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Mar 31, 2024

Corteva Q1 2024 Earnings Report

Corteva's first quarter results were reported, showing a mix of performance with seed sales up and crop protection sales down due to industry headwinds.

Key Takeaways

Corteva reported a decrease in net sales by 8% and a decrease in EPS to $0.53. Seed sales increased by 2%, while Crop Protection sales decreased by 20%. The company reaffirmed its full-year 2024 guidance.

Net sales decreased by 8% compared to the prior year.

Seed net sales increased by 2% driven by price increases.

Crop Protection net sales decreased by 20% due to industry headwinds.

The company reaffirmed its full-year 2024 guidance.

Total Revenue
$4.49B
Previous year: $4.88B
-8.0%
EPS
$0.89
Previous year: $1.16
-23.3%
Gross Profit
$1.83B
Previous year: $2.11B
-13.6%
Cash and Equivalents
$1.66B
Previous year: $1.65B
+0.7%
Free Cash Flow
-$2.76B
Total Assets
$43.6B
Previous year: $45.5B
-4.1%

Corteva

Corteva

Corteva Revenue by Segment

Corteva Revenue by Geographic Location

Forward Guidance

Corteva reaffirmed its full-year 2024 guidance and expects net sales in the range of $17.4 billion to $17.7 billion. Operating EBITDA is expected to be in the range of $3.5 billion to $3.7 billion. Operating EPS is expected to be in the range of $2.70 to $2.90 per share.

Positive Outlook

  • Net sales are expected to grow by 2% at the mid-point.
  • Operating EBITDA is expected to grow by 6% at the mid-point.
  • Operating EPS is expected to be up 4% at the mid-point.
  • Cash provided by operating activities is expected to be in the range of $2.1 billion to $2.6 billion.
  • Free Cash Flow is expected to be in the range of $1.5 billion to $2.0 billion.

Challenges Ahead

  • Growth is partially offset by interest expense
  • Growth is partially offset by a higher base tax rate.
  • Global Crop Protection market remains imbalanced after the significant destocking in 2023
  • Normalization of commodity prices
  • Industry continues to work through residual inventory imbalances in key regions and farmers are shifting to just-in-time purchasing

Revenue & Expenses

Visualization of income flow from segment revenue to net income