Corteva Inc
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+ FollowMarket Cap$54.76B
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Earnings Call Q2 2026
July 31, 2026 - AI Summary
Strong 1H26 results; raising full-year outlook
- Net sales +4% YoY in 1H26; operating EBITDA +10%; operating EPS +14%.
- Q2 net sales $6.4B; operating EBITDA $2.3B (+4%).
- Management emphasized execution across both businesses (seed + crop protection) despite a dynamic market.
Full-year 2026 guidance increased (key forecast numbers)
- Operating EBITDA: raised to $4.1B–$4.3B (≈ +9% at midpoint vs last year).
- Operating EPS: raised to $3.60–$3.80 (+11% at midpoint YoY).
- Operating EBITDA margin outlook: raised to 22.5%–23.5%.
- 2H expectation: EBITDA roughly flat YoY due to seasonality + back-half weighting of impacts from separation items/other factors (management referenced tariffs/dyssynergies and geopolitical-related weighting to the back half).
Seed business momentum: licensing and demand support growth
- Investors should note durability of technology demand and growing contribution from new licensing.
- 1H26 seed: organic sales growth across regions; improved profitability supported by value capture and higher royalty income.
- 2H corn acres assumption: management expects flat corn acres YoY (driven by expectations around Latin America/Brazil “safrinha” dynamics; order book described as “ahead of the market”).
- Conkesta penetration: expected high single digits to low double digits penetration and expressed optimism into adoption trajectory.
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$20.00
63.2% upside
Current Fair Value
63.2% upsideUndervalued by 63.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $54.76 Billion |
|---|---|
| Enterprise Value | $57.95 Billion |
| Annual dividend | $0.72 |
| Dividend yield | 0.93% |
| Earnings per Share | $0.24 |
| Beta | 0.58 |
| Outstanding Shares | 4,468,216,000 |
Return
| Return on Equity | 4.01% |
|---|---|
| Return on Assets | 2.42% |
| Return on Invested Capital | 5.94% |
Valuation & Multiples
| P/E Ratio | 51.28 |
|---|---|
| PEG | -440.4 |
| Price to Sales | 4.09 |
| Price to Book Ratio | 2.45 |
| Enterprise Value to Revenue | 3.25 |
| Enterprise Value to EBIT | 31.63 |
| Enterprise Value to Net Income | 57 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | 0.22 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$-0.06
Consensus analyst estimateRevenue Estimate
$2.62 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 67.26% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.56%▼ 85.47% |
|---|---|
| Total Invested | $1.67B▼ 96.71% |
| Investors Holding | 553▼ 972.00% |
About Corteva Inc
21,000 employees
CEO: James Collins
Corteva Agriscience is a publicly traded, global pure-play agriculture company that provides farmers around the world with the most complete portfolio in the industry - including a balanced and diverse mix of seed, crop protection and di...