Dupont De Nemours Inc SEC Filings

Terrence R. Curtin, a director of DuPont de Nemours, Inc. (DD), reported an open-market acquisition on 08/29/2025. The Form 4 shows he acquired 422.5169 shares of DuPont common stock at a price of $76.92 per share, with the filing noting the acquisition includes shares received through dividend reinvestment. After the transaction, Mr. Curtin beneficially owned 30,966.5213 shares in total, including 7,500 shares held indirectly through family trusts.

The Form 4 was signed by Peter W. Hennessey by power of attorney on 09/03/2025. The filing lists Mr. Curtin's address in Wilmington, DE, and identifies his relationship to the issuer as a director.

Amy G. Brady, a director of DuPont de Nemours, Inc. (DD), reported a non-derivative purchase of common stock on 08/29/2025. The Form 4 shows an acquisition of 105.6292 shares at a price of $76.92 per share, bringing her total reported beneficial ownership to 19,274.5372 shares, held directly. The filing includes a disclosure that the total includes shares acquired through dividend reinvestment. The filing was submitted with a signature dated 09/03/2025 by Peter W. Hennessey by power of attorney.

DuPont announced a definitive agreement to sell its Aramids business (Kevlar4 and Nomex4) to Arclin for an enterprise value of approximately $1.8 billion. Under the Transaction Agreement, DuPont will receive roughly $1.2 billion in pre-tax cash at closing (subject to customary adjustments), a $300 million note receivable, and a non-controlling common equity stake in the combined Arclin business currently valued at $325 million, expected to represent about a 17.5% ownership at closing. The agreement is conditioned on customary closing requirements, including regulatory approvals in multiple non-U.S. jurisdictions and satisfactory representations, warranties and performance by the parties.

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.

Edward D. Breen, Executive Chair and director of DuPont de Nemours (DD), reported changes in his beneficial ownership of common stock. On 08/12/2025 he received 13,754 shares as annuity payments from prior 2021 GRATs and through dividend reinvestment, bringing his post-transaction holdings to 165,405.7751 shares. On 08/20/2025 he recorded a disposition of 28,111 shares related to funding a new GRAT (2025-7), leaving 137,294.7511 shares beneficially owned. The filing notes the 13,754 shares were received at no cash price and the 28,111 shares were disposed of at no cash price. The report was submitted by power of attorney.

DuPont de Nemours (DD) filed an 8-K describing contingent outcomes tied to a planned Spin-Off involving Qnity. The filing states that if the Spin-Off is not consummated by the earlier of March 31, 2026 or the date Qnity notifies parties that the Spin-Off will not occur, or if not completed within two business days of gross proceeds being released from escrow, then the Notes will be subject to a special mandatory redemption. The filing also states that the Unsecured Notes will be jointly and severally and unconditionally guaranteed on a senior unsecured basis by each Qnity subsidiary that is a borrower or guarantor under Qnity's Credit Facilities. The document is signed by Michael G. Goss, Vice President and Controller, dated August 15, 2025.

DuPont de Nemours announced that its wholly owned subsidiary, Qnity Electronics, priced an offering of debt securities consisting of $1.0 billion aggregate principal amount of 5.750% Senior Secured Notes due 2032 and $750 million aggregate principal amount of 6.250% Senior Notes due 2033. The Notes were priced at 100.000% of their principal amount and are being offered under Rule 144A and Regulation S.

The offering is being made in connection with DuPont's previously announced plan to separate its electronics business through a pro rata distribution of Qnity common stock to DuPont stockholders. The offering is expected to close on August 15, 2025, subject to customary closing conditions, and the Notes and related guarantees have not been registered under the Securities Act.

DuPont and its wholly owned subsidiary Qnity Electronics announced an offering of approximately $1.5 billion aggregate principal amount of senior secured notes and $1.0 billion aggregate principal amount of senior unsecured notes, to be offered under Rule 144A and Regulation S. The offering is being made in connection with DuPont's previously announced plan to separate its electronics business by distributing Qnity common stock pro rata to DuPont stockholders. A press release describing the offering is furnished as Exhibit 99.1 and is furnished, not filed, for certain Exchange Act purposes.

DuPont de Nemours, Inc. (DD) Q2-25 10-Q highlights

• Net sales rose 2.7% YoY to $3.26 bn; six-month sales up 3.6% to $6.32 bn.
• Continuing ops profitability improved: operating EPS (basic) $0.54 vs $0.40; operating income before tax $306 m vs $296 m.
• Discontinued ops drag: $168 m loss in Q2 and $202 m YTD tied largely to PFAS-related MOU and New Jersey litigation.
• Bottom line: Q2 net income fell 62% to $70 m; GAAP EPS $0.14 vs $0.43. 1H-25 shows $512 m loss, driven by a $768 m goodwill impairment on Aramids reporting unit.
• Cash flow: 1H operating cash $763 m (-25% YoY); capex $365 m; free cash flow ≈$398 m.
• Balance sheet: Cash $1.84 bn, debt $7.18 bn (ST & LT); equity $23.5 bn; net leverage ~0.2× EBITDA (company data).
• Strategic actions: targeting 1 Nov 2025 spin-off of ElectronicsCo (to be named Qnity Electronics); 2025 segment realignment now reports ElectronicsCo and IndustrialsCo separately.
• Restructuring: $49 m charges YTD for separation-related program (target $100 m through 2026); 2023-24 program largely complete.
• Legal & tax: PFAS cost-sharing and New Jersey matters continue; effective tax rate Q2 22.2% vs 40.5%.

Outlook: Management reiterates separation timeline; near-term focus on margin expansion, cash generation and litigation management.