DuPont (DD)
NYSEMaterialsChemicalsSnapshot 2026-09-04
$131.59+0.35%
Close 2026-09-04 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-09-04
QuarterlyIQ Insights · DD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-09-04.
The screen ranks DD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated neutral grew net income 46% of the time over the next year (vs 54% for the rest of the cohort, n=2582).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 8 guided quarters · 194.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Drive mid-single digit organic sales growth in 2026, with focus on healthcare, industrial water, and aerospace end-markets.
Stated as a priority in 3 of last 3 quarters. Organic sales growth guidance increased from about 2% in 2026-Q1 to slightly above 4% in 2026-Q2. Actual net sales grew from $1.68 billion in 2026-Q1 to $1.82 billion in 2026-Q2, reflecting delivery on the growth target with a positive trajectory.
“Increasing our expectation for organic sales growth to slightly above 4%”
“Our first quarter net sales assumes about 2% organic growth coupled with a currency tailwind of about 2%”
“Our 2026 guidance is in line with the medium-term targets communicated at our recent investor day”
Increase full year 2026 adjusted EPS guidance reflecting strong earnings and operational execution.
Stated as a priority in 3 of last 3 quarters. Adjusted EPS guidance was raised from approximately $2.35-$2.40 in 2026-Q1 to $7.24 per share in 2026-Q2 full year guidance. Diluted EPS improved from $0.36 in 2026-Q1 to $1.37 in 2026-Q2, indicating progress toward the EPS target and a positive trajectory.
“Raising adjusted EPS guidance to $7.24 per share”
Focus on margin expansion and productivity improvements to support profitable growth across segments.
Stated as a priority in 3 of last 3 quarters. Operating EBITDA margin increased modestly from 24.2% in 2025-Q4 to 24.6% in 2026-Q2, with operating EBITDA rising from $409 million to $448 million. Management consistently emphasizes margin expansion and productivity, and the financials show delivering progress on this priority.
“Strong margin expansion coupled with robust adjusted EPS growth and free cash flow generation”
Focus on cash flow generation and efficiency, targeting transaction-adjusted free cash flow conversion above 100%.
Stated as a priority in 3 of last 3 quarters. Transaction-adjusted free cash flow increased from $147 million in 2026-Q1 to $326 million in 2026-Q2, with cash flow conversion improving from 65% to 127%. Management's focus on strong cash flow generation is supported by improving financial metrics, indicating delivering progress.
“Transaction-adjusted free cash flow of $326 million representing 127% conversion”
Execute the announced $275 million accelerated share repurchase program to return capital to shareholders.
Stated as a priority in 2 of last 2 quarters. Management announced and reiterated the $275 million accelerated share repurchase program in 2025-Q4 and 2026-Q1. No specific repurchase amounts completed are disclosed in the available data, indicating limited substantive delivery so far.
“Announces $275 million accelerated share repurchase expected to be launched imminently”
Over the trailing year it converted -2.32x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Materials names rated volatile grew net income 52% of the time over the next year (vs 50% for the rest of the cohort, n=717).
Not investment advice. As of 2026-09-04.
“Raising our full year 2026 guidance... adjusted EPS of approximately $2.35 - $2.40”
“Our 2026 guidance is in line with the medium-term targets communicated at our recent investor day”
“Operating EBITDA increased on organic growth, favorable mix and productivity”
“Operating EBITDA increased on favorable mix and cost productivity”
“Transaction-adjusted free cash flow of $147 million and 65% conversion”
“Transaction-adjusted free cash flow of $228 million and 118% conversion”
“Announced $275 million accelerated share repurchase program”