DuPont Posts Six-Month Return to Profit and Three-Month Growth in Interim Filing

Bottom line

DuPont de Nemours, Inc. (DD, CIK 0001666700) filed its interim Form 10-Q for the three-month reporting period the three months ended June 30, 2026 and the six-month year-to-date period the six months ended June 30, 2026, with comparatives for the three months ended June 30, 2025 and the six months ended June 30, 2025 respectively, under accession 0001666700-26-000053 and fiscal-period reference period-ended-2026-06-30. The headline read from this filing is that the company returned to profitability on the six-month window, while extending growth on the three-month window.

On the three-month reporting period the three months ended June 30, 2026, Revenue from Contract with Customer, Excluding Assessed Tax was $1,819,000,000 USD, higher than the prior-year comparative of $1,749,000,000 USD for the three months ended June 30, 2025. Net Income (Loss) Attributable to Parent was $143,000,000 USD, higher than the prior-year comparative of $59,000,000 USD for the same prior window. Earnings Per Share, Diluted was $1.05 per diluted share USD/SHARES, higher than the prior-year comparative of $0.42 per diluted share USD/SHARES; the transition here is profit to profit.

On the six-month year-to-date period the six months ended June 30, 2026, Revenue from Contract with Customer, Excluding Assessed Tax was $3,500,000,000 USD, higher than the prior-year comparative of $3,361,000,000 USD for the six months ended June 30, 2025. Net Income (Loss) Attributable to Parent was $304,000,000 USD, a profit rather than the prior-year comparative loss of -$530,000,000 USD; the transition is loss to profit. Earnings Per Share, Diluted was $2.22 per diluted share USD/SHARES, a profit rather than the prior-year comparative loss of -$3.79 per diluted share USD/SHARES; the transition is loss to profit.

The filing also discloses that all share and share-related information has been retroactively adjusted for a Reverse Stock Split, and that the financial results of the Aramids Business (divested in April) and the Electronics Business (separated in November into Qnity Electronics, Inc.) are reflected as discontinued operations for all periods presented, along with comparative periods. The forward-looking statements section frames risks that include the ability to realize intended benefits and separation-related tax treatment, ongoing PFAS cost-sharing arrangements, tariff and trade actions, and execution of the share buyback announced in November.

No peer or industry benchmark is included in the filing evidence, so any cross-company comparison is unavailable here. The filing evidence does not attribute the six-month swing from loss to profit, or the year-over-year growth on the three-month window, to any single cause; readers looking for a single driver should treat that dimension as out of scope for this section.

For a comparable interim-filing pattern on the three-month window, see Lizely Finance Earnings Analysis — UFP TECHNOLOGIES INC Interim Filing: Profit-to-Profit Growth on Both Windows; for a revenue-and-net-income higher print, see REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in period-ended-2026-06-30 Filing.

Financial performance

- Reported facts — The filing presents three months and six months ended figures for DuPont de Nemours, Inc. under 10-Q for period-ended-2026-06-30, filed under accession 0001666700-26-000053. Revenue from Contract with Customer, Excluding Assessed Tax was $1,819,000,000 USD for the three months ended June 30, 2026 and $3,500,000,000 USD for the six months ended June 30, 2026.

Prior-period comparatives were $1,749,000,000 USD for the three months ended June 30, 2025 and $3,361,000,000 USD for the six months ended June 30, 2025. Net Income (Loss) Attributable to Parent was $143,000,000 USD for the three months ended June 30, 2026 and $304,000,000 USD for the six months ended June 30, 2026, against $59,000,000 USD for the three months ended June 30, 2025 and -$530,000,000 USD for the six months ended June 30, 2025. 79 per diluted share USD/SHARES for the six months ended June 30, 2025.

S. GAAP for interim financial information and the instructions to Form 10-Q, with management indicating that all adjustments considered necessary for fair statement of the results, including normal recurring accruals, have been recorded. Management also states that interim results should not be considered indicative of full-year results, that the statements should be read alongside the audited statements and notes in the most recent Form 10-Q annual report, and that the interim statements include the accounts of DuPont de Nemours, Inc.

and its subsidiaries in which a controlling interest is maintained. - Analyst inference — Year over year, Revenue from Contract with Customer, Excluding Assessed Tax was higher in the six months ended June 30, 2026 than in the six months ended June 30, 2025 and higher in the three months ended June 30, 2026 than in the three months ended June 30, 2025. Net Income (Loss) Attributable to Parent was higher in the six months ended June 30, 2026 than in the six months ended June 30, 2025 and higher in the three months ended June 30, 2026 than in the three months ended June 30, 2025, with the six-month comparison showing a transition from loss to profit and the three-month comparison remaining profit to profit.

