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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Scott Davis | Melius Research | 12 | 0% |
| John McNulty | BMO Capital Markets | 12 | 0% |
| Josh Spector | UBS | 11 | 36% |
| Chris Parkinson | Wolfe Research | 11 | 0% |
| Jeff Sprague | Vertical Research Partners | 10 | 0% |
| John Roberts | Mizuho Securities | 9 | 11% |
| Mike Sison | Wells Fargo | 9 | 0% |
| Patrick Cunningham | Citigroup | 8 | 0% |
| Dave Begleiter | Deutsche Bank | 8 | 0% |
| Vincent Andrews | Morgan Stanley | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 2 | 12 | 0% |
| Melius Research | 1 | 12 | 0% |
| BMO Capital Markets | 1 | 12 | 0% |
| Wolfe Research |
| 1 |
| 11 |
| 0% |
| UBS | 1 | 11 | 36% |
| Wells Fargo | 2 | 11 | 0% |
| Vertical Research Partners | 1 | 10 | 0% |
| Bank of America | 2 | 10 | 10% |
DuPont delivered a strong start to FY2026 with Q1 net sales up 4% including 2% organic growth, and adjusted EPS of $0.55 growing 20% on a pro forma basis. Operating EBITDA of $414 million grew 15% with margin expanding 130 basis points pro forma. FY2026 guidance was raised with net sales increasing approximately $80 million to $7.185 billion and EPS rising $0.10 to $2.35 to $2.40. Healthcare was accelerating broadly, the Aramids divestiture closed, and 80/20 and the business system build-out were driving margin uplift.
Demand | Revenue Growth | M&A | Competitive Dynamics | Margin | Capital Allocation | Cloud & AI | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 8 | 6 | 2 | 3 | 3 | 5 | 1 |
| 2025Q1 | 10 | 6 | 4 | 5 | 2 | 4 | 8 | |
| 2025Q2 | 3 | 4 | 4 | 3 | 2 | 3 | 6 | 3 |
| 2025Q3 | 5 | 6 | 6 | 5 | 4 | 3 | ||
| 2025Q4 | 9 | 2 | 4 | 3 | 4 | 2 | ||
| 2026Q1 | 12 | 3 | 2 | 3 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 10 | 10 | 3 | 5 | 9 | 12 |
| Revenue Growth | 8 | 6 | 4 | 6 | 2 | 3 |
| M&A | 6 | 4 | 4 | 6 | 4 | 2 |
| Competitive Dynamics | 2 | 5 | 3 | 5 | 3 | 3 |
| Margin | 3 | 2 | 4 | 4 | 4 | |
| Capital Allocation | 3 | 2 | 3 | 3 | 2 | 2 |
| Cloud & AI | 5 | 4 | 6 | |||
| Trade Tariffs | 1 | 8 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DD DuPont | 6 | -45.2% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |