Every material Form 8-K DuPont has filed with the SEC since March 17, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
DuPont de Nemours, Inc. reported third-quarter 2026 net sales of $1.9 billion and GAAP EPS from continuing operations of $1.24, exceeding its prior guidance. Driven by organic growth and strong operating leverage, management raised its full-year 2026 financial guidance.
Net sales of $1.9 billion increased 4% year-over-year, with organic sales up 5%.
GAAP EPS from continuing operations was $1.24, and adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 guidance was raised to approximately $7.19 billion in net sales and $7.47 to $7.52 in adjusted EPS.
The company completed a $250 million accelerated share purchase in the third quarter of 2026.
On September 9, 2026, DuPont, Chemours and Corteva entered a settlement with the State of North Carolina and 11 local entities to resolve PFAS-related claims, including claims tied to the Fayetteville Works facility and AFFF-related contamination. The settlement is subject to entry of orders dismissing the covered claims, and DuPont recorded a probable loss of about $125 million in the second quarter of 2026, which the press release says is materially covered by existing accruals.
Aggregate cash payment of $455 million to the plaintiffs, payable over 15 years, shared under the 2021 MOU; $18 million is attributed to PFAS contamination unrelated to Fayetteville Works.
DuPont recorded a probable loss of about $125 million in Q2 2026 within discontinued operations, before Qnity Electronics' reimbursement of 44% of DuPont's share.
DuPont and Corteva will establish a $135 million Reserve Fund, accessible only if Chemours fails to perform under its 2019 Consent Order with the State.
Future MOU escrow contributions, including the one due in September 2026, will be considered satisfied by the New Jersey and North Carolina settlement payments.
DuPont reported second quarter 2026 results with net sales of $1.8 billion, up 4%, and adjusted EPS of $1.88, up 48% from $1.27 a year earlier. The company raised its full-year 2026 guidance and said it intends to repurchase $250 million of shares in the third quarter, which points to higher earnings and cash returns for shareholders.
Net sales of $1,819 million rose 4% from $1,749 million; organic sales also rose 4%
GAAP EPS from continuing operations was $1.37, versus $0.17 a year earlier
Full-year 2026 adjusted EPS guidance midpoint raised to $7.24 per share; operating EBITDA midpoint raised to approximately $1.76 billion
Intent to repurchase $250 million of shares in the third quarter
DuPont reported first quarter 2026 net sales of $1.7 billion, up 4%, and GAAP earnings per share from continuing operations of $0.36, up from $0.19 a year earlier. The company also raised its full-year 2026 guidance and announced a $275 million accelerated share repurchase, which would return capital to shareholders.
Q1 2026 net sales of $1,681 million, up 4% from $1,612 million; organic sales up 2%
Adjusted EPS of $0.55 versus $0.36 a year earlier; GAAP EPS from continuing operations of $0.36 versus $0.19
Full-year 2026 adjusted EPS guidance of $2.35 to $2.40; full-year net sales guidance of $7,155 million to $7,215 million
Completed the Aramids business divestiture on April 1, 2026 and announced a $275 million accelerated share repurchase
DuPont de Nemours said director Luke Kissam resigned from its Board of Directors effective April 14, 2026, to become Chief Executive Officer of Corteva, Inc. The filing states the departure was not due to any disagreement with the company, and the board cut its size from eleven to ten seats.
Kissam tendered his resignation on April 13, 2026, effective April 14, 2026.
Resignation tied to his future appointment as CEO of Corteva, Inc.
No disagreement with the company on operations, policies or practices, per the filing.
DuPont reported fourth quarter and full year 2025 results, with Q4 net sales flat at $1.7 billion and a GAAP loss from continuing operations of $108 million, narrower than the $291 million loss a year earlier. For the full year, net sales rose 2% to $6.8 billion, GAAP income from continuing operations was $98 million, and adjusted EPS was $1.68, up from $1.45. The company also issued 2026 guidance calling for full year adjusted EPS of $2.25 to $2.30.
Q4 2025 adjusted EPS was $0.46, up 18%; GAAP EPS from continuing operations was $(0.27), versus $(0.70) a year earlier.
Q4 net sales were flat at $1.7 billion, with organic sales down 1%; about $30 million of order timing shifted into the third quarter.
