DuPont de Nemours, Inc. (DD): Business Model Canvas

In der dynamischen Landschaft der industriellen Innovation entwickelt sich DuPont de Nemours, Inc. zu einem transformativen Kraftpaket, das fortschrittliche Materialien, Agrartechnologien und nachhaltige Lösungen auf globalen Märkten strategisch miteinander verknüpft. Durch die Nutzung seines robusten Business Model Canvas geht das Unternehmen über die traditionelle Chemieproduktion hinaus und positioniert sich als Pionierkraft, die komplexe globale Herausforderungen durch modernste wissenschaftliche Forschung und strategische Partnerschaften angeht. Von der Revolutionierung von Pflanzenschutztechnologien bis hin zur Entwicklung leistungsstarker Spezialmaterialien für Branchen von der Elektronik bis zur Luft- und Raumfahrt stellt der vielfältige Ansatz von DuPont einen Entwurf moderner industrieller Exzellenz dar, der die Grenzen der technologischen Innovation kontinuierlich verschiebt.

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit Agrartechnologieunternehmen

DuPont hat strategische Partnerschaften mit wichtigen Agrartechnologieunternehmen aufgebaut:

Partner	Fokus auf Zusammenarbeit	Gründungsjahr
Bayer CropScience	Entwicklung der Saatguttechnologie	2017
Corteva Agrarwissenschaften	Verbesserung der genetischen Nutzpflanzen	2019

Forschungskooperationen mit Universitäten

DuPont unterhält Forschungskooperationen mit führenden wissenschaftlichen Institutionen:

• Massachusetts Institute of Technology (MIT)
• Stanford-Universität
• Universität von Delaware

Joint Ventures im Bereich Spezialmaterialien

Zu den wichtigsten Joint-Venture-Partnerschaften gehören:

Partner	Joint-Venture-Fokus	Investitionswert
Dow Chemical	Fortschrittliche Materialforschung	130 Millionen Dollar
BASF SE	Entwicklung nachhaltiger Lösungen	95 Millionen Dollar

Lieferkettenpartnerschaften

Globale Partnerschaften in der Chemieproduktion:

• Chemours Company
• LyondellBasell Industries
• SABIC

Technologielizenzvereinbarungen

Internationale Technologie-Lizenzpartnerschaften:

Unternehmen	Technologiedomäne	Jährliche Lizenzeinnahmen
Samsung-Elektronik	Fortschrittliche Halbleitermaterialien	42 Millionen Dollar
Siemens AG	Industrielle Prozesstechnologien	38 Millionen Dollar

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Hauptaktivitäten

Fortschrittliche Materialforschung und -entwicklung

F&E-Investitionen im Jahr 2023: 1,1 Milliarden US-Dollar

Forschungsschwerpunkte	Jährliche Ausgaben
Fortschrittliche Polymere	380 Millionen Dollar
Innovationen in der Spezialchemie	290 Millionen Dollar
Nachhaltige Materialtechnologien	220 Millionen Dollar

Herstellung von Spezialchemikalien

Gesamte Produktionsanlagen: 47 weltweite Standorte

• Produktionskapazität: 3,2 Millionen Tonnen jährlich
• Produktionsstandorte: Nordamerika (22), Europa (12), Asien-Pazifik (13)

Agrarwissenschaft und Innovation

Kategorie Agrarforschung	Investition
Pflanzenschutztechnologien	450 Millionen Dollar
Programme zur Saatgutverbesserung	320 Millionen Dollar

Nachhaltiges Lösungsdesign und Implementierung

Budget für Nachhaltigkeitsforschung und -entwicklung: 220 Millionen US-Dollar im Jahr 2023

• Technologien zur Kohlenstoffreduzierung: 95 Millionen US-Dollar
• Initiativen zur Kreislaufwirtschaft: 75 Millionen US-Dollar
• Entwicklung erneuerbarer Materialien: 50 Millionen US-Dollar

Globale Produktentwicklung und technologischer Fortschritt

Gesamtbelegschaft im Ingenieurwesen: 3.800 Fachkräfte

Schwerpunktbereich Ingenieurwesen	Anzahl engagierter Ingenieure
Fortschrittliche Werkstofftechnik	1,200
Prozessinnovation	980
Digitale Transformation	620

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches Portfolio an geistigem Eigentum

Im Jahr 2024 hält DuPont weltweit etwa 5.300 aktive Patente. Das Patentportfolio des Unternehmens umfasst mehrere Technologiebereiche:

Patentkategorie	Anzahl der Patente
Materialwissenschaft	1,876
Fortschrittliche Elektronik	1,245
Nachhaltige Lösungen	982
Spezialchemie	1,197

Fortschrittliche Forschungs- und Entwicklungseinrichtungen

DuPont behauptet 15 globale Forschungszentren mit einer jährlichen F&E-Investition von 1,4 Milliarden US-Dollar im Jahr 2024.