Earnings Per Share, Diluted was higher in the six months ended June 30, 2026 than in the six months ended June 30, 2025 and higher in the three months ended June 30, 2026 than in the three months ended June 30, 2025, again reflecting a loss-to-profit shift on the six-month basis and a profit-to-profit shift on the three-month basis. The filing evidence does not attribute this change to any single cause.. - Counter-evidence — No counter-evidence is presented in the filing evidence; no contradictory figure or commentary is quoted.

- Unknowns — Quarter-over-quarter direction is not addressed by the filing evidence, and forward-looking guidance language in the filing speaks only to general risk factors, including the Electronics Separation, the Qnity Distribution, the Aramids Divestiture, PFAS-related cost-sharing arrangements, geopolitical and trade conditions, raw material and energy costs, the share buyback announced in November, the Reverse Stock Split, and tariff invalidation risk, rather than to a specific outlook for the next reporting period.

The filing evidence contains no peer or industry comparison..

Operating drivers and segments

- The realigned disclosure framework, as reflected in the interim Consolidated Financial Statements of DuPont de Nemours, Inc. for the six months ended June 30, 2026, is built around two reportable segments introduced through the Segment Realignment: Healthcare & Water Technologies and Diversified Industrials. - Healthcare & Water Technologies is described as covering high-performance packaging, parts and components for medical device and biopharma markets, along with water filtration and purification technologies aimed at industrial wastewater and energy, municipal drinking water and desalination, and life sciences and specialty markets. - The interim filing presents top-line figures at the consolidated level only on the quoted pages, with the three-month figure of $1,819,000,000 for the three months ended June 30, 2026 sitting against the prior-year comparative of $1,749,000,000 for the three months ended June 30, 2025, and the six-month figure of $3,500,000,000 for the six months ended June 30, 2026 sitting against the prior-year comparative of $3,361,000,000 for the six months ended June 30, 2025. - Because the filing restates prior periods under the new structure, the realignment itself acts as a structural change that limits direct comparability with prior disclosures that were organized around the legacy segment definitions. - Segment-level margin detail, customer concentration, and geographic split are not exposed in the quoted text, so the reader cannot independently reconstruct operating leverage or mix-shift within either of the two new segments from this excerpt.

- Management frames the segment realignment as the result of a broader portfolio reshaping, anchored by the Aramids Divestiture to Arclin and the Electronics Separation that produced Qnity Electronics, Inc., both of which are reflected as discontinued operations across the periods presented. - Management cites the adoption of an Income Statement reporting update on expense disaggregation and a separate Internal-Use Software accounting update as the contemporaneous accounting drivers behind the recast presentation. - Management also flags that share and share-related information has been retroactively adjusted to reflect the decreased share count from the Reverse Stock Split, which mechanically restates per-share metrics across periods. - The forward-looking statements section lists, among other factors, the realization of intended benefits from the Electronics Separation and the Qnity Distribution, including tax treatment and the contractual allocation of legacy PFAS-related liabilities, alongside the balance-sheet and operating impact of the Aramids Divestiture.

The filing evidence does not attribute this change to any single cause.

Cash flow and capital

On the balance sheet at the instant captured by 10-Q period-ended-2026-06-30, the liquid resources position of DuPont de Nemours, Inc. (DD, CIK 0001666700, accession 0001666700-26-000053) stood at a carrying value of cash and cash equivalents of $1,740,000,000 as of the balance sheet date of June 30, 2026, which is the only liquidity figure the filing exposes in the catalog for this section. Working-capital on the liability side is shown through accounts payable, current, of $978,000,000 at the same balance-sheet date. The condensed statements of cash flows presented in the filing itemize dividends as the only capital-return line item exposed in the catalog. Payments of ordinary dividends on common stock totaled $163,000,000 over the six-month year-to-date period the six months ended June 30, 2026. The prior-year comparative for the same six-month window, the six months ended June 30, 2025, recorded dividends paid of $343,000,000.

Moving from the static balance-sheet picture to the comparative capital-allocation story, the filing authorizes one qualitative read on the dividend line: cash returned to common shareholders through ordinary dividends over the six months ended June 30, 2026 was lower than the cash returned over the six months ended June 30, 2025, even though both periods remained positive cash outflows. This is the only year-over-year direction the filing evidence permits for the dividend line in this section, and the reader-facing language is constrained to that authorized comparison. The realignment of the management and reporting structure into the two new reportable segments — Healthcare & Water Technologies and Diversified Industrials — described in the source narrative does not, by itself, alter the cash or payable amounts above; it changes how the underlying operating activities are categorized, while the headline liquidity, working-capital liability, and dividend totals reported here remain tied to the consolidated whole.

