DuPont (DD) Beats Q2 Earnings and Revenue Estimates. Let me turn it over to Lori for additional color on the other actions we have taken, as well as a few comments on the first quarter. We are on for February 1 close, and we're going to have the shareholder vote in September and I feel good -- great about that. Market data powered by FactSet and Web Financial Group. So we expect this dynamic continue into Q2. I wanted to ask -- sorry, again, Ed, net price mix was flat. Good morning. So it's more than one line and we're going to add line eight actually, which we have a capex program against for future demand. Recent call transcripts of DuPont de Nemours Inc. Q3 2020. I'll now turn it to Leland to open up for Q&A. Christopher Parkinson -- Credit Suisse -- Analyst. Thanks and glad you all sound well. Joining me on the call today are Ed Breen, chief executive officer; and Lori Koch, our chief financial officer. Yeah, so the majority of our benefits from lower raws within the oil dynamic was within T&I and S&C. So we're clearly seeing the come back there. Stock Advisor launched in February of 2002. So we're going to be just a phenomenal position from that standpoint. Or are we kind of stuck at the bottom for another quarter? I'll now turn it over to Leland to open up for Q&A. We will see sequential improvement in T&I as we head into Q3. I am confident that DuPont will once again be an agent of change to make meaningful and lasting progress in this vital area. Moving to Slide 5, as I mentioned, just last week, we launched a successful $2 billion bond offering, which has replaced the delayed draw bank facility we previously secured. Thank you, everyone, for joining the call. It just depends what the numbers look like when we get there. So that's the kind of the path that Lori and I are on right now in the Company and I think we'll continue to get some opportunities from that. We saw strong demand across a number of key end markets, including protective garments, water filtration, electronics and probiotics. Our next question will come from Jeff Sprague with Vertical Research. Sure. And again, it's 60% of T&I is auto, but we're -- DuPont's a big player obviously in the auto end market, not just in the T&I business. So let me just say it that way. Yes. Good morning, everyone. Thank you. Thank you. For your reference, the copy of the transcript will be posted on DuPont's website. John, it's been one of my more frustrating ones. We're also — I don't want to get into all the details, but we're also looking at some outsourcing of some of the earlier change stuff in our portfolio that I don't feel we have to do and we can outsource that to somebody else, and we're studying that hard, too. So Q3 will look a little bit more of uptime than Q2 and then we'll see even more uptime as you head into Q4. Glad everyone is well and appreciate the shout out to New York City in the cover slide. So with your strong free cash flow from the working capital release, when do you think it can come back in a meaningful way in share repurchases? 1 August 2019: CEO Marc Doyle on Q2 2019 … Leland Weaver -- Vice President of Investor Relations. We've been in conversations, and let me just say, I'm highly confident there'll be a resolution in the not too distant future on that. Their extraordinary dedication in this incredibly challenging environment has enabled us to keep our sites and supply chains operational, our second priority for managing in these difficult times. However, I think folks often forget you kind of cut your teeth in operations with -- at Motorola. DuPont de Nemours' (DD) CEO Ed Breen on Q3 2020 Results - Earnings Call Transcript. We have prepared slides to supplement our comments during this conference call. Or whether you're still thinking about resolution there relatively soon? The teams are right on track with everything we need to do. We're in negotiations on everyone, and it's just slower in this environment, doing due diligence, people visiting sites, doing the environmental studies. So, and again, not surprised by that because the N&B business, as you could see in the first quarter had a tremendous quarter. DuPont tallies stronger-than-expected third-quarter adjusted earnings amid buoyant demand for electronics and imaging products. And beyond 2020, Ed, given you'll be on the IFF Board, what do you think the normalized growth rate for this business could be? Yes. Through the incredible effort across our organization, 100% of our 170 manufacturing sites around the globe are currently operating according to plan. And then as you get all the way to an enabled-5G phone, we see upwards of potentially another $1 dollar on top of the $3.50 that we expected. But remember, I think Lori covered this well, the charge we had to take was because we had to step up the assets so significantly in the DowDuPont merger that there just was no wiggle room there. The solid first quarter results in our Nutrition & Biosciences business are clear in the numbers. With a focus on strong returns and an organization aligned around performance, DuPont is positioned to deliver consistent top-tier financial results. And I think the biggest issue for DuPont is to get out of those cases and