DuPont de Nemours, Inc.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended September 30, 2026

or

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Commission file number:001-38196

DUPONT DE NEMOURS, INC.

(Exact name of registrant as specified in its charter)

(302)295-5783

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Securities registered pursuant to Section 12(b) of the Act:

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.

☑ Yes ¨ No

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files).

☑ Yes ¨ No

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act).☐ Yes☑ No

The registrant had 132,532,338 shares of common stock, $0.01 par value, outstanding at October 30, 2026.

QUARTERLY REPORT ON FORM 10-Q

For the quarterly period ended September 30, 2026

TABLE OF CONTENTS

DuPont de Nemours, Inc.

DuPont TMand all products, unless otherwise noted, denoted with TM, SM or® are trademarks, service marks or registered trademarks of affiliates of DuPont de Nemours, Inc. ("DuPont" or the "Company").

Overview

On May 26, 2026, DuPont’s Board of Directors announced a reverse stock split of the Company’s common stock, par value $0.01 per share, at a ratio of 1-for-3, as well as a reduction in the number of authorized shares of its common stock by a corresponding ratio (the "Reverse Stock Split"), as approved by shareholders. The Reverse Stock Split became effective on June 24, 2026. All share and share-related information presented in these interim Consolidated Financial Statements has been retroactively adjusted in all periods presented to reflect the decreased number of shares resulting from the Reverse Stock Split and related impacts.

On April 1, 2026, DuPont completed the sale of the Aramids business (the "Aramids Business" and the divestiture of the Aramids Business, the "Aramids Divestiture") to a subsidiary of ARC Falcon Holdings LP ("Arclin"), a portfolio company of an affiliate of TJC LP for pre-tax cash proceeds of approximately $1.2 billion, subject to customary transaction adjustments, a note receivable in the principal amount of $300 million (the "Aramids Note Receivable") and a non-controlling common equity interest (the "Aramids Equity Consideration"), valued at $325 million, in Arclin which now owns the Arclin global materials business and the Aramids Business. The financial results of the divested Aramids Business are reflected in DuPont's interim Consolidated Financial Statements as discontinued operations, along with comparative periods.

On November 1, 2025, DuPont completed the separation of its semiconductor and interconnect solutions businesses (the "Electronics Business" and the separation of the Electronics Business, the "Electronics Separation") into an independent public company, Qnity Electronics, Inc. ("Qnity"), by way of the distribution to DuPont's stockholders of record as of October 22, 2025 of all the issued and outstanding common stock of Qnity on November 1, 2025 (the "Qnity Distribution"). As a result, the financial results of the divested Electronics Business are reflected in DuPont's interim Consolidated Financial Statements as discontinued operations for all periods.

FORWARD-LOOKING STATEMENTS

Certain statements in this document may be considered forward-looking statements, within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements often contain words such as “expect”, “anticipate”, “intend”, “plan”, “believe”, “seek”, “see”, “will”, “would”, “target”, “outlook”, “stabilization”, “confident”, “preliminary”, “initial”, “continue”, “may”, “could”, “project”, “estimate”, “forecast” and similar expressions and variations or negatives of these words. All statements, other than statements of historical fact, are forward-looking statements. Forward-looking statements address matters that are, to varying degrees, uncertain and subject to risks, uncertainties, and assumptions, many of which are beyond DuPont's control, that could cause actual results to differ materially from those expressed in any forward-looking statements.

Forward-looking statements are not guarantees of future results. Some of the important factors that could cause DuPont's actual results to differ materially from those projected in any such forward-looking statements include, but are not limited to (i) the ability to realize the intended benefits of the Electronics Separation and the Qnity Distribution, including achievement of the intended tax treatment and the contractual allocation to, and assumption by, Qnity of liabilities and obligations, including certain legacy liabilities, as well as the possibility of disputes, litigation or unanticipated costs in connection with the Electronics Separation and Qnity Distribution; (ii) the impact of the Aramids Divestiture on DuPont’s balance sheet, financial condition and future results of operations, as well as any post-closing adjustments, and disputes or unanticipated costs in connection with the Aramids Divestiture; (iii) risks and costs associated with per- and polyfluoroalkyl substances ("PFAS") and the related arrangement among DuPont, Corteva, Inc. and The Chemours Company to share certain eligible costs, including the outcome of pending or future litigation, which includes personal injury claims and natural resource damages claims; the extent and cost of ongoing or future remediation and other environmental obligations; the collectability or availability of indemnification, reimbursement or cost-sharing rights; and applicable changes in laws, regulations, or enforcement policies; (iv) the failure to realize expected benefits and effectively manage and achieve anticipated synergies and operational efficiencies in connection with completed and future, if any, divestitures, mergers, acquisitions and other portfolio-management, productivity and infrastructure actions; (v) risks and uncertainties outside the Company’s control that adversely affect the economic and operating environment in which DuPont, its customers and/or its suppliers operate, including inflationary or deflationary pressures, changes in interest rates, foreign currency exchange rates, credit availability, consumer and industrial demand, economic slowdowns or recessions, political and regulatory developments, international trade policies, geopolitical tensions and military conflicts, capital market volatility as well as pandemics, natural disasters, severe weather events and other disruptions; (vi) the availability and cost of raw materials, energy, transportation and logistics, including the Company’s ability to mitigate or offset cost increases, shortages, delays or other supply-chain disruptions through pricing, productivity initiatives, alternative sourcing or otherwise; (vii) risks and uncertainties associated with continuing or expanding geopolitical conflicts, trade disputes, sanctions, trade restrictions and responsive or retaliatory actions, including the imposition, modification, invalidation, reinstatement or replacement of tariffs, export controls, including on exports to China of U.S.-regulated products and technology, or other trade measures; (viii) other risks to DuPont’s business and operations, including cybersecurity, operational and impairment risks; (ix) risks and uncertainties associated with the timing, amount and completion of repurchases under the Company’s share repurchase authorization, including market conditions, the trading price of the Company’s common stock, alternative uses of capital, applicable legal requirements, associated costs and the possibility that repurchases may be reduced, suspended or discontinued prior to completion; (x) the effects of the Reverse Stock Split on the trading price, liquidity and marketability of the Company’s common stock and the Company’s ability to realize the intended benefits of the Reverse Stock Split; and (xi) other risk factors discussed in DuPont’s most recent annual report on Form 10-K and subsequent quarterly reports on Form 10-Q and current reports on Form 8-K filed with the U.S. Securities and Exchange Commission.

Unlisted factors may present significant additional obstacles to the realization of forward-looking statements. Consequences of material differences in results as compared with those anticipated in the forward-looking statements could include, among other things, business or supply chain disruption, operational problems, financial loss, legal liability to third parties and similar risks, any of which could have a material adverse effect on DuPont’s consolidated financial condition, results of operations, credit rating or liquidity. Undue reliance should not be placed on forward-looking statements, which speak only as of the date they are made. DuPont assumes no obligation to publicly provide revisions or updates to any forward-looking statements whether as a result of new information, future developments or otherwise, should circumstances change, except as otherwise required by securities and other applicable laws.