logo

CTVA

Corteva·NYSE
--
--(--)
--
--(--)

CTVA fundamentals

Corteva (CTVA) released its earnings on Feb 3, 2026: revenue was 3.91B (YoY -2.25%), missed estimates; EPS was 0.22 (YoY -31.25%), missed estimates.
Revenue / YoY
3.91B
-2.25%
EPS / YoY
0.22
-31.25%
Report date
Feb 3, 2026
CTVA Earnings Call Summary for Q4,2025
  • Strategic Win with Bayer: $1 billion+ earnings upside from accelerated corn licensing (2027 vs. 2032) and new cotton market entry, resolving $100 million annual royalty payments.
  • 2026 Growth Drivers: 7% EBITDA growth to $4.1 billion, royalty neutrality, and $200 million productivity savings offsetting $80 million tariffs.
  • Gene Editing Momentum: EU regulatory approval expected Q2, enabling gene-edited products. U.S. disease-resistant corn hybrid launch within 1-2 years.
  • Strong Cash Position: $2.9 billion free cash flow in 2025, ~$2.5 billion in 2026 (excluding separation costs), supporting dividend and buyback plans.
  • Market Leadership: Seed order books strong, Crop Protection biologicals up double digits, and 2/3 portfolio differentiated to resist generic competition.
EPS
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.591.26-0.390.040.791.4-0.140.080.971.64-0.120.161.161.6-0.230.150.891.83-0.490.321.132.2-0.230.22
Forecast
0.3991.2403-0.4218-0.0490.64851.2659-0.3130.08430.8151.4552-0.22070.05190.93741.5843-0.24040.05870.82291.7208-0.3030.31230.87431.886-0.50670.2229
Surprise
0.00%
0.00%
0.00%
+47.87%
+1.59%
+7.54%
+181.63%
+21.82%
+10.59%
+55.27%
-5.10%
+19.02%
+12.70%
+45.63%
+208.29%
+23.75%
+0.99%
+4.33%
+155.54%
+8.15%
+6.35%
-61.72%
+2.47%
+29.25%
+16.65%
+54.61%
-1.30%
Revenue
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------3.96B5.20B1.86B3.21B4.18B5.63B2.40B3.48B4.60B6.25B2.78B3.83B4.88B6.05B2.59B3.71B4.49B6.11B2.33B4.00B4.42B6.46B2.62B3.91B
Forecast
------3.57B5.43B1.91B2.97B3.84B5.35B2.03B3.45B4.48B6.08B2.59B3.79B4.76B6.44B2.63B3.61B4.65B6.15B2.70B4.04B4.54B6.27B2.47B4.24B
Surprise
0.00%
0.00%
0.00%
+10.85%
-4.26%
-2.83%
+8.01%
+8.90%
+5.26%
+18.12%
+0.92%
+2.59%
+2.76%
+7.32%
+0.98%
+2.66%
-6.01%
-1.70%
+2.88%
-3.39%
-0.59%
-13.56%
-0.92%
-2.70%
+2.96%
+6.05%
-7.78%

Earnings Call