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DuPont Is Betting Big on Healthcare and Water—Are These Segments Becoming the New Growth Core?

DuPont’s recent earnings call for the fourth quarter and full year 2025 highlighted several key aspects of the company’s performance and strategic direction. The company reported organic sales growth, operating EBITDA growth, and improved margins, which exceeded their previous guidance. For the full year, they achieved a 2% organic sales increase, operating EBITDA growth of 6%, and a 100 basis point margin expansion, culminating in an adjusted EPS increase of 16% year-over-year to $1.68. Notably, the company’s free cash flow generation was strong. DuPont has undergone significant operational and portfolio transformations. The separation of Qnity Electronics marked a strategic shift to focus on a streamlined portfolio of leading businesses aligned with secular growth markets. The company anticipates a 3% organic sales growth for 2026, supported by its innovation engine, which launched over 125 new products in 2025, contributing over $2 billion in sales.