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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.22Last Year’s EPS
2.2Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive tone: strong first-quarter execution (21% EBITDA growth, ~240 bps margin expansion), solid organic growth across Seed and Crop Protection, progress toward royalty-positive status and licensing momentum, and clear separation/capital allocation milestones. Headwinds include crop protection pricing pressure, higher SG&A and bad debt, one-time cash-flow hits (Bayer agreement and separation costs), and geopolitical/energy-related cost risk (a ~$40M H2 headwind). On balance, the positive operational and financial momentum and strategic milestones exceed the outlined near-term challenges.Company Guidance
Strong Q1 Financial Performance
Operating EBITDA grew 21% year-over-year to over $1.4 billion (nearly a $250 million increase) and operating EBITDA margin expanded to >29%, up ~240 basis points, driven by organic growth and productivity.
Organic Sales and Regional Growth
Organic sales increased 7% year-over-year with Seed up 9% and Crop Protection up 4%; currency was a ~4% tailwind to sales.
Volume and Price/Mix Strength in Seed and New CP Products
Seed volumes rose 6% and seed price/mix improved ~3% across regions. Crop Protection volumes were up 6%, with new products and Spinosyns delivering double-digit volume gains.
Reaffirmed Full-Year 2026 Guidance
Company reaffirmed 2026 guidance: operating EBITDA $4.0–$4.2 billion, margins 22%–23%, and operating EPS $3.45–$3.70 (≈7% growth at midpoint).
Progress Toward Royalty-Positive and Licensing Momentum
Seed net royalty expense decreased by ~$30 million in the quarter; Company expects to cross from royalty neutral to royalty positive later this year and has over 100 independent seed licensees with trait penetration in Brazil expected to reach double digits.
Separation Milestones on Track
Separation (targeted in Q4) is progressing well: initial Form 10 filed, new Corteva, Inc. CEO announced (Luke Kism), executive teams named, and new seed company brand 'Vylor' unveiled; net dis-synergies trending favorably vs. original $100 million estimate (guide includes $50 million).
Capital Allocation and Balance-Sheet Actions
Plan to repurchase approximately $500 million of shares in H1; board approved a $1.5 billion discretionary U.S. pension contribution to support standalone investment-grade profiles for the two entities.
Productivity and Input-Cost Benefits
Seed and Crop Protection combined delivered roughly $70 million of productivity and lower input-cost benefits in Q1, supporting margin expansion.
CTVA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CTVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $83.71 | $81.58 | -2.54% |
Feb 03, 2026 | $74.70 | $74.78 | +0.11% |
Nov 04, 2025 | $62.05 | $63.21 | +1.87% |
Aug 06, 2025 | $70.49 | $70.37 | -0.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Corteva (CTVA) report earnings?
Corteva (CTVA) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Corteva (CTVA) earnings time?
Corteva (CTVA) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CTVA EPS forecast?
CTVA EPS forecast for the fiscal quarter 2026 (Q2) is 2.22.