Healthcare materials · Water technologies · Diversified industrials
DuPont
Following the 2025 Qnity electronics separation, DuPont focuses on medical packaging and components, water treatment, building technologies and industrial materials. FY2025 continuing-operations sales were $6.849 billion, with healthcare and water growth offsetting weaker diversified industrials.
Business categories Electronic Materials · Industrial Materials & Chemicals · primary Diversified & Specialty Chemicals · Industrial Materials & Chemicals
DD Updated Oct 13, 2026 6 AI consumers· 4 recurring
Per the valuechain.wiki graph, DuPont is directly linked to 3 companies (1 supply, 2 revenue, 1 investment relationships) and reaches 5 companies within two hops; the links are backed by 9 dated sources, 3 of them primary filings (as of 2026-10-13).
Financials & Segments
- Total revenue · FY2025 continuing-operations net sales of $6.849 billion
- Customer concentration · No material dependence on a single customer; no individual customer exceeded 5% of receivables at year-end 2025
- Segments · Healthcare & Water Technologies · Diversified Industrials
Revenue from
- 의료·수처리 고객 (의료포장·바이오파마·산업·지자체) High confidence· Amount 6,849 USD_million · FY2025 · Net sales from continuing operations
Healthcare & Water Technologies generated $3.233 billion of 2025 sales, up 9%, led by medical packaging, biopharma, and industrial and municipal water demand.Mentions EN Morningstar Published Feb 10, 2026: DuPont Should Benefit From Long-Term Growing Demand for Healthcare and Water Filtration - Olympus High confidence· Count 100 device_categories · from 2026 · Olympus single-use device categories adopting Tyvek with Renewable Attribution
Olympus will adopt DuPont Tyvek with Renewable Attribution in sterile packaging for more than 100 single-use endotherapy device categories from 2026. Contract revenue is not disclosed.Confirms KO Mordor Intelligence Published Aug 1, 2026: Sterilization Pouches Market Size, Share and Growth Trends to 2031Confirms EN Olympus Corporation Published Sep 30, 2025: Olympus Commits to Advancing Sustainable Packaging Enabled by DuPont Tyvek with Renewable Attribution - Qnity Electronics High confidence
DuPont and Qnity retain transition-services, facility-lease and indemnification arrangements after the separation. DuPont's related service and lease revenue is not separately disclosed.Confirms EN U.S. SEC (EDGAR) Published Aug 4, 2026: Qnity Electronics Q2 2026 Quarterly Report (Form 10-Q)
Pays to
- 원재료·에너지·외주 공급사 (다수) High confidence· cost 4,500 USD_million · FY2025 · Cost of sales
DuPont depends on raw materials, energy, contract manufacturers and service providers. It diversifies key inputs and uses long-term contracts in concentrated markets. FY2025 cost of sales was $4.5 billion. - Chemours·Corteva와 공유하는 PFAS 부담 High confidence· Amount 700 USD_million · cumulative through FY2025 · DuPont cumulative qualified PFAS spend paid
DuPont, Chemours and Corteva share eligible legacy PFAS costs. DuPont had paid about $700 million against its allocated limit by year-end 2025. - Qnity Electronics High confidence
Qnity also provides transition services to DuPont, with each company reimbursing the other. DuPont's payment amount is not separately disclosed.Mentions EN U.S. SEC (EDGAR) Published Aug 4, 2026: Qnity Electronics Q2 2026 Quarterly Report (Form 10-Q)
Investors
- International Flavors & Fragrances High confidence· Amount 26 USD_billion · 2019 announced transaction; 2021 completed · Announced transaction value for the combination with DuPont Nutrition & Biosciences
DuPont combined its Nutrition & Biosciences business with IFF. The announced transaction value was $26 billion and the Reverse Morris Trust transaction closed in 2021.Confirms EN SEC EDGAR Published Feb 27, 2026: INTERNATIONAL FLAVORS & FRAGRANCES INC 10-K (2026-02-27)Confirms KO The Korea Economic Daily Published Oct 1, 2025: The Secret Behind Fruit-Flavored Drinks: The Big Four Controlling Taste
Investments
- Derby Holdings Group (Delrin 사업 인수법인) High confidence· ownership 19.9 percent · FY2025 · Noncontrolling equity interest in Derby Holdings Group
DuPont received a 19.9% interest in Derby Holdings Group and a $350 million note in the 2023 Delrin divestiture. The equity interest carried at $111 million at year-end 2025.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Samsung Electronics | lead2 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +63.8 |
| TSMC | lead2 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +50.3 |
| Qnity Electronics | lead1 | · | · | · | · | · | +55.3 |
| Olympus | lead1 | +35.5 | -4.1 | -8.8 | +8.5 | -21.4 | +14.2 |
| DuPont | node | +15.4 | -13.4 | +14.4 | +1 | +28.7 | +10.5 |
| Qnity Electronics | benef1 | · | · | · | · | · | +55.3 |
| International Flavors & Fragrances | benef1 | +41.5 | -28.3 | -19.5 | +6.3 | -18.4 | +27.5 |
YTD as of 2026-09-04 · source: Yahoo Finance
After the Qnity separation, DuPont runs on healthcare, water and industrial-technology clocks rather than the electronics-materials cycle. Shares gained 28.7% in 2025 and 10.5% in 2026, while spun-off Qnity advanced 55.3% in 2026. Inside DuPont, 2025 Healthcare & Water sales rose 9% while Diversified Industrials fell 3%. This is not a single demand wave moving through the chain; portfolio separation and end-market divergence explain the spread. Olympus's switch across more than 100 device categories confirms follow-through in medical materials, while PFAS obligations and construction weakness remain counterexamples.
Analysis generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple