# DuPont de Nemours Moat

Status: published. Policy: company-analysis-1.

DuPont has documented intellectual property, recognized brands and technical capabilities that support differentiation, but the passages do not establish durable competitive protection or customer dependency. Patent coverage strengthens the case for a potential moat without demonstrating its commercial exclusivity. Recent organic growth and improved aggregate profitability support current operating performance, but price and volume are combined, leaving realized pricing power unresolved. Insufficient evidence, rather than established low barriers or competitive weakness, drives the verdict.

## intangible_assets

A current patent estate, recognized trademarks and application support provide credible differentiation. Their ability to sustain an economic moat remains unestablished because product-level exclusivity, substitution and customer purchasing outcomes are not disclosed.

Durability: At December 31, 2025, about 4,700 patents and applications related to continuing operations, and more than 70% of that estate had remaining terms above five years. This supports a protection runway, but patent counts and remaining terms do not establish commercially effective barriers.

Risks: Technological substitution, limited patent scope, enforcement difficulties and competing innovation could erode differentiation. Intellectual property litigation has already generated costs; adverse litigation outcomes remain possibilities rather than demonstrated losses of commercial rights.

Invalidation: The potential moat thesis would fail if commercially important protected products lose business to equivalent alternatives, patent expiry or adverse rulings remove effective exclusivity, or sustained price concessions and share losses show that differentiation does not influence purchasing.

Competitors: 3M, Honeywell, Hydranautics, Kingspan, Kolon, Lanxess, Owens-Corning, Ecolab, Avient, Toray, Teijin, Yantai
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