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DuPont
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 4 sie 2026 i 5 maj 2026
Net income down 11.2% on the previous quarter, guidance raised. Management sounded very upbeat, though noticeably less so answering analysts.
1 · Liczby
−11,2%
Zysk netto vs I kw. 2026
Prognoza podniesiona
Zysk netto 143,0 mln vs 161,0 mln
Przychody +8,2%
Against the same quarter last year (II kw. 2025) it is +142.4%; the dip on last quarter is small next to the change on last year.
2 · Jak mówił zarząd
Bardzo optymistyczny
More upbeat than 92% of company calls
Answers to analysts: upbeat, but clearly less so than the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza ↑
DD raised its adjusted EPS guidance midpoint to $7.24, up $0.15 from prior guidance and 18% above the prior year pro forma.
Między wierszami
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Główny temat
Through its ongoing focus on excellence and productivity, DuPont delivered organic sales growth of 4%, 80 basis points of margin…
Cytat ze źródła
“Through our ongoing focus on excellence and productivity, we delivered organic sales growth of 4%, 80 basis points of margin... Earlier today, we reported our second quarter financial results, which again exceeded our previously communicated guidance. As a result of our second quarter performance, we are again raising our full year 2026 financial guidance for organic sales growth, operating EBITDA and adjusted EPS.”
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Prognoza
The company expects mid-single digits organic sales growth in the Healthcare & Water segment for the third quarter, driven by medical device, biopharma, and industrial sectors.
Cytat ze źródła
“For the Healthcare & Water segment, we expect third quarter organic sales growth in the mid-single digits percent range, led by strength in medical device, biopharma and industrial...”
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Liczba
Net sales reached $1.8 billion, up 4% over the year ago period on 4% organic sales growth.
Cytat ze źródła
“Net sales of $1.8 billion were up 4% versus the year ago period on 4% organic sales growth.”
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Poprzedni okres
DD now expects Healthcare & Water organic sales growth in the mid-single digits for the third quarter, led by strength in medical device, biopharma, and industrial.
Cytat ze źródła
“Free cash flow generation and conversion were solid in the quarter. Through disciplined commercial and operational execution, we delivered organic sales growth of 2%, 130 basis points of pro forma margin expansion and double-digit adjusted EPS growth. As a result of our first quarter performance, along with price increases due to the Middle East conflict, we are raising our full year 2026 financial guidance.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$131.08
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+27,4% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 84% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.
Zdania, które wpłynęły na ton
“We are using the business system to sharpen the focus of our innovation pipeline, improve how we manage differentiated opportunities and support the continued expansion of our AI-ready labs initiative,...”
“Overall, we are building a more systemic commercial engine: clear targeting, stronger data quality, accelerated demand generation and more disciplined execution from opportunity creation through conversion, leading to a strong...”
“Organic growth and a continued focus on productivity drove solid operating EBITDA leverage, meaningful margin expansion and robust free cash flow generation in the quarter.”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 1,82 mld | 1,68 mld | +8,2% | 1,75 mld | +4,0% |
| Zysk brutto ze sprzedaży | 639,0 mln | 602,0 mln | +6,1% | 606,0 mln | +5,4% |
| Zysk operacyjny | 266,0 mln | 181,0 mln | +47,0% | 78,0 mln | +241,0% |
| Zysk netto | 143,0 mln | 161,0 mln | −11,2% | 59,0 mln | +142,4% |
| C/Z dziś 31,5 | 32,7 | — | — | — | — |
Tematy
Najczęściej omawiane teraz
- Nowe They are working with its customers, understanding their key technological challenges and making sure that DuPont is addressing those.
- Unless otherwise specified, all historical financial measures presented today are on a continuing operations basis and exclude significant…
- DuPont continues to make strong progress advancing its strategic priorities through a more robust and disciplined business system with a...
- This new classification better reflects its industrial portfolio and the long-term value creation opportunities DuPont sees ahead.
- DuPont announced that in the third quarter, it expects to launch a $250 million share repurchase, which highlights its...
Zniknęło od I kw. 2026
- Zniknęło The progress DuPont made in 2025 highlights the power of its innovation engine, creating sustainably advanced solutions that help its...
- Zniknęło ] So DuPont likes its exposure as it sits today, it is nicely positioned in the med device profile between both...
- Słabnie DuPont also announced that it expects to launch a $275 million accelerated share repurchase under its existing program.
- Słabnie The first quarter marked a strong operational start to the year, with results exceeding DuPont's financial guidance.
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Material agreement; Regulation FD disclosure · SEC 8-K
- Results of operations · SEC 8-K
- Change to shareholder rights; Articles or bylaws amended · SEC 8-K
- Shareholder vote results; Regulation FD disclosure · SEC 8-K
- Results of operations · SEC 8-K
- Director or officer change · SEC 8-K
- Other events · SEC 8-K
- Regulation FD disclosure · SEC 8-K