NYSE$DD

DuPont de Nemours Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

DuPont's Q1 2024 financial performance exceeded expectations, driven by strong volumes and operational execution.

DuPont reported a decrease in net sales by 3% to $2.9 billion, with a 6% organic sales decline. However, the company's financial results exceeded expectations due to better-than-expected volumes and a focus on operational execution and cost discipline. The electronics market showed continued recovery, particularly in Semiconductor Technologies and Interconnect Solutions. DuPont raised its full-year 2024 guidance for net sales, operating EBITDA, and adjusted EPS.

  • Net sales decreased 3% to $2.9 billion; organic sales decreased 6% year-over-year.
  • GAAP Income from continuing operations was $183 million; operating EBITDA was $682 million.
  • GAAP EPS from continuing operations was $0.41; adjusted EPS was $0.79.
  • Cash provided by operating activities from continuing operations was $493 million; adjusted free cash flow was $286 million.

Headline financials

Total Revenue

$2.93B

Previous: $3.02B-2.9%
EPS (adj)

$0.79

Previous: $0.84-6.0%
Capital Expenditures

-$207M

No prior period
Free Cash Flow

$189M

Previous: $257M-26.5%
Net Income

$189M

Previous: $257M-26.5%
Operating Income

-$2.61B

Previous: -$2.69B+3.0%
Gross Profit

$1.01B

Previous: $1.04B-2.1%
Cash & Equivalents

$1.93B

Previous: $3.53B-45.1%
Total Assets

$37.7B

Previous: $41.2B-8.5%
R&D Expense

$125M

No prior period

Revenue & EPS history

DuPont · Revenue · Quarterly

$2.93B

Q1 2024-2.9%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

DuPont is raising its financial guidance for the year for net sales, operating EBITDA and adjusted EPS.

Tailwinds

  • Expect sequential sales and earnings improvement.
  • Driven by favorable seasonality.
  • Driven by continued electronics recovery.
  • Driven by reduced channel inventory destocking in industrial-based end-markets including water and medical packaging.
  • Year-over-year sales and earnings growth assumed in the second half of 2024 is expected to be driven by further electronics market recovery and a return to volume growth in W&P.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.8%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.0%

Avg return

30 days after

63%

40 / 64 earnings

Positive

+12.5%

Q3 2021

Best reaction

-11.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%+9.6%+4.0%
Q4 2025+4.9%+6.6%-3.7%
Q3 2025-1.1%+1.9%+2.2%
Q1 2025+1.7%-2.3%+1.1%
Q4 2024+6.8%+9.2%-1.8%
Q3 2024+3.0%+2.8%-0.1%
Q2 2024+2.8%-3.2%+4.8%
Q1 2024+7.2%+8.3%+13.3%
Q4 2023+8.6%-15.0%-6.3%
Q3 2023-6.5%-4.6%-0.6%
Q2 2023+0.1%+1.3%+1.2%
Q1 2023-7.2%-5.6%-2.8%
Q4 2022+6.3%+4.8%-2.1%
Q3 2022+8.6%+14.7%+13.1%
Q2 2022-3.4%-2.2%-8.3%
Q1 2022+4.4%-0.7%+4.4%
Q4 2021+8.1%+5.2%-4.4%
Q3 2021+12.5%+12.9%+5.7%
Q2 2021-0.5%+1.9%-1.0%
Q1 2021+3.4%+5.8%+9.1%
Q4 2020-7.2%-2.3%-14.3%
Q3 2020+1.7%+6.6%+15.4%
Q2 2020-3.7%-4.3%+3.0%
Q1 2020-1.5%+4.9%+22.9%
Q4 2019-11.3%-8.6%-25.6%
Q3 2019+6.2%+10.4%-1.2%
Q2 2019-4.3%-5.0%-5.9%
Q1 2019-6.5%-13.9%-18.2%
Q4 2018-9.8%-8.5%-10.0%
Q3 2018+7.1%+7.6%+7.3%
Q2 2018-1.7%+0.3%+3.2%
Q1 2018+1.5%+1.2%+4.2%
Q4 2017-6.2%-4.9%-9.5%
Q3 2017-3.0%-3.0%-3.2%
Q2 2017+0.3%-0.8%-2.8%
Q1 2017+2.4%-0.0%-3.5%
Q4 2016+5.4%+7.3%+10.9%
Q3 2016-0.9%-0.6%-0.3%
Q2 2016+0.7%+0.8%+1.4%
Q1 2016+2.0%
Q4 2015-1.8%
Q3 2015+1.8%
Q2 2015+3.9%
Q1 2015-0.1%
Q4 2014-3.4%
Q3 2014+1.9%
Q2 2014+3.9%
Q1 2014+0.5%
Q4 2013+3.8%
Q3 2013-0.8%
Q2 2013-0.6%
Q1 2013+3.8%
Q4 2012+4.5%
Q3 2012+1.3%
Q2 2012+0.0%
Q1 2012+1.0%
Q4 2011+3.6%
Q3 2011-9.4%
Q2 2011+1.5%
Q1 2011+1.7%
Q4 2010+2.1%
Q3 2010+1.8%
Q2 2010-3.7%
Q1 2010+1.8%

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