DuPont (DD)

NYSEMaterialsChemicalsSnapshot 2026-10-15

$130.45-0.87%

Close 2026-10-16 · 1-day change

Read the published Living FV report summary

Investment OutlookAs of Oct 15, 2026

What could strengthen or challenge DuPont’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

+0.4%

+10% or more+5%0%−5%−10% or less

7.96 → 7.99 EPS · FY ending Dec 31, 2027 · 9 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 15, 2026 to Oct 15, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 9; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Living FV™

Living Fair Value by QuarterlyIQ

A valuation that evolves as the business changes.

A published Living FV snapshot is not available yet. The valuation workflow remains discoverable; a market target cannot supply the missing evidence.

View Living FV report and workflow

What the Thesis Depends On

4 key conditions need to be met for the investment thesis to play out.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Complete $275 million accelerated share repurchase in 2026	The company plans a $275 million share buyback.	Intact	accelerated share repurchase not completed by mid-2026	Required source inputs unavailable Cannot calculate Share repurchases from the available matching source inputs. Missing inputs are not treated as zero. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 of last 2 quarters. Management announced and reiterated the $275 million accelerated share repurchase program in 2025-Q4 and 2026-Q1. No specific repurchase amounts completed are disclosed in the available data, indicating limited substantive delivery so far. Delivery assessment Oct 15, 2026
Raise full year EPS to $2.35 - $2.40 in 2026	It raised full year EPS guidance to $2.35-$2.40.	Under Pressure	full year EPS guidance falls below $2.10 in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Adjusted EPS guidance was raised from approximately $2.35-$2.40 in 2026-Q1 to $7.24 per share in 2026-Q2 full year guidance. Diluted EPS improved from $0.36 in 2026-Q1 to $1.37 in 2026-Q2, indicating progress toward the EPS target and a positive trajectory. Delivery assessment Oct 15, 2026
Achieve about 4% organic revenue growth in 2026	A primary condition in DuPont's published investment case. The stated target is >=4% YoY.	Under Pressure	organic revenue growth falls below 2% YoY in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Organic sales growth guidance increased from about 2% in 2026-Q1 to slightly above 4% in 2026-Q2. Actual net sales grew from $1.68 billion in 2026-Q1 to $1.82 billion in 2026-Q2, reflecting delivery on the growth target with a positive trajectory. Delivery assessment Oct 15, 2026
Maintain operating margin near 27% in 2025	Profit margins are expected near 27%.	Broken	operating margin falls below 24% in FY25	Operating margin: 14.07% FY2026-Q2; GAAP. Published target: ~27% operating margin. Target period is not explicitly aligned with this observation. Source published Aug 4, 202614.073667 percent · calculatedSource reportLast status assessment Oct 15, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$7.99

