NYSE$CTVA

Corteva Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Corteva's first quarter results were reported, showing a mix of performance with seed sales up and crop protection sales down due to industry headwinds.

Corteva reported a decrease in net sales by 8% and a decrease in EPS to $0.53. Seed sales increased by 2%, while Crop Protection sales decreased by 20%. The company reaffirmed its full-year 2024 guidance.

  • Net sales decreased by 8% compared to the prior year.
  • Seed net sales increased by 2% driven by price increases.
  • Crop Protection net sales decreased by 20% due to industry headwinds.
  • The company reaffirmed its full-year 2024 guidance.

Headline financials

Total Revenue

$4.49B

Previous: $4.88B-8.0%
EPS

$0.60

Previous: $1.16-48.3%
Capital Expenditures

-$148M

No prior period
Free Cash Flow

$419M

Previous: $595M-29.6%
Net Income

$419M

Previous: $595M-29.6%
Operating Income

$614M

Previous: $901M-31.9%
Gross Profit

$1.94B

Previous: $2.11B-8.1%
Cash & Equivalents

$1.51B

Previous: $1.65B-8.6%
Total Assets

$43.6B

Previous: $45.5B-4.1%
R&D Expense

$332M

No prior period

Revenue & EPS history

Corteva · Revenue · Quarterly

$4.49B

Q1 2024-8%vs Q1 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Corteva · $2.59B total across 2 segments · Q3 2023

  • Crop Protection
    $1.71B-10.6%
  • Seed
    $878M+1.9%

Forward guidance

Corteva reaffirmed its full-year 2024 guidance and expects net sales in the range of $17.4 billion to $17.7 billion. Operating EBITDA is expected to be in the range of $3.5 billion to $3.7 billion. Operating EPS is expected to be in the range of $2.70 to $2.90 per share.

Tailwinds

  • Net sales are expected to grow by 2% at the mid-point.
  • Operating EBITDA is expected to grow by 6% at the mid-point.
  • Operating EPS is expected to be up 4% at the mid-point.
  • Cash provided by operating activities is expected to be in the range of $2.1 billion to $2.6 billion.
  • Free Cash Flow is expected to be in the range of $1.5 billion to $2.0 billion.

Headwinds

  • Growth is partially offset by interest expense
  • Growth is partially offset by a higher base tax rate.
  • Global Crop Protection market remains imbalanced after the significant destocking in 2023
  • Normalization of commodity prices
  • Industry continues to work through residual inventory imbalances in key regions and farmers are shifting to just-in-time purchasing

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.1%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.0%

Avg return

30 days after

59%

20 / 34 earnings

Positive

+18.0%

Q4 2023

Best reaction

-13.9%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%-3.5%-8.1%
Q4 2025+0.9%-1.9%+2.6%
Q3 2025+1.8%+4.9%+5.6%
Q2 2025-0.2%+1.8%+1.8%
Q1 2025+7.0%+8.7%+14.7%
Q4 2024-2.3%-1.3%-5.1%
Q3 2024-5.0%-5.2%-3.7%
Q2 2024-4.6%-7.6%+3.2%
Q1 2024+5.3%+4.1%+3.3%
Q4 2023+18.0%+13.0%+17.1%
Q3 2023-9.7%-8.1%-8.4%
Q2 2023+0.2%-3.1%-8.6%
Q1 2023-6.2%-5.0%-7.8%
Q4 2022-3.8%-5.8%-1.2%
Q3 2022-2.3%+0.4%+0.6%
Q2 2022+3.9%+7.2%+9.9%
Q1 2022+1.4%-7.3%+8.3%
Q4 2021+1.3%+3.4%+7.4%
Q3 2021+10.6%+8.6%+7.5%
Q2 2021+5.9%+7.9%+6.3%
Q1 2021-4.1%-1.7%-7.5%
Q4 2020+2.8%+5.1%+8.1%
Q3 2020+3.1%+5.2%+17.4%
Q2 2020-11.3%-6.2%+2.7%
Q1 2020+1.0%-6.9%+17.1%
Q3 2017+2.6%+3.0%-18.9%
Q4 2017+2.6%+3.0%-18.9%
Q4 2019+4.0%+11.3%-2.2%
Q3 2018-4.7%-6.6%-5.3%
Q3 2019-4.7%-6.6%-5.3%
Q2 2018+2.5%+5.8%-4.8%
Q2 2019+6.6%+1.9%-0.6%
Q1 2019-13.9%-2.7%+2.7%
Q4 2018-13.9%-2.7%+2.7%
Q1 2018
Q2 2017
Q1 2017

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