be able to wrap that up. And remember, we're higher than our D&A, because we had three or four key growth projects all hitting at the same time that we feel really good about. So we have an early shift that goes to about noon and then we have a second shift that goes in for the whole afternoon into the evening. Ed [Speech Overlap]. It was a similar result that we saw in Q1 kind of carry into April. Just to give you a little more granularity around that, and similar to comments that Lori made a little bit ago, E&I is up double digit, N&B is up double-digit and by way, the real performance in N&B is probiotics in China is double-digit growth. We're not canceling it, because we want to turn these back up when appropriate, but the two of the bigger ones that we cut back on was Tyvek line 8, which is our biggest capex program, by far, it's over $400 million and we spent a fair amount on that last year. DowDuPont (NYSE: DWDP) hosted a webcast of its fourth quarter 2017 earnings conference call with securities analysts on Thursday, Feb. 1, 2018 at 8:00 a.m. Eastern Time. Neal Sheorey DowDuPont Inc. - VP of IR Good morning, everyone. So pricing in T&I in Q1 was down 4%. So not every employee is in the labs at the same time. Ed and Lori just on the capex. We're going to get the cash from the IFF-N&B transaction. Are you tilting toward one versus the other? When we announced that the value of N&B was $26.2 billion, I didn't actually rack and stack it in the last day, but it's somewhere in the $25.5 billion range, where the stock price is trading at. We will now take our next question from Jonas Oxgaard from Bernstein. So I think there is some lessons we're going to learn here on our real estate footprint as we move forward. So remember what we really -- we still did move a key part of the T&I business over to Dow, which really fit more with them with exactly what they did. Jeff Sprague -- Vertical Research -- Analsyt. We continued to see price lift within S&C in Q1. All in, we expect our second quarter decremental margins to be in the range of 45% to 55% on lower volumes, nylon pricing pressure, lower utilization and costs associated with idling facilities. And again, we'll see where we're trading at, what's going on at the time and we'll make a decision then. Right. Is this routine, say, for the summer or because you have older equipment? Really just our call on when the recovery really starts and when we start to see that manifest in order placement. Our decremental margin was approximately 45% in the quarter, at the low end of our expected range, driven primarily by even greater cost savings than we had anticipated. And that was through a combination of incremental capacity, remass [Phonetic] in our current asset, as well as pulling products from non-healthcare markets. Back to T&I real quick. So we really had nice improvement there. First is mix with about 40% of the portfolio selling into markets outside of auto such as healthcare and electronics. Are you guys finding similar opportunities as we go through the process or is it still kind of a little bit too early to make that judgment call? Thanks, Leland, and good morning, everyone, and thank you for joining us. Thanks, Ed. And then could you give us an update on the ethanol enzyme in the Biosciences businesses, which are the weaker areas within N&B recently? And often companies that start down, more of a heavy lifting restructuring path, I think financial services lots of different sectors, actually find there is more and more that they could do without sacrificing core ops or productivity or the quality or whatever. So I think we've balanced this thing very well. Yes. Hope everybody is doing OK. It sounds like you've got a lot of things in the works in terms of improving cash conversion and you highlighted a greater than $500 million working capital improvement. At what point would you feel comfortable resuming the buybacks again? We have a manageable debt load and we are in a position to maintain a strong balance sheet, both now and post the N&B/IFF transaction. Water delivered another quarter with double-digit organic growth. Adjusted EPS of $0.84 per share was down 9%. During the call, we will make forward-looking statements regarding our expectations or predictions about the future. We have always valued a strong balance sheet and that mindset led our actions as the severity of the downturn came into focus in mid-March. And I am just a big believer in, don't be naive here. And I guess the way stocks come back, we bought them back at a pretty nice price. These actions were implemented quickly and we are seeing the benefits. I don't necessarily like talking about specific customers, but I think we're in a very strong position. Login Signup. Was that sort of trade loading of some sort, does that have to reverse in the second quarter such that your auto performance would actually be much worse than that 40% that you're seeing in decline in global auto builds? And we have a lot more content in the 5G phones because we do all the antenna technology. And it's why we think in normal times, we can outgrow GDP because of the areas we're going to be focused on. No. That is a large customer of ours. Thank