DuPont de Nemours, Inc. (DD)

DuPont de Nemours, Inc. (DD) Materials & Commodity Exposure

DuPont de Nemours, Inc. delivers technology-driven materials and solutions across Electronics & Industrial, Mobility & Materials, and Water & Protection segments. With a global presence and a focus on specialty chemicals, DuPont serves diverse sectors, including semiconductors, transportation, and water purification, facing competition from established players.

What Is the Investment Thesis for DD?

DuPont presents a mixed investment thesis. The company's diverse portfolio across Electronics & Industrial, Mobility & Materials, and Water & Protection provides some stability, but its negative profit margin of -0.3% raises concerns. Key growth catalysts include increasing demand for semiconductors and advanced materials. Investors should monitor DuPont's ability to improve profitability and manage raw material costs. The dividend yield of 1.59% offers a modest return, while the beta of 1.06 indicates market-correlated volatility. Success hinges on efficient cost management and capitalizing on growth in key end markets.

Based on FMP financials and quantitative analysis

DD Key Highlights

• Market capitalization of $18.89B reflects DuPont's significant presence in the specialty chemicals market.
• Gross margin of 33.8% indicates the company's ability to generate revenue above the cost of goods sold.
• Dividend yield of 1.59% provides a modest income stream for investors.
• Beta of 1.06 suggests the stock's price is slightly more volatile than the overall market.
• Operations across Electronics & Industrial, Mobility & Materials, and Water & Protection segments provide diversification.

Who Are DD's Competitors?

DD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are DD's Key Strengths?

• Diverse product portfolio across multiple segments.
• Global presence and established customer relationships.
• Strong focus on innovation and technology.
• Leadership in key markets such as electronics and water treatment.

What Are DD's Weaknesses?

• Negative profit margin.
• Exposure to fluctuating raw material costs.
• Cyclical demand in certain end markets.
• Dependence on specific industries and regions.

What Could Drive DD Stock Higher?

• Increasing demand for semiconductor materials driven by global chip shortages.
• Potential infrastructure investments in water treatment facilities.
• Growth in the electric vehicle market driving demand for advanced materials.
• Expansion of sustainable solutions and environmentally friendly products.

What Are the Key Risks for DD?

• Financial-distress signal — its Altman Z-Score of 0.79 sits in the distress zone (elevated bankruptcy risk).
• Negative return on equity (-0.2%) — the business is not currently generating profit on shareholder capital.
• Fluctuations in raw material prices impacting profitability.
• Economic downturns reducing demand in key end markets.
• Intense competition from established players in the specialty chemicals industry.
• Regulatory changes and environmental concerns impacting operations.
• Supply chain disruptions affecting production and distribution.

What Are the Growth Opportunities for DD?

• Growth opportunity 1: Expansion in Semiconductor Materials: The increasing demand for semiconductors, driven by advancements in AI, 5G, and IoT, presents a significant growth opportunity for DuPont's Electronics & Industrial segment. The semiconductor materials market is projected to reach $75 billion by 2028. DuPont can leverage its expertise in advanced packaging and metallization solutions to capture a larger market share. This expansion requires strategic investments in R&D and partnerships with semiconductor manufacturers, with potential revenue impact starting in 2027.
• Growth opportunity 2: Sustainable Solutions in Water Treatment: The growing need for clean and safe water globally drives demand for advanced water purification and separation technologies. The global water treatment market is expected to reach $170 billion by 2030. DuPont's Water & Protection segment can capitalize on this trend by offering innovative solutions for water purification, desalination, and wastewater treatment. This includes expanding its portfolio of membrane technologies and integrated systems. Expect increased revenue from 2026 onwards.
• Growth opportunity 3: Advanced Materials for Electric Vehicles: The transition to electric vehicles (EVs) creates opportunities for DuPont's Mobility & Materials segment. The demand for lightweight and high-performance materials in EVs is increasing. The EV market is projected to reach $800 billion by 2027. DuPont can leverage its expertise in engineering resins and advanced films to provide solutions for battery systems, thermal management, and structural components. This requires collaboration with automotive manufacturers and investments in material science, with revenue growth expected from 2027.
• Growth opportunity 4: Innovation in Advanced Printing Solutions: The advanced printing industry is evolving with increasing demand for high-performance materials and systems. DuPont's Electronics & Industrial segment can drive growth by offering innovative printing solutions for flexible displays, printed circuit boards, and other applications. This includes developing new materials and technologies for additive manufacturing and digital printing. Expect a gradual revenue increase from 2026, with significant impact by 2028.
• Growth opportunity 5: Expansion in Asia Pacific Markets: The Asia Pacific region represents a significant growth market for DuPont, driven by industrialization, urbanization, and infrastructure development. DuPont can expand its presence in the region by establishing new manufacturing facilities, strengthening distribution networks, and forming strategic partnerships. This includes focusing on key markets such as China, India, and Southeast Asia. This expansion is expected to contribute to revenue growth from 2027 onwards.

