NYSE$CTVA

Corteva Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Corteva reported strong fourth quarter 2024 results driven by record crop demand and disciplined execution.

Corteva's fourth quarter 2024 results showed significant growth, with net sales increasing 7% to $4.0 billion and organic sales up 13%. Operating EBITDA rose 36% to $525 million, and operating EPS increased 113% to $0.32. This performance was driven by strong volume gains in both Crop Protection and Seed, particularly in Brazil.

  • Net sales increased 7% to $4.0 billion in Q4 2024 compared to Q4 2023.
  • Organic sales grew by 13% in Q4 2024, reflecting strong underlying business performance.
  • Operating EBITDA for Q4 2024 was $525 million, a 36% increase from the prior year.
  • Operating EPS for Q4 2024 reached $0.32, up 113% year-over-year.

Headline financials

Total Revenue

$4B

Previous: $3.71B+7.9%
EPS (adj)

$0.32

Previous: $0.15+113.3%
Capital Expenditures

-$181M

No prior period
Free Cash Flow

$3.99B

No prior period
Net Income

-$50M

Previous: -$231M+78.4%
Operating Income

$525M

Previous: -$231M+327.3%
Gross Profit

$1.32B

Previous: $1.34B-1.7%
R&D Expense

$365M

No prior period

Revenue & EPS history

Corteva · Revenue · Quarterly

$4B

Q4 2024+7.9%vs Q4 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 continued growth in 2025, driven by improving agricultural market fundamentals, record demand for core crops, and recovering grain prices.

Tailwinds

  • Overall agriculture fundamentals remain constructive.
  • Record global consumption of corn and soybeans.
  • Global grain prices are recovering.
  • On-farm demand remains strong for top-tier technology.
  • Company expects to repurchase approximately $1 billion of shares during 2025.

Headwinds

  • Fluid macro environment acknowledged.
  • Strong USD expected to impact agricultural economy.
  • Price pressure expected to persist in Crop Protection industry.
  • Unable to reconcile forward-looking non-GAAP financial measures to GAAP due to unpredictable items.
  • Restructuring charges of $150 million to $165 million net pre-tax expected during 2025.

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 2024

Historical avgQ4 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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