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DuPont(DD) - 2025 Q1 - Earnings Call Presentation
2025-05-02 18:34
业绩总结 - 2025年第一季度销售额为31亿美元,同比增长6%[12] - 运营EBITDA为7.88亿美元,同比增长16%,运营EBITDA利润率提升240个基点至25.7%[19] - 调整后的每股收益为1.03美元,同比增长30%[12] - 2025年第一季度电子业务的净销售额为11.18亿美元,同比增长14%[70] - 2025年第一季度工业业务的净销售额为19.48亿美元,同比增长5%[70] 未来展望 - 预计2025年第二季度销售额约为32亿美元,全年销售额指导为128亿至129亿美元[38] - 2025财年预计有6%至7%的有机销售增长,接近范围的高端[43] - 2025财年电子业务的有机销售增长预计为低个位数,第二季度同比增长也为低个位数[43] - 2025财年工业业务的有机销售增长预计为3%至4%,主要受到建筑和汽车市场疲软的影响[43] - 预计2025年全年现金流转化率目标超过90%[20] 用户数据 - 2025年第一季度电子市场、医疗保健和水务市场实现双位数有机增长[12] 新产品和新技术研发 - 2025财年研发费用预计约为5.5亿美元[44] 市场扩张和并购 - 计划于2025年11月1日完成电子业务的分拆,新的独立公司命名为Qnity[12] 负面信息 - 预计因关税影响的净成本约为6000万美元,主要影响在2025年下半年[38] - 持续经营活动提供的现金(GAAP)为382百万美元,较上年同期的493百万美元下降22.5%[78] - 调整后的自由现金流(非GAAP)为133百万美元,较上年同期的286百万美元下降53.5%[78] - 调整后的自由现金流转化率(非GAAP)为31%,较上年同期的86%下降55.8%[78] 其他新策略和有价值的信息 - 2025年第一季度现金流为2.12亿美元,现金流转化率为49%[20] - 2025财年折旧和摊销费用预计约为12亿美元,折旧费用约为6.1亿美元,商誉摊销费用约为5.9亿美元[44] - 2025财年资本支出预计约为6.25亿美元,股息支出预计约为6.9亿美元[44] - 交易调整后的自由现金流(非GAAP)为212百万美元,较上年同期的286百万美元下降26%[78] - 按部门计算的总折旧和摊销为293百万美元,较上年同期的291百万美元略有增加[75]
DuPont(DD) - 2025 Q1 - Quarterly Results
2025-05-02 18:05
Exhibit 99.1 DuPont Reports First Quarter 2025 Results WILMINGTON, Del., May 2, 2025 - DuPont (NYSE: DD) announced its financial results for the first quarter ended March 31, 2025. (1) (1) Results and cash flows are presented on a continuing operations basis. See pages 6-7 for further information, including the basis of presentation included in this release. (2) Organic sales, operating EBITDA, operating EBITDA margin, adjusted EPS, transaction-adjusted free cash flow and transaction-adjusted free cash flow ...
DuPont Reports First Quarter 2025 Results
Prnewswire· 2025-05-02 18:00
财务业绩 - 2025年第一季度净销售额30.66亿美元,同比增长5%,有机销售额增长6% [4][8][9] - 运营EBITDA达7.88亿美元,同比增长16%,运营EBITDA利润率提升240个基点至25.7% [4][8] - GAAP持续经营业务亏损5.48亿美元,主要由于Aramids报告单元7.68亿美元非现金商誉减值 [4][5][8] - 调整后每股收益1.03美元,同比增长30% [4][8] 业务分拆进展 - 电子业务分拆计划于2025年11月1日完成,新公司命名为Qnity [2][25] - 已完成分拆关键里程碑包括高管任命、董事会组建及向SEC提交Form 10注册声明 [2][25] - 2025年第一季度起实行新的两段式报告结构:ElectronicsCo和IndustrialsCo [12][27][30] 业务板块表现 ElectronicsCo - 净销售额11.18亿美元,同比增长14%,有机销售额增长14% [14][20] - 运营EBITDA 3.73亿美元,同比增长26%,利润率提升340个基点至33.4% [14][20] - 半导体技术业务实现低双位数有机增长,互联解决方案业务增长高十位数 [20] IndustrialsCo - 净销售额19.48亿美元,与去年同期持平,有机销售额增长2% [16][21] - 运营EBITDA 4.64亿美元,同比增长6%,利润率提升130个基点至23.8% [16][21] - 医疗与水处理技术业务实现低十位数有机增长 [21] 区域表现 - 亚太地区有机销售额增长13%,EMEA增长4%,美国加拿大持平 [9][51] - 中国/香港地区销售额5.87亿美元,去年同期5.15亿美元 [53] 财务展望 - 维持2025年全年指引:净销售额128-129亿美元,运营EBITDA 33.25-33.75亿美元,调整后每股收益4.30-4.40美元 [17][18] - 第二季度预计净销售额约32亿美元,运营EBITDA约8.15亿美元,调整后每股收益约1.05美元 [17][18] - 关税影响预计全年净成本约6000万美元(约每股0.10美元) [17][18]
DuPont Gears Up for Q1 Earnings: What's in the Offing for the Stock?
