DD · NYSE · Chemicals

DuPont (DD)

Makes healthcare, water, building, and industrial materials for demanding applications.

$131.68
vs last close+1.89 (+1.45%)

DuPont makes branded materials other companies build into their own products — the sterile lid on a medical package, the filter that pulls salt from seawater, the foam board behind a wall. It has just shed its electronics arm and its Kevlar business, leaving a smaller company leaning toward medicine and water. What it cannot shed is the bill for chemicals it made decades ago.

Item facts: FY2025 · year ended Dec 31, 2025, from filings, earnings calls and company pages.

Judgment weights, not filed revenue

Tyvek protective sheet~24%Water filters & membranes~23%Medical parts & tubing~16%Engine, chip & car parts~15%Insulation & countertops~14%Printing plates~8%

The band summarizes business focus and direction. ~ marks estimates.

8 in detail · 11 more below

  • Tyvek

    · Brand

    One white sheet sold into three unrelated markets: sterile lids for medical packages, one-use protective suits, and wrap that goes behind house siding. Roughly a fifth of sales, and the only brand DuPont sells through both halves of the company.

    Competes with Sterile barrier films and lids (Amcor) · KleenGuard protective coveralls (Kimberly-Clark) · Typar HouseWrap (Berry)

    In plain English

    Picture a sheet of paper you cannot tear, that rain beads off but that is still thin and light. That is Tyvek — plastic spun into fine fibres and pressed flat.

    Three unrelated customers buy it. Device makers use it as the peel-off lid that keeps a sterile package sterile until it is opened. Lab and factory workers wear it as a one-use suit. Builders tack it behind siding to keep wind and rain out of the wall. Once a device maker writes Tyvek into the paperwork a regulator approved, switching to anything else means redoing that paperwork — and no one buyer is big enough to swing DuPont's year.

  • Water Technologies (FilmTec, AmberLite, MemCor)

    · Product line

    Filters and resins that strain salt and grime out of water — for desalination plants, city sewage, factories and chip plants. About a fifth of sales. Management trimmed this year's growth outlook on shipping and delivery trouble in the Middle East.

    Competes with Romembra RO elements (Toray) · NanoH2O membranes (LG Chem) · Hydranautics elements (Nitto)

    In plain English

    Imagine squeezing seawater against a film so fine that only water gets through and the salt stays behind. That is what a DuPont element does: a fat cartridge of tightly rolled plastic film sitting inside a steel tube.

    Cities buy them to make seawater drinkable, factories to reuse their own dirty water, chip plants to get water with almost nothing left in it. Once a particular element is written into a plant's design, changing brands means proving the whole design over again — so the orders tend to stay put. DuPont also sells resin beads that pull dissolved minerals out, and design software that gets its own parts into the drawing before anything is ordered.

  • Spectrum Plastics Group

    · Brand

    DuPont's in-house medical factory: thin tubing, moulded parts and whole finished devices built to order for medical brands. Roughly a tenth of sales, and the piece management says it wants to enlarge by buying more. Watch whether new device programmes launch.

    Competes with Full-service device manufacturing (Viant Medical) · Precision components and catheters (Freudenberg Medical) · Medical tubing extrusion (Putnam Plastics)

    In plain English

    Big medical brands design a device, then hire somebody else to actually build the fiddly plastic bits — the thin tubing inside a catheter, the moulded parts, sometimes the whole finished device. Spectrum is that somebody else, bought in 2023 for $1.75 billion and enlarged a year later with a second moulding business, Donatelle.

    Payment comes per part, on programmes that run for years. Once a part has been cleared by regulators as part of an approved device, changing supplier means going back through that clearance — slow to win, hard to lose. It is how DuPont moved from selling the raw material for devices to selling the device parts themselves.

  • Liveo

    · Product lineRamping

    Soft silicone and plastic tubing that carries liquid medicine through the machinery of a drug plant, used once and thrown away. Around a twentieth of sales, in a market growing roughly 15% a year. Small base, quick growth.

    Competes with Sani-Tech tubing (Saint-Gobain) · Pharmatube tubing (Trelleborg) · AdvantaSil tubing (NewAge)

    In plain English

    Making a modern medicine means moving liquid from tank to filter to bottle. Rather than scrub out steel pipes between batches, drug plants now run the liquid through soft tubing that is used once and binned — no cleaning, and nothing to prove clean afterwards.

