On November 3, 2026, DuPont de Nemours, Inc. reported financial results for the third quarter ended September 30, 2026, and announced an update to its full-year 2026 outlook. The company reported net sales of $1.868 billion for the quarter, representing a 4% increase compared to the same period in 2025. This growth was driven by a 5% increase in organic sales, partially offset by a 1% headwind from currency fluctuations.
On a GAAP basis, the company recorded income from continuing operations of $171 million and earnings per share (EPS) from continuing operations of $1.24. Adjusted EPS was reported at $2.09, reflecting a 62% increase from the prior year. The company also reported operating EBITDA of $469 million, with a margin of 25.1%.
Regarding cash flow, DuPont generated $410 million in cash provided by operating activities from continuing operations. After accounting for capital expenditures of $71 million and separation-related transaction costs, the company reported transaction-adjusted free cash flow of $341 million, which represents a 121% conversion rate.
In terms of capital allocation, the company completed an accelerated share purchase of $250 million and substantially completed an open market share repurchase of $100 million during the third quarter. Additionally, DuPont announced its intent to repurchase $250 million of shares in the fourth quarter of 2026.
The company has raised its full-year 2026 guidance. It now expects organic growth to be approximately 4.5%, operating EBITDA to be about $1.785 billion, and adjusted EPS to be in the range of $7.47 to $7.52 per share. This range places the adjusted EPS guidance at or above the high end of the previously communicated outlook.
