NYSE$CTVA

Corteva Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Corteva's financial results for Q2 2023 were reported, with net sales decreasing by 3% and mixed performance across segments.

Corteva reported a decrease in net sales by 3% for the second quarter of 2023. While the Seed segment showed strong performance, it was offset by headwinds in the Crop Protection segment. The company has updated its full-year net sales and earnings guidance.

  • Net sales decreased by 3% compared to the same period last year.
  • Organic sales declined by 4%.
  • Operating EBITDA increased by 2% compared to prior year.
  • The company updated its full-year net sales and earnings guidance.

Headline financials

Total Revenue

$6.05B

Previous: $6.25B-3.3%
EPS (adj)

$1.60

Previous: $1.64-2.4%
Free Cash Flow

$714M

Previous: $969M-26.3%
Net Income

$714M

Previous: $969M-26.3%
Operating Income

$1.36B

Previous: $1.37B-1.1%
Gross Profit

$2.91B

Previous: $2.93B-0.7%
Cash & Equivalents

$2.56B

Previous: $2.4B+6.7%
Total Assets

$44.2B

Previous: $40.9B+8.0%

Revenue & EPS history

Corteva · Revenue · Quarterly

$6.05B

Q2 2023-3.3%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Corteva · $6.05B total across 2 segments · Q2 2023

  • Seed
    $4.26B+8.0%
  • Crop Protection
    $1.78B-22.7%

Forward guidance

Corteva expects net sales in the range of $17.9 billion to $18.2 billion, Operating EBITDA in the range of $3.50 billion to $3.65 billion and Operating EPS in the range of $2.75 to $2.90 per share.

Tailwinds

  • High demand for grain and oilseeds.
  • Commodity prices are above historical averages.
  • Farm balance sheets and income levels remain healthy.
  • Growers prioritize technology to maximize return.

Headwinds

  • Crop Protection order patterns are being influenced by product availability.
  • Higher interest rates.
  • Deferral of purchases until closer to usage.
  • Lowering sales expectations for this period.
  • Lowering earnings expectations for this period.

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 Q2 2023

Historical avgQ2 2023

-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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