# DuPont de Nemours Moat Status: published. Policy: company-analysis-1. DuPont has current patents, trade secrets, recognized brands and specialized application capabilities, but the passages do not establish durable protection against substitution or sustained price premiums. Patent-life disclosures strengthen the case for potential intangible-asset protection; customer switching costs remain unproven. Continuing operations show improving but uneven profitability and cash generation. This supports an uncertain moat, rather than demonstrated competitive weakness. ## intangible_assets Current intellectual property and specialized application capabilities provide a plausible competitive advantage. Approximately 4,700 patents and applications relate to continuing operations, and recognized brands complement manufacturing know-how. Their economic protection is not demonstrated by patent counts or management's competitive-position assertions alone. Durability: More than 70% of the continuing-operations patent estate had over five years remaining at December 31, 2025. Trade secrets and maintained trademarks could extend protection, but revenue coverage, patent importance and resistance to alternative technologies are undisclosed. Risks: Technologically capable competitors, variable patent enforceability and substitution could weaken protection. Actual intellectual-property litigation costs demonstrate a cost of defending the portfolio, without establishing an adverse judgment. Invalidation: The advantage thesis would fail if competing products routinely matched relevant performance without infringing, protected products lost customer specifications or share, or economically important rights became unenforceable without effective replacements. Competitors: 3M, Ecolab, Hydranautics, Toray ## switching_costs Medical design and manufacturing support, stringent product requirements and technical testing could create qualification and integration friction. The supplied issuer descriptions establish these activities, but do not demonstrate customers' actual costs or difficulty replacing DuPont. Durability: Potential dependency could persist while products remain embedded in regulated or demanding applications. Neither customer qualification duration nor repeat purchasing by existing customers is disclosed. Risks: Regulatory requirements also burden DuPont and do not establish exclusive supplier approval. Aggregate organic sales growth cannot distinguish retained customers from new business, volume changes or pricing. Invalidation: The switching-cost thesis would fail if customers routinely qualified alternatives quickly and cheaply, transferred designs without disruption, or replaced DuPont following modest price increases. Competitors: Not established - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000013/dd-20251231.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000013/dd-20251231.htm) · 2026-02-17 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000053/dd-20260630.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000053/dd-20260630.htm) · 2026-08-04 - [https://www.sec.gov/Archives/edgar/data/1666700/000119312526151204/d11932ddef14a.htm](https://www.sec.gov/Archives/edgar/data/1666700/000119312526151204/d11932ddef14a.htm) · 2026-04-10 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670025000005/dd-20241231.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670025000005/dd-20241231.htm) · 2025-02-14 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670024000008/dd-20231231.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670024000008/dd-20231231.htm) · 2024-02-15 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000031/dd-20260331.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000031/dd-20260331.htm) · 2026-05-05 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000055/dupontpr-northcarolina.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000055/dupontpr-northcarolina.htm) · 2026-09-10 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000049/exhibit991enrschedules-2q26.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000049/exhibit991enrschedules-2q26.htm) · 2026-08-04 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000034/dupontrssannouncement.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000034/dupontrssannouncement.htm) · 2026-05-26 - [https://www.dupont.com/content/dam/water/amer/us/en/water/public/documents/en/inge-UF-General-Terms-and-Conditions-45-D01916-en.pdf](https://www.dupont.com/content/dam/water/amer/us/en/water/public/documents/en/inge-UF-General-Terms-and-Conditions-45-D01916-en.pdf) · 2026-10-19 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000046/dd-20260623.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000046/dd-20260623.htm) · 2026-06-24 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000034/dd-20260521.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000034/dd-20260521.htm) · 2026-05-26 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000025/dd-20260413.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000025/dd-20260413.htm) · 2026-04-15 - [https://www.sec.gov/Archives/edgar/data/1666700/000166670026000004/dd-20260120.htm](https://www.sec.gov/Archives/edgar/data/1666700/000166670026000004/dd-20260120.htm) · 2026-01-20 - [https://www.sec.gov/Archives/edgar/data/1666700/000119312525261601/d70409d8k.htm](https://www.sec.gov/Archives/edgar/data/1666700/000119312525261601/d70409d8k.htm) · 2025-11-03 - [https://www.sec.gov/Archives/edgar/data/66740/000006674026000014/mmm-20251231.htm](https://www.sec.gov/Archives/edgar/data/66740/000006674026000014/mmm-20251231.htm) · 2026-02-03 - [https://www.sec.gov/Archives/edgar/data/31462/000110465926018357/ecl-20251231x10k.htm](https://www.sec.gov/Archives/edgar/data/31462/000110465926018357/ecl-20251231x10k.htm) · 2026-02-23 [JSON](https://beanvest.com/stock/dd/moat.json)