DuPont to Sell Aramids (Kevlar®/Nomex®) in ~$1.8B Transaction

DuPont agreed to sell its Aramids business (Kevlar® and Nomex®) to Arclin, a portfolio company of an affiliate of TJC, L.P., in a transaction valuing the business at approximately $1.8 billion.

Rhea-AI Filing Summary

DuPont agreed to sell its Aramids business (Kevlar® and Nomex®) to Arclin, a portfolio company of an affiliate of TJC, L.P., in a transaction valuing the business at approximately $1.8 billion. At closing DuPont is expected to receive approximately $1.2 billion in pre-tax cash proceeds (subject to customary adjustments), a $300 million note receivable, and a non-controlling common equity stake in the combined Arclin business currently valued at about $325 million (approximately 17.5% at closing). The sale is conditioned on customary closing conditions, including regulatory approvals. The information is disclosed in a press release embedded in the company’s 8-K filing.

Positive

• Significant proceeds: DuPont will receive approximately $1.2 billion in pre-tax cash, strengthening near-term liquidity.
• Retained upside: A $300 million note receivable plus a non-controlling equity stake valued at ~$325 million (~17.5%) preserve potential future returns.
• Clear valuation: The Aramids business is valued at approximately $1.8 billion, providing transparent consideration for the divestiture.

Negative

• Closing conditions: The sale is subject to customary closing conditions, including regulatory approvals, creating execution risk.
• Price adjustments: Cash proceeds are subject to customary transaction adjustments which may reduce net proceeds.
• Minority position: The ~17.5% non-controlling equity interest limits DuPont's influence over the future Arclin business and its governance.

Insights

M&A Specialist

TL;DR: Divestiture monetizes a specialized assets portfolio while retaining upside through a minority equity stake.

The transaction converts DuPont's Aramids business into diversified consideration: majority cash, a sizeable note receivable, and a minority equity position in the combined Arclin business. Receiving $1.2 billion in cash improves near-term liquidity and deleverages asset exposure, while the $300 million note and ~17.5% stake preserve upside if the business performs post-close. The valuation at ~$1.8 billion appears to reflect both enterprise value and retained economic interest. Material closing conditions, including regulatory approvals and customary purchase price adjustments, create execution risk until closing is achieved.

Corporate Finance Analyst

TL;DR: The mix of cash, debt instrument, and minority equity balances immediate capital and potential future returns, with execution risk from approvals and adjustments.

From a financial perspective, the allocation—~67% cash, ~17% note, ~16% equity—provides DuPont with immediate liquidity while keeping exposure to future upside via minority ownership and a receivable. The $1.2 billion cash proceeds are noted as pre-tax and subject to customary adjustments, which could affect net proceeds. The non-controlling equity interest limits DuPont's governance influence and cash flow entitlements, so future economic benefits depend on Arclin's performance and any dilution or integration outcomes. Regulatory approvals are a key outstanding condition that could affect timing or terms.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did DuPont (DD) announce in the 8-K about its Aramids business?

DuPont announced an agreement to sell its Aramids business (Kevlar® and Nomex®) to Arclin for a transaction value of approximately $1.8 billion.

How will DuPont be paid for the Aramids sale?

At closing DuPont is expected to receive approximately $1.2 billion in pre-tax cash, a $300 million note receivable, and a $325 million non-controlling common equity interest (~17.5%).

Are there any conditions to closing the transaction?

Yes, the transaction is subject to customary closing conditions, including the receipt of regulatory approvals and customary transaction adjustments.

Will DuPont retain any ownership in the Aramids business after the sale?

Yes, DuPont will hold a non-controlling common equity interest in the future Arclin company expected to represent about 17.5% at closing.

Is the cash amount final?

The disclosed $1.2 billion is pre-tax and stated as subject to customary transaction adjustments, so the final cash proceeds may differ.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/29/2025 - 07:09 AM Learn about SEC filing dates

false 0001666700 0001666700 2025-08-29 2025-08-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 29, 2025 (August 29, 2025)

DuPont de Nemours, Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-38196		81-1224539
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

974 Centre Road, Building 730 Wilmington, DE		19805
(Address of principal executive offices)		(Zip Code)

(302) 295-5783

(Registrant’s Telephone Number, Including Area Code)

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.01 per share		DD		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

On August 29, 2025, DuPont de Nemours, Inc., a Delaware corporation (the “Company” or “DuPont”) entered into a Transaction Agreement (the “Transaction Agreement”) with Arclin, a portfolio company of an affiliate of TJC, L.P., pursuant to which, subject to the satisfaction of the customary closing conditions, including the receipt of regulatory approvals, set forth in the Transaction Agreement, DuPont has agreed to sell to Arclin the Company’s Aramids business (Kevlar^® and Nomex^®) in a transaction valuing the business at approximately $1.8 billion. At the closing of the transaction, DuPont will receive pre-tax cash proceeds of approximately $1.2 billion, subject to customary transaction adjustments, a note receivable of $300 million, and a non-controlling common equity interest in the future Arclin company currently valued at $325 million, which is expected to represent an approximate 17.5% stake at the time of the closing.

On August 29, 2025, the Company issued a press release announcing the execution of the Transaction Agreement. A copy of the press release is filed as Exhibit 99.1 hereto and is incorporated herein by reference.

The information contained in this report, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed filed for purposes of Section 18 of the Exchange Act or otherwise subject to the liabilities of Section 18. Furthermore, the information contained in this report shall not be deemed to be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.		Description
99.1		Press Release, dated August 29, 2025.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DUPONT DE NEMOURS, INC.
By:		/s/ Erik T. Hoover
Name:		Erik T. Hoover
Title:		Senior Vice President and General Counsel

Date: August 29, 2025