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13:00
Jul 31 ◎

CTVA FY2026 Q2 Watch

Corteva, Inc. (CTVA) FY2026 Q2 Earnings Call

CTVA ▾

Chuck Magro

Corteva raised full-year guidance across EBITDA, margins, and EPS, citing strong execution in both seed and crop protection, ahead-of-plan licensing growth, and effective cost/productivity discipline. The long-term framework (2027 EBITDA of $4.4B) remains intact, with management noting they are trending slightly ahead of plan.

"The headline for this quarter is straightforward. We are delivering strong results, we are raising our full-year outlook, and we are on track to complete our separation on October 1st."

CTVA WATCH

HIGH

13:00
May 06 ◎

CTVA FY2026 Q1 Watch

Corteva, Inc. (CTVA) FY2026 Q1 Earnings Call

BG BP SYT BASFY BAYRY ▾

Judd O'Connor

Corteva's biofuels program with Bunge and Chevron is progressing well, with good yields and high farmer retention, indicating a strong new revenue stream.

"focused with bungie and Chevron, sustainable aviation fuel. The crop looks good agronomically. Yields look like they're going to be in a favorable position."

BG WATCH

Judd O'Connor

Corteva's 50-50 JV with BP is expanding its cover crop/mustard program in Latin America for biofuels, indicating significant growth potential in the region.

"don't know that maybe you've seen the most recent estimate we've had with our JV, 50-50 JV with BP in Latin America, expanding mustard crops in Latin America"

BP WATCH

Chuck Magro

Competitive positioning in the ag industry is shifting, with Corteva's performance standing out, signaling potential share gains versus peers like Syngenta.

"between yourself, you know, Syngenta, BASF. And the numbers, you know, have kind of spoken for themselves thus far."

SYT WATCH

Chuck Magro

BASF is a key competitor in the crop protection market, but the context suggests Corteva's execution is leaving it in a favorable position.

"between yourself, you know, Syngenta, BASF. And the numbers, you know, have kind of spoken for themselves thus far."

BASFY WATCH

Chuck Magro

The Bayer licensing agreement is driving stronger-than-expected demand for Corteva's seed technology, positioning the company to become royalty positive ahead of schedule.

"with the Bayer agreement that we signed back in February, we're seeing just very strong demand for our corn and soybean technology."

BAYRY WATCH

Judd O'Connor

The winter canola program for Sustainable Aviation Fuel (SAF) with Chevron is seeing success, with strong yields and farmer retention, supporting expansion.

"focused with bungie and Chevron, sustainable aviation fuel. The crop looks good agronomically. Yields look like they're going to be in a favorable position."

CVX WATCH

HIGH

14:00
Feb 04 ◎

CTVA FY2025 Q4 Watch

Corteva, Inc. (CTVA) FY2025 Q4 Earnings Call

CTVA BAYRY ▾

Chuck Magro

Management expects continued margin expansion and growth despite ag market challenges, driven by licensing, new products, and productivity gains.

"We are reiterating our preliminary operating EBITDA midpoint of $4.1 billion, which is 7% growth versus the prior year."

CTVA WATCH

Chuck Magro

Bayer settlement accelerates Corteva's corn licensing to 2027 (5 years early) and introduces cotton licensing, with a $1B EBITDA upside over 10 years. — Opens new revenue streams for Corteva and potentially increases competitive pressure on Bayer's seed businesses.

"We recently reached a comprehensive resolution with Bayer related to our seed, Freedom to Operate."

BAYRY WATCH

HIGH

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