DDDuPont de Nemours, Inc.
Plastic Materials, Synth Resins & Nonvulcan Elastomers
- Revenue
- $6.8B
- 1.9% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.4B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear636% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired489% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear37% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $12.6B | $13.0B | $6.6B | $6.7B | $6.8B | 1.9% |
| Net income | $6.5B | $5.9B | $423M | $703M | $88M | 87% |
| Operating cash flow | $2.3B | $588M | $845M | $765M | $560M | 27% |
| Capex | $788M | $662M | $302M | $285M | $333M | 17% |
| Stock-based comp | $67M | $75M | $57M | $56M | $38M | 32% |
| Buybacks | $2.1B | — | — | — | — | |
| Dividends | $630M | $652M | $651M | $635M | $597M | 6.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 169 | 190 |
| FY2024 | — | — | 131 | 176 |
| FY2023 | — | — | 129 | 150 |
| FY2022 | — | — | 113 | 127 |
| FY2021 | — | — | 131 | 135 |