Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
DuPont (DD)
NYSEMaterialsChemicalsSnapshot 2026-11-04
$144.93-3.85%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
7.96 → 8.04 EPS · FY ending Dec 31, 2027 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DD yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete $275 million accelerated share repurchase in 2026 | The company plans a $275 million share buyback. | Intact | accelerated share repurchase not completed by mid-2026 | Required source inputs unavailable Cannot calculate Share repurchases from the available matching source inputs. Missing inputs are not treated as zero. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a cyclical materials company with a sector tailwind and an emerging improvement story, rather than a proven durable compounder. The thesis is on watch: recent execution has improved in some areas, but company momentum has weakened and financial performance remains below its industry cohort.
DD is expensive versus peers, with a modest expectations gap and valuation evidence described as aligned. That suggests current expectations are broadly consistent with the valuation evidence, though the snapshot does not show what specific earnings assumptions the market is using.
Near term, management’s priorities show progress: 2026 organic sales growth guidance rose to slightly above 4%, and operating EBITDA margin increased modestly. EPS progress is mixed, while the business remains loss-making in the overall quality assessment and recent financial performance is weak; a recent litigation filing adds a company-specific risk, though its impact is not detailed here.
The multi-year thesis depends on sustaining the raised guidance and turning sales growth and productivity efforts into stronger, consistent results. Sector bellwethers such as DOW, CE, and OLN are important signals: continued earnings strength could support the sector backdrop, while misses or lower guidance could remove that tailwind. A reversal and guidance cut after the recent increase would also damage confidence in management’s outlook.
Over the next 1 to 3 years, DD has signs of improving execution and a supportive sector backdrop, but weak recent performance, falling momentum, and an expensive valuation leave the thesis dependent on continued delivery. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| It raised full year EPS guidance to $2.35-$2.40. |
| Under Pressure |
| full year EPS guidance falls below $2.10 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve about 4% organic revenue growth in 2026 | A primary condition in DuPont's published investment case. The stated target is >=4% YoY. | Under Pressure | organic revenue growth falls below 2% YoY in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain operating margin near 27% in 2025 | Profit margins are expected near 27%. | Broken | operating margin falls below 24% in FY25 | Operating margin: 14.07% FY2026-Q2; GAAP. Published target: ~27% operating margin. Annual target cannot be compared with a quarterly or TTM observation. Aug 4, 202614.073667 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$7.89 → $8.04 · observed estimates
$7.44B → $7.45B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $7.89 | $7,440,793,709 | 9 / 11 |
| 2026-07-25 | $7.58 | $7,443,579,960 | 17 / 15 |
| 2026-07-26 | $7.89 | $7,440,802,362 | 9 / 11 |
| 2026-07-27 | $7.58 | $7,443,579,960 | 17 / 15 |
| 2026-07-28 | $7.58 | $7,443,579,960 | 17 / 15 |
| 2026-07-29 | $7.89 | $7,440,802,362 | 9 / 11 |
| 2026-07-30 | $7.58 | $7,443,579,960 | 17 / 15 |
| 2026-07-31 | $7.58 | $7,443,579,960 | 17 / 15 |
| 2026-08-01 | $7.89 | $7,440,802,362 | 9 / 11 |
| 2026-08-02 | $7.88 | $7,440,802,362 | 9 / 11 |
| 2026-08-03 | $7.88 | $7,440,775,660 | 9 / 11 |
| 2026-08-04 | $7.88 | $7,440,775,660 | 9 / 11 |
| 2026-08-05 | $7.89 | $7,447,279,960 | 17 / 15 |
| 2026-08-06 | $7.88 | $7,440,775,660 | 9 / 11 |
| 2026-08-07 | $7.95 | $7,448,441,049 | 9 / 11 |
| 2026-08-08 | $7.95 | $7,448,581,740 | 16 / 15 |
| 2026-08-09 | $7.96 | $7,446,819,920 | 16 / 15 |
| 2026-08-10 | $7.96 | $7,446,819,920 | 16 / 15 |
| 2026-08-11 | $7.95 | $7,448,441,049 | 9 / 11 |
| 2026-08-12 | $7.95 | $7,448,441,049 | 9 / 11 |
| 2026-08-13 | $7.95 | $7,448,441,049 | 9 / 11 |
| 2026-08-14 | $7.95 | $7,448,441,049 | 9 / 11 |
| 2026-08-15 | $7.95 | $7,448,441,049 | 8 / 11 |
| 2026-08-16 | $7.95 | $7,448,441,049 | 8 / 11 |
| 2026-08-17 | $7.95 | $7,448,441,049 | 8 / 11 |
| 2026-08-18 | $7.95 | $7,448,441,049 | 8 / 11 |
| 2026-08-19 | $7.95 | $7,448,441,049 | 8 / 11 |
| 2026-08-20 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-21 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-22 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-23 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-24 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-25 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-26 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-27 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-28 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-29 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-30 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-08-31 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-09-01 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-09-02 | $7.94 | $7,446,594,555 | 8 / 11 |
| 2026-09-03 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-04 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-05 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-06 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-07 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-08 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-09 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-10 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-11 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-12 | $7.96 | $7,447,369,895 | 8 / 11 |
| 2026-09-13 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-14 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-15 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-16 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-17 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-18 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-19 | $7.96 | $7,447,276,145 | 8 / 11 |
| 2026-09-20 | $7.96 | $7,447,213,645 | 8 / 11 |
| 2026-09-21 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-22 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-23 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-24 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-25 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-26 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-27 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-28 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-29 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-09-30 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-01 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-02 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-03 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-04 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-05 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-06 | $7.96 | $7,443,561,222 | 8 / 11 |
| 2026-10-07 | $7.97 | $7,445,494,835 | 8 / 11 |
| 2026-10-08 | $7.97 | $7,445,630,083 | 8 / 11 |
| 2026-10-09 | $7.97 | $7,445,630,083 | 8 / 11 |
| 2026-10-10 | $7.97 | $7,445,630,083 | 8 / 11 |
| 2026-10-11 | $7.97 | $7,445,630,083 | 8 / 11 |
| 2026-10-12 | $7.97 | $7,445,630,083 | 8 / 11 |
| 2026-10-13 | $7.97 | $7,445,630,083 | 8 / 11 |
| 2026-10-14 | $7.99 | $7,445,630,083 | 9 / 11 |
| 2026-10-15 | $7.99 | $7,445,630,083 | 9 / 11 |
| 2026-10-16 | $7.99 | $7,444,830,083 | 9 / 11 |
| 2026-10-17 | $7.99 | $7,444,830,083 | 9 / 11 |
| 2026-10-18 | $7.99 | $7,444,803,417 | 9 / 11 |
| 2026-10-19 | $7.99 | $7,444,803,417 | 9 / 11 |
| 2026-10-20 | $7.99 | $7,444,803,417 | 9 / 11 |
| 2026-10-21 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-22 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-23 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-24 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-25 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-26 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-27 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-28 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-29 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-30 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-10-31 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-11-01 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-11-02 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-11-03 | $7.99 | $7,445,101,963 | 9 / 11 |
| 2026-11-04 | $8.04 | $7,450,815,296 | 9 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 14 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
1 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.