RBC Capital将杜邦的目标价从100美元下调至48美元，仍维持"跑赢大市"评级。(格隆汇) ...

张毅在致辞中说，张家港优越的地理位置和一流的营商环境，为项目落地提供了坚实保障，充分体现了 政企协作的"张家港速度"。通过在张家港实现核心产品本地化生产，杜邦将更贴近客户需求，缩短供应 链响应时间；更深入理解中国市场场景，与本土伙伴协同开发定制化解决方案；更有效地支持中国新能 源、高端制造等战略产业发展，为培育新质生产力提供技术支撑。 涂凯诺致辞时表示，非常荣幸能在张家港这片土地上扎根发展，感谢张家港市委、市政府在项目推进中 给予的支持。摩力克品牌在中国市场已经深耕多年，为各行各业提供高性能的特种润滑解决方案，新生 产基地将进一步提升供应链的可靠性。杜邦将与客户共同开发解决方案，满足中国快速发展的产业所面 临的独特需求。 近年来，张家港市依托扬子江国际化工园等载体，聚焦功能性新材料和高端精细化工品等重点方向，吸 引了一大批国内外化工新材料头部企业投资落户，产业规模不断扩大、集聚效应持续释放，拥有规上企 业166家、世界500强企业26家、世界化工50强企业13家，化工新材料产业产值超800亿元。 11月18日上午，杜邦 摩力克 高性能特种润滑剂张家港生产基地奠基仪式在张家港保税区举行。张家港 市委副书记、市长 ...

Accessibility StatementSkip Navigation WILMINGTON, Del., Nov. 18, 2025 /PRNewswire/ --Â DuPont (NYSE: DD) announced today the early results of its previously announced tender offer (the "Tender Offer") to purchase for cash up to $739,256,000 aggregate principal amount (the "Maximum Tender Amount") of its 5.419% Notes due 2048 issued on November 28, 2018 (the "2048 Notes"). The Tender Offer is being made pursuant to the terms and conditions set forth in the Offer to Purchase, dated November 3, 2025 (the "Off ...

Core Insights - Jim Cramer discussed DuPont de Nemours, Inc. (NYSE:DD) in relation to its share repurchase strategy and the challenges posed by interest rate levels [2] Group 1: Company Overview - DuPont de Nemours, Inc. is recognized as one of the largest chemical companies globally [2] - The company is currently engaging in an accelerated share repurchase program, starting with $500 million, followed by an additional $2 billion buyback [2] Group 2: Investment Considerations - While DuPont is seen as a potential investment, there is a belief that certain AI stocks may offer better returns with lower risk [3]

Core Viewpoint - The article highlights multiple strategic partnerships announced during the 8th China International Import Expo, focusing on sustainable solutions in the new materials sector, particularly in automotive coatings, synthetic leather, and other applications, with an emphasis on bio-based and recycled materials [2]. Group 1: Strategic Partnerships - Covestro and Nippon Paint have established a strategic cooperation focusing on automotive and industrial coatings, aiming for low-carbon material development and VOC reduction [3]. - DuPont and Amcor are deepening their partnership to enhance sustainable medical packaging, aligning with China's "Healthy China 2030" initiative [4]. - Henkel and Datong CRRC Coal Chemical Co. are collaborating on lightweight materials and noise reduction technologies for rail transit vehicles [5]. - Honeywell has signed multiple agreements with companies like Sinochem Energy and China National Petroleum Corporation to enhance catalyst and adsorbent technologies for sustainable production [6]. - Evonik has partnered with Yulin High-tech Innovation Construction Group to develop catalysts and low-carbon processes in the fine chemicals and new materials sector [6]. Group 2: Focus on Sustainable Development - Evonik and Asahi Kasei are working together to develop environmentally friendly synthetic leather products using solvent-free polyurethane technology [7]. - The synthetic leather market in China is rapidly growing, driven by stricter environmental regulations and increasing consumer demand for sustainable products [8]. - Evonik has announced the establishment of an innovation fund in China, focusing on investments related to sustainable topics such as bio-based solutions and circular economy [9]. - Evonik and Hebei Yadong Chemical Group are collaborating to develop high-performance polyurethane solutions tailored to the Chinese market [10]. Group 3: Innovations in Material Science - Dow has signed agreements with various companies, including 3M China and Zhejiang Pengfulong, to explore green materials and sustainable packaging solutions [12][13]. - Dow's collaboration with Qingdao Qinghe focuses on sustainable packaging resins, integrating recycled materials to enhance resource efficiency [14]. - Dow and Zhongnan Construction are working together to promote high-quality green building development through advanced material technologies [15][16].

Group 1 - Wells Fargo has lowered DuPont's target price from $100 to $50 while maintaining an "Outperform" rating [1]

Core Insights - Ten large-cap stocks showed significant performance gains last week, driven by better-than-expected financial results and raised guidance for fiscal year 2025 [1] Company Performance Summary - **Globus Medical, Inc. (NYSE:GMED)**: Gained 39.79% after reporting better-than-expected Q3 results and raising FY2025 guidance [1] - **Sandisk Corporation (NASDAQ:SNDK)**: Gained 13.77% following better-than-expected Q1 results and issuing Q2 guidance above estimates [1] - **Lumentum Holdings Inc. (NASDAQ:LITE)**: Gained 15.30% after reporting better-than-expected Q1 results and issuing Q2 guidance above estimates [1] - **Datadog, Inc. (NASDAQ:DDOG)**: Gained 16.91% after better-than-expected Q3 results and raising FY2025 guidance above estimates [1] - **Expedia Group, Inc. (NASDAQ:EXPE)**: Gained 18.14% after beating Q3 earnings estimates and raising FY2025 guidance [1] - **Coherent Corp. (NYSE:COHR)**: Gained 15.82% after better-than-expected Q1 results and issuing Q2 sales guidance above estimates [1] - **Penumbra, Inc. (NYSE:PEN)**: Gained 19.58% after better-than-expected Q3 results and raising FY25 sales guidance above estimates [1] - **Teva Pharmaceutical Industries Limited (NYSE:TEVA)**: Gained 15.13% after beating Q3 earnings and revenue estimates and raising full-year EPS guidance [1] - **Madrigal Pharmaceuticals, Inc. (MDGL)**: Gained 19.90% after reporting better-than-expected Q3 sales results [1] - **DuPont de Nemours, Inc. (NYSE:DD)**: Gained 15.80% after beating Q3 earnings and revenue estimates [1]

Core Insights - The China International Import Expo (CIIE) serves as a significant platform for DuPont to showcase its commitment to global innovation and local collaboration, marking its evolution from "manufacturing for China" to "co-creating with China" [1][2] Group 1: DuPont's Participation in CIIE - DuPont has participated in the CIIE for seven consecutive years, emphasizing its long-term commitment to the Chinese market [1] - The theme for this year's exhibition is "Linking the Future, Co-Creating New," highlighting DuPont's focus on advanced materials and solutions in healthcare, water treatment, new energy vehicles, and sustainable development [1][2] - DuPont has established numerous important partnerships and strategic agreements with local partners through the CIIE, enhancing its collaboration with the Chinese market [2] Group 2: Strategic Developments - DuPont's investment in a comprehensive adhesive production base in Zhangjiagang is a response to the trends of lightweight and electrification in the automotive industry, with the base operational since September 2023 [2] - The company has signed a new cooperation agreement with the Zhangjiagang government to establish a high-performance specialty lubricant project, supporting high-quality development in various industries [2] - The recent spin-off of DuPont's electronic business into a new independent company, Qnity, allows DuPont to focus more on its strategic sectors, enhancing operational efficiency and innovation responsiveness [3] Group 3: Commitment to Innovation in China - DuPont emphasizes the importance of the Chinese market in its global innovation strategy, with recent visits from global executives reflecting the company's commitment [4] - The company aims to build long-term "innovation partnership" relationships with local customers, investing in innovation centers and technology hubs to align global resources with local market needs [5] - DuPont has expanded its production capacity in the healthcare sector and made strategic acquisitions in water treatment to meet the growing demand in China and the Asia-Pacific region [5]

Core Viewpoint - DuPont showcased its commitment to innovation and local collaboration at the 8th China International Import Expo, emphasizing strategic upgrades, collaborative innovation, and local integration [1] Group 1: Event Participation - DuPont participated in the expo with the theme "Linking the Future, Co-Creating New" [1] - The company highlighted its advanced solutions in healthcare, water treatment, and diversified industrial sectors [1] Group 2: Strategic Focus - DuPont's new positioning focuses on being specialized, flexible, and high-performance [1] - The company aims to deepen its innovative partnerships with Chinese customers [1] Group 3: Exhibition Highlights - The DuPont exhibition featured five thematic display areas showcasing advanced specialty materials and solutions in healthcare, water treatment, new energy vehicles, and sustainable development [1] - The company emphasized its achievements in localized cooperation and innovation ecosystem empowerment [1] Group 4: Future Commitment - DuPont's Asia Pacific President, Dr. Zhang Yi, stated that the expo serves as a vital platform for demonstrating the company's commitment to global innovation and local engagement [1] - The company plans to continue enhancing its capabilities in innovation, operations, and business to balance economic efficiency with sustainable development [1]