• Hauptstandorte für Forschung und Entwicklung in den USA, Belgien, China und Singapur
• Gesamtfläche der Forschungseinrichtung: 1,2 Millionen Quadratfuß
• Durchschnittliches jährliches Forschungspersonal: 3.800 Wissenschaftler und Ingenieure

Hochqualifizierte wissenschaftliche und technische Arbeitskräfte

Zusammensetzung der Belegschaft ab 2024:

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Doktoranden	1,150
Ingenieursprofis	4,750
Mitarbeiter des technischen Supports	2,600

Globale Fertigungsinfrastruktur

Fertigungskapazitäten im Jahr 2024:

• Gesamtproduktionsstandorte: 48 in 22 Ländern
• Gesamtproduktionskapazität: 3,6 Millionen Tonnen jährlich
• Produktionsstätten in Nordamerika, Europa und im asiatisch-pazifischen Raum

Starkes Finanzkapital und Investitionsmöglichkeiten

Finanzielle Mittel ab 2024:

Finanzkennzahl	Wert
Gesamtvermögen	38,6 Milliarden US-Dollar
Zahlungsmittel und Zahlungsmitteläquivalente	4,2 Milliarden US-Dollar
Jährliche Kapitalausgaben	1,7 Milliarden US-Dollar
Prozentsatz der Forschungsinvestitionen	4,6 % des Umsatzes

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Wertversprechen

Innovative nachhaltige Lösungen für mehrere Branchen

DuPonts Umsatz mit nachhaltigen Lösungen im Jahr 2023: 14,3 Milliarden US-Dollar

Branchensegment	Umsatz mit nachhaltigen Lösungen
Elektronik	3,2 Milliarden US-Dollar
Transport	2,7 Milliarden US-Dollar
Bau	2,5 Milliarden US-Dollar

Hochleistungs-Spezialmaterialien

Die Produktlinie Spezialmaterialien erwirtschaftete im Jahr 2023 8,6 Milliarden US-Dollar

• Fortschrittliche Polymere
• Hochtemperaturbeständige Materialien
• Spezialisierte technische Kunststoffe

Fortschrittliche Agrartechnologien und Pflanzenschutz

Umsatz des Segments Agrarwissenschaften: 6,9 Milliarden US-Dollar im Jahr 2023

Produktkategorie	Marktanteil
Pflanzenschutzmittel	12.4%
Saatguttechnologien	9.7%

Wissenschaftlich fundierte Lösungen zur Bewältigung globaler Herausforderungen

F&E-Investitionen im Jahr 2023: 1,7 Milliarden US-Dollar

• Technologien zur Eindämmung des Klimawandels
• Wasseraufbereitungslösungen
• Entwicklung von Materialien für erneuerbare Energien

Spitzenforschung, die industrielle Anwendungen verändert

Patentportfolio: 7.500 aktive Patente im Jahr 2023

Forschungsschwerpunktbereich	Anzahl der Patente
Fortschrittliche Materialien	2,300
Biotechnologie	1,600
Industrielle Prozesse	1,900

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Kundenbeziehungen

Langfristige Unternehmens- und Industriepartnerschaften

Ab 2024 unterhält DuPont strategische Partnerschaften mit 237 großen Industriekunden in 12 Ländern. Die durchschnittliche Partnerschaftsdauer beträgt 8,6 Jahre.

Industriesektor	Anzahl langfristiger Partnerschaften	Durchschnittliche Partnerschaftsdauer
Landwirtschaft	68	9,2 Jahre
Elektronik	45	7,5 Jahre
Herstellung	124	8,9 Jahre

Technischer Support und Beratungsdienste

DuPont bietet technischen Support über 412 dedizierte Kundendienstzentren weltweit. Das Unternehmen stellt jährlich 186 Millionen US-Dollar für die Kundensupport-Infrastruktur bereit.

• Technischer Helpline-Support rund um die Uhr
• Spezialisierte technische Beratungsteams
• Regionale Supportzentren in Nordamerika, Europa und Asien

Entwicklung maßgeschneiderter Lösungen

Im Jahr 2024 investierte DuPont 274 Millionen US-Dollar in die Entwicklung von 156 maßgeschneiderten Lösungen für bestimmte Industriekunden. Die Erfolgsquote bei der Implementierung kundenspezifischer Lösungen liegt bei 82 %.

