Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — Q3 2026 Earnings Presentation
23 slides from Dupont De Nemours's earnings presentation, Nov 3, 2026
Slide 1: 3Q 2026 Financial Results
3Q 2026 Financial Results November 3, 2026
Slide 2: Overview and Cautionary Statements
Overview On May 26, 2026, DuPont’s Board of Directors announced a reverse stock split of the Company’s common stock, par value $0.01 per share, at a ratio of 1-for-3, as well as a reduction in the number of authorized shares of its common stock by a corresponding ratio (the "Reverse Stock Split"), a
Slide 3: Strong Execution Driving Results Above Expectations
Strong Execution Driving Results Above Expectations 3Q 2026 Financials +5% organic sales growth led by healthcare and aerospace end-markets, +7% excluding timing benefits last year1 Strategic Priorities +90 bps margin expansion2 driven by Full-year 2026 guidance above the high-end of operating lever
Slide 4: Continued Execution on Strategic Priorities
Continued Execution on Strategic Priorities Robust Business System Driving Growth & Continuous Improvement Continued focus on accountability, productivity and performance excellence Reinforced operating culture to drive execution and sustainable performance Innovation Commercial Operational Ac
Slide 5: 3Q 2026 Financial Highlights
3Q 2026 Financial Highlights Sales Drivers Profitability & Cash Flow Net Sales Organic Sales: +5% Operating • Up 8% year-over-year on organic $1.9 billion Broad-based end-market growth, led EBITDA growth and productivity +4% YoY by aerospace and healthcare , +7% $469 million • Margin +80 bps to 25.1
Slide 6: 3Q 2026 Adjusted EPS Bridge
3Q 2026 Adjusted EPS Bridge +62% Sales Drivers +31% $0.12 $2.09 $0.07 $0.04 $0.08 ₊+$0.10 $0.19 Exchange G/L $0.30 $1.59 ₊ Organic growth ₊ Other +$0.02 $1.29 ₊ Productivity ₊+$0.19 Interest, net ₊+$0.12 Tax rate ₋ Corporate -$0.01 3Q25 Pro Forma 3Q25 Pro Forma Operations Interest, net Share Count T
Slide 7: 3Q 2026 Segment Results
3Q 2026 Segment Results Healthcare & Water Technologies Diversified Industrials $1,003 $963 $865 $ in Millions $832 $ in Millions 30.4% 29.6% 24.1% Sales Sales 22.7% EBITDA EBITDA Margin Margin 3Q25 3Q26 3Q25 3Q26 End-market highlights End-market highlights • Healthcare Technologies Organic Growth +
Slide 8: 2026 Guidance
2026 Guidance FY2026 Guidance (Dollars in millions, except EPS,) 4Q2026 Guidance (Dollars in millions, except EPS) Prior Guidance Current Guidance Mid-point Increase 4Q 2026 Net Sales $7,160 - $7,190 ~$7,190 +$15 Net Sales ~$1,825 Operating $1,750 - $1,770 ~$1,785 +$25 Operating EBITDA ~$455 EBITDA
Slide 9: Appendix
Appendix 9
Slide 10: 3Q 2026 Net Sales Bridge
3Q 2026 Net Sales Bridge Sales Drivers Organic Sales +5% +4% +5% flat -1% +4% $1,868 Building $1,795 ₋ JPY, EUR Healthcare Technologies ₊ CNY Technologies Industrial Technologies $ in Millions Water Technologies 3Q25 Portfolio Currency Healthcare Diversified Industrials 3Q26 & Water Technologies 10
Slide 11: 2026 Segment Expectations
2026 Segment Expectations Healthcare & Water Technologies Diversified Industrials 4Q2026 4Q2026 • Expect high-single digit organic sales growth year-over-year • Expect high-single digit organic sales growth year-over-year • 3Q Strength in personal protection, medical device and industrial • Growth i
Slide 12: Additional Modeling Guidance
Additional Modeling Guidance Vol (+2%), Price (-1%), Currency (0%), Additional Portfolio (0%) Modeling Guidance Base Tax Rate ~24.5% - FY 26 D&A ~$620 million, pre-tax Depreciation ~$350 million, pre-tax Intangible Amortization ~$270 million, pre-tax Interest Expense, net ~$75 million, pre-tax Excha
Slide 13: Non-GAAP Financial Measures: Key Terms
Non-GAAP Financial Measures: Unless otherwise indicated, all financial metrics presented reflect continuing operations only. This communication includes information that does not conform to accounting principles generally accepted in the United States of America (“U.S. GAAP”) and are considered non-
Slide 14: Non-GAAP Financial Measures Definitions
Non-GAAP Financial Measures Definitions Organic Sales Organic Sales is defined as net sales excluding the impacts of currency and portfolio. Adjusted Earnings Adjusted Earnings is defined as income from continuing operations excluding the after-tax impact of significant items, after-tax impact of am
Slide 15: Non-GAAP Financial Measures Definitions (Continued)
Non-GAAP Financial Measures Definitions (Continued) Adjusted Free Cash Flow & Adjusted Free Cash Flow Conversion Adjusted Free Cash Flow is defined as cash provided by/used for operating activities from continuing operations less capital expenditures and excluding the impact of cash inflows/outflows
Slide 16: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Selected Financial Information and Non-GAAP Measures Net Sales In millions 3Q26 3Q25 Net Sales $ 1,868 $ 1,795 Non-GAAP Calculation of Operating EBITDA (Unaudited) In millions 3Q26 3Q25 Income from continuing operations, ne
Slide 17: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Adjusted EPS Pretax Non-GAAP Adjustments to Net Income (Unaudited) In millions 3Q26 3Q25 Income from continuing operations before income taxes (GAAP) $ 279 $ 91 Less: Significant items charge, before tax 1 (22) (76) Less: A
Slide 18: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Segment Information (Unaudited) Net Trade Revenue by Segment and Business or Major Product Line In millions 3Q26 3Q25 Healthcare Technologies $ 481 $ 458 Water Technologies 384 374 Healthcare & Water Technologies $ 865 $ 83
Slide 19: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Segment Information (Unaudited) Operating EBITDA In millions 3Q26 3Q25 Healthcare & Water Technologies $ 263 $ 246 Diversified Industrials 242 219 Corporate (36) (29) Total operating EBITDA (non-GAAP) $ 469 $ 436 Operating
Slide 20: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Adjusted Free Cash Flow Information (Unaudited) Reconciliation of "Cash provided by operating activities - continuing operations" to Adjusted Free Cash Flow , Transaction-Adjusted Free Cash Flow and calculation of "Adjusted
Slide 21: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Investor Day Basis 2025 Pro Forma Selected Non-GAAP Calculation of Pro Forma Operating EBITDA (Unaudited) In millions FY 2025 4Q25 3Q25 2Q25 1Q25 Income (loss) from continuing operations, net of tax (GAAP) $ 98 $ (108) $ 10
Slide 22: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures DuPont de Nemours, Inc. Investor Day Basis Pro Forma Adjusted EPS Pretax Non-GAAP Adjustments to Net Income (Unaudited) - Reflects the impact on income (loss) from continuing operations before income taxes. In millions FY 2025 4Q25 3Q25 2Q25 1Q25
Slide 23: Trademarks notice
© 2026 DuPont de Nemours, Inc. All rights reserved. DuPont , the DuPont Oval Logo, and all products, unless otherwise noted, denoted with , ℠ or ® are trademarks, service marks or registered trademarks of affiliates of DuPont de Nemours, Inc.