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DuPont reported Q2 FY2026 revenue of $1.8 billion, 0.06% above the consensus, although both reported revenue and the estimate rounded to $1.8 billion. Adjusted earnings per share were $1.88, above the $1.76 consensus estimate.
Revenue rose from $1.7 billion a year earlier, while diluted earnings per share increased to $1.05 from $0.42. DuPont reported a gross margin of 35.1%, compared with 34.6% a year earlier, and an operating margin of 16.4%, compared with 8.75%. Free cash flow rose to $324.0 million from $24.0 million. The company’s subsequent filing says its 1-for-3 reverse stock split took effect on June 24, 2026, and share-related information in its interim statements was adjusted retroactively.
In that later filing, DuPont reported $1.9 billion in third-quarter sales, with a 5 percent increase in organic sales partly offset by a 1 percent unfavorable currency impact. The company attributed growth in that later quarter to areas including personal protection, medical packaging, industrial water, aerospace and electric-vehicle battery applications.
| Q2 FY2026 | Q2 FY2025 | Change | |
|---|---|---|---|
| Revenue | $1.8 billion | $1.7 billion | 4.00% |
| Diluted EPS | $1.05 | $0.42 | 150.0% |
| Gross margin | 35.1% | 34.6% | 0.5 percentage points |
| Operating margin | 16.4% | 8.75% | 7.6 percentage points |
| Free cash flow | $324.0 million | $24.0 million | 1,250.0% |
| Against the consensus | Reported | Consensus | Result |
|---|---|---|---|
| Adjusted EPS | $1.88 | $1.76 | Beat by 6.82% |
| Revenue | $1.8 billion | $1.8 billion | In line |
Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.
What management said on the call
In DuPont’s November results release, Chief Financial Officer Antonella Franzen said the company had raised its full-year outlook for organic growth, operating EBITDA and adjusted EPS to levels at or above the high end of its previous guidance.
Guidance
DuPont raised its full-year 2026 revenue outlook to approximately $7.19 billion. Franzen said the company now expects organic growth of about 4.5%, operating EBITDA of about $1.785 billion and adjusted EPS of $7.47 to $7.52 per share; each is at or above the high end of its previous guidance.
| Metric | For | Guide | Previous guide | Change |
|---|---|---|---|---|
| Revenue growth, Organic | FY2026 | 4.50% | — | New |
| EPS, non-GAAP | FY2026 | $7.47–$7.52 | — | New |
| EPS, non-GAAP | Q4 FY2026 | $1.90–$1.95 | — | New |
| EBITDA, non-GAAP | FY2026 | $1.8 billion | — | New |
| Share repurchases | Q4 FY2026 | $250.0 million | — | New |