Lösungskategorie	Anzahl kundenspezifischer Lösungen	Investition
Agrartechnologien	54	98 Millionen Dollar
Fortschrittliche Materialien	62	112 Millionen Dollar
Industrielle Biotechnologie	40	64 Millionen Dollar

Digitale Engagement-Plattformen für Kunden

DuPont betreibt 7 digitale Kundenbindungsplattformen mit 42.000 aktiven Unternehmensbenutzern. Die Interaktionsrate der digitalen Plattform beträgt 67 % der gesamten Kundenkommunikation.

• Online-Portale für technische Ressourcen
• Verfolgung der Produktleistung in Echtzeit
• Virtuelle Beratungsschnittstellen

Verbundforschungs- und Co-Innovationsprogramme

DuPont führt 93 aktive Forschungskooperationsprogramme mit Universitäten und Industriepartnern durch. Die jährliche Investition in Co-Innovationsinitiativen beträgt 214 Millionen US-Dollar.

Forschungsschwerpunktbereich	Anzahl der Kooperationsprogramme	Investition
Nachhaltige Technologien	37	86 Millionen Dollar
Fortgeschrittene Materialforschung	28	72 Millionen Dollar
Agrarinnovationen	28	56 Millionen Dollar

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Kanäle

Direktvertriebsteams

Ab 2024 unterhält DuPont ein globales Direktvertriebsteam von rund 6.500 Vertriebsprofis in mehreren Geschäftsbereichen.

Vertriebsregion	Anzahl der Vertriebsmitarbeiter
Nordamerika	2,350
Europa	1,750
Asien-Pazifik	1,650
Lateinamerika	750

Digitale Online-Plattformen

DuPont betreibt mehrere digitale Vertriebskanäle mit den folgenden Kennzahlen:

• E-Commerce-Plattform-Traffic: 3,2 Millionen einzelne Besucher pro Monat
• Conversion-Rate digitaler Verkäufe: 4,7 %
• Online-Produktkatalog: 12.500 Produkteinträge

Branchenmessen und Konferenzen

Jährliche Teilnahme an Branchenveranstaltungen:

Ereignistyp	Anzahl der Ereignisse	Gesamtzahl der Teilnehmer
Internationale Messen	47	82,500
Technische Konferenzen	28	45,200

Technische Marketingmaterialien

DuPont produziert und vertreibt technisches Marketingmaterial über mehrere Kanäle:

• Digitale technische Datenblätter: 3.750 Dokumente
• Technische Videopräsentationen: 215 Videos
• Webinar-Reihe: 42 jährliche technische Webinare

Strategische Vertriebsnetzwerke

Aufschlüsselung der Vertriebskanäle:

Verteilertyp	Anzahl der Partner	Jährliches Verkaufsvolumen
Industrielle Vertriebshändler	1,250	2,3 Milliarden US-Dollar
Spezialisierte Chemiehändler	475	1,7 Milliarden US-Dollar
Globale strategische Partner	85	1,1 Milliarden US-Dollar

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Kundensegmente

Fachleute aus der Agrarindustrie

DuPont beliefert landwirtschaftliche Kunden mit einer globalen Marktreichweite von 23,7 Milliarden US-Dollar im Segment Agrarwissenschaften (Stand 2022).

Kundentyp	Marktgröße	Produktfokus
Große kommerzielle Farmen	12,4 Milliarden US-Dollar	Saatguttechnologien
Kleine bis mittlere Bauernhöfe	6,9 Milliarden US-Dollar	Pflanzenschutzlösungen
Präzisionslandwirtschaft	4,4 Milliarden US-Dollar	Digitale Landwirtschaftstools

Fortgeschrittene Fertigungsunternehmen

Das Fertigungssegment stellt für DuPont im Jahr 2022 einen Jahresumsatz von 15,2 Milliarden US-Dollar dar.

• Kunden von Spezialmaterialien: 8,7 Milliarden US-Dollar
• Industrielle Zwischenprodukte: 6,5 Milliarden US-Dollar

Elektronik- und Halbleiterhersteller

Das Elektroniksegment erwirtschaftete im Jahr 2022 einen Umsatz von 5,6 Milliarden US-Dollar.

