2Semanaยท

$DD (+1ย %) | DuPont Q3'24 Earnings Highlights:


๐Ÿ”น Revenue: $3.2B (Est. $3.2B); UP +4% YoY

๐Ÿ”น Adj EPS: $1.18 (Est. $1.03) ๐ŸŸข; UP +28% YoY

๐Ÿ”น Operating EBITDA: $857M; UP +11% YoY

๐Ÿ”น Cash from Operations: $737M

๐Ÿ”น Transaction-Adjusted Free Cash Flow: $640M; UP +3% YoY


Q4'24 Outlook:

๐Ÿ”น Revenue: ~$3.07B (Est. $3.13B)ย ๐ŸŸก

๐Ÿ”น Adjusted EPS: ~$0.98 (Est. $0.98) ๐ŸŸก

๐Ÿ”น Operating EBITDA: ~$790M


FY'24 Outlook:

๐Ÿ”น Adjusted EPS: ~$3.90 (Est. $3.77) ๐ŸŸข

๐Ÿ”น Revenue: ~$12.37B (Prior Guidance: $12.4B - $12.5B)

๐Ÿ”น Operating EBITDA: ~$3.125B


Q3 Segment Highlights:


Electronics & Industrial (E&I):

๐Ÿ”น Revenue: $1.55B; UP +13% YoY

๐Ÿ”น Operating EBITDA: $467M; UP +22% YoY

๐Ÿ”น Operating EBITDA Margin: 30.1%, expanded by 210 bps

๐Ÿ”ธ Semiconductor Technologies sales up 20% YoY, driven by AI applications

๐Ÿ”ธ Strong growth in consumer electronics with recovery in Interconnect Solutions


Water & Protection (W&P):

๐Ÿ”น Revenue: $1.38B; DOWN -2% YoY

๐Ÿ”น Operating EBITDA: $364M; UP +1% YoY

๐Ÿ”น Operating EBITDA Margin: 26.3%, expanded by 70 bps

๐Ÿ”ธ Water Solutions sales saw sequential growth of 3%, with strength in ultrafiltration technologies

๐Ÿ”ธ Medical packaging products up 10% sequentially in Q3


Strategic and Operational Highlights:

๐Ÿ”ธ Continued demand recovery in Electronics, Water, and Medical Packaging end-markets

๐Ÿ”ธ Progressing with planned separations of the Electronics and Water businesses to enhance market focus

๐Ÿ”ธ Introduced innovative AI-enabled semiconductor solutions to meet rising demand

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