• DuPont de Nemours management outlined first-quarter 2026 results and outlook on earnings call attended by CEO Lori Koch, CFO Antonella Franzen, IR VP Ann Giancristoforo, analysts from Melius, BMO, Wolfe Research, JPMorgan, Mizuho, UBS, Deutsche Bank, BofA, Morgan Stanley, Citi, Wells Fargo, RBC.
• Net sales USD 1.7 billion rose 4% with 2% organic growth; operating EBITDA USD 414 million rose 15% with margin up 230 bps to 24.6%; transaction-adjusted free cash flow USD 147 million with 65% conversion.
• Full-year guidance raised to net sales about USD 7.19 billion, operating EBITDA about USD 1.75 billion, adjusted EPS USD 2.35-2.4; guidance assumes about 4% organic growth including about 1% pricing to offset about USD 90 million of Middle East conflict-related cost inflation.
• Accelerated share repurchase of USD 275 million planned under existing program; management cited about USD 1.1 billion net proceeds from Aramids divestiture closed April 1, leverage below 2x, continued interest in bolt-on healthcare M&A without levering up.
• Middle East logistics hit Water results with about USD 10 million of delayed shipments in quarter; management expects limited second-quarter disruption due to alternative routing, Water up mid-single digits for full year with project timing weighted to second half.

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