NYSE$CTVA

Corteva Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Corteva's Q4 2019 earnings were impacted by currency headwinds, but the company saw increased sales and volume growth, and it achieved merger-related cost synergies.

Corteva reported a 6% increase in net sales and a $174 million improvement in operating EBITDA for the fourth quarter of 2019. Volume gains were driven by Crop Protection in North America and sales of new products in Latin America and EMEA. The company achieved approximately $50 million in merger-related synergies during the quarter.

  • Net sales increased 6% versus the same period last year, with organic sales increases of 9%.
  • Operating EBITDA was $224 million, a $174 million improvement versus the same period last year.
  • Volume gains in both segments were driven primarily by Crop Protection operating EBITDA improvement in North America.
  • The company achieved approximately $50 million in merger-related synergies in the quarter.

Headline financials

Total Revenue

$2.98B

Previous: $2.82B+6.0%
EPS (adj)

$0.07

Previous: -$0.71+109.9%
Capital Expenditures

$1.16B

Previous: $1.5B-22.5%
Free Cash Flow

$2.21B

Previous: $1.76B+25.4%
Net Income

-$42M

Previous: -$457M+90.8%
Operating Income

$224M

No prior period
Gross Profit

$1.02B

Previous: $2.22B-54.2%
Cash & Equivalents

$1.76B

Previous: $2.27B-22.3%
Total Assets

$42.4B

Previous: $109B-61.0%

Revenue & EPS history

Corteva · Revenue · Quarterly

$2.98B

Q4 2019+6%vs Q4 2018
Beat estimate in 3 of 7 quarters(43%)
ActualEstimate

Revenue by segment

Corteva · $2.98B total across 2 segments · Q4 2019

  • Crop Protection
    $1.74B+3.0%
  • Seed
    $1.24B+10.4%

Forward guidance

The Company provided guidance for full year 2020 net sales of approximately $14.5 billion and expects operating EBITDA of approximately $2.2 billion for the same period. The Company’s operating EPS range is expected to be between $1.45 and $1.55 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 Q4 2019

Historical avgQ4 2019

-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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