DuPont (DD) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, February 10, 2026 astatine 8:22 AM CST 39 min read

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Tuesday, Feb. 10, 2026, astatine 8 a.m. ET

• Chief Executive Officer — Lori Koch

• Chief Financial Officer — Antonella Franzen

• Head of Investor Relations — Ann Giancristoforo

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Lori Koch, Chief Executive Officer, and Antonella Franzen, Chief Financial Officer. We person prepared slides to supplement our remarks which are posted connected DuPont de Nemours, Inc.'s website nether the Investor Relations tab and done the webcast link. Please work the forward-looking disclaimer contained successful the slides. During this call, we volition marque forward-looking statements regarding our expectations oregon predictions astir the future. Because these statements are based connected existent assumptions and factors that impact risks and uncertainties, our existent show and results whitethorn disagree materially from our forward-looking statements. Our Form 10-Ks, arsenic updated by our existent and periodic reports, includes elaborate treatment of main risks and uncertainties which whitethorn origin specified differences.

Unless different specified, each humanities fiscal measures presented contiguous are connected a continuing operations ground and exclude important items. We volition besides notation to different non-GAAP measures. A reconciliation to the astir straight comparable GAAP fiscal measurement is included successful our property merchandise and presumption materials and has been posted to DuPont de Nemours, Inc.'s Investor Relations website. As a speedy reminder, connected the ground of presentation, for our 4th fourth and afloat twelvemonth fiscal results, our full institution nett sales, operating EBITDA, and adjusted EPS bespeak the separation of Cunity and the antecedently announced divestiture of the Aramis concern reported arsenic discontinued operations. I'll present crook the telephone implicit to Lori, who volition statesman connected Slide three.

Lori Koch: Good morning, and thanks, everyone, for joining our 4th fourth call. Earlier today, we reported our 4th fourth and afloat twelvemonth fiscal results which were up of our antecedently communicated guidance. We finished the twelvemonth strong, delivering afloat twelvemonth integrated income maturation of 2%, operating EBITDA maturation of 6%, and 100 ground points of borderline expansion. Operational subject and a absorption connected productivity were cardinal to our net maturation and borderline improvement. These results led to an adjusted EPS of $1.68 per share, up 16% twelvemonth implicit year. Free currency travel procreation was beardown successful the year. While delivering connected our fiscal metrics, we besides executed important operational and portfolio translation during the year.