Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — Q3 2025 Earnings Presentation
24 slides from Dupont De Nemours's earnings presentation, Nov 6, 2025
Slide 1: 3Q 2025 Financial Results
3Q 2025 Financial Results November 6, 2025
Slide 2: Overview
Overview DuPont de Nemours, Inc. (“DuPont”) completed the previously announced separation of its Electronics business (the “Electronics Separation”) into an independent public company, Qnity Electronics, Inc. (“Qnity”), by way of the distribution to DuPont's stockholders of record as of October 22,
Slide 3: CEO Third Quarter Highlights
CEO Third Quarter Highlights Highlights Mid single-digit organic sales growth driven by electronics, healthcare and water end-markets Portfolio Milestones Higher volume and solid operational execution drove financial performance • Reached a definitive agreement to divest Aramids Raised FY’25 earning
Slide 4: Delivering On Our Strategy
Delivering On Our Strategy Drive • Streamlined portfolio of leading businesses, well-positioned in high-growth Organic secular markets Growth • Innovation excellence: launch of Tyvek® APXTM for protective garments • Business system: rollout of enhanced KPIs; implemented refreshed set of Build a Robu
Slide 5: 3Q 2025 Financial Highlights
3Q 2025 Financial Highlights Sales Drivers Profitability & Cash Flow Net Sales Organic Sales: +6% • Operating EBITDA up 6% YoY Growth in electronics, healthcare, Operating $3.1 billion water and industrials end-markets, EBITDA on organic growth and productivity, partially offset by +7% coupled with
Slide 6: 3Q 2025 Adjusted EPS Bridge
3Q 2025 Adjusted EPS Bridge flat Sales Drivers $0.09 $1.09 $1.09 ($0.07) ($0.02) ₊Interest, ₊Organic net ₋Tax rate ₋Exchange +$0.01 ₋Growth Growth Loss ₋ ($0.01) investments NCI ($0.02) 3Q24 Segments Tax Rate Other 3Q25 Adjusted EPS Below-the-Line Adjusted EPS 6
Slide 7: IndustrialsCo
IndustrialsCo 3Q NetVol Sales (+2%), Price (-1%), Currency (0%), Portfolio (0%) 3Q 2025 YoY Highlights Organic Growth +4% $ in Millions (+2% ex order timing benefits) +5% -1% +1% flat $1,797 $1,715 +5% Organic Sales by Line of Business1 3Q24 Volume Price Currency Portfolio 3Q25 • Healthcare & Water
Slide 8: ElectronicsCo
ElectronicsCo 3Q NetVol Sales (+2%), Price (-1%), Currency (0%), Portfolio (0%) 3Q 2025 YoY Highlights Organic Growth +10% $ in Millions (+7% ex order timing benefits) +11% -1% +1% flat $1,275 $1,147 +11% Organic Sales by Line of Business1 3Q24 Volume Price Currency Portfolio 3Q25 • Semiconductor Te
Slide 9: 4Q and FY 2025 Guidance
4Q and FY 2025 Guidance FY 2025 Operating EBITDA Guidance Key Metrics 4Q 2025 FY 2025 ~$1.6B Net Sales ~$1.685 billion ~$6.840 billion ~$15M ~$10M ~$1.575B Operating ~$385 million ~$1.6 billion EBITDA ~$0.43 ~$1.66 Adjusted EPS (vs. $0.39 in prior year) (vs. $1.43 in prior year) Previous Stronger Co
Slide 10: Appendix
Appendix 10
Slide 11: 3Q 2025 Net Sales Bridge
3Q 2025 Net Sales Bridge Organic Sales +6% Sales Drivers Volume +7% Price -1% +4% +7% +10% flat +1% $3,072 $2,862 ₊ Donatelle ₊ Euro, JPY $ in Millions acquisition Semiconductor ₋ PVexitproduct (IndustrialsCo) Healthcare & Water Technologies Technologies line (IndustrialsCo) Interconnect Diversified
Slide 12: 2025 Segment Expectations
2025 Segment Expectations Healthcare & Water Technologies1 Diversified Industrials1 4Q2025 4Q2025 • Expect ~2% organic sales growth year-over-year; sales up ~4% • Expect ~3% sales decline year-over-year; sales down ~1% when year-over-year when adjusted for timing shift into 3Q adjusted for timing sh
Slide 13: Additional Modeling Guidance
Additional Modeling Guidance Vol (+2%), Price (-1%), Currency (0%), Additional Portfolio (0%) Modeling Guidance Base Tax Rate ~27% - 4Q25 ~28% - FY 25 D&A ~$645 million, pre-tax Depreciation ~$355 million, pre-tax Intangible Amortization ~$290 million, pre-tax Interest Expense, net ~$40 million, pre
Slide 14: 2025 Pro Forma Financials - Updated
2025 Pro Forma Financials - Updated FY 2025 Pro Forma FY 2025E FY 2025 Pro Forma1 Updates Pro Forma1 • Estimates New DuPont Adjusted as a stand-alone company for Net $6,865 ($25) $6,840 full 12 months Sales • Net Sales reduction due to lower currency benefit Op $1,620 $10 $1,630 • Op EBITDA increase
Slide 15: New DuPont Segment Structure – Preliminary Supplemental Historical Segment Information
New DuPont Segment Structure – Preliminary Supplemental Historical Segment Information Following the separation of the Electronics business, DuPont will change its segment reporting structure effective in the fourth quarter 2025 to reflect Healthcare & Water Technologies and Diversified Industrials
Slide 16: 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 17: Non-GAAP Financial Measures (continued): Operating EBITDA Margin
Non-GAAP Financial Measures (continued): Operating EBITDA Margin is defined as Operating EBITDA divided by Net Sales. Incremental Margin is the change in Operating EBITDA divided by the change in Net Sales for the applicable period. Significant items are items that arise outside the ordinary course
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: All rights reserved. DuPont, the DuPont Oval Logo
© 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.