NYSE$CTVA

Corteva Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Corteva's third quarter performance was driven by strong sales growth across all regions and segments, with significant contributions from Latin America and North America, resulting in increased GAAP income and EPS.

Corteva reported a strong third quarter with net sales increasing by 27% and organic sales rising by 24%. Volume gains and strong price execution drove Operating EBITDA improvement of 72%. The company has increased its net sales and Operating EPS guidance for the full year.

  • Net sales increased by 27% versus prior year, driven by Latin America and North America.
  • Crop Protection net sales grew 22% and Seed net sales increased 41%.
  • GAAP income and earnings per share (EPS) from continuing operations were $36 million and $0.05 per share, respectively.
  • The company increased its net sales guidance to be in the range of $15.5 billion and $15.7 billion and increased Operating EPS guidance to be in the range of $2.05 and $2.15 per share.

Headline financials

Total Revenue

$2.37B

Previous: $1.86B+27.3%
EPS (adj)

-$0.14

Previous: -$0.39+64.1%
Free Cash Flow

$30M

Previous: -$392M+107.7%
Net Income

$30M

Previous: -$392M+107.7%
Operating Income

-$383M

Previous: -$684M+44.0%
Gross Profit

$813M

Previous: $566M+43.6%
Cash & Equivalents

$2.78B

Previous: $2.77B+0.4%
Total Assets

$41.1B

Previous: $41.7B-1.4%

Revenue & EPS history

Corteva · Revenue · Quarterly

$2.37B

Q3 2021+27.3%vs Q3 2020
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

Corteva · $2.37B total across 2 segments · Q3 2021

  • Crop Protection
    $1.63B+21.9%
  • Seed
    $738M+41.1%

Forward guidance

The Company increased its previously provided net sales guidance for the full year 2021 and now expects net sales in the range of $15.5 billion to $15.7 billion. Operating EBITDA guidance was affirmed in the range of $2.5 billion to $2.6 billion. Operating EPS guidance was increased to $2.05 to $2.15 per share.

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 Q3 2021

Historical avgQ3 2021

-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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