I made an additional investment in DuPont (DD) following its strong Q1 performance, which saw 6% organic sales growth and a 16% year-over-year increase in operating EBITDA. The company also delivered a 30% rise in adjusted EPS to $1.03, highlighting its operational strength. I'm particularly optimistic about the upcoming spin-off of its Electronics business, Qnity, which posted a 14% sales increase driven by robust demand in semiconductor and interconnect solutions. With strong fundamentals and structural catalysts ahead, DD presents a compelling long-term opportunity.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 74.75 0 | -- Closed |
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