Post-earnings recap
Reported
Tue, Aug 4, 2026
EPS actual
$1.88
EPS est.
$1.76
EPS surprise
+7.00%
1-day move
+1.17%
DuPont's earnings report showed a positive surprise in EPS, which contributed to a 1.17% increase in stock price. However, the lack of revenue data and guidance leaves uncertainty about the company's overall performance and future direction. Investors will be looking for more information in future reports to assess the company's growth prospects.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.88 | $1.67 | +7.00% |
| Revenue | N/A | $1.8B | N/A |
No transcript is on record, and the analysis is based on numerical results only.
DuPont de Nemours, Inc. (DD) is a major player in the industrial sector, focusing on materials science and innovation across various industries. The company is known for its advanced technologies and products that cater to sectors like electronics, construction, and agriculture, making it a significant contributor to industrial growth and sustainability.
Last quarter
In Q1-2026, DuPont reported an EPS of $0.55, exceeding analyst expectations by 13.4%. The stock responded positively, gaining 8.43% the following day.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+9.56%
Avg 1-day reaction
+3.63%
Analysts are generally optimistic about DuPont's upcoming earnings, expecting a solid performance based on recent trends.
Bull case
If DuPont beats EPS estimates, it could signal strong operational performance and effective cost management, leading to increased investor confidence.
Bear case
Conversely, if the company fails to meet expectations, it may raise concerns about demand and profitability, potentially leading to a negative market reaction.
Key metrics to watch
EPS
$1.67Earnings per share (EPS) is a key indicator of profitability and will show how well DuPont is managing costs and generating income.
Revenue
$1.8BRevenue figures will provide insight into overall sales performance and demand for DuPont's products.
The print will turn on these.
Q1
Will DuPont's EPS exceed $1.67, and if so, by how much?
A strong EPS performance could reinforce confidence in the company's profitability and operational efficiency.
Q2
What specific revenue figures will DuPont report, and how do they compare to the $1.8B consensus?
Revenue performance is critical for understanding demand trends and overall business health.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±12.7%
Why consensus could be wrong
The consensus may underestimate DuPont's ability to leverage its recent innovations, which could lead to stronger-than-expected revenue growth.
Supporting evidence
DuPont's recent focus on sustainability may drive demand in key sectors, potentially boosting revenue beyond expectations.
The options market indicates a higher expected move than historical averages, suggesting that investors anticipate significant news.
Key risk
If DuPont's revenue exceeds $1.8B, it could challenge the current bearish sentiment and validate growth potential.
Pre-commit to what would confirm each case.
This quarter's performance is under scrutiny as analysts look for signs of sustained growth amid market fluctuations.
Bull confirmed if
An EPS of $1.75 or higher would confirm the bull case, indicating strong earnings growth.
Bear confirmed if
An EPS below $1.60 would support the bear case, suggesting potential challenges in profitability.
What the market is pricing for the move.
Implied Move
±8.40%
Historical Avg
±3.9%
The options market is pricing in a significant move, indicating that investors expect volatility around the earnings announcement.
Options are pricing ±8.4% while DD has averaged ±3.9% over the last 8 prints — setup is pricing rich.
ATM IV
0.4%
30d HV
39.4%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Industrials
Fade rate: 6 of 24 (25%)
This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).
Smart-money positioning from the most recent 13F filings.
Institutional
79.91%
of float
Insider
0.16%
of float
Holders
1,491
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
10,637,868 sh · $1.4B
7.88%
2.4%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If DuPont beats expectations, history suggests a potential stock increase of about 4.0%, confirming positive operational trends.
In line / cautious
An in-line report could lead to a muted response, as investors await further commentary on future growth prospects.
Miss
A disappointing report could result in a decline, with historical patterns suggesting an average drop of around 4.0%.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
0 buys·1 sell
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Vanguard Capital Management LLC
8,935,728 sh · $1.2B
6.62%
0.8%
State Street Corporation
6,949,792 sh · $911.0M
5.15%
11.5%
Vanguard Portfolio Management LLC
6,405,233 sh · $839.6M
4.74%
-0.5%
Invesco Ltd.
3,792,235 sh · $497.1M
2.81%
-4.6%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
Recent Transactions
Traded Jul 17, 2026 · disclosed Sep 4, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.