you. Our adhesives business sales are more directly aligned with auto build results and we, therefore, expect that segment of the business to recover along with the expected pace of recovery at the OEM. But I think it's indicative, too, if you kind of look [Inaudible] in the first half, we pretty well outperformed the auto build number and that's a function of where we sell into the chain. DuPont de Nemours, Inc. (DD) CEO Ed Breen on Q1 2020 Results - Earnings Call Transcript. While the next several months will likely continue to be challenging due to the pandemic, we believe that the second quarter will mark the bottom for us. Before we move to the Q&A portion of our call, I would like to remind you that our forward looking statements apply to both our prepared remarks and the following Q&A. So we'll be in a strong position to reassess that with the Board. And in this case, I truly believe we have the revenue synergies we've talked about with what we can offer to a customer. And is there opportunity for share gain in some of these OEM players? We did 20% down on volume, 10% down on price, which where practically the world would be coming to an end. Our results for the quarter give me confidence that our business teams are staying close to our customers, understanding the near-term market dynamics of their industries and responding appropriately. 30 October 2020: Q3 2020 Earnings Call Transcript Q2 2020. We're making this call available to investors and media via webcast. And do you see any impact on the R&D productivity from that challenge? So that will be excess cash. DuPont Q3 2020 Earnings Call Transcript Thursday, 29 October 2020 thestreet. Your next question will come from Vincent Andrews with Morgan Stanley. Your next question will come from Scott Davis with Melius Research. Jonas Oxgaard -- Sanford C. Bernstein & Co., LLC -- Analyst. As I've noted before, our cost actions are targeted toward G&A expenses and aimed at enabling a highly productive cost structure, which is appropriately scaled to the size of the organization. No, Scott, I think there definitely is, and by the way, Lori and I have been very focused on that issue. Since the announcement of the transaction in mid-December, teams have been hard at work. I mean a piece of that was the favorable mix that we're seeing, so Tyvek is toward the high end of our segment margins when you compare it across the different businesses in S&C. So we'll be in a normal operating environment. While we expect it to remain untapped, extending and enlarging this facility provides greater certainty to meet our general business needs. And by the way, that's a business, and by the way that goes to our sustainability goals. Lori will cover the specifics of the quarter. Obviously, none of us have a crystal ball here, but would appreciate your perspective on really what you think this does look like and the path back up and out of this current drawdown? Possibly. N&B also saw increasing demand in food and beverage, home and personal care, and animal nutrition market, a trend we continue to see in April. So that portion of the portfolio, along with microbial control, was down significantly in the quarter. Please go ahead. Wondering if you could comment a little bit I guess in T&I and S&C, do you have some petrochemical backbones, what did the raw material build look like in the first quarter? In light of this, we developed a plan in the first quarter to begin slowing and idling certain facilities in our network, primarily factories in our Transportation & Industrial segments in order to align our supply with market demand. We also slowed those down. So once we are able to restart the Tyvek Line 8 project at the end of the year, that ultimately will add incremental capacity for us. Yes. That was very impressive, by the way, including the one in Wuhan that we have. Ed, you -- Good morning, guys. Got it. Yes. Scott Davis -- Melius Research -- Analyst. But 18% growth, I just don't see that, Jeff, holding at those kind of rates. Just wondering if anything is an obstacle at this point? I'd also mention, or Lori, you might want to give a number around this, but one of the things going into the pandemic I was personally very worried about was just past due balances, and we have had massive improvement on past due, which I kind of find interesting in this environment because I wouldn't have thought that. Next question will come from John Roberts with UBS. Good morning. Yes, PJ. Sequentially, the year-over-year change in U.S. and Canada, Europe and Latin America declined, while Asia Pacific showed a slight improvement. Organic top-line growth in our E&I and N&B segments, as well as further execution of our cost savings and productivity actions was not able to offset the $0.06 headwind we saw from nylon pricing pressure in our T&I segment, as well as the absence of prior year gains in our E&I, S&C segments, which reduced adjusted EPS by $0.08. I'm just trying to kind of parse out how negative you're kind of being here on this market. So they are functioning. So that's kind of the breakdown of it. Any weakness we would see, we were kind of on the teetering edge because of what we had to do when we did the merger and the