The capital structure behind these figures is also reshaped by the corporate actions disclosed in the filing. The Electronics Separation, completed on the Distribution Date, and the Aramids Divestiture are presented as discontinued operations in the interim Consolidated Financial Statements, with both transactions also linked to the Reverse Stock Split discussed in the cited notes. Those structural moves influence what the consolidated cash flow and balance-sheet lines actually represent in this report, but the catalog limits the visible numbers in this section to the four keys above, so any further read on leverage, free cash flow, or share repurchases is intentionally left out of scope. Two context items beyond the four fact keys are still relevant to the cash allocation framing: Item 2 covers unregistered sales of equity securities, use of proceeds, and purchases of equity securities, while Item 3 sits within quantitative and qualitative disclosures about market risk — neither of those notes adds a number to this section, but each is the natural reference for any reader asking where repurchase activity or market-risk sensitivities would otherwise live. Given the narrowness of the catalog, peer benchmarking is not attempted; the filing simply does not expose comparable industry figures here. The filing evidence contains no peer or industry comparison. The same constraint applies to any attempt to explain why the dividend line moved between the two six-month windows: the filing does not attribute that change to a specific driver, so any causal story would be unsupported. The filing evidence does not attribute this change to any single cause.

For investors triangulating DuPont's capital posture against other interim issuers in the Lizely Finance coverage set, the dividend direction here can be read alongside peer moves such as REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in period-ended-2026-06-30 Filing or Broadcom Posts Higher Revenue, Operating Income, and Diluted EPS Year-Over-Year in the reporting period Filing to sense-check the broader interim cycle, but the comparison itself is qualitative rather than numeric because this section's catalog carries no peer fact keys.

Peer and historical context

DuPont’s historical comparison shows improvement in both reported revenue and net income. Revenue increased relative to the prior-year six-month and quarterly comparatives, while net income shifted from a loss to a profit for the year-to-date period and increased on a profit-to-profit basis for the quarter. This indicates stronger year-over-year reported performance across both measurement windows, although the filing evidence does not isolate operating drivers.

The separation of the Electronics business and the classification of the Aramids business as discontinued operations affect the comparability of the historical results. The cited note states that the Electronics business results for the relevant periods are reflected as discontinued operations, and that the Aramids divestiture also meets the criteria for discontinued-operations presentation. Consequently, the reported historical comparison may reflect portfolio changes as well as underlying performance.

The filing evidence contains no peer or industry comparison.

Without peer or industry comparisons, DuPont’s year-over-year improvement cannot be assessed against competitors or broader market conditions. The evidence therefore supports a historical internal comparison, but not a conclusion that the company outperformed its peer group.

The reported figures also should be interpreted alongside the accounting presentation of the divestitures. The cited note indicates that comparative periods are presented with the divested businesses reflected in discontinued operations, which can limit direct comparability with earlier periods prepared on a different reporting basis.

DuPont’s year-to-date net income moved from a loss to a profit, while quarterly net income remained profitable and increased from the prior-year quarter. Revenue also increased in both the year-to-date and quarterly comparisons. These are the clearest supported indications of improved reported performance, but they do not by themselves establish the sustainability of the trend or identify its cause.

The filing provides no peer benchmarks, industry metrics, or consolidated historical series broad enough to support a relative market assessment. The appropriate conclusion is therefore limited: DuPont reported higher revenue and stronger net income than in the prior-year periods, while the effects of discontinued operations and the absence of peer data constrain interpretation.

Scenario analysis

This section frames three forward-looking paths for DuPont de Nemours, Inc. (DD) using only the filing evidence from the period-ended-2026-06-30 filing on accession 0001666700-26-000053 (10-Q). Because the filing evidence contains no peer or industry comparison, the scenarios are anchored strictly to disclosed revenue and net-income comparatives, with no external benchmarking layered in. The filing evidence contains no peer or industry comparison.

Revenue from Contract with Customer, Excluding Assessed Tax for the three-month reporting period was $1,819,000,000 USD, higher than the prior-year comparative of $1,749,000,000 USD for the three months ended June 30, 2025. Revenue for the six-month year-to-date period was $3,500,000,000 USD, higher than $3,361,000,000 USD for the six months ended June 30, 2025. - Net Income (Loss) Attributable to Parent for the three-month reporting period was $143,000,000 USD, higher than the prior-year comparative of $59,000,000 USD. For the six-month year-to-date period, net income was $304,000,000 USD, reversing the prior-year loss of -$530,000,000 USD for the six months ended June 30, 2025. - Under the base path, revenue continues to expand at the disclosed year-over-year cadence and the prior-year loss-to-profit transition on the half-year window holds, sustaining earnings momentum without further portfolio action. The filing evidence does not attribute this change to any single cause.

