DuPont (DD)
NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-08
$136.97-1.89%
Close 2026-07-08 · 1-day change
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Track DD free→DuPont aims for 4% organic sales growth in 2026. It raised full year EPS guidance to $2.35-$2.40. The company plans a $275 million share buyback. Profit margins are expected near 27%.
Recent guidance cuts show risks to earnings growth. CEO changes add uncertainty. The stock trades at a high price-to-earnings ratio of 43.36.
The market expects about 5% revenue growth and values DuPont above our fair value. Our fair value is about 20% below the Street median price target.
Breaks if: accelerated share repurchase not completed by mid-2026
DuPont plans to launch a $275 million accelerated share repurchase imminently.
Newly stated in 2026-Q1. DuPont announced a $275 million accelerated share repurchase, expected to be launched imminently. This capital allocation move is part of DuPont's strategy to return value to shareholders, though no financial impact is yet visible in the financials.
Breaks if: full year EPS guidance falls below $2.10 in FY26
DuPont has raised its full year 2026 EPS guidance to $2.35 - $2.40.
Stated in 2 of last 2 quarters. DuPont raised its full year 2026 EPS guidance to $2.35 - $2.40. In Q1 2026, adjusted EPS was $0.55, up 53% from $0.36 in Q1 2025, showing strong progress towards the annual target.
Breaks if: organic revenue growth falls below 2% YoY in FY26
DuPont aims for 4% organic growth in 2026, including 1% from pricing actions.
Stated in 2 of last 2 quarters. DuPont's guidance for 2026 assumes about 4% organic growth, including 1% from pricing actions. In Q1 2026, net sales were $1.7 billion, up 4% from the prior year, indicating progress towards this target.
Breaks if: operating margin falls below 24% in FY25
Standing thesis, reviewed periodically — not a price target or 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.
“Announces $275 million accelerated share repurchase expected to be launched imminently.”
“We are raising our full year 2026 guidance... adjusted EPS of approximately $2.35 - $2.40.”
“Our first quarter net sales assumes about 2% organic growth coupled with a currency tailwind of about 2%.”
“Our full year net sales guidance now assumes about 4% organic growth including about 1% of pricing.”
“Our first quarter net sales assumes about 2% organic growth coupled with a currency tailwind of about 2%.”