DuPont

Management has executed large, value‑focused portfolio actions: sale of Mobility & Materials, termination of Rogers when approvals failed, acquisition of Spectrum Plastics to scale healthcare, spin of electronics as Qnity, and a signed deal to divest Aramids.

Post‑spin, a 2 billion dollar repurchase authorization and a new dividend aligned to a 35 to 45 percent payout signal balanced returns with reinvestment in secular growth. The stated M&A approach is bolt‑on and returns‑driven.

Execution risk remains around integration and timing of divestiture proceeds deployment, but the multi‑year track record is strong.