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DuPont Beats Expectations, Spins Off Electronics Biz
6 Aug
Summary
- DuPont posts strong Q2 results, raises full-year outlook
- Electronics unit revenue up 6%, driven by AI tech demand
- Spinoff of electronics business on track for Nov. 1 completion
On August 6, 2025, DuPont, the chemicals and materials manufacturer, announced strong second-quarter results that exceeded analysts' expectations. The company reported adjusted earnings per share of $1.12 on revenue of $3.26 billion, up 3% year-over-year.
The performance was driven by robust demand, particularly in DuPont's ElectronicsCo unit, which saw a 6% revenue increase to $1.17 billion. This was fueled by growing demand for artificial intelligence technology applications. The company's IndustrialsCo segment also saw a 1% revenue increase to $2.09 billion, driven by growth in Healthcare & Water Technologies sales.
As a result of the strong performance, DuPont has increased its full-year outlook, which now incorporates a lower anticipated impact from tariffs. The company now expects 2025 adjusted EPS of approximately $4.40, with a $0.04 per share impact from an estimated $20 million tariff headwind.
Notably, DuPont CEO Lori Koch confirmed that the planned spinoff of the company's electronics business remains on track to be completed as planned on November 1, 2025.
