DuPont (NYSE:DD) filed an 8-K earnings release on November 3, 2026, reporting third-quarter results for the period ended September 30, 2026, and raising its full-year 2026 financial guidance for the second consecutive quarter.

Key Highlights

  • Net sales of $1,868 million in Q3 2026, up 4% year over year, with organic sales growth of 5%.
  • GAAP EPS from continuing operations of $1.24 and adjusted EPS of $2.09, compared to $0.70 and $1.29 in Q3 2025, respectively.
  • Operating EBITDA of $469 million at a margin of 25.1%, up 80 basis points from 24.3% in the prior-year period.
  • Transaction-adjusted free cash flow of $341 million, representing 121% conversion, according to the filing.
  • Full-year 2026 adjusted EPS guidance raised to a range of $7.47 to $7.52 per share, with full-year operating EBITDA guidance of approximately $1.785 billion.
  • Completed $250 million accelerated share purchase and substantially completed $100 million of open market share repurchases in Q3; the company announced intent to repurchase $250 million of shares in Q4 2026.
  • A 1-for-3 reverse stock split became effective June 24, 2026, following board approval on May 26, 2026; all share data in the filing has been retroactively adjusted.

DuPont Q3 2026 Segment Performance and Corporate Developments

According to the filing, DuPont reported consolidated net sales of $1,868 million for the third quarter ended September 30, 2026, compared to $1,795 million in Q3 2025. The company disclosed that organic sales growth of 5% was partially offset by a 1% currency headwind. GAAP income from continuing operations was $171 million, up 68% from $102 million in the prior-year period, which the filing attributed to higher segment earnings and lower interest expense and transaction costs.

The two reporting segments both showed gains. The Healthcare and Water Technologies segment reported net sales of $865 million and operating EBITDA of $263 million, with an operating EBITDA margin of 30.4%, up 80 basis points year over year. The Diversified Industrials segment reported net sales of $1,003 million and operating EBITDA of $242 million, with a margin of 24.1%, up 140 basis points. The filing noted that organic growth in Diversified Industrials was driven by mid-single-digit gains in both Building Technologies and Industrial Technologies, citing strength in aerospace and electric vehicle battery applications.

The filing also disclosed two significant corporate transactions. On April 1, 2026, DuPont completed the sale of its Aramids business to a subsidiary of ARC Falcon Holdings LP for pre-tax cash proceeds of approximately $1.2 billion, a note receivable of $300 million, and a non-controlling equity interest valued at $325 million. Separately, the Electronics Business separation into Qnity Electronics, Inc. was completed on November 1, 2025, with both divested businesses reflected as discontinued operations in the financial statements. For Q4 2026, DuPont provided guidance of approximately $1,825 million in net sales and approximately $455 million in operating EBITDA.

What Was Disclosed

DuPont disclosed Q3 2026 earnings results exceeding its prior guidance, raised its full-year 2026 financial outlook, reported segment-level operating performance, and provided details on share repurchase activity, a completed reverse stock split, and two business divestitures treated as discontinued operations.