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Dec 31, 2024

Corteva Q4 2024 Earnings Report

Expected Revenue:$4.04B
+12.0% YoY
Expected EPS:$0.312
+431.8% YoY

Key Takeaways

Corteva reported a 7% increase in net sales and a GAAP loss from continuing operations of $50 million for Q4 2024. Organic sales increased by 13%, with volume up 17% due to growth in both Crop Protection and Seed segments. The company's Operating EBITDA increased by 36% to $525 million.

Net sales increased by 7% compared to the same period last year.

Organic sales increased by 13% driven by volume growth in Crop Protection and Seed segments.

GAAP income from continuing operations after income taxes was a loss of $50 million.

Operating EBITDA increased by 36% to $525 million, reflecting margin improvement.

Total Revenue
$3.98B
Previous year: $3.71B
+7.3%
Gross Profit
$1.32B
Previous year: $1.34B
-1.7%
Cash and Equivalents
$3.17B
Previous year: $2.64B
+19.9%
Free Cash Flow
$3.99B
Total Assets
$40.8B
Previous year: $43B
-5.0%

Corteva

Corteva

Corteva Revenue by Segment

Corteva Revenue by Geographic Location

Forward Guidance

For full-year 2025, Corteva expects net sales in the range of $17.2 billion to $17.6 billion, Operating EBITDA to be $3.6 billion to $3.8 billion, and Operating EPS to be $2.70 to $2.95 per share. The company expects to repurchase approximately $1.0 billion of shares in 2025.

Positive Outlook

  • Net sales are expected to grow by 3% at the mid-point.
  • Operating EBITDA is expected to grow by 10% at the mid-point.
  • Operating EPS is expected to grow by 10% at the mid-point.
  • The company expects to repurchase approximately $1.0 billion of shares in 2025.
  • Agriculture fundamentals remain constructive due to record global consumption of corn and soybeans.

Challenges Ahead

  • Price pressure will persist in the Crop Protection industry.
  • A strong USD will impact the agricultural economy throughout 2025.
  • The company is unable to reconcile its forward-looking non-GAAP financial measures to its most comparable U.S. GAAP financial measures.
  • Restructuring activities are expected to result in net pre-tax restructuring charges during 2025.
  • The company anticipates the strong USD will impact the agricultural economy throughout 2025