Kundensegment	Einnahmen	Schlüsselprodukte
Halbleiterhersteller	3,2 Milliarden US-Dollar	Fortschrittliche Materialien
Hersteller elektronischer Komponenten	2,4 Milliarden US-Dollar	Leistungsmaterialien

Automobil- und Luft- und Raumfahrtindustrie

Auf das transportbezogene Segment entfielen im Jahr 2022 7,3 Milliarden US-Dollar.

• Automobilhersteller: 4,9 Milliarden US-Dollar
• Luft- und Raumfahrtunternehmen: 2,4 Milliarden US-Dollar

Nachhaltige Technologieentwickler

Das Segment Nachhaltigkeitslösungen erreichte im Jahr 2022 3,8 Milliarden US-Dollar.

Nachhaltigkeitsfokus	Marktwert	Technologiebereich
Erneuerbare Energie	1,6 Milliarden US-Dollar	Fortschrittliche Materialien
Saubere Technologie	2,2 Milliarden US-Dollar	Leistungslösungen

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Kostenstruktur

Bedeutende Forschungs- und Entwicklungsinvestitionen

Für das Geschäftsjahr 2023 meldete DuPont Forschungs- und Entwicklungskosten in Höhe von 1,022 Milliarden US-Dollar, was etwa 3,8 % des Gesamtumsatzes des Unternehmens entspricht.

Jahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	1,022 Milliarden US-Dollar	3.8%
2022	987 Millionen US-Dollar	3.6%

Globale Betriebskosten der Fertigung

Die Gesamtherstellungskosten für DuPont beliefen sich im Jahr 2023 auf 6,74 Milliarden US-Dollar, wobei erhebliche Investitionen in mehrere globale Anlagen getätigt wurden.

• Nordamerikanische Produktionsstätten: 2,89 Milliarden US-Dollar
• Europäische Produktionsbetriebe: 1,65 Milliarden US-Dollar
• Produktionskosten im asiatisch-pazifischen Raum: 2,20 Milliarden US-Dollar

Kosten für die Talentakquise und -bindung

Die gesamten Personalausgaben von DuPont beliefen sich im Jahr 2023 auf 2,36 Milliarden US-Dollar, einschließlich Gehältern, Sozialleistungen und Personalbeschaffung.

Ausgabenkategorie	Betrag
Gesamtvergütung der Mitarbeiter	1,84 Milliarden US-Dollar
Rekrutierung und Schulung	520 Millionen Dollar

Wartung der Technologieinfrastruktur

Die Wartungskosten für Technologie und digitale Infrastruktur beliefen sich im Jahr 2023 auf 412 Millionen US-Dollar.

• Modernisierung der IT-Systeme: 187 Millionen US-Dollar
• Investitionen in Cybersicherheit: 95 Millionen US-Dollar
• Initiativen zur digitalen Transformation: 130 Millionen US-Dollar

Kosten für Compliance und Regulierungsmanagement

Die Kosten für die Einhaltung gesetzlicher Vorschriften beliefen sich für DuPont im Jahr 2023 auf insgesamt 345 Millionen US-Dollar in verschiedenen operativen Segmenten.

Compliance-Bereich	Ausgaben
Umweltkonformität	156 Millionen Dollar
Sicherheitsvorschriften	89 Millionen Dollar
Rechtliche und regulatorische Berichterstattung	100 Millionen Dollar

DuPont de Nemours, Inc. (DD) – Geschäftsmodell: Einnahmequellen

Verkauf von Spezialchemikalienprodukten

Im Jahr 2023 meldete DuPont einen Umsatz mit Spezialchemieprodukten von 14,3 Milliarden US-Dollar. Die Aufschlüsselung der Umsatzerlöse nach Segmenten umfasst:

Segment	Umsatz (Milliarden US-Dollar)
Elektronik & Bildgebung	4.2
Mobilität & Materialien	5.1
Nachhaltige Lösungen	3.7
Wasser & Schutz	3.3

Lizenzierung von Agrartechnologie

Die Lizenzierung von Agrartechnologie generierte im Jahr 2023 einen Umsatz von 1,8 Milliarden US-Dollar. Zu den wichtigsten Lizenzbereichen gehören:

• Genetische Merkmale des Samens
• Pflanzenschutztechnologie
• Biotechnologiepatente

Fortschrittliche Kommerzialisierung von Materialien

Der Umsatz mit der Kommerzialisierung fortschrittlicher Materialien erreichte im Jahr 2023 3,6 Milliarden US-Dollar, mit den Hauptmärkten:

Markt	Umsatzbeitrag
Automobil	1,2 Milliarden US-Dollar
Elektronik	1,1 Milliarden US-Dollar
Industrielle Fertigung	0,8 Milliarden US-Dollar
Bau	0,5 Milliarden US-Dollar

Beratung und technische Dienstleistungen

Beratungs- und technische Dienstleistungen erwirtschafteten im Jahr 2023 einen Umsatz von 620 Millionen US-Dollar. Zu den Dienstleistungen gehören:

• Ingenieurberatung
• Forschungs- und Entwicklungsunterstützung
• Technische Schulungsprogramme

Lizenzgebühren für geistiges Eigentum

Lizenzgebühren für geistiges Eigentum trugen im Jahr 2023 450 Millionen US-Dollar zum Umsatz von DuPont bei, abgeleitet aus:

• Patentlizenzierung
• Technologietransfervereinbarungen
• Vereinbarungen zur gegenseitigen Lizenzierung

DuPont de Nemours, Inc. (DD) - Canvas Business Model: Value Propositions

You're looking at the core offerings that DuPont de Nemours, Inc. is delivering to its customers as of late 2025, right before the planned separation of its electronics business. These value propositions are the tangible benefits driving the company's financial performance, which saw estimated full-year 2025 net sales guidance of $12.85 billion.

High-performance protection and safety solutions (e.g., Tyvek for PPE)

DuPont de Nemours, Inc. provides essential protection through materials like Tyvek, which is critical in medical packaging and personal protective equipment (PPE). The Water & Protection segment, which houses these solutions, posted net sales of approximately $1.4 billion in the fourth quarter of 2024.

• Safety Solutions sales grew at a high-single-digit organic rate in Q4 2024, driven by medical packaging volume gains.
• The Medical Segment held the largest share, 32%, in the overall HDPE Nonwovens (Tyvek) Market in 2023.
• Tyvek sales to China in 2024 were reported at $90 million, representing less than 1% of that year's total consolidated net sales.

Advanced water purification and separation technologies (Reverse Osmosis membranes)

The strength in water technologies is a key value driver for the 'New DuPont' portfolio post-spin. In the third quarter of 2025, the combined Healthcare & Water Technologies business delivered sales growth in the high-single digits organically.

This growth is directly tied to the performance of core separation technologies.

Technology Area	Reported Growth Driver (Q3 2025)	Historical Context (Q4 2024)
Reverse Osmosis & Ion Exchange	Continued strength driving organic growth.	Water Solutions sales up low-double digits organically.
Healthcare & Water Technologies Sales	High-single digits organic growth.	Part of IndustrialsCo, which saw 2% organic growth in Q1 2025.

Specialty materials for healthcare and biopharma end-markets

The focus on healthcare and biopharma is a clear source of resilience, offsetting weakness elsewhere. In Q3 2025, volume gains were specifically noted for medical packaging and biopharma applications within the Healthcare & Water Technologies unit.

For the full year 2025, the industrial co-segment (IndustrialsCo, which includes this area) was projected to see sales increase up to 4%, supported by strong demand for medical devices and applications.

Enabling technologies for advanced node semiconductor manufacturing (until spin-off)

This high-growth area, slated to spin off as Qnity Electronics, Inc. on November 1, 2025, shows premium performance metrics. Its value proposition is enabling the AI and advanced node revolution.

The segment's financial strength is evident when you compare its margins to the rest of the business.

• Q2 2025 Operating EBITDA Margin for the ElectronicsCo segment was 31.9%.
• This compares to the IndustrialsCo segment's margin of 24.4% in the same quarter.
• Semiconductor Technologies sales grew organically in the high-single digits in Q3 2025.
• Interconnect Solutions sales saw low-teens organic growth in Q3 2025.
• In Q1 2025, the ElectronicsCo segment delivered 14% organic sales growth.

Sustainable and durable solutions for construction and transportation

This area, primarily within the Diversified Industrials part of the portfolio, faces near-term headwinds, showing a more stable, lower-growth value proposition compared to electronics.

The performance here directly impacts the IndustrialsCo segment.

• Diversified Industrials sales fell in the low single digits in Q2 2025 due to persistent weakness in construction markets.
• Shelter Solutions sales were flat on an organic basis in Q4 2024 because of North America construction headwinds.

Finance: draft 13-week cash view by Friday.

DuPont de Nemours, Inc. (DD) - Canvas Business Model: Customer Relationships

You're looking at how DuPont de Nemours, Inc. maintains its grip on high-value industrial and technology markets, especially after the November 1, 2025, separation of its Electronics business, Qnity. The relationships are built on deep technical partnership, not just transactional sales.

