🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 19:21:23时区推断·⟳ 抓取 19:21:26·⚡ 决策 08-04 19:23:36 +2m10s·84.0 天前
杜邦二季度EPS和EBITDA超预期并小幅上调全年EPS指引
杜邦二季度调整后EPS 1.88美元高于1.76美元预期，经营EBITDA 4.48亿美元高于4.32亿美元预期。
📄 原文Wall St Engine@wallstengine↗ 原文
DUPONT $DD Q2’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $1.8B (Est. $1.81B) 🟡; +4% YoY 🔹 Adj. EPS: $1.88 (Est. $1.76) 🟢 🔹 Ope…
不做 杜邦（DD.US）
同一杜邦二季度财报催化已在10:13-10:41 UTC由SEC、news_center、Reuters和twitter多次处理，本条无新增事实，按重复转述不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 high · price-in 风险 high ↗
关键理由
- 杜邦二季度调整后EPS 1.88美元高于1.76美元预期，经营EBITDA 4.48亿美元高于4.32亿美元预期。
- 全年调整后EPS指引上调至7.17-7.32美元，但相对市场预期7.14美元只是小幅上修。
- 本条是已处理过的同一份二季度财报转述，没有带来新的业绩、指引或资本返还事实。
主要风险
- 已处理消息库在10:13-10:41 UTC多次命中同一杜邦二季度财报催化，本条重复推送会造成重复打扰。
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原文全文
展开原文 · 953 字
DUPONT $DD Q2’26 EARNINGS HIGHLIGHTS
🔹 Net Sales: $1.8B (Est. $1.81B) 🟡; +4% YoY
🔹 Adj. EPS: $1.88 (Est. $1.76) 🟢
🔹 Operating EBITDA: $448M (Est. $432M) 🟢
🔹 GAAP EPS (Cont. Ops): $1.37
Raises FY26 Guide:
🔹 Adj. EPS: $7.17-$7.32 (Est. $7.14) 🟢
2H'26 Guide:
🔹 Adj. EPS: $3.65-$3.80
Other Q2 Metrics:
🔹 Organic Sales Growth: +4% YoY
🔹 GAAP Income (Cont. Ops): $191M
🔹 Cash from Operations (Cont. Ops): $400M
🔹 Transaction-Adj. Free Cash Flow: $326M; 127% conversion
Key Updates:
🔸 Announces intent to repurchase $250 million of shares in the third quarter
🔸 GICS classification changed to Industrials effective July 31, 2026
Comments:
🔸 “We delivered another strong quarter, exceeding our financial guidance and demonstrating our focus on consistent execution”
🔸 “Mid-single digit organic growth, strong margin expansion, coupled with robust adjusted EPS growth and free cash flow generation underscore the strength of our market-leading businesses”
🔹 Net Sales: $1.8B (Est. $1.81B) 🟡; +4% YoY
🔹 Adj. EPS: $1.88 (Est. $1.76) 🟢
🔹 Operating EBITDA: $448M (Est. $432M) 🟢
🔹 GAAP EPS (Cont. Ops): $1.37
Raises FY26 Guide:
🔹 Adj. EPS: $7.17-$7.32 (Est. $7.14) 🟢
2H'26 Guide:
🔹 Adj. EPS: $3.65-$3.80
Other Q2 Metrics:
🔹 Organic Sales Growth: +4% YoY
🔹 GAAP Income (Cont. Ops): $191M
🔹 Cash from Operations (Cont. Ops): $400M
🔹 Transaction-Adj. Free Cash Flow: $326M; 127% conversion
Key Updates:
🔸 Announces intent to repurchase $250 million of shares in the third quarter
🔸 GICS classification changed to Industrials effective July 31, 2026
Comments:
🔸 “We delivered another strong quarter, exceeding our financial guidance and demonstrating our focus on consistent execution”
🔸 “Mid-single digit organic growth, strong margin expansion, coupled with robust adjusted EPS growth and free cash flow generation underscore the strength of our market-leading businesses”
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