What were DuPont's first-quarter financial results, and how did they compare to analyst expectations?

DuPont reported first-quarter net income of $164 million, a significant improvement from a $581 million loss in the prior-year quarter, driven by higher segment earnings and lower interest expense. Adjusted earnings per share (EPS) were $0.55 — 53% higher year over year and 14.6% above the S&P Capital IQ analysts’ consensus estimate. Net sales rose 4% year over year to $1.7 billion, with organic sales up 3% in Healthcare & Water Technologies and flat in Diversified Industrials.

Why did DuPont raise its full-year 2026 guidance, and what key assumptions underpin the updated forecast?

DuPont raised its full-year 2026 adjusted EPS guidance to $2.35–$2.40 (up from $2.25–$2.30), exceeding the analysts’ consensus of $2.29, and increased full-year sales guidance to $7.15–$7.21 billion (from $7.08–$7.14 billion). CFO Antonella Franzen attributed the upward revision to 'a strong start to the year and the interest income benefit from the Aramids transaction,' and noted that full-year net sales guidance now assumes ~4% organic growth — including ~1% from pricing actions taken to fully offset higher input costs linked to the Middle East conflict.