DuPont Reaffirms 2025 Revenue and EBITDA Forecasts, Sees 31.35% Upside

DuPont reaffirms its 2025 revenue and EBITDA forecasts, projecting revenues between $12.8 billion and $12.9 billion and operating EBITDA of $3.33 billion to $3.38 billion. The company maintains its guidance despite existing challenges and excludes financial impacts from tariffs. Analysts forecast an average target price of $86.76, indicating a 31.35% upside from the current price. DuPont reported Q1 revenue of $3.1 billion, a 7% increase YoY, and operating EBITDA of $807 million, up 13% YoY.

DuPont De Nemours Inc. (DD) has reaffirmed its 2025 financial projections, projecting revenues between $12.8 billion and $12.9 billion and operating EBITDA of $3.33 billion to $3.38 billion. The company maintained its guidance despite existing challenges and excluded financial impacts from tariffs. Analysts forecast an average target price of $86.76, indicating a 31.35% upside from the current price.

DuPont reported Q1 2025 revenue of $3.1 billion, a 7% increase year-over-year (YoY), and operating EBITDA of $807 million, up 13% YoY. The company’s earnings per share (EPS) of $1.03 surpassed the forecast of $0.96 by $0.07, representing a 7.29% positive surprise. The revenue also exceeded expectations by $20 million, indicating strong operational performance.

Following the announcement, DuPont’s stock rose modestly by 0.62% in pre-market trading, reaching $66.46. The stock price increase reflects positive investor sentiment driven by the earnings beat and strategic initiatives such as the upcoming Qunity spin-off. Analysts have a consensus recommendation of 1.5 (Strong Buy), with targets ranging from $47 to $116.

DuPont’s CEO Elect, John Kemp, emphasized the potential of AI adoption and the company’s focus on healthcare and water businesses. The company remains committed to mitigating tariff impacts, with estimated costs of $60 million offset by strategic actions. The spin-off of the Electronics business, named Qunity, is expected to be completed by November 1, 2025.

[1] https://www.investing.com/news/transcripts/earnings-call-transcript-dupont-q1-2025-earnings-beat-expectations-93CH-4020073