Dupont De Nemours Inc Stock Price, News & Analysis

DuPont (NYSE: DD) announced a significant milestone in its planned separation into two independent, publicly traded companies. The SEC declared effective the Form 10 Registration Statement filed by Qnity Electronics on September 30, 2025.

This effectiveness marks the completion of the SEC's review process and represents one of the final steps before the separation. The company confirms the separation remains on schedule for November 1, 2025, pending final approval from DuPont's board of directors and other customary conditions.

DuPont (NYSE: DD) announced the final results of its exchange offers and consent solicitations for three series of senior notes. For the 4.725% Notes due 2028, $1.58 billion (70.42%) of the outstanding principal was tendered. The company received sufficient consents to amend the indenture for the 2028 Notes.

For the 5.319% Notes due 2038 and 5.419% Notes due 2048, $226 million (22.60%) and $295 million (13.71%) were tendered respectively. The exchange offers provide $1,000 principal amount of new notes and $2.50 in cash for each $1,000 of existing notes. Settlement is expected on October 2, 2025.

Qnity (NYSE:DD), DuPont's Electronics business, will showcase its new brand and product portfolio at SEMICON West from October 7-9, 2025 in Phoenix, Arizona. This appearance comes ahead of DuPont's planned spin-off of its electronics business, scheduled for November 1, 2025, which will establish Qnity Electronics as one of the largest global solutions providers for the semiconductor value chain.

The event will feature CEO-elect Jon Kemp delivering a keynote speech at the CEO Summit, new product launches for advanced semiconductor fabrication, and a technology showcase at booth #961. Additionally, the company will celebrate the 50th anniversary of the Kalrez® brand and recognize two team members who won the SEMICON West 20 Under 30 Award.

DuPont (NYSE:DD) has signed an agreement to acquire Sinochem (Ningbo) RO Memtech to expand its FilmTec™ reverse osmosis manufacturing presence in China and Asia Pacific. The acquisition will establish DuPont's third RO manufacturing facility, located in Zhejiang Province, China, complementing existing facilities in Minnesota, USA, and Jubail, Saudi Arabia.

The strategic acquisition aims to enhance local production capabilities, reduce lead times, and strengthen supply chain reliability for FilmTec™ elements used in industrial water purification. The transaction is expected to close in Q4 2025. The facility has already been qualified to manufacture FilmTec™ reverse osmosis elements at DuPont's quality standards.

DuPont (NYSE: DD) has announced a significant corporate action with the board of directors setting October 22, 2025 as the record date for the planned spin-off of its Electronics business unit, Qnity Electronics. The record date will determine which DuPont shareholders are eligible to receive shares in the new standalone company.

Qnity Electronics (NYSE:DD), currently part of DuPont, hosted its inaugural Investor Day to outline its strategic vision ahead of its planned separation into an independent company on November 1, 2025. The company will be listed on NYSE under ticker "Q".

As a pure-play technology solutions provider, Qnity holds a dominant position in the semiconductor value chain with two-thirds of its portfolio tied to semiconductors. The company serves ~80% of the total semiconductor market with a $30 billion total addressable market. Its portfolio includes chip fabrication, advanced packaging, and thermal management solutions, with ~90% unit-driven consumables.

Under the leadership of CEO-Elect Jon Kemp and CFO-Elect Matt Harbaugh, Qnity aims to capitalize on the semiconductor industry's projected growth to $1 trillion by decade's end, leveraging its strong balance sheet and robust free cash flow for balanced capital allocation.

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.