Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — Q2 2026 Earnings Presentation
23 slides from Dupont De Nemours's earnings presentation, Aug 4, 2026
Slide 1: 2Q 2026 Financial Results
2Q 2026 Financial Results August 4, 2026
Slide 2: Overview
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
Strong Execution Driving Results 2Q 2026 Financials +4% organic sales growth led by healthcare Operational Highlights and aerospace end-markets +80 bps margin expansion1 driven by Continued advancement of strategic priorities – productivity and operating leverage organic growth, business system prog
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 Ke
Slide 5: 2Q 2026 Financial Highlights
2Q 2026 Financial Highlights Sales Drivers Profitability & Cash Flow Net Sales Organic Sales: Operating • Up 6% year-over-year on organic Broad-based end-market growth, led growth and productivity; +8% $1.8 billion EBITDA versus prior year pro forma +4% YoY by healthcare and aerospace $448 million •
Slide 6: 2Q 2026 Adjusted EPS Bridge
2Q 2026 Adjusted EPS Bridge +48% Sales Drivers +21% $0.11 $1.88 $0.04 ₊+$0.05 $0.17 $0.29 $1.56 Interest, net ₊ Organic growth ₊+0.04 ₊ Productivity Share count $1.27 ₊+$0.19 Interest, net ₊+$0.14 Tax rate ₋ Corporate -$0.04 2Q25 Pro Forma 2Q25 Pro Forma Operations Tax Rate Other 2Q26 1 Adjusted EPS
Slide 7: 2Q 2026 Segment Results
2Q 2026 Segment Results Healthcare & Water Technologies Diversified Industrials $932 $963 $856 $ in Millions $ in Millions $817 30.4% 30.1% Sales 22.1% Sales 21.4% EBITDA EBITDA Margin Margin 2Q25 2Q26 2Q25 2Q26 End-market highlights End-market highlights • Healthcare Technologies Organic Growth +MS
Slide 8: 2026 Guidance
2026 Guidance FY2026 Guidance (Dollars in millions, except EPS,) 2H2026 Guidance (Dollars in millions, except EPS) Prior Guidance Current Guidance Mid-point Changes 2H 2026 -$10 Net Sales $7,155 - $7,215 $7,160 - $7,190 (+$20 excluding Net Sales $3,660 - $3,690 currency headwinds) Operating $1,730 -
Slide 9: Appendix
Appendix 9
Slide 10: 2Q 2026 Net Sales Bridge
2Q 2026 Net Sales Bridge Sales Drivers Organic Sales +4% +4% +3% $1,819 flat ~flat +4% $1,749 ₊ Healthcare Building ₋ JPY EUR, CNY Technologies Technologies $ in Millions Water Industrial Technologies Technologies 2Q25 Portfolio Currency Healthcare Diversified Industrials 2Q26 & Water Technologies 1
Slide 11: 2026 Segment Expectations
2026 Segment Expectations Healthcare & Water Technologies Diversified Industrials 2H2026 2H2026 • Expect high-single digit organic sales growth year-over-year • Expect mid-single digit organic sales growth year-over-year • 3Q Strength in medical packaging, personal protection and • Growth in aerospa
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 ~$625 million, pre-tax Depreciation ~$350 million, pre-tax Intangible Amortization ~$275 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 2Q26 2Q25 Net Sales $ 1,819 $ 1,749 Non-GAAP Calculation of Operating EBITDA (Unaudited) In millions 2Q26 2Q25 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 2Q26 2Q25 Income from continuing operations before income taxes (GAAP) $ 266 $ 78 Less: Significant items charge, before tax 1 (8) (72) Less: Am
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 2Q26 2Q25 Healthcare Technologies $ 473 $ 444 Water Technologies 383 373 Healthcare & Water Technologies $ 856 $ 81
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 2Q26 2Q25 Healthcare & Water Technologies $ 258 $ 248 Diversified Industrials 213 199 Corporate (23) (24) Total operating EBITDA (non-GAAP) $ 448 $ 423 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.