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DuPont de Nemours, Inc.

For the period ended Sep 30, 2026. Filed Nov 3, 2026.

View on SEC.gov

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 3, 2026

DD$155.14+5.9%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Segment Results

The Company's measure of profit/loss for segment reporting purposes is Operating EBITDA as this is the manner in which the Company's chief operating decision maker ("CODM") assesses performance and allocates resources. The Company defines Operating EBITDA as earnings (i.e., "Income from continuing operations before income taxes") before interest, depreciation, amortization, non-operating pension / other post-employment benefits ("OPEB") / charges, and foreign exchange gains / losses, excluding costs related to activities the Company will or continues to undertake post-closing of the Aramids Divestiture and Electronics Separation, and for which it is or will be reimbursed ("Future Reimbursable Indirect Costs"), environmental remediation costs, including certain investigate, remediate and restoration costs, associated with discontinued or divested operations, businesses or product lines ("Corporate DDOB Remediation Costs"), and is adjusted for significant items.

Healthcare & Water Technologies

Healthcare & Water TechnologiesThree Months EndedNine Months Ended
In millionsSeptember 30, 2026September 30, 2025September 30, 2026September 30, 2025
Net sales$865$832$2,527$2,412
Operating EBITDA$263$246$765$717
Healthcare & Water TechnologiesThree Months EndedNine Months Ended
Percentage change from prior yearSeptember 30, 2026September 30, 2026
Change in Net Sales from Prior Period due to:
Organic Sales14%4%
Currency—1
Portfolio & other——
Total4%5%
  1. Organic sales (which includes both volume and selling price impacts), is defined as the change in net sales, absent the impacts from currency and portfolio. DuPont believes this information is useful to investors and management in understanding ongoing operations and in analysis of ongoing operating trends.

Healthcare & Water Technologies net sales were $865 million for the three months ended September 30, 2026, up 4 percent from $832 million for the three months ended September 30, 2025. Net sales increased due to 4 percent organic sales growth. Organic sales growth in Healthcare & Water Technologies was driven by growth in personal protection and medical packaging in Healthcare Technologies and strength in industrial water, semiconductor and specialty markets within Water Technologies, partially offset by the continued disruptions in the Middle East. Third quarter 2025 includes an approximately $15 million benefit from order timing related to system cut-over activities in advance of the Electronics Separation.

Operating EBITDA was $263 million for the three months ended September 30, 2026, up 7 percent compared with $246 million for the three months ended September 30, 2025, primarily driven by the impact of organic growth and manufacturing productivity.

Healthcare & Water Technologies net sales were $2,527 million for the nine months ended September 30, 2026, up 5 percent from $2,412 million for the nine months ended September 30, 2025. Net sales increased due to 4 percent organic sales growth and a 1 percent increase from favorable currency impacts. Organic sales growth in Healthcare & Water Technologies was driven by organic sales increases within Healthcare Technologies. Within Healthcare Technologies, organic sales growth was driven by broad-based growth in medical packaging and biopharma end-markets. Organic sales were about flat in Water Technologies as strength in industrial water and semiconductor markets was offset by the continued disruptions in the Middle East. The favorable currency impact reflected the weakening of the U.S. dollar compared to the Euro. Third quarter 2025 includes an approximately $15 million benefit from order timing related to system cut-over activities in advance of the Electronics Separation.

Operating EBITDA was $765 million for the nine months ended September 30, 2026, up 7 percent compared with $717 million for the nine months ended September 30, 2025, primarily driven by the impact of organic growth and manufacturing productivity.

Diversified Industrials

Diversified IndustrialsThree Months EndedNine Months Ended
In millionsSeptember 30, 2026September 30, 2025September 30, 2026September 30, 2025
Net sales$1,003$963$2,841$2,744
Operating EBITDA$242$219$655$603
Diversified IndustrialsThree Months EndedNine Months Ended
Percentage change from prior yearSeptember 30, 2026September 30, 2026
Change in Net Sales from Prior Period due to:
Organic Sales15%3%
Currency(1)1
Portfolio & other——
Total4%4%
  1. Organic sales (which includes both volume and selling price impacts), is defined as the change in net sales, absent the impacts from currency and portfolio. DuPont believes this information is useful to investors and management in understanding ongoing operations and in analysis of ongoing operating trends.

Diversified Industrials net sales were $1,003 million for the three months ended September 30, 2026, up 4 percent from $963 million for the three months ended September 30, 2025. Net sales increased due to 5 percent organic sales growth and a 1 percent unfavorable currency impact. Within Industrial Technologies, organic sales growth was driven by strength in aerospace markets coupled with growth in electric vehicle battery applications. In Building Technologies, organic sales growth was led by growth in North America and Asia Pacific. The unfavorable currency impact reflected the strengthening of the U.S. dollar compared to the Japanese Yen. Third quarter 2025 includes an approximately $15 million benefit from order timing related to system cut-over activities in advance of the Electronics Separation.

Operating EBITDA was $242 million for the three months ended September 30, 2026, up 11 percent compared with $219 million for the three months ended September 30, 2025, primarily driven by organic growth and manufacturing productivity.

Diversified Industrials net sales were $2,841 million for the nine months ended September 30, 2026, up 4 percent from $2,744 million for the nine months ended September 30, 2025. Net sales increased due to 3 percent organic sales growth and a 1 percent increase from favorable currency impacts. In Industrial Technologies, organic sales growth was driven by strength in aerospace markets. Organic sales growth in Building Technologies was led by growth in Asia Pacific. The favorable currency impact reflected the weakening of the U.S. dollar compared to the Euro, primarily in the first quarter of 2026. Third quarter 2025 includes an approximately $15 million benefit from order timing related to system cut-over activities in advance of the Electronics Separation.

Operating EBITDA was $655 million for the nine months ended September 30, 2026, up 9 percent compared with $603 million for the nine months ended September 30, 2025, primarily driven by organic growth, manufacturing productivity and favorable mix.

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