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杜邦公司DuPont(DD)2025年第一季度财报电话会纪要「NYSE」(英文版)(30页).pdf

上传人: Kell****reet 编号:714206 2025-06-20 30页 166.98KB

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1、TRANSCRIPT 05 02-2025 DuPont Q1 2025 Earnings TOTAL PAGES:30 DuPont Q1 2025 Earnings CORPORATE SPEAKERS:Edward Barna DuPont;Investor Relations Lori Koch DuPont;Chief Executive Officer Jon Kemp DuPont;Electronics Business President and Chief Executive Officer-Elect Antonella Franzen DuPont;Chief Fina

2、ncial Officer Edward Breen DuPont;Executive Chairman PARTICIPANTS:Jeffrey Sprague Vertical Research;Analyst Scott Davis Melius Research;Analyst Stephen Tusa JPMorgan;Analyst John McNulty BMO Capital Markets;Analyst Christopher Parkinson Wolfe Research;Analyst Joshua Spector UBS;Analyst David Begleit

3、er Deutsche Bank;Analyst John Ezekiel Roberts Mizuho;Analyst Patrick Cunningham Citi;Analyst Aleksey Yefremov KeyBanc Capital Markets;Analyst Michael Leithead Barclays;Analyst DuPont Q1 2025 Earnings Michael Sison Wells Fargo;Analyst Frank Mitsch Fermium Research;Analyst Vincent Andrews Morgan Stanl

4、ey;Analyst Arun Viswanathan RBC Capital Markets;Analyst Steve Byrne Bank of America;Analyst PRESENTATION:Operator Thank you for standing by.Welcome to the DuPont First Quarter 2025 Earnings Call.(Operator Instructions)I would now like to turn the call over to Ed Barna,Investor Relations.You may begi

5、n your conference.Edward Barna Good morning.And thank you for joining us for DuPonts first quarter 2025 financial results conference call.Joining me today are Ed Breen,Executive Chairman;Lori Koch,Chief Executive Officer;Jon Kemp,current Electronics Business President and CEO-elect of the future ind

6、ependent Electronics company;and Antonella Franzen,Chief Financial Officer.We have prepared slides to supplement our remarks,which are posted on DuPonts website under the Investor Relations tab and through the webcast link.Please read the forward-looking statement disclaimer contained in the slides.

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根据文章内容,以下是关键点的概括: 1. 杜邦2025年第一季度业绩:销售额增长6%,EBITDA增长16%,调整后每股收益增长30%。 2. 电子业务:销售额增长14%,EBITDA增长26%,主要受益于半导体和人工智能需求增长。 3. 工业业务:销售额持平,EBITDA增长6%,医疗和水业务增长强劲,建筑和汽车业务疲软。 4. 2025年全年指引:销售额预计为128-129亿美元,EBITDA预计为33.25-33.75亿美元,调整后每股收益预计为4.30-4.40美元。 5. 关税影响:2025年预计净成本影响为600万美元,主要在下半年,公司正在积极应对。 6. 电子业务分拆:计划于11月1日完成分拆,新公司名为Qnity,2024年销售额为43亿美元。 7. PFAS诉讼:预计今年晚些时候会有进展,公司正在积极应对。 以上是对文章主要内容的简要概括。
杜邦电子业务Qnity前景如何? 杜邦如何应对关税风险? 杜邦水业务增长动力何在?
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