DuPont Q3 FY2026: organic growth, EPS beat, guidance raised
DuPont beat on adjusted EPS and raised FY2026 guidance, with organic sales up 5.0% and gross margin at 35.7%. The catch is a Q4 guide that implies revenue and EPS below Q3, plus data reconciliation flags on net income, GAAP EPS and payables. Read the quarter as strong operating execution with less clean reported figures.
1 · Expected vs. Actual
Free preview belowAdjusted EPS was $2.09 versus the $1.9238 consensus, a beat of about 8.6%. GAAP diluted EPS was $0.91, while GAAP EPS from continuing operations was $1.24; the difference is the discontinued-operations loss. Prior-year adjusted EPS was $1.29, so adjusted EPS grew 62.0%.
Revenue was $1.868 billion, up 4.1% from $1.795 billion a year earlier. Organic sales rose 5.0%, with currency a 1.0% headwind. Gross margin was 35.7%, up from 34.3% in the prior-year quarter.
Management raised guidance: Q4 net sales about $1.825 billion, full-year 2026 net sales about $7.19 billion, Q4 operating EBITDA about $455 million and full-year about $1.785 billion. Q4 adjusted EPS is guided to $1.90-$1.95 and full-year to $7.47-$7.52, which the company says is at or above the high end of prior guidance.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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