    Liveo makes that tubing, in medical-grade silicone and in a stretchier plastic. Drug makers buy it by the roll, some of it through Qosina, a distributor of drug-plant parts, and every batch eats fresh tubing, so the reordering does not stop while a plant is running. It is one of DuPont's smaller lines sitting in one of the faster-growing markets it sells into.

  • Vespel and MOLYKOTE

    · Product line

    Machined plastic parts used where metal fails, plus specialty greases — sold into jet engines, chipmaking machines and cars. About a tenth of sales, and the longest-lead line DuPont owns: roughly half of a quarter's orders are booked before the quarter starts.

    Competes with Meldin polyimide shapes (Saint-Gobain) · TECAPOWDER polyimide parts (Ensinger) · Klüber specialty lubricants (Freudenberg)

    In plain English

    Inside a jet engine, or a machine that makes chips, there are spots where metal simply does not hold up. Vespel parts go in those spots: a hard plastic that can be machined like metal but keeps working where metal gives up.

    The buyers are aerospace engine and airframe makers, chip-equipment builders and carmakers, and they design the part into the machine years before the first one ships — which is why so much of a quarter's revenue is already spoken for when the quarter opens. MOLYKOTE rides alongside: specialty greases for the same demanding machinery, sold direct and through industrial suppliers. Management says aerospace and chip-equipment demand are both growing at double-digit rates this year.

  • BETAFORCE, BETAMATE and BETASEAL

    · Product lineRamping

    The glues that hold a car together — bonding body panels, sealing in windscreens, and now holding battery packs. Around a twentieth of sales. The battery corner is tiny but growing quickly, with double-digit gains reported in the latest quarter.

    Competes with Loctite structural adhesives (Henkel) · Structural bonding adhesives (Sika) · Battery-pack adhesives (H.B. Fuller)

    In plain English

    Modern cars are glued as much as welded. A bead of structural adhesive holds a body panel to the frame; another seals the windscreen into its opening so it does not leak or rattle. That is the old, steady half of this line.

    The new half is battery packs. A pack is a tray filled with battery cells, and adhesive is what holds them in it. That corner of the market is small — worth not much more than a hundred million dollars a year worldwide — but it is growing fast, and DuPont reported double-digit gains in it last quarter. Which still leaves most of the money resting on the ordinary business of building cars.

  • Building Technologies (Styrofoam, Great Stuff, Corian Design)

    · Product line

    Blue foam insulation board, cans of expanding foam for gaps, and Corian countertop surfacing. Around an eighth of sales, and the fastest-turning line DuPont owns, so it follows housebuilding and remodelling with barely any lag.

    Competes with FOAMULAR XPS insulation (Owens Corning) · Silestone and Dekton surfaces (Cosentino) · HI-MACS solid surface (LX Hausys)

    In plain English

    Three things a builder buys. Rigid foam board that goes on the outside of a wall to hold the heat in; cans of foam that swell up to plug the gap around a window frame; and a solid, seamless sheet material that fabricators cut into kitchen counters and work surfaces.

    DuPont makes the material and moves it through building-products distributors — Parksite and Hallmark joined the Corian network in 2026 — who sell it on to contractors and countertop shops. So the revenue simply follows how many homes are going up and how many kitchens are being redone. It is the plainest corner of the company, and the first to feel it when construction slows.

  • Cyrel

    · Product line

    Flexible plates that stamp ink onto snack bags, labels and cardboard boxes, plus the machines that make the plates. Under a tenth of sales, and the one line management calls a drag: printing and packaging shrank in 2025 and again this year.

    Competes with nyloflex printing plates (Flint Group) · Photoproducts printing plates (Asahi) · Graphics Solutions plates (MacDermid)

    In plain English

    Look at the printing on a crisp packet or a cardboard box. It was pressed on by a bendy plate with the image raised on its face — a rubber stamp the size of a poster, wrapped around a roller. Cyrel makes those plates, and the equipment a print shop uses to turn a blank one into a finished stamp.

    Print shops and packaging converters pay for the plates and the platemaking gear, so the money rises and falls with how much packaging actually gets printed. Lately it has fallen: sales here declined in 2025 and kept declining through 2026, while digital printing takes over the short runs.

