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Squawk on the Street

Cramer's Morning Take: Qnity 11/6/25

Squawk on the Street

CNBC

Business, Investing, News

4.1567 Ratings

🗓️ 6 November 2025

⏱️ 3 minutes

🧾️ Download transcript

Summary

Cramer tells investors to wait for this stock’s earnings to buy in. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0

Jim Kramer here to share with you a sample of my take on the market from today's CMBC Investing Club warning meeting.

0:09.5

Why don't we get into some earnings for today?

0:11.6

DuPont.

0:12.2

Doop was one.

0:13.5

And that's keep in mind, DuPont has been one of the biggest gainers in the market since the separation of unity.

0:20.5

It's been wild. It's been wild on morning.

0:22.6

It's doing what we said.

0:23.6

I think it would be doing five days.

0:25.5

So the headlines here are very misleading

0:27.2

because I don't think the analysts

0:28.7

properly adjusted for the CUNITY spin,

0:32.6

properly adjusted for that upcoming divestiture

0:35.9

of that Aramid'sids business Kevlar.

0:39.3

But the quarter, it was a beat across the board versus guidance, net sales, EBITA, EPS.

0:45.3

You are the industrials co-up 5% organic electronics, which is CUNITY.

0:50.3

We're going to hear from later tonight up 10%.

0:52.3

I think it should be very good. Full year guidance, they lower sales by 25 million.

0:57.0

That's just due to less favorable currency, but they raise EBITDA due to stronger business results.

1:01.0

The buyback here is very special.

1:04.0

They announced a $2 billion program and they expect to purchase $500 million through an ASR.

1:10.0

And this is a $16 billion company. That starts tomorrow through Goldman Sachs. So for those who think this market's going to roll over, but you want to get into DuPont, wait to the end of day. I mean, they'll be in there buying progressively. Look, yesterday we said about DuPont, because it was up so much, you still had the uncertainty around earnings lurking. He said,

1:28.6

that's not wrong. That's just disciplined. I would, I would take what. I mean, we have a lot of

...

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