9 new in the latest 10-Q
Paragraphs with nothing like them in last year's 10-K
No new paragraphs in Risk Factors, or fewer than two 10-Ks to compare.
Paragraphs in the 10-Q filed Nov 4, 2026 that were not in the one before
9 paragraphs in the 10-Q filed Nov 4, 2026 with nothing like them in the 10-Q filed Aug 4, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.
Financial statements and notes
As part of the First Amendment, the majority of the Senior Secured Term Loan Facility lenders elected to roll over their loan balances immediately preceding the repricing, while certain lenders elected to be repaid and reassign all or a portion of their loan balances. On July 1, 2026, approximately $ 1,978 million of the outstanding principal was rolled over as a non-cash financing activity. The remaining approximately $ 360 million of the outstanding principal balance was repaid and subsequently reissued.
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In connection with the First Amendment, the Company incurred $ 2 million of third-party fees in the third quarter of 2026. Fees attributable to the modified debt were expensed as incurred and recorded within Other income (expense) - net, in the unaudited interim Company's consolidated statement of operations during the three months ended September 30, 2026. Fees attributable to the issuance of new debt were capitalized as debt issuance costs. Capitalized debt issuance costs associated with the new debt issuance were less than $ 1 million.
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Following final Court approval of the settlement in August 2026, DuPont and Corteva completed the purchase of Chemours’ interest in future, if any, certain insurance proceeds related to PFAS claims. The purchase was funded through an aggregate $ 150 million contribution by DuPont and Corteva into an escrow fund (the “NJ Insurance Escrow”), which was applied to Chemours’ share of the settlement. In exchange, Chemours assigned to DuPont and Corteva its rights to $ 150 million of PFAS-related insurance proceeds plus a fee equal to the lesser of (a) $ 35 million, or (b) $ 3 million plus interest (at prime minus 2 %) on the unrecovered fraction of $ 150 million, until Chemours’ share of insurance recoveries fully recoups the purchase price. The Company’s contractually allocated cash contribution in respect of the NJ Insurance Escrow was $ 47 million, which was paid during the third quarter of 2026.
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On September 10, 2026, DuPont, together with Chemours and Corteva/EIDP, entered into a settlement agreement with the State of North Carolina and certain municipalities to resolve claims relating to PFAS and other emissions from the Fayetteville Works facility, as well as certain PFAS-related claims unrelated to such facility. The settlement includes an aggregate cash payment to the Plaintiffs of $ 455 million, payable over a period of 15 years, which will be shared in accordance with the terms of the MOU. During the second quarter of 2026, DuPont established a $ 125 million accrual in connection with these matters. Accordingly, during the second quarter of 2026, the Company established an indemnification liability of $ 43 million, representing 44 % of DuPont's after-tax liability for the settlement. Additionally, DuPont has recorded interest accretion of $ 2 million to date as of September 30, 2026, resulting in a liability of $ 127 million as of September 30, 2026. Qnity has recorded $ 1 million for its contractually allocated portion of this accreted interest. As of September 30, 2026, the Company's total indemnification liability for this matter was $ 44 million.
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2. Reflects fees and charges incurred in connection with the July 2026 repricing amendment to the Senior Secured Term Loan Facility.
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Show the other 4
3. Reflects fees and charges incurred in connection with the July 2026 repricing amendment to the Senior Secured Term Loan Facility.
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As part of the First Amendment, the majority of the Senior Secured Term Loan Facility lenders decided to roll over their loan balances immediately preceding the repricing, while certain lenders elected to be repaid and reassign all or a portion of their loan balances. On July 1, 2026, approximately $1,978 million of the outstanding principal was rolled over as a non-cash financing activity. The remaining approximately $360 million of the outstanding principal balance was repaid and subsequently reissued.
Read in the 10-Q ↗
In connection with the First Amendment, we incurred $2 million of third-party fees in the third quarter of 2026. Fees attributable to the modified debt were expensed as incurred and recorded within Other income (expense) - net, in our unaudited interim consolidated statement of operations during the three months ended September 30, 2026. Fees attributable to the issuance of new debt were capitalized as debt issuance costs. Capitalized debt issuance costs associated with the new debt issuance were less than $1 million.
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The First Amendment is expected to reduce annual cash interest expense by approximately $6 million.
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The 10-Q's risk factors against the 10-K
Item 1A of the 10-Q filed Nov 4, 2026 against Item 1A of the 10-K filed Feb 26, 2026.
A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed.
Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed,
Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal
(cut words struck through, new words highlighted and underlined).
Text on the page, not a score; each links to the filing at sec.gov.
What the 10-Q itself says about its risk factors:
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There have been no material changes to our risk factors as previously disclosed in Part I, Item 1A, "Risk Factors," of our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 26, 2026.
1 paragraph in the 10-Q's Item 1A, and none of them adds, rewords or quietly edits a paragraph of the 10-K's.