  • Tyvek· BrandOne white sheet sold into three unrelated markets: sterile lids for medical packages, one-use protective suits, and wrap that goes behind house siding. Roughly a fifth of sales, and the only brand DuPont sells through both halves of the company.

    One white sheet sold into three unrelated markets: sterile lids for medical packages, one-use protective suits, and wrap that goes behind house siding. Roughly a fifth of sales, and the only brand DuPont sells through both halves of the company.

    In plain English

    Picture a sheet of paper you cannot tear, that rain beads off but that is still thin and light. That is Tyvek — plastic spun into fine fibres and pressed flat.

    Three unrelated customers buy it. Device makers use it as the peel-off lid that keeps a sterile package sterile until it is opened. Lab and factory workers wear it as a one-use suit. Builders tack it behind siding to keep wind and rain out of the wall. Once a device maker writes Tyvek into the paperwork a regulator approved, switching to anything else means redoing that paperwork — and no one buyer is big enough to swing DuPont's year.

    Competes with Sterile barrier films and lids (Amcor) · KleenGuard protective coveralls (Kimberly-Clark) · Typar HouseWrap (Berry)

  • Water Technologies (FilmTec, AmberLite, MemCor)· Product lineFilters and resins that strain salt and grime out of water — for desalination plants, city sewage, factories and chip plants. About a fifth of sales. Management trimmed this year's growth outlook on shipping and delivery trouble in the Middle East.

    Filters and resins that strain salt and grime out of water — for desalination plants, city sewage, factories and chip plants. About a fifth of sales. Management trimmed this year's growth outlook on shipping and delivery trouble in the Middle East.

    In plain English

    Imagine squeezing seawater against a film so fine that only water gets through and the salt stays behind. That is what a DuPont element does: a fat cartridge of tightly rolled plastic film sitting inside a steel tube.

    Cities buy them to make seawater drinkable, factories to reuse their own dirty water, chip plants to get water with almost nothing left in it. Once a particular element is written into a plant's design, changing brands means proving the whole design over again — so the orders tend to stay put. DuPont also sells resin beads that pull dissolved minerals out, and design software that gets its own parts into the drawing before anything is ordered.

    Competes with Romembra RO elements (Toray) · NanoH2O membranes (LG Chem) · Hydranautics elements (Nitto)

  • Spectrum Plastics Group· BrandDuPont's in-house medical factory: thin tubing, moulded parts and whole finished devices built to order for medical brands. Roughly a tenth of sales, and the piece management says it wants to enlarge by buying more. Watch whether new device programmes launch.

    DuPont's in-house medical factory: thin tubing, moulded parts and whole finished devices built to order for medical brands. Roughly a tenth of sales, and the piece management says it wants to enlarge by buying more. Watch whether new device programmes launch.

    In plain English

    Big medical brands design a device, then hire somebody else to actually build the fiddly plastic bits — the thin tubing inside a catheter, the moulded parts, sometimes the whole finished device. Spectrum is that somebody else, bought in 2023 for $1.75 billion and enlarged a year later with a second moulding business, Donatelle.

    Payment comes per part, on programmes that run for years. Once a part has been cleared by regulators as part of an approved device, changing supplier means going back through that clearance — slow to win, hard to lose. It is how DuPont moved from selling the raw material for devices to selling the device parts themselves.

    Competes with Full-service device manufacturing (Viant Medical) · Precision components and catheters (Freudenberg Medical) · Medical tubing extrusion (Putnam Plastics)

  • Liveo· Product lineRampingSoft silicone and plastic tubing that carries liquid medicine through the machinery of a drug plant, used once and thrown away. Around a twentieth of sales, in a market growing roughly 15% a year. Small base, quick growth.

    Soft silicone and plastic tubing that carries liquid medicine through the machinery of a drug plant, used once and thrown away. Around a twentieth of sales, in a market growing roughly 15% a year. Small base, quick growth.

    In plain English

    Making a modern medicine means moving liquid from tank to filter to bottle. Rather than scrub out steel pipes between batches, drug plants now run the liquid through soft tubing that is used once and binned — no cleaning, and nothing to prove clean afterwards.

