066 million, up from $2,931 million in Q1 2024, marking a 5% increase [4][8] - Organic sales growth was 6%, driven by an 8% increase in volume, partially offset by a 2% decrease in price [9] - GAAP loss from continuing operations was $(548) million, compared to income of $183 million in the prior year, representing a 399% decline [4][8] - Adjusted EPS rose by 30% to $1.03, up from $0.79 in Q1 2024 [4][8] Segment Performance - ElectronicsCo segment net sales increased by 14% to $1,118 million, with an operating EBITDA of $373 million, up 26% [14][20] - IndustrialsCo segment net sales were flat at $1,948 million, with a 6% increase in operating EBITDA to $464 million [16][21] - The ElectronicsCo segment saw a 14% organic sales growth, while IndustrialsCo experienced a 2% organic sales growth [9][14] Cash Flow and Guidance - Cash provided by operating activities from continuing operations was $382 million, down 23% from $493 million in Q1 2024 [4][7] - Transaction-adjusted free cash flow was $212 million, a decrease of 26% compared to the previous year [4][7] - The company maintains its full-year 2025 financial guidance, estimating Q2 2025 net sales of approximately $3.2 billion and adjusted EPS of about $1.05 [17][18] Strategic Developments - DuPont is on track for the spin-off of its Electronics business, named Qnity, scheduled for November 1, 2025 [2][25] - The company is actively managing the impact of tariffs through its global manufacturing footprint and flexible supply chain [2][8]