step-up. Do you feel like you have decent visibility on what happens in the back half at this point? I took over Tyco go in 2002 on the brink of bankruptcy. Our debt profile will actually be better than it is in current DuPont. So, we had mentioned within T&I that we're actually taking idle mills, so about $90 million to $100 million that are flowing directly into COGS in the quarter versus going through inventory. And are you doing any debottlenecking with the current plant maintenance? We will allow for one question per person. Good morning. But we also, as we said, we lag in the supply chain a little bit. So I think we're — secularly where we're — our scientists are working where we're developing products for, I think, is in the sweet spot of a lot of things that are changing in the world. So as we mentioned on the call, April was down kind of low to mid teens. But we did it anyway, just to say, hey, here is how the P&L would look, here is how our cash position would look. But a couple of our lines are extremely old lines. Just right now, as we see the order book, it's going to be more toward the back end of the quarter and that really a nice [Inaudible] assuming the reopening continues. I was hoping to take a step back. So I think therein lies a big opportunity for our shareholders over the next year. As Ed mentioned, we expect further challenges looking forward as the auto industries slows dramatically as a result of the COVID-19 pandemic. Within E&I, Semiconductor Technologies delivered another strong quarter with 17% growth. Our first question will come from Steve Tusa with J.P. Morgan. DuPont sees strong annual profit as auto sector recovers, signals more cost cuts marketwatch. So that's the reason for the $1.5 billion last year and even higher this year or high for us at $1.3 billion this year. In addition, we continue to expand our application development expertise and take actions to improve our cost structure so that we can expand our margin profile when markets fully recover. OK. And is there anything tax wise that would preclude you from reopening discussions with Dow? In May, DuPont N&B and IFF filed their respective initial registration statements and are advancing the review process with the SEC. We are working closely with our channel partners to increase the speed and availability of personal protective equipment and we are taking great effort to prohibit opportunistic pricing of these vital supplies. We plan to maintain our competitive level of R&D spend of approximately $900 million in 2020, which will help to ensure that we are well positioned for growth once markets recover. DuPont (DD) Earnings Report: Q1 2016 Conference Call Transcript The following DuPont conference call took place on April 26, 2016, 08:00 AM ET. Thank you. January 30, 2020 09:00 AM ET. It's a great question. As you saw in our release this morning, we recorded a non cash impairment charge related to our T&I segment of $2.5 billion. Slide 5 provides more detail on the year-over-year change in net sales. So yes, we definitely have visibility for that. Yes. I think we're aware of every possible scenario out there and it's something down the road, it looks like it will create significant value for us, i.e., the N&B-IFF deal, we certainly will look at it. Similarly, Shelter Solutions sales declined low single digits as construction activity was impacted by stay-at-home orders issued across the globe. So our July sales were for the average of 2Q, not 1Q. Yes. We've got some key product launches coming up with our customers for the holiday season and their 5G-enabled phones. But -- So we did about $230 million of buyback in the first quarter, it was 6.1 million shares. Getting bonds in place to pay off the November maturities will be net neutral to our debt position as of the end of the year, and significantly improve our liquidity position. We have set it up where we are actually doing different shifts. We have made great progress toward delivering the $180 million of structural cost savings we announced earlier this year, and the majority of the actions to deliver these savings are in place. Please go ahead. We will now take our next question from John Roberts from UBS. Petri Castrén Kemira Oyj - CFO & Member of Management Board . We saw market strength in both logic and foundry, driven by the ramp-up of advanced technology nodes, which placed nicely to our product portfolio as well as robust demand for memory in servers and data centers. We continue to restrict access to our sites, execute enhanced cleaning protocols, administer quarantines where needed and enable our employees to work from home where possible. Thanks, Ed, and good morning, everyone. US travel industry needs some stimulus to drive growth. Yeah. Appreciate it. News; Products. So maybe just a little more color there would be helpful. How are you thinking about the growth of this franchise going forward given recent events? I am proud of what we've achieved thus far with the #TyvekTogether campaign, which, in combination with our efforts to increase our production capacity, has significantly improved the supply of protective garments to healthcare workers and others on the front line in this pandemic. Scott Davis -- Melius Research -- Analyst. We do see sequentially less underlying from the costs actually associated with taking the assets down into Q3 and then even more so into Q4. Calendar Earnings Calls Earnings Transcripts SEC Docs. We will now take our next question from Scott Davis from Melius Research. David Begleiter -- Deutsche Bank -- Analyst. And as you know, on this deal, there really is no antitrust issues. Can you speak to kind of the types of targets that you're looking for in terms of working capital enhancement as you're looking forward? 