NYSE$CTVA

Corteva Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Corteva experienced a decrease in net sales and reported a net loss, impacted by challenges in Latin America and competitive pricing pressures.

Corteva's third quarter results were impacted by reduced planted area and market dynamics in Latin America, as well as competitive pricing environment in Crop Protection. Net sales decreased by 10% and the company reported a GAAP loss of $519 million. Crop Protection volume increased due to demand in Latin America and North America, while Seed volume declined due to reduced corn planted area in Argentina. The company updated its full-year 2024 guidance.

  • Net sales decreased by 10% compared to the same period last year.
  • GAAP income from continuing operations after income taxes was a loss of $519 million.
  • Operating EBITDA was a loss of $100 million.
  • Crop Protection volume increased, driven by Latin America and North America, while Seed volume declined due to reduced corn planted area in Argentina.

Headline financials

Total Revenue

$2.33B

Previous: $2.59B-10.2%
EPS (adj)

-$0.49

Previous: -$0.23-113.0%
Capital Expenditures

-$154M

Previous: -$162M+4.9%
Free Cash Flow

-$524M

Previous: -$321M-63.2%
Net Income

-$524M

Previous: -$321M-63.2%
Operating Income

-$641M

Previous: -$233M-175.1%
Gross Profit

$761M

Previous: $944M-19.4%
Cash & Equivalents

$2.42B

Previous: $2.25B+7.4%
Total Assets

$41.9B

Previous: $43.1B-2.8%
R&D Expense

$348M

No prior period

Revenue & EPS history

Corteva · Revenue · Quarterly

$2.33B

Q3 2024-10.2%vs Q3 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 expects net sales in the range of $17.0 billion to $17.2 billion for full year 2024. Operating EBITDA is expected to be $3.35 billion to $3.45 billion. Operating EPS is expected to be $2.50 to $2.60 per share. For full-year 2025, Corteva has a preliminary outlook of net sales in the range of $17.3 to $17.7 billion and operating EBITDA in the range of $3.6 to $4.0 billion.

Tailwinds

  • Commodity prices are relatively steady.
  • Farmers continue to prioritize top-tier seed technology.
  • Seed business has continued to outperform the market.
  • Gains in Operating EBITDA, including benefits from productivity and raw material deflation, reflect the resilience of our Crop Protection business.
  • The Company expects it will have repurchased approximately $1.0 billion shares in 2024.

Headwinds

  • Latin America market conditions represent a headwind, including a significant reduction in corn planted area in Argentina.
  • The global Crop Protection industry volumes have continued to stabilize, the pricing environment remains competitive.
  • Operating EPS is expected to be down 5% at the mid-point.
  • Net sales are expected to decline of 1% at the mid-point.
  • The Company is not able to reconcile its forward-looking non-GAAP financial measures, except for Free Cash Flow, to its most comparable U.S. GAAP financial measures

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 2024

Historical avgQ3 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro