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DuPont announced its financial results for the third quarter ended September 30, 2025, which includes the segment results of IndustrialsCo, excluding the Aramids business, which is reported as discontinued operations, and ElectronicsCo.
"We exceeded our previously announced third quarter guidance, delivering another quarter of year-over-year growth in organic sales and operating EBITDA," said Lori Koch, DuPont Chief Executive Officer. "Ongoing strength in electronics, healthcare and water end-markets, along with our team's focus on operational execution continued to drive strong top-line growth and cash conversion. As a result of our strong third quarter performance and operational improvements, we are raising our full year earnings guidance for new DuPont."
"We also announced a $2 billion share repurchase authorization including an accelerated share repurchase of $500 million, and our initial dividend for new DuPont," Koch continued. "As a leading advanced solutions provider, the new DuPont is well-positioned to drive continued value creation for our shareholders."
Third Quarter 2025 Highlights
- Net Sales of $3.1 billion increased 7%; organic sales increased 6% versus year-ago period
- GAAP Income from continuing operations of $308 million; operating EBITDA of $840 million
- GAAP EPS from continuing operations of $0.70; adjusted EPS of $1.09
- Cash provided by operating activities from continuing operations of $591 million; transaction-adjusted free cash flow of $576 million
- Raises FY 2025 operating EBITDA guidance for new DuPont to $1.6 billion
Capital Allocation Updates
- Announces Board of Directors approval of a new share repurchase authorization of up to $2 billion of DuPont common stock; expects to imminently launch a $500 million accelerated share repurchase ("ASR")
- Announces Board of Directors declaration of a quarterly dividend for new DuPont of $0.20 per share, in line with new DuPont's targeted 35%-45% payout ratio