Dedicated B2B sales force and technical service for complex solutions

DuPont de Nemours, Inc. focuses its commercial efforts on markets like healthcare and water, which require specialized material science expertise. The scale of the business these relationships support is significant; for the recast New DuPont structure, estimated full year 2025 Net Sales were about $6.865 billion, with an Operating EBITDA of about $1.575 billion. This scale necessitates a highly specialized, dedicated B2B sales force capable of providing in-depth technical service.

• Launched more than 30 new product offerings in 2025 that delivered sustainability and performance advantages for customers.
• The company received the 2024 Best Partner Award for Innovation from Samsung Electronics, underscoring success in technical collaboration.

Long-term, consultative relationships with large industrial customers

The strategy centers on being an indispensable supplier in secular growth trends. This consultative approach is how DuPont de Nemours, Inc. aims to achieve its medium-term goal of a 3-4% organic sales growth CAGR through 2028. The focus on high-demand areas like healthcare and water, which saw strong organic sales growth, suggests these relationships are sticky and value-driven rather than price-driven.

Co-development of custom material formulations with OEMs

The innovation pipeline directly reflects co-development efforts. The commitment to R&D fuels the creation of tailored materials. For instance, the company's mission is to empower the world with essential innovations, which requires deep integration with Original Equipment Manufacturers (OEMs) to solve specific engineering challenges. This is the engine behind the reported new product launches.

The strategic shift post-separation is designed to accelerate value creation by focusing on core competencies in innovation and deep customer relationships. The company is defintely using these deep ties to drive its expected 8-10% adjusted EPS growth CAGR through 2028.

Self-service and digital tools for order management and product information

While the core of the relationship is technical and consultative, DuPont de Nemours, Inc. supports efficiency through digital channels. The company is focused on operational excellence to support its commercial model. The financial context for the entire operation in late 2025 is substantial, with a quarterly dividend of $0.20 per share declared in November 2025 and a new share repurchase authorization of up to $2 billion, reflecting confidence in the underlying business stability supported by these customer interactions.

Metric Category	Financial/Statistical Data Point (Late 2025 Context)	Value
Business Scale (New DuPont)	Estimated Full Year 2025 Net Sales (Recast)	$6.865 billion
Business Profitability (New DuPont)	Estimated Full Year 2025 Operating EBITDA (Recast)	$1.575 billion
Customer Value Creation	New Product Offerings Launched in 2025 with Sustainability/Performance Advantages	More than 30
Shareholder Return Commitment	New Quarterly Dividend Declared (November 2025)	$0.20 per share
Capital Allocation for Growth/Support	New Share Repurchase Authorization	Up to $2 billion

DuPont de Nemours, Inc. (DD) - Canvas Business Model: Channels

You need to see the scale of the operation to understand how DuPont de Nemours, Inc. gets its products to market as of late 2025. The structure is a blend of direct engagement for key accounts and a broad partner network.

Direct sales to large industrial and manufacturing customers are the backbone for the high-value segments. This channel supports the core of the retained DuPont business, focused on Water & Protection, and supported the ElectronicsCo business until its November 1, 2025, separation into Qnity. For the twelve months ending September 30, 2025, consolidated net sales reached $12.817B. The Water & Protection segment, which is the core of the new DuPont, showed organic sales growth of 6% in the fourth quarter of 2024, and high-single digits organic growth in the second quarter of 2025, indicating strong direct engagement in those markets.

The global network of authorized distributors and value-added resellers is crucial for market breadth. This network partners with DuPont de Nemours, Inc.'s sales and marketing organization, including independent retailers, cooperatives, and agents worldwide. While a specific revenue split isn't public, this channel supports the overall sales volume. The company had 418,049,127 shares of common stock outstanding as of February 12, 2025, reflecting the scale of the entity supporting this network.

For e-commerce platforms for certain product lines and samples, specific revenue figures aren't broken out, but the focus on high-tech areas suggests digital support for technical sales. For example, Interconnect Solutions sales saw growth of low-teens on an organic basis in the third quarter of 2025, driven by AI ramps, which often involves direct technical consultation supported by digital tools for samples and initial orders.

The regional manufacturing and distribution centers (local-for-local strategy) are evident in the geographic performance. The company's structure is clearly regionalized for service delivery. In the first quarter of 2025, Asia Pacific delivered 13% organic sales growth, while the U.S. & Canada saw flat organic sales growth. This regional variance shows where local distribution and service capacity are most effectively driving sales volume.

