Dupont De Nemours Inc Stock Price, News & Analysis

Qnity Electronics, set to separate from DuPont (NYSE: DD) on November 1, 2025, will host its inaugural Investor Day on September 18, 2025. The company's leadership will present its strategy as an independent semiconductor technology solutions provider.

Key financial projections include 2025 estimated net sales of $4.6B (up ~7% from 2024), adjusted pro forma operating EBITDA of $1.4B (up ~11%), and adjusted free cash flow exceeding $600M. The company's 3-year objectives through 2028 target an organic net sales CAGR of 6-7%, EBITDA growth CAGR of 7-9%, and maintaining net debt leverage below 3.0x.

DuPont (NYSE: DD) unveiled its strategic transformation plan during its 2025 Investor Day, highlighting its evolution into a simplified, focused multi-industrial company following the planned spin-off of Qnity Electronics on November 1, 2025. The company presented medium-term financial targets through 2028, including 3-4% organic sales growth CAGR and 150-200 basis points improvement in operating EBITDA margin.

DuPont recast its 2025 guidance to reflect discontinued operations, projecting Q3 2025 net sales of $2.98 billion and operating EBITDA of $805 million. For full year 2025, the company estimates net sales of $6.865 billion and operating EBITDA of $1.575 billion. The guidance reflects the impact of both the Aramids business divestiture and the upcoming Qnity Electronics spin-off.

DuPont (NYSE: DD) has announced amendments to its previously announced exchange offers and consent solicitations for three series of senior notes: 4.725% Notes due 2028, 5.319% Notes due 2038, and 5.419% Notes due 2048. The key amendment changes the consideration structure, allowing all eligible holders to receive the Total Consideration of $950 principal amount of New Notes plus $50 principal amount and $2.50 in cash for each $1,000 of existing notes, regardless of tender timing.

For the 2028 Notes, DuPont has received the required consents and executed a supplemental indenture. If insufficient consents are received for 2038 and 2048 Notes, DuPont plans to waive the minimum tender condition and accept up to $400 million for 2038 Notes and $860 million for 2048 Notes, subject to proration. The exchange offers will expire on September 30, 2025.

DuPont (NYSE:DD) has secured a significant legal victory as Dawnsens New-Materials Co. (Dangs) voluntarily agreed to a 10-year exclusion order approved by the International Trade Commission (ITC). The order prohibits Dangs from selling and importing materials related to DuPont's Tyvek® products into the United States, following allegations of trade secret misappropriation.

The case, initiated in October 2024, involved DuPont's claims of trade secret misappropriation and trademark infringement. The consent order is now being enforced by the ITC and U.S. Customs and Border Protection, with immediate effect. While litigation against Dangs has concluded, the ITC investigation continues for remaining respondents.

DuPont (NYSE:DD) and Qnity Electronics have announced their upcoming Investor Days, scheduled for September 18, 2025. DuPont will host its presentation at 9:00 a.m. ET, focusing on the company's future following the planned separation of Qnity Electronics. Subsequently, Qnity will hold its own Investor Day at 2:00 p.m. ET, introducing itself as a future standalone public company.

Both events will feature management presentations and Q&A sessions, with live video webcasts available on their respective investor relations websites. Presentation materials will be posted online, and replay access will be provided after the events.

DuPont (NYSE: DD) has launched exchange offers for three series of outstanding senior notes in connection with its planned electronics business separation. The exchange offers include the 4.725% Notes due 2028 ($2.25B outstanding), 5.319% Notes due 2038 ($1B outstanding), and 5.419% Notes due 2048 ($2.15B outstanding).

Holders who tender by the Early Participation Date of September 15, 2025, will receive the Total Consideration of $1,000 principal amount of New Notes and $2.50 in cash per $1,000 of existing notes. The exchange offers expire on September 30, 2025.

If the electronics business separation (creating Qnity Electronics) completes by March 31, 2026, DuPont will mandatorily redeem $2.16B total principal amount across the three new note series at specified redemption prices.

Arclin has entered into a definitive agreement to acquire DuPont's (NYSE:DD) Aramids business, including the iconic Kevlar® and Nomex® brands, for $1.8 billion. The transaction, expected to close in Q1 2026, will significantly expand Arclin's portfolio into aerospace, electrical infrastructure, electric vehicles, personal protection, and defense sectors.

The acquisition includes approximately 1,900 employees and will strengthen Arclin's global market presence. The deal will combine Arclin's existing expertise in construction and infrastructure with Kevlar® and Nomex®'s proven protective technologies, creating opportunities for innovation and market expansion.

Arclin has announced a definitive agreement to acquire DuPont's (NYSE:DD) Aramids business, including the iconic Kevlar® and Nomex® brands, for $1.8 billion. The acquisition will significantly expand Arclin's portfolio into aerospace, electrical infrastructure, electric vehicles, personal protection, and defense sectors.

The transaction, expected to close in Q1 2026, includes approximately 1,900 employees and will strengthen Arclin's global market presence. The deal will complement Arclin's existing positions in construction, infrastructure, weather and fire protection, and transportation markets, while leveraging the innovative technologies of both companies.

DuPont (NYSE: DD) has announced the sale of its Aramids business (Kevlar® and Nomex®) to Arclin for $1.8 billion. The transaction structure includes $1.2 billion in cash, a $300 million note receivable, and a 17.5% equity stake valued at $325 million in the future Arclin company.

The Aramids business, which generated net sales of $1.3 billion in 2024, includes approximately 1,900 employees and five manufacturing sites. The deal is expected to close in Q1 2026, subject to regulatory approval. This divestiture will not affect DuPont's planned separation of its electronics business (Qnity), scheduled for November 1, 2025.