ZACKS· 2025-05-01 18:50
公司业绩预告 - 杜邦公司(DuPont de Nemours, Inc)计划于2025年5月2日盘前公布2025年第一季度财报 [1] - 过去四个季度公司每股收益均超市场预期 平均超出幅度达16.1% 最近一个季度超出幅度为15.3% [1] 业绩驱动因素 - 预计创新驱动投资、生产力提升措施以及收购Spectrum Plastics Group和Donatelle Plastics将带来积极影响 [2] - 通过成本协同效应预计实现年化成本节约1.5亿美元 [7] - 医疗设备领域收购增强了公司在稳定且快速增长医疗终端市场的地位 [8] 财务预期 - 第一季度收入共识预期为30.4亿美元 同比增长3.7% [5] - 电子与工业部门收入预期14.798亿美元 同比增长8.4% [5] - 水处理与防护部门收入预期12.936亿美元 同比微增0.2% [5] 市场表现 - 公司股价过去一年下跌15.1% 表现优于化工多元化行业25.4%的跌幅 [2] 潜在挑战 - 价格下行压力可能持续影响第一季度销售和利润率 [9] - 2024年第四季度各业务板块均出现价格下跌情况 [9] 其他材料类公司 - ICL集团预计5月19日公布财报 每股收益预期0.08美元 ESP为+12.50% [11][12] - IAMGOLD预计5月6日公布财报 每股收益预期0.10美元 ESP为+9.96% [12] - Kinross黄金预计5月6日公布财报 每股收益预期0.22美元 ESP为+11.07% [12][13]
DuPont Announces Additional Leaders and Company Name for the Intended Spin-Off of the Electronics Business
Prnewswire· 2025-04-29 19:00
Matthew Harbaugh named Chief Financial Officer; management team fully staffed ahead of spin-off About DuPont DuPont (NYSE: DD) is a global innovation leader with technology-based materials and solutions that help transform industries and everyday life. Our employees apply diverse science and expertise to help customers advance their best ideas and deliver essential innovations in key markets including electronics, transportation, construction, water, healthcare and worker safety. More information about the ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of DuPont de Nemours, Inc. - DD
GlobeNewswire News Room· 2025-04-26 00:48
NEW YORK, April 25, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  DuPont de Nemours, Inc. (“DuPont” or the “Company”) (NYSE: DD).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether DuPont and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On April 4, ...
DuPont de Nemours, Inc. Investors: Company Investigated by the Portnoy Law Firm
GlobeNewswire News Room· 2025-04-23 06:30
Investors can contact the law firm at no cost to learn more about recovering their losses ​LOS ANGELES, April 22, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises DuPont de Nemours, Inc. (“DuPont” or “the Company”) (NYSE: DD) investors that the firm has initiated an investigation into possible securities fraud and may file a class action on behalf of investors. DuPont investors that lost money on their investment are encouraged to contact Lesley Portnoy, Esq. Investors are encouraged to contact attorne ...
DuPont to Showcase Overlaminate Innovations at ISA Expo in Las Vegas
ZACKS· 2025-04-22 22:10
DuPont de Nemours, Inc. (DD) announced that it would exhibit Tedlar film solutions at the International Signage Association (“ISA”) Expo in Las Vegas. The company’s Tedlar officially joined the ISA in 2025 to move forward with its commitment to bring more durable and sustainable solutions for the graphics and signage industry.Tedlar’s products have been in the market for decades, offering clear film solutions that are compatible with a wide range of adhesives, inks and laminate materials. It has incorporate ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of DuPont de Nemours, Inc. – DD
GlobeNewswire News Room· 2025-04-22 02:10
NEW YORK, April 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of DuPont de Nemours, Inc. (“DuPont” or the “Company”) (NYSE: DD). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether DuPont and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On April 4, 20 ...
Polyimide Industry Size, Shares & Market Trends Analysis Report 2025-2030 Featuring Key Players DuPont, SABIC, Ube Industries & More
GlobeNewswire News Room· 2025-04-21 19:05
Dublin, April 21, 2025 (GLOBE NEWSWIRE) -- The "Polyimide Market Size, Share & Trends Analysis Report 2025-2030" has been added to ResearchAndMarkets.com's offering. The global polyimide market is set to expand significantly, reaching an estimated value of USD 1.83 billion by 2030, with a compound annual growth rate (CAGR) of 9% from 2025 to 2030. This growth is predominantly driven by the mounting demand from the electronics and semiconductor sectors. Polyimides are favored for their thermal stability, ch ...