DuPont announced it is targeting November 1, 2025, for the completion of the intended separation of the Electronics business. This separation is subject to customary conditions, including final Board approval and regulatory approvals, signaling a significant strategic shift.

DuPont completed the acquisition of Donatelle Plastics for $365 million, including a contingent earn-out liability. This acquisition is part of the Healthcare & Water Technologies business within the IndustrialsCo segment, indicating a strategic focus on this sector.

The company approved targeted restructuring actions to streamline, right-size and optimize specific organizational structures in preparation for the Intended Electronics Separation and the future New DuPont company. The total expected pre-tax restructuring charges under the program are expected to be $100 million.

The company approved targeted restructuring actions to capture near-term cost reductions due to macroeconomic factors as well as to further simplify certain organizational structures following the Spectrum acquisition and Delrin® Divestiture. The company recorded pre-tax restructuring charges of $200 million inception-to-date.

On April 29, 2025, the DuPont Board of Directors terminated the Company's Pension Restoration Plan effective April 29, 2025. This change may indicate a shift in compensation and benefits strategies.

In anticipation of and to facilitate the Intended Electronics Separation, DuPont is planning for the internal separation of its businesses, both domestically and internationally, through a series of transactions that are intended to be tax-efficient. These actions are complex and require careful management.

The company acknowledges that trade regulations, policies, and disputes can increase tariffs and trade barriers, limiting DuPont's ability to sell certain products and impacting global supply chains. These factors could reduce the competitiveness of DuPont products and cause sales to decline.

The State Administration for Market Regulation of the People's Republic of China has initiated an investigation in connection with the Company's Tyvek® business. While Tyvek sales to China are less than 1% of consolidated net sales, the investigation introduces regulatory risk.

The company acknowledges that it is reasonably possible that it could incur additional eligible PFAS costs and Indemnifiable Losses in excess of the amounts accrued. It is not possible to predict the outcome of any such matters due to various reasons including, among others, future actions and decisions, as well as factual and legal issues to be resolved in connection with PFAS matters.

ElectronicsCo net sales increased due to a 16% increase in volume, driven by AI-driven technology ramps and advanced node transitions. This highlights the company's competitive advantage in high-growth technology areas.

Within Diversified Industrials, volume declines were primarily due to declines in construction and automotive end-markets. This indicates potential competitive pressure or cyclical downturns in these sectors.

The company acknowledges that changes in, and responses to, U.S. trade controls have the potential to reduce the competitiveness of DuPont products and cause sales to decline. This could impact market share and profitability.

Cost of sales as a percentage of net sales decreased from 65% to 63%, primarily due to increased productivity and the impact of product mix. This indicates improved operational efficiency.

SG&A expenses decreased from $384 million to $369 million, primarily due to lower personnel-related expenses. This suggests successful cost management in administrative functions.

The company approved targeted restructuring actions to capture near-term cost reductions due to macroeconomic factors as well as to further simplify certain organizational structures. This indicates a focus on improving efficiency and reducing costs.

R&D expenses increased from $125 million to $137 million, reflecting a commitment to innovation and new product development. The company is investing in future growth opportunities.

Volume growth in Interconnect Solutions was driven by volume gains from Al-driven technology ramps, indicating that the company is successfully commercializing innovations in artificial intelligence applications.

The company recorded an impairment charge of $768 million related to the Aramids reporting unit within the IndustrialsCo segment due to declining financial projections. This could indicate challenges in maintaining technological competitiveness in that area.

The company did not repurchase any shares during the quarter, indicating a pause in share buyback activity. This may be due to the impending separation of the Electronics business or other capital allocation priorities.

Cash used for investing activities of continuing operations increased, primarily attributable to higher capital expenditures. This suggests increased investment in property, plant, and equipment or other long-term assets.

DuPont expects to make additional contributions in the aggregate of approximately $42 million by year-end 2025 to pension and other post-employment benefit plans. This highlights the company's commitment to funding its retirement obligations.

DuPont, Chemours and Corteva (for itself and EIDP) reached a settlement agreement with the State of Ohio designed to benefit Ohio's natural resources and the people of the State of Ohio. Among other things, and subject to certain limitations and preservations, the settlement resolves the State's claims relating to releases of PFAS in or into the State from the companies' facilities and claims relating to the manufacture and sale of PFAS-containing products and the State's claims related to AFFF.

On March 25, 2025, Region 3 of EPA issued a Notice to Show Cause letter to the Company's Spruance facility in Richmond, Virginia. The company is accepting EPA's offer to meet and confer.

At March 31, 2025, the Company had accrued obligations of $277 million for probable environmental remediation and restoration costs. These obligations are included in "Accrued and other current liabilities" and "Other noncurrent obligations" in the interim Condensed Consolidated Balance Sheets.

The company acknowledges that macroeconomic conditions and trade disputes could reduce the competitiveness of DuPont products and cause sales to decline. These factors are external and difficult to control.

China and Hong Kong represented approximately 19% of the Company's consolidated net sales for the year ended December 31, 2024. However, an investigation into the Tyvek business introduces uncertainty in this key market.

The Water District Settlement Agreement provides a framework for resolving PFAS-related claims of U.S. public water systems, reducing uncertainty and potential financial exposure.