GENEVA / BENGALURU – Industrial materials giant DuPont (DD.N) has raised its full-year core earnings forecast and announced a $2 billion share repurchase plan following a strong third-quarter performance that exceeded Wall Street expectations. The results were driven by robust demand in electronics, healthcare, and water markets, highlighting the company’s strategic shift toward high-growth sectors.

Third-Quarter Performance Beats Estimates

DuPont reported adjusted earnings of $1.09 per share for the quarter ending September 30, surpassing analysts’ estimates of $1.06 per share. Net sales in the industrials segment increased 4.8% to $1.8 billion, while the electronics segment rose 11.2% to $1.28 billion, reflecting continued strength in semiconductors, biopharma, and water treatment solutions.

CEO Lori Koch emphasized that operational efficiency and focused execution across core markets drove strong top-line growth and cash conversion, even amid ongoing softness in industrial and construction end-markets.

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Strategic Divestitures and Business Focus

As part of its strategic repositioning, DuPont is separating its Qnity Electronics unit, which specializes in semiconductor technologies and interconnect solutions, and selling its heat-resistant fiber business, Aramids, including the Kevlar brand, to peer Arclin for $1.8 billion.

These moves are aimed at strengthening DuPont’s focus on high-growth, technology-driven, and water-related markets, positioning the company for sustainable long-term growth.

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Share Repurchase Plan and Financial Outlook

DuPont also announced an accelerated $500 million share repurchase program, signaling confidence in its financial health and commitment to returning value to shareholders.

For the fourth quarter, the company projects:

• Adjusted profit: 43 cents per share (slightly below the 45 cents analyst expectation)
• Net sales: Approximately $1.69 billion (versus $1.72 billion expected)

For the full year, DuPont now expects core operating earnings of $1.60 billion, up from the previous forecast of $1.58 billion. The company remains confident that its strategic focus on electronics, healthcare, and water solutions will offset ongoing challenges in industrial and construction sectors.

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Market Implications

• Investor Confidence: Strong Q3 performance and share repurchase plans reflect DuPont’s financial stability and operational efficiency.
• High-Growth Segments: Electronics, healthcare, and water markets continue to drive revenue growth and market competitiveness.
• Strategic Repositioning: Divestitures of non-core units like Qnity Electronics and Aramids streamline the company and free capital for growth areas.