DuPont Crushes Forecasts & Boosts Guidance as Sales Surge, Tariff Pain Eases

Chemical giant DuPont just handed Wall Street a double espresso shot of bullish news—beating estimates and raising its outlook. Tariffs? Barely a speed bump.

Sales up, costs down—old-school industrial plays can still print money when supply chains cooperate. The company's polymer-powered profit machine hums along while analysts scramble to update spreadsheets.

Here's the kicker: DuPont's 'raise guidance' move smells suspiciously like CFOs front-running the inevitable 'soft landing' narrative. Because nothing says 'economic resilience' like preemptive victory laps in Q3.

Key Takeaways

• DuPont exceeded profit and revenue estimates on higher sales and volumes, as well as a tax break.
• The chemicals and materials maker also raised its guidance as it sees a lower tariff impact than it earlier had anticipated.
• CEO Lori Koch said the planned spinoff of DuPont's electronics business remains on track to be completed as planned on Nov. 1.

DuPont (DD) shares ROSE Tuesday when the chemicals and materials manufacturer posted better-than-expected results and boosted its guidance on higher sales and volumes, plus a tax benefit. It also lowered its anticipated tariff hit.

The Delaware-based company reported second-quarter adjusted earnings per share (EPS) of $1.12 on revenue that increased 3% year-over-year to $3.26 billion. Analysts surveyed by Visible Alpha had expected $1.06 and $3.24 billion, respectively.

ElectronicsCo unit revenue increased 6% to $1.17 billion, driven by demand for artificial intelligence technology applications. Revenue at the IndustrialsCo segment was up 1% to $2.09 billion on growth in Healthcare & Water Technologies sales. 

CEO Lori Koch explained that as a result of the strong performance, DuPont was increasing its full-year outlook, which incorporates a new analysis tariffs. CFO Antonella Franzen said the company now sees 2025 adjusted EPS of approximately $4.40, with an impact of $0.04 per share from what it believes will be a $20 million headwind from tariffs. In the first quarter, Franzen predicted tariff costs of $60 million, with a $0.10 drag on adjusted EPS of $4.30 to $4.40.

Koch added that the company is on track to complete its planned spinoff of its electronics business on Nov. 1. 

Even with today's 3% gains, DuPont shares remain nearly 5% lower for the year.

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