An accelerated outcome assumes the closing of the Aramids Divestiture described in the cited note continues to compound, with the Aramids Equity Consideration and Aramids Note Receivable referenced in Note 10 contributing accretive cash and earnings optics beyond what the disclosed six-month net-income figure already captures. - Under this path, revenue for the three months ended June 30, 2026 extends the disclosed increase versus the prior-year comparative, and the half-year profit of $304,000,000 USD builds on rather than merely offsets the prior-year loss position. The filing evidence does not attribute this change to any single cause. - Adjacent issuers referencing similar period-end revenue and net-income dynamics, including the filing summarized in REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in period-ended-2026-06-30 Filing, illustrate how profitable issuers can sustain growth across overlapping reporting windows.

A weaker path assumes the disclosed revenue increase does not hold into subsequent quarters, with $1,819,000,000 USD softening back toward the prior-year comparative of $1,749,000,000 USD for the three months ended June 30, 2025. - The half-year profit of $304,000,000 USD, which currently reverses the prior-year loss of -$530,000,000 USD, could narrow on a quarter-over-quarter basis even though the year-over-year net-income direction remains positive. The filing evidence does not attribute this change to any single cause. - Under stress, deferred charges, valuation allowances, and noncurrent obligations disclosed near Note 10 (the cited note on assets and liabilities) could weigh on the balance sheet alongside any reversal of the divestiture-related gains already recorded in the six months ended June 30, 2026. - Risk-factor language in Item 1A is unchanged from prior filings, but it remains the operative forward-looking disclosure reviewed each quarter under Item 3 and Item 4. Item-level governance around Item 2, Item 5, and Item 6 was also unchanged for the period.

Risks and what to watch

- Reported facts: For the three-month period, Revenue from Contract with Customer, Excluding Assessed Tax is $1,819,000,000 USD and Net Income (Loss) Attributable to Parent is $143,000,000 USD. For the six-month year-to-date period, Revenue from Contract with Customer, Excluding Assessed Tax is $3,500,000,000 USD and Net Income (Loss) Attributable to Parent is $304,000,000 USD. - Reported facts (prior comparatives): The prior-year three-month Revenue from Contract with Customer, Excluding Assessed Tax is $1,749,000,000 USD with Net Income (Loss) Attributable to Parent of $59,000,000 USD.

The prior-year six-month Revenue from Contract with Customer, Excluding Assessed Tax is $3,361,000,000 USD with Net Income (Loss) Attributable to Parent of -$530,000,000 USD. - Management explanation: The filing's narrative frames the Aramids Business as a strategic shift with a major effect on operations and results, accounted for as discontinued operations. , each initially recorded at a fair value determined by contractually agreed value or market approach; subsequent results of Arclin will be reported with a three-month lag under the equity method with intercompany profits eliminated.

- Management explanation: Management also flags the prospective adoption of the cited ASU on Environmental Credits and Environmental Credit Obligations, applicable to the cited annual and quarterly reports with permitted early adoption, which is a prospective accounting matter not yet reflected in the reported numbers. - Analyst inference: Authorized comparisons only. Net Income (Loss) Attributable to Parent for the half-year is higher than the prior-year half-year, with an authorized transition from a loss to a profit.

Revenue for both the quarter and the half-year is higher than the corresponding prior-year periods, with both periods also showing an authorized transition in the profit direction on net income. The filing evidence does not attribute this change to any single cause. - Counter-evidence: The Aramids transaction introduces non-cash and lagged reporting elements — an interest-bearing note, a minority equity interest reported with a three-month lag, and a valuation allowance to adjust assets to estimated fair value less costs to sell on the discontinued-operations balance presentation — each of which can damp near-term comparability of earnings to underlying operating performance and is a point to weigh against the headline year-over-year improvement.

The fair values were set by contract and a market-based approach rather than observed trading, which is a known limitation on the precision of the recorded amounts. - Unknowns: Segment-level drivers behind the revenue and earnings move are not disclosed at this granularity. The filing evidence does not disclose segment-level detail for this dimension.

The filing does not contain peer or industry comparison data. The filing evidence contains no peer or industry comparison. - Metrics to watch next period: Top-line growth durability on both the quarter and half-year windows, given the higher revenue prints; continued transition stability on net income after the loss-to-profit reversal; the equity-method pickup from Arclin and the cash and accounting treatment of the note receivable, including any fair-value remeasurement; the timing and impact of adoption of the cited environmental-credits ASU; and any further discontinued-operations adjustments tied to the Aramids divestiture, including movements in the cited valuation allowance and the cited major classes of assets and liabilities.

- Related coverage: Readers cross-checking a comparable profit-growth pattern on both windows can review UFP TECHNOLOGIES INC Interim Filing: Profit-to-Profit Growth on Both Windows for parallel framing.