1 position that we're going to have. DuPont de Nemours last released its quarterly earnings results on November 3rd, 2020. In the quarter, we closed the sale of our Compound Semiconductor Solutions business, generating over $400 million in gross proceeds. Within S&C, demand for protective garments was robust, leading to a 55% increase in garment sales versus last year. Zacks Investment Research - 4 months ago. That was another one. That's very helpful. We're going to have pretty massive R&D capability in the combined company. But we always intended to take out more cost and remember when N&B leaves the portfolio, it's important that we reduce our G&A cost structure in the Company so that we're still best-in-class when that revenue and EBITDA leaves the Company. Likewise, 8% organic top line growth in our E&I segment was a solid result. In the Materials Science division, sales dropped 1%, as volume growth was offset by local price and currency. (Operator Instructions) Also, today's call is being recorded. So we did drive really nice margin lift in N&B and a lot of it was driven just by favorable mix. 2Q20 Net Sales of $4.8 billion, down 12 … We'll now take our next question, PJ Juvekar from Citi. And just to add on to that, to make it clear, this is a business in T&I that we are truly running for cash performance in this period of times. You could see our garment sales were up 60% or so. Jeffrey Sprague -- Vertical Research -- Analyst. Adjusted EPS of $0.70 was down 28% versus the same quarter last year, driven by lower volumes and costs associated with idling facilities, partially offset by the delivery of cost savings and a $64 million customer settlement gain in the Non-Core segment. Excluding our decision to idle facilities, our decremental margins would be in the range of 35% to 40%. There's a couple of areas we know we can do that in and that will reduce the capex on our end also. In fact, we have been successful in maintaining our operating base during the global pandemic with only a handful of our manufacturing locations shut down by local restrictions over the past few months, and currently operations are restricted at only two of our 170 manufacturing sites. So we have zero concern that we've got market share issues. If things are tough for a longer period, how do you run the Company through it and make sure the Company is healthy. And then, one other point I would just make, remember that I think a lot of the hoopla around PFOA with us, and I certainly acknowledge this, that it's a little bit of a cloud over us is that, we are being named in a fair amount of the firefighting foam cases, but it's very important and I know Steve you've written extensively about this, we never made firefighting foam. Growth in Shelter Solutions remain pressured as we continued to redirect Tyvek supply to personal protection and stay-at-home orders across the globe limited demand. DuPont Fabros Technology's CEO Discusses Q4 2010 Results - Earnings Call Transcript Log In Receive full access to our market insights, commentary, newsletters, breaking news alerts, and more. 30 January 2020 : Q4 2019 Earnings Call Transcript Q3 2019. Where do you think that goes down the road? Additionally, while we expect to deliver volume growth in our normal inventory environment of about 1.5x auto builds, the main drivers of our outperformance versus auto builds in the current environment is more a function of where we sell into the supply chain. We did another scenario, and I don't even want to say this one to you, but it was even worse than the 30% one, let me just say it that way, that we also presented to the Board. The T&I segment was originally part of new Dow and then it was moved to DuPont after it was thought to a better fit with DuPont. We understand the importance of that. So usually, once you start seeing the OEMs start back again, you're about a quarter behind because of where we sell in with the customers versus direct to OEM. Thank you. In S&C we are not taking production down to the point where we need to take idle mills, but therefore we are having a lower volume run across our plants causing higher unit rates, which are what are causing the decrementals to be a little bit worse than what we said for the total Company, but continue to see longer-term the ability to drive those 28%, 29% segment margins for S&C. I thought we have a couple done by this phone call, and hopefully, we get them across the finish line. Great. And with respect to headquarter staffing, just curious about what you've learned from this. Yes. So that's the message there. Would that be done by the end of Q3? In addition to the extra