Dupont De Nemours, Inc. DD

Revenue Intelligence Report • 37 quarters of SEC filing data • Updated 2026-03-15

Revenue is primarily driven by R&D intensity, with an estimated long-run return of $37.95 in revenue for every $1 of R&D spending, versus $11.70 per $1 of SG&A, indicating strong leverage from R&D investments. The ROI signal favors R&D, but the underlying linear model has moderate accuracy (MAPE 33.5%), and holdout testing shows a 14.1% miss (predicted $1.9B vs actual $1.7B). The latest quarter posted about $1.693B in revenue, and the full-year forecast around $13B implies an 87.2% YoY increase, suggesting substantial expansion albeit with uncertainty. Outlook remains favorable for continued R&D-led growth and revenue expansion, but investors should monitor model accuracy and potential variability in SG&A efficiency and product-launch timing.

Investment Thesis

At 33.5% MAPE, the model captures Dupont De Nemours, Inc.'s broad revenue trajectory, though quarterly variability suggests sensitivity to external factors. Every $1 of R&D investment is associated with $37.95 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $11.70 in revenue, reflecting strong commercial efficiency.

Next FY Revenue
$12.8B
+87.2% YoY
R&D Multiplier
$37.95 per $1
SG&A Multiplier
$11.70 per $1
Model Accuracy
33.5% MAPE
Holdout validation: The model predicted $1.9B vs the actual $1.7B — an error of 14.1%.

Revenue Forecast

DD Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $1.9B $1.7B $-0.9B – $4.8B +14.3% ✓ In range
Q2 2026 $2.5B $-1.6B – $6.5B +52.9%
Q3 2026 $3.0B $-2.0B – $7.9B +69.4%
Q4 2026 $3.4B $-2.3B – $9.1B +91.8%
Q1 2027 $4.0B $-2.4B – $10B +133.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Dupont De Nemours, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Sep–Nov) 1.0537 +5.4% +5.4% above trend 8
FQ2 (Dec–Feb) 1.0067 +0.7% In line with trend 9
FQ3 (Mar–May) 1.0487 +4.9% +4.9% above trend 7
FQ4 (Jun–Aug) 0.9424 -5.8% -5.8% below trend 7

How Spending Drives Revenue

DD Spending Timing
Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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Data sourced from SEC EDGAR XBRL filings. Model: ARDL (linear) with 37 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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