Here's a quick look at the financial scale underpinning these channel activities through the third quarter of 2025:

Metric	Value (As of Q3 2025 or Latest Guidance)
Net Sales (TTM ending Sep 30, 2025)	$12.817B
Estimated Full Year 2025 Net Sales	$12.8 to $12.9 billion
Q3 2025 Organic Sales Growth	10%
Q3 2025 Operating EBITDA Margin	25.9%
Transaction-Adjusted Free Cash Flow (Q2 2025)	$433 million

The channel mix is designed to capture both the large, strategic, direct-sale opportunities and the necessary breadth provided by partners.

• Most products are marketed primarily through the Company's sales organization.
• The worldwide network includes distributors, independent retailers, cooperatives, and agents.
• Regional performance varies, with Asia Pacific showing 11% organic sales growth in Q2 2025.
• The Electronics Separation to Qnity was targeted for November 1, 2025, shifting a major product line's channel management.

DuPont de Nemours, Inc. (DD) - Canvas Business Model: Customer Segments

You're looking at the core markets DuPont de Nemours, Inc. serves after its major 2025 realignment, which separated the Electronics business into Qnity Electronics, Inc. The remaining core business, now largely structured under IndustrialsCo (which includes the former Water & Protection segment plus healthcare and non-electronics businesses), focuses on these key customer groups. The total trailing twelve months (TTM) revenue as of September 30, 2025, stood at $12.817B.

The customer base is served through distinct, high-value material science applications. For instance, in the third quarter of 2025, the combined Healthcare & Water Technologies business showed sales growth in the high-single digits organically, signaling strong demand from these end-markets. Conversely, the Diversified Industrials portion, which includes construction-related markets, saw only low-single digit organic sales growth in the same period, reflecting ongoing softness in construction.

Here's a look at the financial context for the segments housing these customers based on recent performance:

Segment/End-Market Focus	Latest Reported Organic Sales Growth	Latest Quarterly Sales (Approximate)	Key Driver/Commentary
Healthcare & Water Technologies	High-single digits (Q3 2025)	Part of IndustrialsCo Sales of $1,797 million (Q3 2025)	Driven by medical packaging, biopharma, reverse osmosis, and ion exchange.
Diversified Industrials (Industrial Technologies)	Low-single digits (Q3 2025)	Part of IndustrialsCo Sales of $1,797 million (Q3 2025)	Growth in Industrial Technologies partially offset by softness in construction.
Construction (Within Diversified Industrials)	Not specified, but showing continued softness	Contributes to softness in Diversified Industrials sales.	Weakness noted in Q2 and Q3 2025 guidance.

Water treatment and purification companies represent a significant, established customer base, even after the planned spin-off was cancelled in January 2025. The Water business generated approximately $1.5 billion in net sales in 2023, which informs the current customer mix within the post-realignment structure.

• Water treatment and purification companies (industrial and municipal)
• Healthcare and biopharma manufacturers
• Safety and Personal Protective Equipment (PPE) producers
• Diversified industrial end-markets (e.g., automotive, construction)

The composition of the former Water business highlights the diversity within that specific customer group as of 2023 data:

• Industrial and energy companies: account for about half of water revenues.
• Municipal/desalination markets: account for roughly one-fifth of sales.
• Life sciences/specialty markets: account for roughly one-fifth of sales.

For Safety and PPE producers, the underlying materials science is embedded within the IndustrialsCo segment, which saw 2% organic sales growth in Q1 2025 and 1% in Q2 2025. Automotive end-markets are also served through specific product lines now residing in IndustrialsCo, such as the Auto Adhesives & Fluids business.

Healthcare and biopharma manufacturers are key volume drivers, with their related sales (grouped with Water) showing high-single digit organic growth in Q3 2025, supported by growth in medical packaging and biopharma solutions. This contrasts with the overall IndustrialsCo organic growth of 4% in Q3 2025 (or 2% excluding order timing benefits). Finance: draft 13-week cash view by Friday.

DuPont de Nemours, Inc. (DD) - Canvas Business Model: Cost Structure

You're looking at the major drains on DuPont de Nemours, Inc.'s cash flow as of late 2025. Honestly, for a company this size, the cost structure is a complex mix of operational necessities and significant, one-time liabilities.

Cost of Goods Sold (COGS) Sensitivity

The core cost of making and selling products, the Cost of Goods Sold, remains heavily influenced by the volatile global market for inputs. While specific 2025 COGS figures are part of ongoing reporting, the trailing twelve months (TTM) figure leading up to September 2025 gives you a solid baseline. You'll want to watch energy contracts closely, as they directly feed into production costs across all segments.

