Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — Q1 2026 Earnings Presentation
26 slides from Dupont De Nemours's earnings presentation, May 5, 2026
Slide 1: 1Q 2026 Financial Results
1Q 2026 Financial Results May 5, 2026
Slide 2: Overview
Overview On April 1, 2026, DuPont completed the sale of the Aramids business (the “Aramids Business" and the divestiture of the Aramids Business, the "Aramids Divestiture”) to Arclin, a portfolio company of an affiliate of TJC LP, (“TJC”), for pre-tax cash proceeds of approximately $1.2 billion, sub
Slide 3: 1Q 2026 Highlights
1Q 2026 Highlights 1Q 2026 Financials Operational Highlights Organic sales growth driven by strength in healthcare and aerospace end-markets Continued advancement of strategic priorities – organic growth, business Disciplined execution drove double-digit system, capital deployment EBITDA and EPS gro
Slide 4: Continued Progress on Strategic Priorities
Continued Progress on Strategic Priorities Robust Business System Driving Growth & Continuous Improvement Enhanced performance-based culture Launched refreshed set of Core Values Continue driving excellence and consistent performance Innovation Commercial Operational Vitality index increased
Slide 5: 1Q 2026 Financial Highlights
1Q 2026 Financial Highlights Sales Drivers Profitability & Cash Flow Net Sales Organic Sales: Operating • Up double-digits on organic $1.7 billion Growth in healthcare and aerospace EBITDA growth, favorable mix and end-markets was partially offset by productivity +4% YoY continued softness in constr
Slide 6: 1Q 2026 Adjusted EPS Bridge
1Q 2026 Adjusted EPS Bridge +53% Sales Drivers +20%1 $0.02 $0.55 $0.01 $0.06 $0.00 $0.10 $0.46 ₊Exchange gain ₊Share +$0.01 $0.36 ₊ Organic growth count ₊ Productivity +$0.01 ₊Corporate ₊Interest, +$0.03 net +$0.07 1Q25 Pro Forma 1Q25 Pro Forma Segments Corporate Tax Rate Other 1Q26 Adjusted EPS Adj
Slide 7: Healthcare & Water Technologies
Healthcare & Water Technologies 1Q NetVol Sales (+2%), Price (-1%), Currency (0%), Portfolio (0%) 1Q 2026 YoY Highlights $ in Millions +3% flat +6% +3% $806 $763 Organic Sales by Line of Business 1Q25 Organic Currency Portfolio 1Q26 • Healthcare Technologies Sales up high-single digits on an 1Q Oper
Slide 8: Diversified Industrials
Diversified Industrials 1Q Net Sales 1Q 2026 YoY Highlights $ in Millions +3% flat +3% ~flat $875 $849 Organic Sales by Line of Business 1Q25 Organic Currency Portfolio 1Q26 • Building Technologies Sales down low-single digits on an 1Q Operating EBITDA organic basis from ongoing weakness in construc
Slide 9: 2Q and FY 2026 Guidance
2Q and FY 2026 Guidance 2Q2026 Guidance (Dollars in millions, except EPS) FY2026 Guidance (Dollars in millions, except EPS,) Current Guidance Prior Guidance Current Guidance Mid-point Changes Net Sales ~$1,800 Net Sales $7,075 - $7,135 $7,155 - $7,215 +$80 Operating Operating ~$430 $1,725 - $1,755 $
Slide 10: Appendix
Appendix 10
Slide 11: 2026 Sustainability highlights: Achievements and impact
2026 Sustainability highlights: Achievements and impact Impactful climate progress: Safest year on 76% 66% 50% record reduction in reduction in of electricity for surpassing previous safest years in Scopes 1 & 2 Scopes 3 operations is renewably 2024 and 2025 (2019 baseline) (2020 baseline) sourced,
Slide 12: 1Q 2026 Net Sales Bridge
1Q 2026 Net Sales Bridge Sales Drivers Organic Sales +2% +4% ~flat $1,681 +3% +2% ₊ Euro, CNY $1,612 flat $ in Millions Healthcare Building Technologies Technologies Water Industrial Technologies Technologies 1Q25 Portfolio Currency Healthcare Diversified Industrials 1Q26 & Water Technologies 12
Slide 13: 2026 Segment Expectations
2026 Segment Expectations Healthcare & Water Technologies Diversified Industrials 2Q2026 2Q2026 • Expect mid-single digit organic sales growth year-over-year • Expect low-single digit organic sales growth year-over-year • 3Q Growth in healthcare • Growth in aerospace and industrial end-markets parti
Slide 14: Additional Modeling Guidance
Additional Modeling Guidance Vol (+2%), Price (-1%), Currency (0%), Additional Portfolio (0%) Modeling Guidance Base Tax Rate ~24%-25% - FY 26 D&A ~$625 million, pre-tax Depreciation ~$350 million, pre-tax Intangible Amortization ~$275 million, pre-tax Interest Expense, net ~$80 million, pre-tax Exc
Slide 15: 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 16: 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 17: 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 18: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 18
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: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 23
Slide 24: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 24
Slide 25: Selected Financial Information and Non-GAAP Measures
Selected Financial Information and Non-GAAP Measures 25
Slide 26: All rights reserved
© 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.