DD - DuPont Reports Second Quarter 2026 Results

DuPont de Nemours (NYSE: DD ) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary DuPont de Nemours reported second-quarter financial results surpassing their guidance with 4% organic sales growth, 80 basis points of margin expansion, and double-digit adjusted EPS growth. The company is raising its full-year 2026 guidance for organic sales growth, operating EBITDA, and adjusted EPS, and expects free cash flow conversion to exceed the 90% target. A $250 million share repurchase is planned for the third quarter, and the company completed a reverse stock split, aligning its classification to 'Industrial' under GICS. Strategic initiatives include focusing on organic growth, innovation in key sectors like healthcare and water, and leveraging AI for operational and commercial improvements. Second-quarter net sales reached $1.8 billion, up 4% year-over-year, with significant contributions from healthcare, aerospace, industrial, water, and semiconductor markets. Operating EBITDA for the second quarter was $448 million, marking an 8% increase from the prior year, with a margin of 24.6%. The company continues to explore M&A opportunities, particularly in water and healthcare, while maintaining a disciplined capital allocation strategy. DuPont de Nemours' operations are optimizing productivity and efficiency through strategic initiatives like the 80/20 rule, aiming for better yield and asset utilization. Full Transcript OPERATOR Posted on DuPont de Nemours' website under the Investor Relations tab and through the webcast link. Please read the forward-looking statement disclaimer contained in the slides. During this call we will make forward-looking statements regarding our expectations or predictions about the future. Because these statements are based on current assumptions and factors that involve risks and uncertainties, our actual performance and results may differ materially from our forward-looking statements. Our Form 10-K, as updated by our current and periodic reports, includes detailed discussion of principal risks and uncertainties which may cause such differences. Unless otherwise specified, all historical financial measures presented today are on a continuing-operations basis and excluding significant items. We will also refer to other non-GAAP measures. A reconciliation to the most directly comparable GAAP financial measure is included in our press release and presentation materials and has been posted to DuPont de Nemours' investor relations website. As a reminder, on the basis of presentation, our share and per-share information has been retroactively adjusted for the reverse stock split that was completed in June 2026. I'll now turn the call over to Lori, who will begin on slide three. Lori Koch, Chief Executive Officer Go