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Transformation to a simplified, more focused portfolio is aligned to secular growth trends with a clear path for acceleration.
September 23, 2025
By: David Savastano
Editor
DuPont is hosting its 2025 Investor Day with members of its senior leadership team to introduce the new DuPont portfolio following the intended spin-off of its electronics business, Qnity Electronics, Inc. (Qnity) on November 1, 2025.
As part of the presentation, the senior leadership team will outline drivers to accelerate value creation, along with its expected financial framework:
• New DuPont: A focused, high-performing company with a clear strategy to accelerate value creation
• Executing Transformation: The new DuPont is a simplified portfolio, increasingly focused on high growth end markets with secular tailwinds with further opportunity to optimize.
• Focused on Excellence: DuPont is codifying its innovation, operational and commercial excellence models into a business system that will drive continuous improvement.
Poised for Growth Acceleration: As a more focused and agile organization, DuPont is leveraging core competencies in innovation and deep customer relationships to accelerate growth.
• Disciplined Capital Allocation: DuPont is committed to unlocking significant shareholder value through a balanced approach to targeted organic and inorganic investments and returning cash to shareholders.
• Enhancing Culture: The DuPont leadership team is confident and energized, and with a performance-based culture and clear strategy is well-positioned to deliver consistent and measurable results.
“DuPont is entering a new chapter as a more simplified, agile and high-performing multi-industrial company. As a leading advanced solutions provider with differentiated technologies, a strong innovation engine and deep customer relationships in attractive end-markets with strong secular trends, we are well positioned to drive profitable growth,” says Lori Koch, DuPont CEO.
“Our team is energized to continue to drive value from our strong set of businesses, enhanced culture to further build on performance and accountability, and an emphasis on continuous improvement through elevated innovation, operational and commercial excellence initiatives,” Koch adds.
“We have a clear path to our 2028 financial targets, which includes solid revenue and earnings growth along with robust cash generation. Our strong balance sheet positions us to invest for the future while also allowing us to continue to return cash to shareholders. Overall, I am excited about DuPont’s future and the value creation opportunity that lies ahead,” Koch concludes.
DuPont will reflect the previously announced divestiture of its Aramids business as discontinued operations beginning with third quarter 2025 reporting and will reflect its electronics business, Qnity, as discontinued operations beginning in fourth quarter 2025 reporting following the intended separation of Qnity on Nov. 1, 2025.
For the third quarter of 2025, DuPont estimates net sales of about $2.980 billion, operating EBITDA of about $805 million, and adjusted EPS* of about $1.06 per share after recasting its prior third quarter 2025 guidance solely to reflect the estimated impact of reclassifying the Aramids business as discontinued operations.
For the full year 2025, DuPont estimates net sales of about $6.865 billion and operating EBITDA of about $1.575 billion after recasting its prior full year 2025 guidance solely to reflect the estimated impact of reclassifying both the Aramids business and its electronics business, Qnity, as discontinued operations.
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