What Opportunities Does DD Have?

• Growing demand for semiconductors and advanced materials.
• Increasing need for sustainable solutions in water treatment.
• Expansion in emerging markets such as Asia Pacific.
• Adoption of electric vehicles and renewable energy technologies.

What Threats Does DD Face?

• Intense competition from established players.
• Economic downturns and market volatility.
• Regulatory changes and environmental concerns.
• Disruptive technologies and changing customer preferences.

What Are DD's Competitive Advantages?

• Specialized expertise in materials science and engineering.
• Established relationships with key customers in diverse industries.
• Extensive portfolio of patents and proprietary technologies.
• Global manufacturing and distribution network.

What Does DD Do?

DuPont de Nemours, Inc., traces its origins to the historical DuPont company founded in 1802 as a gunpowder mill. Following a series of strategic transformations, including the merger with Dow Chemical and subsequent spin-offs, the current DuPont emerged in June 2019, focusing on technology-based materials and solutions. The company operates through three key segments. The Electronics & Industrial segment provides materials and printing systems for the advanced printing industry, along with solutions for semiconductor and integrated circuit fabrication. The Mobility & Materials segment offers engineering resins, silicone encapsulants, and advanced films for transportation, electronics, and renewable energy sectors. The Water & Protection segment delivers engineered products and integrated systems for worker safety, water purification, and building materials. With a global footprint spanning the United States, Canada, Asia Pacific, Latin America, Europe, the Middle East, and Africa, DuPont serves a diverse range of industries. Headquartered in Wilmington, Delaware, DuPont continues to innovate and provide specialized solutions to meet evolving market demands.

What Products and Services Does DD Offer?

• Provides materials and printing systems to the advanced printing industry.
• Offers solutions for semiconductor and integrated circuit fabrication.
• Supplies materials for chip packaging and LED packaging.
• Provides chemistries for printed circuit board fabrication.
• Offers materials for rigid and flexible displays.
• Provides engineering resins and advanced films for transportation and electronics.
• Delivers engineered products for worker safety and water purification.

How Does DD Make Money?

• Develops and manufactures technology-based materials and solutions.
• Sells products to diverse industries, including electronics, automotive, and water treatment.
• Generates revenue through product sales and service offerings.
• Invests in research and development to innovate new products and solutions.

What Industry Does DD Operate In?

DuPont operates in the specialty chemicals industry, which is characterized by innovation, technological advancements, and specific customer needs. The industry is influenced by global economic conditions, raw material prices, and regulatory requirements. Key trends include the increasing demand for advanced materials in electronics, automotive, and water treatment sectors. DuPont competes with companies like DOW, LYB, and ALB, focusing on differentiated products and solutions. The specialty chemicals market is projected to grow, driven by industrialization and infrastructure development, creating opportunities for DuPont.

Who Are DD's Key Customers?

• Semiconductor manufacturers
• Automotive companies
• Electronics manufacturers
• Water treatment facilities
• Printing companies

Net buyingInsider Activity

Over the past six months, DuPont de Nemours, Inc. insiders filed 15 SEC Form 4 transactions — 3 sales and 12 purchases. On net that is roughly 32K shares acquired (about $191K) — insiders putting money in tends to read as conviction.

FY2026 estForward Outlook

Wall Street analysts project DuPont de Nemours, Inc. revenue of about $7.17B for fiscal 2026, with EPS near $7.17. The estimate reflects 11 contributing analysts.

8/8 beatsEarnings Track Record

DuPont de Nemours, Inc. has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 26.4% above estimates on average.

F-Score 6/9Financial Health

DuPont de Nemours, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.79 places it in the distress zone, a signal of elevated financial risk.

ROE -0%Key Financial Metrics

Return on equity for DuPont de Nemours, Inc. stands at -0.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -0.1%, showing how much profit it generates from its asset base. Its free cash flow yield is 5.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.68 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -0.2%, the inverse of the P/E and a quick read on earnings relative to price.

DuPont de Nemours, Inc. (DD) Valuation Context

Valued at $18.89B, DD is classified as a large-cap stock. Relative to its peer group, DD's quantitative score of 30/100 is below the peer average of 55/100.

DD Revenue & Earnings Trend

In Q1 2026, DD generated $1.68B in top-line revenue, marking a sequential decrease of 0.7%. The company recorded net income of $161.0M, with diluted EPS of $1.17. Revenue has contracted over three consecutive quarters, which investors in this large-cap Basic Materials stock should monitor closely. Across the four most recent quarters, DD averaged $-0.05 in diluted EPS.

Company Profile

DuPont de Nemours, Inc. operates in the Chemicals - Specialty industry within the Basic Materials sector. It is headquartered in Wilmington, US. The company is led by CEO Lori D. Koch. DD has traded publicly since 1972.

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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