    Liveo makes that tubing, in medical-grade silicone and in a stretchier plastic. Drug makers buy it by the roll, some of it through Qosina, a distributor of drug-plant parts, and every batch eats fresh tubing, so the reordering does not stop while a plant is running. It is one of DuPont's smaller lines sitting in one of the faster-growing markets it sells into.

    Competes with Sani-Tech tubing (Saint-Gobain) · Pharmatube tubing (Trelleborg) · AdvantaSil tubing (NewAge)

  • Vespel and MOLYKOTE· Product lineMachined plastic parts used where metal fails, plus specialty greases — sold into jet engines, chipmaking machines and cars. About a tenth of sales, and the longest-lead line DuPont owns: roughly half of a quarter's orders are booked before the quarter starts.

    Machined plastic parts used where metal fails, plus specialty greases — sold into jet engines, chipmaking machines and cars. About a tenth of sales, and the longest-lead line DuPont owns: roughly half of a quarter's orders are booked before the quarter starts.

    In plain English

    Inside a jet engine, or a machine that makes chips, there are spots where metal simply does not hold up. Vespel parts go in those spots: a hard plastic that can be machined like metal but keeps working where metal gives up.

    The buyers are aerospace engine and airframe makers, chip-equipment builders and carmakers, and they design the part into the machine years before the first one ships — which is why so much of a quarter's revenue is already spoken for when the quarter opens. MOLYKOTE rides alongside: specialty greases for the same demanding machinery, sold direct and through industrial suppliers. Management says aerospace and chip-equipment demand are both growing at double-digit rates this year.

    Competes with Meldin polyimide shapes (Saint-Gobain) · TECAPOWDER polyimide parts (Ensinger) · Klüber specialty lubricants (Freudenberg)

  • BETAFORCE, BETAMATE and BETASEAL· Product lineRampingThe glues that hold a car together — bonding body panels, sealing in windscreens, and now holding battery packs. Around a twentieth of sales. The battery corner is tiny but growing quickly, with double-digit gains reported in the latest quarter.

    The glues that hold a car together — bonding body panels, sealing in windscreens, and now holding battery packs. Around a twentieth of sales. The battery corner is tiny but growing quickly, with double-digit gains reported in the latest quarter.

    In plain English

    Modern cars are glued as much as welded. A bead of structural adhesive holds a body panel to the frame; another seals the windscreen into its opening so it does not leak or rattle. That is the old, steady half of this line.

    The new half is battery packs. A pack is a tray filled with battery cells, and adhesive is what holds them in it. That corner of the market is small — worth not much more than a hundred million dollars a year worldwide — but it is growing fast, and DuPont reported double-digit gains in it last quarter. Which still leaves most of the money resting on the ordinary business of building cars.

    Competes with Loctite structural adhesives (Henkel) · Structural bonding adhesives (Sika) · Battery-pack adhesives (H.B. Fuller)

  • Building Technologies (Styrofoam, Great Stuff, Corian Design)· Product lineBlue foam insulation board, cans of expanding foam for gaps, and Corian countertop surfacing. Around an eighth of sales, and the fastest-turning line DuPont owns, so it follows housebuilding and remodelling with barely any lag.

    Blue foam insulation board, cans of expanding foam for gaps, and Corian countertop surfacing. Around an eighth of sales, and the fastest-turning line DuPont owns, so it follows housebuilding and remodelling with barely any lag.

    In plain English

    Three things a builder buys. Rigid foam board that goes on the outside of a wall to hold the heat in; cans of foam that swell up to plug the gap around a window frame; and a solid, seamless sheet material that fabricators cut into kitchen counters and work surfaces.

    DuPont makes the material and moves it through building-products distributors — Parksite and Hallmark joined the Corian network in 2026 — who sell it on to contractors and countertop shops. So the revenue simply follows how many homes are going up and how many kitchens are being redone. It is the plainest corner of the company, and the first to feel it when construction slows.

    Competes with FOAMULAR XPS insulation (Owens Corning) · Silestone and Dekton surfaces (Cosentino) · HI-MACS solid surface (LX Hausys)

  • Cyrel· Product lineFlexible plates that stamp ink onto snack bags, labels and cardboard boxes, plus the machines that make the plates. Under a tenth of sales, and the one line management calls a drag: printing and packaging shrank in 2025 and again this year.

    Flexible plates that stamp ink onto snack bags, labels and cardboard boxes, plus the machines that make the plates. Under a tenth of sales, and the one line management calls a drag: printing and packaging shrank in 2025 and again this year.