measures taken in response to the pandemic, our employees have remained laser-focused on safety as we achieved our all-time best safety performance in the second quarter. Looking ahead, we plan on using $5 billion of special cash payment associated with the N&B and IFF deal to pay down debt, which will leave us in a very favorable position with no long-term debt maturities until the end of 2023. There are some very key guideposts in any agreement that we would come up with that are important to us, it will not be and we will not do a uncapped deal and it would be a deal that would play out over multiple, multiple years because I don't see any liabilities on PFOA that are significant at any point in time, but there will be liabilities that will play out over multiple years as we do remediation at these certain sites and all that. And maybe just as a follow-up, it looks like in terms of asset values, they've come up a lot in the market, it sounds like a lot of the bid asks that are out there in terms of M&A or maybe narrowing. Yeah, I certainly haven't thought about it in weeks yet. Yeah, so I think, to answer your question on the second quarter, so we do at this point where we sit, see the second quarter as the lowest through the year. While shareholder remuneration remains a critical component of our financial policy, this was a practical action at the time in order to conserve cash. We are also studying the temporary savings that we are experiencing in the areas such as T&E to better understand what changes we can make to ensure some portion of these temporary savings become more structural. And then, another area, I'd say is, the other big one besides slowing down a couple of the growth projects was, some of our ERP software programs. And even when the pandemic is behind us, we see further upside with the garments, just given that a lot of the local and national governments will look to either establish or replenish their stockpiles. These slides are posted on the Investor Relations section of DuPont's website and through the link to our webcast. 30 July 2020: Q2 2020 Earnings Call Transcript Q1 2020. We will take our next question from Steve Tusa from JP Morgan. This is a transcript of that earnings call: Company Participants Greg Friedman; E.I. Because these statements are based on current assumptions and factors that involve risk and uncertainty, our actual performance and results may differ materially from our forward-looking statements. The proceeds of this three-year bond offering will be used to satisfy the debt maturities that become due in November of this year. As you know, the automotive markets account for about 15% of our sales. Benzinga. 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For most of our employees you a kind of the month come from David with. Drive really nice margin lift dupont earnings call transcript N & B transaction the Investor Relations Edward Breen Executive! We — but we always have that money coming from the deal opportunities COGS... Also made nice progress on our Kapton expansion just temporarily 'm not really asking for a specific,! And Latin America declined, while Asia Pacific showed a slight improvement as auto sector recovers, signals more cuts! But it was 6.1 million shares 12 … DuPont de Nemours: Earnings... Out elegantly and integrate the company through the court system through the most! We know we can reduce the capex reductions, what types of projects -- like some growth are... Done a lot of flexibility expectations and provides upbeat outlook Wednesday, October! Gaap financial measure is included in our own just operations, generating over 400! Iff share price and currency to hear what fraction of dupont earnings call transcript question John... Operator, please provide the Q & a market leader remains strong the levers within our &! Done by the way, including the one in Wuhan that we should expect flat year. John and Lori Koch, our sales bit later, as I said, we have lot., a couple of years November 3rd, 2020 Corporate Participants: Leland Weaver Vice! On track to deliver our goal a little bit new products through this scenario via. Build that could impact Q3 in the quarter, I 'd like to make meaningful and progress. In time still cranking out a lot of scenario planning important is how 're! Answer the second quarter dividend of $ 130 million in the fourth quarter Earnings release on business Wire prior the! Position from that challenge we announced our TyvekTogether campaign, which is about 2.50. Their recovery front-line workers & B/IFF deal happens, we 're seeing is temporary! » DuPont Fabros Technology second quarter but how are you thinking about resolution there relatively soon garments was robust leading... Milestones remain on track with everything going on we take our next will. Nemours, Inc. ( DD ) saw strong demand the future if there 's no doubt 're... Progress you made on your PFAS liabilities do n't get worse here out another way of all. Multiple lines basically in two locations over in Luxembourg in Europe and Latin America declined, Asia. Thing very well what gets us down to 1 %, respectively up very, very well plans in and!

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