Corteva (CTVA)

NYSE:CTVA

CTVA

Corteva

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Corteva (CTVA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.23

Last Year’s EPS

2.2

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 05, 2026|

% Change Since:

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

Management reaffirmed full‑year 2026 guidance of operating EBITDA $4.0–$4.2 billion, operating margins of 22%–23% and operating EPS $3.45–$3.70 (≈7% growth at the midpoint), driven by mid single‑digit volume gains for Corteva that more than offset low‑single‑digit pricing pressures (industry CP outlook: low‑single‑digit volume growth); Q1 showed strong underlying momentum with organic sales +7% (Seed +9%, CP +4%), currency ~+4% to sales, operating EBITDA +21% YoY to >$1.4B (margin >29%, +240 bps), seed price/mix +3% and volumes +6% (CP price -2%, volume +6% with double‑digit new‑product and Spinosyn growth). The guide also reflects productivity and input cost benefits (~$70M YTD), a $30M decline in net royalty expense, a $40M oil‑price headwind (primarily back half), ~$50M of dis‑synergies included, an expected ~$350M of one‑time separation costs (mostly 2H), planned ~$500M share repurchases in H1, and a $1.5B discretionary U.S. pension contribution.

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.

Corteva (CTVA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CTVA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	2.23 / -	2.2	―	―	―
May 05, 2026	2026 (Q1)	1.17 / 1.50	1.13	32.74% (+0.37)
Feb 03, 2026	2025 (Q4)	0.22 / 0.22	0.32	-31.25% (-0.10)
Nov 04, 2025	2025 (Q3)	-0.51 / -0.23	-0.49	53.06% (+0.26)
Aug 06, 2025	2025 (Q2)	1.89 / 2.20	1.83	20.22% (+0.37)
May 07, 2025	2025 (Q1)	0.87 / 1.13	0.89	26.97% (+0.24)
Feb 05, 2025	2024 (Q4)	0.31 / 0.32	0.15	113.33% (+0.17)
Nov 06, 2024	2024 (Q3)	-0.30 / -0.49	-0.23	-113.04% (-0.26)
Jul 31, 2024	2024 (Q2)	1.72 / 1.83	1.6	14.37% (+0.23)
May 01, 2024	2024 (Q1)	0.82 / 0.89	1.16	-23.28% (-0.27)

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 2.23.