    In plain English

    Look at the printing on a crisp packet or a cardboard box. It was pressed on by a bendy plate with the image raised on its face — a rubber stamp the size of a poster, wrapped around a roller. Cyrel makes those plates, and the equipment a print shop uses to turn a blank one into a finished stamp.

    Print shops and packaging converters pay for the plates and the platemaking gear, so the money rises and falls with how much packaging actually gets printed. Lately it has fallen: sales here declined in 2025 and kept declining through 2026, while digital printing takes over the short runs.

    Competes with nyloflex printing plates (Flint Group) · Photoproducts printing plates (Asahi) · Graphics Solutions plates (MacDermid)

Named in filings, launches and programs

  • TychemBrandHeavier chemical-protective suits sold beside Tyvek garments to the same industrial and laboratory customers.
  • Tyvek IsoCleanProductCleanroom garments under the Tyvek name; the distributor Flow Cleanrooms & Supply widened availability in August 2026.
  • Tyvek Trifecta and APXProductNewer versions of the Tyvek sheet, one for house wrap and one for worker safety gear.
  • Tyvek with Renewable AttributionProductLaunched September 2026 — the same sheet, made against renewable feedstock credits rather than a changed material.
  • WAVE PROPlatformWater-plant design software launched July 2026; it models filters and membranes together, getting DuPont parts into the plan before anything is ordered.
  • FilmTec Fortilife XC220 and XC160UHPProductFilter elements aimed at factories that want to clean and reuse their own wastewater instead of discharging it.
  • MemCor MBRProductMembrane tanks that clean sewage; chosen in August 2026 for the expansion of Lower Molonglo, Australia's largest inland wastewater plant.
  • Direct Lithium Extraction portfolioProduct line · RampingTwenty-plus sorbents, membranes and resins launched July 2026 to pull lithium out of underground brine — still too new to move revenue.
  • DESAL4ALLCustomer program · AnnouncedA desalination consortium with Acciona, Danfoss and H2O Innovation, named a semifinalist in an XPRIZE water-scarcity competition.
  • Sinochem (Ningbo) RO MemtechBrandA filter plant in Zhejiang, China, agreed in September 2025 — it becomes a third FilmTec manufacturing site alongside Edina and Jubail.
  • Arclin stake and noteBrandDuPont kept a $325M minority stake in Arclin, which bought its Kevlar and Nomex business, plus a $300M note — it part-owns what it sold.
  • TychemBrand

    Heavier chemical-protective suits sold beside Tyvek garments to the same industrial and laboratory customers.

  • Tyvek IsoCleanProduct

    Cleanroom garments under the Tyvek name; the distributor Flow Cleanrooms & Supply widened availability in August 2026.

  • Tyvek Trifecta and APXProduct

    Newer versions of the Tyvek sheet, one for house wrap and one for worker safety gear.

  • Tyvek with Renewable AttributionProduct

    Launched September 2026 — the same sheet, made against renewable feedstock credits rather than a changed material.

  • WAVE PROPlatform

    Water-plant design software launched July 2026; it models filters and membranes together, getting DuPont parts into the plan before anything is ordered.

  • FilmTec Fortilife XC220 and XC160UHPProduct

    Filter elements aimed at factories that want to clean and reuse their own wastewater instead of discharging it.

  • MemCor MBRProduct

    Membrane tanks that clean sewage; chosen in August 2026 for the expansion of Lower Molonglo, Australia's largest inland wastewater plant.

  • Direct Lithium Extraction portfolioProduct line · Ramping

    Twenty-plus sorbents, membranes and resins launched July 2026 to pull lithium out of underground brine — still too new to move revenue.

  • DESAL4ALLCustomer program · Announced

    A desalination consortium with Acciona, Danfoss and H2O Innovation, named a semifinalist in an XPRIZE water-scarcity competition.

  • Sinochem (Ningbo) RO MemtechBrand

    A filter plant in Zhejiang, China, agreed in September 2025 — it becomes a third FilmTec manufacturing site alongside Edina and Jubail.

  • Arclin stake and noteBrand

    DuPont kept a $325M minority stake in Arclin, which bought its Kevlar and Nomex business, plus a $300M note — it part-owns what it sold.