What were the key takeaways from DuPont de Nemours’s earnings call?

What is DuPont de Nemours's latest dividend and current dividend yield?

What does DuPont de Nemours do and what are its main business segments?

What is DuPont de Nemours's gross profit margin?

What factors drove the changes in DuPont de Nemours's revenue and profit?

What were the key takeaways from DuPont de Nemours's earnings call?

What guidance did DuPont de Nemours's management provide for the next earnings period?

Did DuPont de Nemours beat or miss consensus estimates last quarter?

- **2026 Organic Growth Target**: 3-4% with healthcare/water outperforming at 5%. 
- **Balance Sheet Strength**: $1B cash, 1.7x net debt/EBITDA. 
- **M&A Focus**: Healthcare CDMO and water filtration. 
- **Margin Expansion**: 150-200bp over 3 years. 
- **China Water Expansion**: Local RO capacity added. 
- **Construction Market**: Q4 flat, 2026 Shelter -3% to -4%. 
- **GICS Reclassification**: 10-K filing to reflect new portfolio.

**【CEO Summary Section】**
- Organic sales growth of 2% year-over-year, driven by healthcare and water businesses. Q3 revenue of $3.1 billion, with healthcare and water contributing 50% of total sales. 
- Targeting 3-4% organic growth in 2026, with healthcare and water expected to outperform diversified industrials. 
- Completed $2 billion share repurchase authorization and $500 million ASR to reduce leverage. 
- New leadership appointed for healthcare business to accelerate growth in medical packaging and biopharma. 

**【CFO Financial Commentary】**
- Q3 GAAP net income of $420 million, Non-GAAP EPS of $1.08 (vs. $1.02 consensus). 
- Operating EBITDA margin of 25.6%, up 30 basis points YoY. 
- Full year 2025 guidance raised to $1.6 billion operating EBITDA and $2.02 EPS. 
- 2026 capital allocation focused on M&A in healthcare and water. 

**【Q&A Key Highlights】**
- Balance sheet strength ($1 billion cash, 1.7x net debt/EBITDA). 
- 2026 M&A pipeline prioritizing healthcare CDMO and water filtration. 
- Construction market expected to remain flat in Q4. 
- Targeting 150-200 basis points margin expansion over 3 years. 
- GICS reclassification progress with 10-K filing to reflect new portfolio. 
- China RO acquisition to support local demand in Asia. 
- 2026 Shelter business expected to be down 3-4% YoY. 
- 2026 Industrial Technologies segment targeting low single-digit growth.

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