$7.89 → $7.99 · observed estimates

FY2027 revenue$7.45B

$7.44B → $7.45B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$7.89	$7,440,793,709	9 / 11
2026-07-25	$7.58	$7,443,579,960	17 / 15
2026-07-26	$7.89	$7,440,802,362	9 / 11
2026-07-27	$7.58	$7,443,579,960	17 / 15
2026-07-28	$7.58	$7,443,579,960	17 / 15
2026-07-29	$7.89	$7,440,802,362	9 / 11
2026-07-30	$7.58	$7,443,579,960	17 / 15
2026-07-31	$7.58	$7,443,579,960	17 / 15
2026-08-01	$7.89	$7,440,802,362	9 / 11
2026-08-02	$7.88	$7,440,802,362	9 / 11
2026-08-03	$7.88	$7,440,775,660	9 / 11
2026-08-04	$7.88	$7,440,775,660	9 / 11
2026-08-05	$7.89	$7,447,279,960	17 / 15
2026-08-06	$7.88	$7,440,775,660	9 / 11
2026-08-07	$7.95	$7,448,441,049	9 / 11
2026-08-08	$7.95	$7,448,581,740	16 / 15
2026-08-09	$7.96	$7,446,819,920	16 / 15
2026-08-10	$7.96	$7,446,819,920	16 / 15
2026-08-11	$7.95	$7,448,441,049	9 / 11
2026-08-12	$7.95	$7,448,441,049	9 / 11
2026-08-13	$7.95	$7,448,441,049	9 / 11
2026-08-14	$7.95	$7,448,441,049	9 / 11
2026-08-15	$7.95	$7,448,441,049	8 / 11
2026-08-16	$7.95	$7,448,441,049	8 / 11
2026-08-17	$7.95	$7,448,441,049	8 / 11
2026-08-18	$7.95	$7,448,441,049	8 / 11
2026-08-19	$7.95	$7,448,441,049	8 / 11
2026-08-20	$7.94	$7,446,594,555	8 / 11
2026-08-21	$7.94	$7,446,594,555	8 / 11
2026-08-22	$7.94	$7,446,594,555	8 / 11
2026-08-23	$7.94	$7,446,594,555	8 / 11
2026-08-24	$7.94	$7,446,594,555	8 / 11
2026-08-25	$7.94	$7,446,594,555	8 / 11
2026-08-26	$7.94	$7,446,594,555	8 / 11
2026-08-27	$7.94	$7,446,594,555	8 / 11
2026-08-28	$7.94	$7,446,594,555	8 / 11
2026-08-29	$7.94	$7,446,594,555	8 / 11
2026-08-30	$7.94	$7,446,594,555	8 / 11
2026-08-31	$7.94	$7,446,594,555	8 / 11
2026-09-01	$7.94	$7,446,594,555	8 / 11
2026-09-02	$7.94	$7,446,594,555	8 / 11
2026-09-03	$7.96	$7,447,369,895	8 / 11
2026-09-04	$7.96	$7,447,369,895	8 / 11
2026-09-05	$7.96	$7,447,369,895	8 / 11
2026-09-06	$7.96	$7,447,369,895	8 / 11
2026-09-07	$7.96	$7,447,369,895	8 / 11
2026-09-08	$7.96	$7,447,369,895	8 / 11
2026-09-09	$7.96	$7,447,369,895	8 / 11
2026-09-10	$7.96	$7,447,369,895	8 / 11
2026-09-11	$7.96	$7,447,369,895	8 / 11
2026-09-12	$7.96	$7,447,369,895	8 / 11
2026-09-13	$7.96	$7,447,276,145	8 / 11
2026-09-14	$7.96	$7,447,276,145	8 / 11
2026-09-15	$7.96	$7,447,276,145	8 / 11
2026-09-16	$7.96	$7,447,276,145	8 / 11
2026-09-17	$7.96	$7,447,276,145	8 / 11
2026-09-18	$7.96	$7,447,276,145	8 / 11
2026-09-19	$7.96	$7,447,276,145	8 / 11
2026-09-20	$7.96	$7,447,213,645	8 / 11
2026-09-21	$7.96	$7,443,561,222	8 / 11
2026-09-22	$7.96	$7,443,561,222	8 / 11
2026-09-23	$7.96	$7,443,561,222	8 / 11
2026-09-24	$7.96	$7,443,561,222	8 / 11
2026-09-25	$7.96	$7,443,561,222	8 / 11
2026-09-26	$7.96	$7,443,561,222	8 / 11
2026-09-27	$7.96	$7,443,561,222	8 / 11
2026-09-28	$7.96	$7,443,561,222	8 / 11
2026-09-29	$7.96	$7,443,561,222	8 / 11
2026-09-30	$7.96	$7,443,561,222	8 / 11
2026-10-01	$7.96	$7,443,561,222	8 / 11
2026-10-02	$7.96	$7,443,561,222	8 / 11
2026-10-03	$7.96	$7,443,561,222	8 / 11
2026-10-04	$7.96	$7,443,561,222	8 / 11
2026-10-05	$7.96	$7,443,561,222	8 / 11
2026-10-06	$7.96	$7,443,561,222	8 / 11
2026-10-07	$7.97	$7,445,494,835	8 / 11
2026-10-08	$7.97	$7,445,630,083	8 / 11
2026-10-09	$7.97	$7,445,630,083	8 / 11
2026-10-10	$7.97	$7,445,630,083	8 / 11
2026-10-11	$7.97	$7,445,630,083	8 / 11
2026-10-12	$7.97	$7,445,630,083	8 / 11
2026-10-13	$7.97	$7,445,630,083	8 / 11
2026-10-14	$7.99	$7,445,630,083	9 / 11
2026-10-15	$7.99	$7,445,630,083	9 / 11

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	13	3
2026-06-01	14	4
2026-07-01	14	3
2026-08-01	14	4
2026-09-01	14	4
2026-10-01	14	4

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 14 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell

0 upgrades1 downgrades3 maintains

Recent actions · Sep 16–Oct 15 · 4 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

RBC CapitalOct 15 · prior May 11

$60.00 → $160.00+166.7%

BarclaysOct 12

$156.00New observation · no comparable prior

UBSOct 5 · prior Aug 5

$178.00 → $172.00-3.4%

$0$97.90$195.80

1 raises · 1 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 16, 2026–Oct 15, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Complete $275 million accelerated share repurchase in 2026Required source inputs unavailable
Raise full year EPS to $2.35 - $2.40 in 2026Published status: Under Pressure
Achieve about 4% organic revenue growth in 2026Published status: Under Pressure
Maintain operating margin near 27% in 2025Published status: Broken

Next proof point

Nov 3, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-18.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

DuPont outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 10, 2026

What kind of bet this is

This investment represents a turnaround scenario, as DD aims to improve its financial performance after recent volatility. The current thesis is cautious, given the mixed results and the need for consistent execution from management.

What's priced into DuPont

The market appears to have priced in a justified valuation, indicating that expectations are aligned with current performance. However, DD is seen as expensive compared to its peers, which may limit upside potential unless performance improves.

What the fundamentals likely do

Management is focused on achieving organic sales growth and margin expansion, with some progress noted. However, the recent financial performance has been neutral, and there is a moderate risk of missing future targets.

What DuPont hinges on

The thesis hinges on DD's ability to maintain guidance and avoid credibility issues, especially after recent earnings updates. Additionally, sector performance and inflation trends will be key factors influencing DD's trajectory.