Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — Q2 2025 Earnings Presentation
23 slides from Dupont De Nemours's earnings presentation, Aug 5, 2025
Slide 1: 2Q 2025 Financial Results
2Q 2025 Financial Results August 5, 2025
Slide 2: Overview
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
Slide 3: CEO Second Quarter Highlights
CEO Second Quarter Highlights Highlights 2Q 2025 Financials Mid to high single-digit organic sales growth Sales of $3.3B with 2% organic growth YoY in electronics, healthcare and water end- Operating EBITDA of $859 million, up 8% YoY markets (margin up 120 basis points) Adjusted EPS of $1.12
Slide 4: Investor Day: Save the Date
Investor Day: Save the Date › Premier pure-play technology solutions leader › Leading advanced solutions provider within the semiconductor value chain › Simplified portfolio highlighted by higher growth › Well positioned in large and expanding healthcare and water end-markets addressable market with
Slide 5: 2Q 2025 Financial Highlights
2Q 2025 Financial Highlights NET SALES ORGANIC OPERATING ADJUSTED TRANSACTION- $3.3 billion SALES EBITDA EPS ADJUSTED FCF(1) +3% +2% $859 million $1.12 / share $433 million › Volume +4%: growth in electronics, healthcare and water end-markets › Operating EBITDA up 8% YoY on organic growth and produc
Slide 6: 2Q 2025 Adjusted EPS Bridge
2Q 2025 Adjusted EPS Bridge Segment Results +$0.11 +15% $1.12 $0.97 ₊ Interest, +$0.02 net ₊ Organic Growth ₊ Tax ₋ Depreciation ₊ Productivity rate ($0.01) ₋ Growth ₋ Non- +$0.04 investments controlling interest ($0.01) 2Q 2024 Other 2Q 2025 Adjusted EPS Segments Tax Rate Below-the- Adjusted EPS Li
Slide 7: ElectronicsCo
ElectronicsCo 2Q Net Sales Vol (+8%), Price (-2%), Currency (0%), Portfolio (0%) +6% $1,170 $ in Millions $1,104 Organic Growth +6% 2Q 2025 YoY Highlights 2Q24 Volume Price Currency Portfolio 2Q25 • Organic sales by line of business(1): • Semiconductor Technologies sales up mid-single digits on 2Q O
Slide 8: IndustrialsCo
IndustrialsCo 2Q Net Sales Vol (+2%), Price (-1%), Currency (0%), Portfolio (0%) +1% $ in Millions $2,087 $2,067 Organic Growth +1% 2Q24 Volume Price Currency Portfolio 2Q25 2Q 2025 YoY Highlights • Organic sales by line of business(1): 2Q Operating EBITDA • Healthcare & Water Technologies sales up
Slide 9: 3Q and FY 2025 Guidance
3Q and FY 2025 Guidance FY 2025 Operating EBITDA Guidance 3Q 2025 FY 2025 Net Sales ~$3.320 billion ~$12.850 billion ~$3.380B ~$3.360B (Prior mid-point: $12.850B) ~$3.350B ~$30M ~$(20)M ~$(0)M (mid-point) Operating ~$875 million ~$3.360 billion (Prior mid-point: $3.350B) EBITDA Previous Stronger Sub
Slide 10: Appendix
Appendix <OUPONT > 9
Slide 11: 2025 Sustainability Report Highlights
2025 Sustainability Report Highlights Achievements and impact Innovate Protect Empower for good people and the planet people to thrive Received eight R&D 100 and Edison Awards Set a new safest year on record for Annual IMPACT employee survey for products delivering positive employees and contractors
Slide 12: 2Q 2025 Net Sales Bridge
2Q 2025 Net Sales Bridge Organic Sales +2% Volume +4% Price -2% +6% +1% +3% Flat +1% $3,257 $3,171 In Millions ₊ ₊ Semiconductor Healthcare & Water Technologies Technologies Donatelle acquisition Euro, JPY (IndustrialsCo) ₋ PV product line exit (IndustrialsCo) Interconnect Solutions Diversified Indu
Slide 13: 2025 Segment Expectations
2025 Segment Expectations Segment ElectronicsCo IndustrialsCo • 3Q’25 assumes mid-single digit organic sales growth • 3Q’25 assumes low-single digit organic sales growth YoY; strong PY comp particularly in China semi YoY Key Drivers • Includes $15MM of sales timing shift from 3Q’25 • Continued stren
Slide 14: Additional Modeling Guidance – Full Year 2025
Additional Modeling Guidance – Full Year 2025 Below-the-line estimates Items included in Operating EBITDA Base Tax Rate ~23% R&D ~$550 million D&A ~$1,175 million, pre-tax Corporate(1) ~$140 million Depreciation ~$610 million, pre-tax Intangible Amortization ~$565 million, pre-tax Interest Income ~$
Slide 15: Non-GAAP Financial Measures
Non-GAAP Financial Measures: Unless otherwise indicated, all financial metrics presented and discussion of results 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
Slide 16: Non-GAAP Financial Measures (continued)
Non-GAAP Financial Measures (continued): Organic Sales is defined as net sales excluding the impacts of currency and portfolio. 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 i
Slide 17: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 17
Slide 18: Selected Financial Information and Non-GAAP Measures
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Slide 19: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 19
Slide 20: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 20
Slide 21: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 21
Slide 22: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 22
Slide 23: All rights reserved
© 2025 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.