Here's a look at the recent trend in COGS:

• TTM Cost of Goods Sold (ending September 2025): $8.076 billion.
• 5-year peak COGS (December 2022): $8.402 billion.
• 5-year low COGS (December 2020): $7.063 billion.

Investment in Growth and Operations

DuPont de Nemours, Inc. continues to fund its future through substantial spending on innovation and maintaining its asset base. Research & Development (R&D) is a non-negotiable cost for a technology leader, and Capital Expenditures (CapEx) reflect ongoing modernization and capacity needs, especially in high-growth areas like electronics.

For instance, looking at the first quarter of 2025, the company reported CapEx of $249 million. You know R&D expenses are tracked quarterly, but the commitment to innovation is a constant, heavy line item in the operating budget.

Selling, General, and Administrative (SG&A) Footprint

Managing a global operation means SG&A expenses are substantial, covering everything from sales teams to corporate overhead across its worldwide footprint. This cost category reflects the necessary infrastructure to support global sales and administrative functions.

The latest reported figure for SG&A shows the scale of this overhead:

Metric	Amount (Twelve Months Ending Sept 30, 2025)	Year-over-Year Change
SG&A Expenses	$1.543 billion	1.51% increase

The annual SG&A for the full year 2024 was $1.552 billion, so the TTM figure suggests a slight moderation in the rate of growth, which is positive for margin control.

Environmental and Legal Remediation Liabilities

This is where large, non-operational costs can significantly impact reported earnings. The environmental liabilities, particularly concerning PFAS contamination, represent a major structural cost. The settlement with New Jersey is a prime example of this exposure.

The New Jersey PFAS settlement, valued at over $2 billion, is split among DuPont de Nemours, Inc., Chemours Company, and Corteva, Inc. Here's the breakdown of the components related to this agreement:

• Total Settlement Value: Over $2 billion.
• Damages Paid to State (over 25 years): $875 million.
• Remediation Fund (up to): $1.2 billion.
• Reserve Fund for Failure to Complete Work (additional): $475 million.

This settlement resolves all pending environmental and other claims for legacy contamination at four specific sites in the state. It's a concrete, multi-year financial commitment you need to factor in.

Net Tariff Exposure

Trade policy creates direct cost headwinds that the company actively works to mitigate. For fiscal year 2025, DuPont de Nemours, Inc. has explicitly guided for a net tariff impact that needs to be absorbed.

The estimated net tariff exposure for FY25 is set at approximately $60 million. To give you context on the mitigation efforts, the company stated that without these actions, the annualized cost exposure could have been an estimated $500 million for the year. Furthermore, the guidance for the second half of 2025 specifically incorporated a net tariff headwind of about $20 million.

Finance: draft 13-week cash view by Friday.

DuPont de Nemours, Inc. (DD) - Canvas Business Model: Revenue Streams

You're looking at how DuPont de Nemours, Inc. (DD) brings in money, which is all about selling specialized materials and technologies across key industrial and life science markets. Honestly, the revenue picture right now is shaped by recent corporate separations, so we focus on the 'new DuPont' structure.

The core of the revenue generation comes from two main operational segments, which you can see reflected in their recent performance. For instance, in the third quarter of 2025, DuPont posted total Net Sales of $3.1 billion.

Here's a look at the segment-specific sales contributions based on recent activity:

• Sales of specialty products from the Healthcare & Water Technologies segment showed robust performance, delivering high-single-digit organic growth in the third quarter of 2025.
• Sales of materials from the Diversified Industrials segment posted growth on an organic basis in the low single-digit range for the same period.

To give you the forward-looking picture for the full fiscal year 2025, the company has set specific targets for the 'new DuPont' entity. We can lay out the key financial expectations here:

Metric	Full-Year 2025 Expectation
Net Sales Guidance	Approximately $6.84 billion
Organic Sales Growth Expectation	Expected 2% growth
Organic Growth Driver	Primarily volume-driven

The expected 2% organic sales growth for full-year 2025 is projected to be volume-driven, which tells us they are moving more product, even if pricing is a slight headwind. This is the top-line target they are working toward.

Beyond the operational sales, DuPont de Nemours, Inc. is also focused on returning capital directly to its owners. This is a key part of the overall financial structure you need to track:

• Return of capital to shareholders via a quarterly dividend set at $0.20 per share.
• This dividend is in line with the targeted 35-45% payout ratio for the new structure.

Finance: draft 13-week cash view by Friday.