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Research Alert: Dupont Q1 Eps Tops Expectations; Margins And Cash Flow Surge

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

DuPont reported impressive Q1 2026 results with adjusted EPS of $0.55 versus $0.36 in the prior year, beating consensus estimates of $0.48, while net sales rose 4% (beating our 3% forecast) with organic growth of 2% and operating EBITDA margins that expanded 230 bps to 24.6% from 22.3%. Operating cash flow more than tripled to $232M from $77M, and transaction-adjusted free cash flow surged to $147M from $8M year-over-year, with operating EBITDA rising 15% to $414M. We applaud these results, as DuPont delivered strong performance across all metrics while completing its strategic portfolio transformation demonstrating pricing power with a 1% pricing contribution and significant margin expansion despite mixed end-market conditions. With the Aramids divestiture now closed and $1.8B of proceeds in hand, management is well-positioned to accelerate shareholder returns while investing in its higher-margin Healthcare and Water Technologies businesses.

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