DuPont Reports Q2 2026 Results: Revenue Up 4% to $1.82 Billion, Adjusted EPS $1.88
DuPont reported second-quarter 2026 revenue of $1.82 billion, up 4% year over year, with adjusted EPS of $1.88. The stock is up 17% year to date, beating the S&P 500's 11% gain. Healthcare and water technologies grew organically in the mid-single digits, with semiconductor sales up over 20%; the Middle East, about 10% of that segment's sales, was a drag. Construction and industrial technologies also improved. For H2 2026, DuPont guides net sales of $3.66-3.69 billion, operating EBITDA of $0.89-0.91 billion, and adjusted EPS of $3.65-3.80. It plans $250 million in Q3 buybacks.
DuPont reported second-quarter 2026 results on Tuesday. Revenue rose 4% year over year to $1.82 billion, and adjusted EPS was $1.88. The company's shares have gained 17% year to date, outperforming the S&P 500's approximately 11% advance.
The healthcare and water technologies segment includes medical packaging, protective apparel, medical device components, biopharmaceutical manufacturing materials, and water filtration and purification. Organic growth in medical technology was mid-single-digit, led by protective apparel and biopharmaceuticals. Water technology grew organically in the low single digits; semiconductor sales increased more than 20% and industrial water grew double digits, but the Middle East, representing about 10% of segment sales, was a drag. Excluding the Middle East, the segment's organic growth was mid-single-digit.
The construction and industrial technologies segment covers building materials such as Tyvek HomeWrap, Styrofoam insulation, and Corian surfaces, along with engineered components, adhesives, and specialty lubricants for automotive, aerospace, printing, and packaging. Construction technology organic sales grew in the low single digits, improving from a low-single-digit decrease in the first quarter of 2026 and a high-single-digit decline in the fourth quarter of 2025, with both residential and non-residential markets contributing and Asia-Pacific leading. Industrial technology organic growth was mid-single-digit, with aerospace and electric-vehicle battery sales rising double digits.
For the second half of 2026, the company guides net sales of $3.66 billion to $3.69 billion, operating EBITDA of $890 million to $910 million, and adjusted EPS of $3.65 to $3.80. It plans to repurchase $250 million of shares in the third quarter, following a similar amount in the second quarter. Additionally, after spinning off its electronics division into standalone company Qnity last fall, DuPont still bears some legacy costs, which management has committed to eliminating within two years.
Why this event matters
The event has a measured impact on 6 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 70/100 and 75% confidence over a short term horizon.
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 70
- Confidence
- 75%
- Horizon
- Short term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 60
- Confidence
- 70%
- Horizon
- Short term
Medical Consumables
- Direction
- positive
- Intensity
- 60
- Confidence
- 70%
- Horizon
- Short term
Biotechnology
- Direction
- positive
- Intensity
- 55
- Confidence
- 65%
- Horizon
- Short term
Aerospace Manufacturing
- Direction
- positive
- Intensity
- 55
- Confidence
- 65%
- Horizon
- Short term
Basic Building Materials
- Direction
- positive
- Intensity
- 50
- Confidence
- 65%
- Horizon
- Short term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.