Full year 2025 adjusted EPS was $1.68 versus $1.45; cash from continuing operations was $560 million, down from $765 million.
2026 guidance: full year net sales of $7.075 billion to $7.135 billion and adjusted EPS of $2.25 to $2.30; Q1 2026 adjusted EPS of about $0.48.
DuPont de Nemours appointed D.G. Macpherson, chairman and CEO of W.W. Grainger, to its Board of Directors effective January 20, 2026. The board determined he is independent under NYSE and SEC rules, and he will receive the standard compensation for non-employee directors.
Appointed to the board effective immediately on January 20, 2026
Macpherson has been CEO of W.W. Grainger since 2016 and chairman since 2017
Previously served as Grainger's COO and at Boston Consulting Group before joining Grainger in 2008
Filing states no arrangement or related-party transactions requiring disclosure
DuPont said holders consented to amend the indentures for its 2038 and 2048 notes, and the fifth supplemental indenture became operative on November 19, 2025. The same day, DuPont paid $739,256,000 of principal on tendered 2048 notes at $1,000 per $1,000 principal plus accrued interest, and the company says these steps are part of repaying approximately $4.0 billion of senior notes to reach its post-Electronics separation capital structure.
Requisite consents for both the 2038 and 2048 notes were received by 5:00 p.m. New York City time on November 7, 2025.
Payment of $739,256,000 principal of 2048 notes was made on November 19, 2025, with a proration factor of 78.9627%.
Tender consideration is $1,000 per $1,000 principal amount, excluding accrued interest.
The tender offer continues to expire on December 3, 2025, and the company cites about $4.0 billion of total senior note repayment.
DuPont reported third quarter 2025 net sales of $3.1 billion, up 7%, and raised its full-year 2025 operating EBITDA guidance for the new DuPont to about $1.6 billion, after the Electronics separation. GAAP EPS from continuing operations fell 34% to $0.70 on higher separation costs, while adjusted EPS was flat at $1.09. The board also approved a $2 billion share repurchase authorization, including a planned $500 million accelerated share repurchase, and a $0.20 quarterly dividend.
Q3 2025 net sales of $3,072 million, up 7% from $2,862 million; organic sales up 6%
GAAP EPS from continuing operations of $0.70, down from $1.06; adjusted EPS flat at $1.09
FY 2025 operating EBITDA guidance raised to about $1.6 billion from about $1,575 million; adjusted EPS guidance about $1.66
$2 billion share repurchase authorization, $500 million accelerated share repurchase, and $0.20 quarterly dividend payable December 15, 2025
DuPont completed the spin-off of its Electronics business, Qnity Electronics, Inc., effective November 1, 2025, distributing Qnity shares to DuPont shareholders as a dividend. DuPont says it has no ownership interest in Qnity, and several executive and board changes took effect with the separation.
Shareholders of record on October 22, 2025 received one Qnity share for every two DuPont shares; about 209 million Qnity shares were distributed.
Qnity common stock begins regular-way trading on the NYSE under the symbol Q on November 3, 2025; DuPont continues to trade as DD.
Edward D. Breen resigned as Executive Chairman and will continue as non-executive Chairman; Jon D. Kemp resigned as President of Electronics.
Three directors resigned from the board, which was reduced from 13 to 10 members on November 1, 2025.
On October 2, 2025, DuPont issued new senior unsecured notes in exchange for tendered 2028, 2038 and 2048 notes. Consents to amend the 2028 notes were received, but the amendments were not adopted for the 2038 or 2048 notes. The new 2028 notes carry a special mandatory redemption requirement if the Intended Electronics Separation is completed by March 31, 2026.
On October 2, 2025, DuPont issued $1,584,398,000 of new 4.725% notes due 2028, $225,963,000 of new 5.319% notes due 2038 and $294,781,000 of new 5.419% notes due 2048 in exchange for tendered notes.
Consents to amend the 2028 notes were received by the 5:00 p.m. New York City time deadline on September 30, 2025; the amendments will not be made to the 2038 or 2048 notes.
If the Intended Electronics Separation is completed on or before March 31, 2026, DuPont must redeem $900,000,000 of new 2028 notes, $225,963,000 of new 2038 notes and $294,781,000 of new 2048 notes.
