杜邦上调2026财测：医疗与水处理强劲推升EPS至$2.25-$2.30，DD.US盘中涨2.3%

DuPont (DD.US) upgraded its 2026 fiscal outlook, beating analyst expectations. The company projects adjusted EPS of $2.25–$2.30 and net sales of $70.8B–$71.4B, both above consensus. Shares rose 2.3% on the news. In its 2025 fiscal fourth quarter, adjusted EPS was $0.46, exceeding the $0.43 estimate. The Medical & Water Technologies segment posted 4% revenue growth to $8.21B, driven by stronger demand in medical packaging, medical devices, and industrial water treatment, offsetting a 3% decline in the Industrial Technologies segment to $8.72B, pressured by weak construction, printing, and packaging markets. CEO remarks indicated stabilization in previously低迷 markets, with the outlook for 2026 showing no major headwinds and continued margin improvement through productivity initiatives and business simplification, including the pending spin-off of Qnity Electronics. Seth Goldstein of Morningstar said the strong guidance reflects robust end-market demand in healthcare and water treatment, key growth drivers despite ongoing policy uncertainties.