Financial Performance - Net sales for Q3 2025 reached $3,072 million, a 7.3% increase from $2,862 million in Q3 2024[20] - The net loss attributable to DuPont common stockholders for Q3 2025 was $123 million, compared to a net income of $455 million in Q3 2024[20] - Comprehensive loss income for Q3 2025 was $185 million, a significant decrease from a comprehensive income of $859 million in Q3 2024[22] - The company reported a net income from continuing operations of $747 million for the nine months ended September 30, 2025, slightly down from $753 million in 2024[26] - For the three months ended September 30, 2025, net income attributable to common stockholders was $(123) million, compared to $455 million in 2024, representing a decrease of 127%[9] - Earnings per share (EPS) from continuing operations for the three months ended September 30, 2025, was $0.70, down from $1.06 in 2024, a decline of 34%[9] Assets and Liabilities - Total assets as of September 30, 2025, were $38,044 million, an increase from $36,636 million at the end of 2024[24] - Long-term debt rose to $7,049 million as of September 30, 2025, compared to $5,323 million at the end of 2024, indicating a 32.5% increase[24] - DuPont's total liabilities increased to $14,703 million as of September 30, 2025, compared to $12,843 million at the end of 2024[24] - The company’s cash and cash equivalents at the end of Q3 2025 were $3,826 million, up from $1,686 million at the end of Q3 2024[26] - The company’s total assets of discontinued operations were valued at $1.813 billion as of September 30, 2025, down from $3.003 billion at December 31, 2024[60] Acquisitions and Divestitures - DuPont completed the acquisition of Donatelle Plastics for a net purchase price of $365 million, which includes a contingent earn-out liability of $40 million[48] - DuPont signed an agreement to acquire Sinochem for $56 million, with the transaction closing on October 10, 2025[46] - DuPont announced the Aramids Divestiture for a gross consideration of $1.8 billion, expecting to receive approximately $1.2 billion in cash proceeds, a $300 million interest-bearing note, and a $325 million equity interest, with the transaction expected to close in Q1 2026[56] - The Aramids Divestiture resulted in a net loss from discontinued operations of $372 million for Q3 2025 and $1,118 million for the nine months ended September 30, 2025[63] Research and Development - Research and development expenses increased to $140 million in Q3 2025, up from $127 million in Q3 2024, reflecting a 10.2% rise[20] Cash Flow and Operating Activities - Cash provided by operating activities from continuing operations for the nine months ended September 30, 2025, was $1,260 million, down from $1,517 million in the same period of 2024[26] - The company recorded $139 million in acquisition, integration, and separation costs for Q3 2025, compared to $43 million in Q3 2024, primarily related to the Electronics Separation[67] Restructuring and Charges - Restructuring charges for the three months ended September 30, 2025, were $20 million, compared to $21 million for the same period in 2024, while for the nine months ended September 30, 2025, charges were $67 million, up from $56 million in 2024[77] - The 2023-2024 Restructuring Program recorded pre-tax restructuring charges of $174 million, including $101 million in severance and related benefits and $73 million in asset-related charges[80] Environmental and Legal Matters - The company has accrued obligations of $265 million for probable environmental remediation and restoration costs[164] - DuPont's contribution to the Water District Settlement Fund was $400 million, part of a total settlement of $1.185 billion for PFAS-related claims[142][143] - As of September 30, 2025, there are approximately 10,000 personal injury cases filed in the AFFF MDL, with many cases including multiple plaintiffs[148] Shareholder Returns - The company declared dividends of $1.23 per common share, totaling $515 million[31] - The company repurchased a total of 27.9 million shares at an average price of $71.67 per share under the $2 billion accelerated share repurchase transaction[173] Tax and Interest - The effective tax rate on continuing operations for Q3 2025 was 5.8%, significantly lower than 17.9% for Q3 2024, primarily due to the release of a valuation allowance[94] - Interest income for the three months ended September 30, 2025, was $27 million, compared to $14 million for the same period in 2024[84]