DuPont Reports Second Quarter 2025 Results

DuPont announces its financial results for the second quarter ended June 30, 2025.

Net sales were $3.3 billion, an increase of 3%, as organic sales increased 2% compared to 2Q 2024. GAAP Income from continuing operations was $238 million. Operating EBITDA was $859 million. Transaction-adjusted free cash flow was $433 million.

“We delivered another quarter of year-over-year organic sales growth and solid margin expansion in both the ElectronicsCo and IndustrialsCo segments, as well as 15 percent adjusted EPS growth,” says Lori Koch, DuPont CEO. “Ongoing strength in electronics, healthcare and water end markets, along with our team’s focus on operational execution, continued to drive strong earnings growth and cash conversion. As a result of our strong second quarter performance, we are raising our full year earnings guidance, which now incorporates the impact of tariffs.

“We continue to advance our plans for the intended separation of Qnity, our electronics business, including completing Board of Director appointments as well as assembling management teams for both companies. We remain on track for a November 1, 2025 spin-off date,” Koch notes.

“For the third quarter of 2025, we estimate net sales of about $3.32 billion, operating EBITDA of about $875 million and adjusted EPS of approximately $1.15 per share,” adds Antonella Franzen, DuPont CFO. “Our third quarter guidance assumes about 3 percent organic growth year-over-year with continued strength expected in healthcare, water and electronics end-markets, partially muted by continued weakness in construction end-markets.

“We are raising our full year 2025 earnings guidance to reflect our stronger second quarter performance, which more than offsets the net impact of tariffs now incorporated into the outlook. The net tariff impact assumed in the second half of 2025 is currently estimated as a $20 million headwind, or $0.04 per share,” Franzen concludes.