TJC's Arclin to Acquire DuPont's Aramids Business for $1.8 Billion

DuPont has announced that Arclin, a portfolio company of TJC, L.P., has agreed to acquire DuPont's Aramids business for approximately $1.8 billion. The transaction is expected to be finalized in the first quarter of 2026, pending customary closing conditions and regulatory approval.

DuPont will receive pre-tax cash proceeds of around $1.2 billion, a note receivable of $300 million, and a non-controlling common equity interest in the future Arclin company valued at $325 million, representing an approximate 17.5% stake at the time of close. The acquisition aims to optimize DuPont's portfolio strategically and is anticipated to increase growth and margin profile. The deal is structured to provide significant cash proceeds at close, allowing for reinvestment to drive value creation, while also enabling DuPont shareholders to partake in Arclin's growth potential through retained equity interest.

The Aramids business, which includes well-known synthetic fibers Kevlar® and Nomex®, generated net sales of $1.3 billion in 2024. The divestiture will not impact DuPont's planned separation of its electronics business, Qnity, scheduled for November 1, 2025.