DuPont: A Closer Look Into Its Water Business Surge, RO Capacity Investments & Other Market-Shaping Drivers!

DuPont recently reported its third-quarter financial results for 2025, reflecting a solid performance with both positives and challenges. The company’s net sales rose to $3.1 billion, marking a 6% growth on an organic basis compared to the previous year. This growth was driven largely by volume increases across the board, particularly within its Healthcare & Water and Electronics segments, which saw significant demand influenced by advancements in AI technology. Operating EBITDA reached $840 million, a 6% increase from the same period last year, leading to an operating EBITDA margin of 27.3%. This was slightly down from the previous year by 30 basis points, primarily due to an unfavorable product mix in the Electronics segment despite currency benefits. DuPont’s capital allocation strategy has evolved with the company declaring an initial quarterly dividend and announcing a $2 billion share repurchase authorization, starting with a $500 million accelerated share repurchase (ASR).