Pre-earnings brief
Reports
Tue, Nov 3, 2026
Est. EPS
—
Est. revenue
—
Implied move
±8.6%
EPS beat rate
100%
—
Est. EPS
$-0.50
Est. Rev
$257M
Impl. Move
±8.7%
DuPont de Nemours, Inc. (DD) is a diversified industrial company that operates in various sectors, including materials science and specialty products. With a market cap of $18 billion, DuPont plays a crucial role in providing innovative solutions across industries, which is particularly important as global demand for sustainable and advanced materials continues to grow.
Last quarter
In Q2 2026, DuPont reported an EPS of $1.88, surpassing expectations by 7%. The stock reacted positively, gaining 1.17% the following day.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+9.56%
Avg 1-day reaction
+3.63%
Overall, investors are optimistic about DuPont's upcoming earnings, especially given its track record of beating EPS estimates in recent quarters.
Bull case
If DuPont continues its trend of beating EPS estimates, it could signal strong operational performance and positive market sentiment.
Bear case
On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in stock price.
Key metrics to watch
Earnings Per Share (EPS)
Expected to be around $1.88.EPS is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue Growth
Not available.Revenue growth reflects the company's ability to expand its market share and drive sales.
Operating Margin
The print will turn on these.
Q1
What will the EPS be for Q3-2026?
Given DuPont's history of beating EPS estimates, this number will be crucial for market sentiment and stock performance.
Q2
How is DuPont addressing supply chain challenges?
Supply chain issues have impacted many companies, and how DuPont navigates these challenges could affect its operational efficiency and future growth.
Why consensus could be wrong
The Street may be underestimating DuPont's ability to manage costs effectively despite supply chain challenges, which could lead to better-than-expected margins.
Supporting evidence
DuPont has consistently beaten EPS estimates in the past, indicating strong operational management.
The options market is pricing an 8.58% move, suggesting heightened expectations that could be unwarranted if the company maintains its efficiency.
Recent historical patterns show that stocks often react negatively even after positive earnings surprises.
Key risk
If EPS comes in below $1.70, it could significantly shift market sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is particularly important as it follows a series of positive earnings surprises, and any deviation could shift market sentiment.
Bull confirmed if
Earnings exceeding $1.88 per share would confirm the bull case.
Bear confirmed if
Earnings below $1.70 per share would support the bear case.
What the market is pricing for the move.
Implied Move
±8.58%
Historical Avg
±3.9%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.
Options are pricing ±8.6% while DD has averaged ±3.9% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
20.2%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Industrials
Fade rate: 10 of 30 (33%)
This setup has occurred 30 times across Industrials in the last 2 years. 20 of 30 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.2%, with a raw directional average of -1.8% (modestly negative 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 around 3.6%, confirming strong operational performance.
In line / cautious
If results are in line with expectations, the stock may remain stable, but cautious commentary could lead to a muted reaction.
Miss
If DuPont misses earnings estimates, history suggests a potential decline of around 3.6%, reflecting disappointment in market expectations.
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.
Operating margin indicates how efficiently the company is managing its operations and controlling costs.
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.