Under a registration rights agreement dated October 2, 2025, DuPont must pay additional interest if it does not complete the exchange offer by the 365th day after issuance.
DuPont signed a Transaction Agreement on August 29, 2025 to sell its Aramids business, which makes Kevlar and Nomex, to Arclin at a valuation of approximately $1.8 billion. The deal is subject to customary closing conditions, including regulatory approvals, and the sale is expected to bring pre-tax cash proceeds of about $1.2 billion plus a $300 million note receivable and a minority equity stake.
Valuation of the Aramids business is approximately $1.8 billion, with about $1.2 billion in pre-tax cash proceeds at closing
DuPont will also receive a $300 million note receivable and a non-controlling common equity interest currently valued at $325 million, about a 17.5% stake
Either party can terminate if the deal does not close by May 1, 2026, with two two-month extensions available in certain cases
Closing requires regulatory approvals, including under Hart-Scott-Rodino and in the European Union, Japan, China, South Korea and the United Kingdom
DuPont reported second quarter 2025 net sales of $3.3 billion, up 3%, adjusted EPS of $1.12, up 15%, and GAAP income from continuing operations of $238 million, up 35%. The company raised its full-year 2025 guidance, including adjusted EPS of about $4.40, and said the raise more than offsets the estimated $20 million tariff impact. Operating cash flow from continuing operations fell 28% to $381 million, and the planned Qnity electronics spin-off remains on track for November 1, 2025.
Q2 2025 net sales of $3.3 billion rose 3%; organic sales rose 2%
Full-year 2025 guidance: adjusted EPS of about $4.40, net sales of about $12.85 billion, operating EBITDA of about $3.36 billion
Cash provided by operating activities from continuing operations was $381 million, down from $527 million a year earlier
Electronics spin-off (Qnity) targeted for November 1, 2025
On August 3, 2025, DuPont, Chemours and Corteva agreed to a proposed judicial consent order with the State of New Jersey to resolve state claims over legacy contamination, including PFAS, subject to court approval. DuPont recorded a $177 million pre-tax charge in discontinued operations in the second quarter of 2025, reflecting the net present value of $311 million, which the filing estimates as its share of the settlement payments, so the settlement adds a large cost for shareholders.
Aggregate cash payment to New Jersey of $875 million, payable over 25 years and shared under the 2021 MOU among DuPont, Chemours and Corteva.
Second-quarter 2025 pre-tax charge of $177 million within discontinued operations; DuPont's estimated share of payments has a net present value of $311 million at an 8 percent discount rate.
DuPont and Corteva will establish a $475 million Reserve Fund, and DuPont will contribute $106.5 million of a $150 million NJ Escrow tied to Chemours' share of the settlement.
First annual payment due within 30 days of court entry, and no earlier than January 31, 2026; the settlement is subject to a public comment period and the company admits no liability.
DuPont reported first quarter 2025 net sales of $3.1 billion, up 5%, and adjusted EPS of $1.03, up 30% from a year earlier. A $768 million non-cash goodwill impairment tied to its Aramids business drove a GAAP loss from continuing operations of $548 million, or $(1.33) per share. The company kept its full year 2025 guidance unchanged and estimates tariffs at about $60 million, which that guidance does not include.
Net sales rose 5% to $3.1 billion, with organic sales up 6%.
GAAP loss from continuing operations was $548 million, or $(1.33) per share, including a $768 million non-cash goodwill impairment charge.
Adjusted EPS rose 30% to $1.03 from $0.79; operating EBITDA rose 16% to $788 million.
Full year 2025 guidance was maintained; tariffs are estimated at about $60 million, or about $0.10 per share, and are excluded from guidance.
DuPont said President of the Water & Protection segment Leland G. Weaver will leave the company once the separation of its electronics business is completed, and that he is departing without cause under the company's severance plan. Until a successor is named, Weaver will lead the Diversified Solutions businesses, then help manage the orderly transition through the separation.
Leland G. Weaver, President of Water & Protection, will leave effective upon completion of the electronics business separation
In the interim, Weaver will serve as President of Diversified Solutions businesses until a successor is named
Departure is a separation without cause under the DuPont Senior Executive Severance Plan
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