Corteva
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Corteva (CTVA) investor relations material

Corteva Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary4 Feb, 2026

Executive summary

  • Achieved strong 2025 results with low single-digit top-line growth, double-digit operating EBITDA growth, and margin expansion above 22%, supported by disciplined execution and demand for differentiated technologies.

  • Seed and crop protection businesses delivered organic growth and share gains across major regions, with robust cash generation and over $1.5 billion returned to shareholders.

  • Announced a comprehensive agreement with Bayer, accelerating licensing opportunities, expanding technology access, and resolving litigation, with royalty neutrality expected in 2026.

  • Progressed on planned separation into two companies, targeting completion in the second half of 2026, with key milestones and leadership announcements expected in 2025 and 2026.

  • Strong global demand for grain, oilseeds, and biofuels expected to continue in 2026, with steady on-farm demand and government support for U.S. farmers.

Financial highlights

  • Full-year 2025 net sales increased 3% to $17.4B; organic sales up 4% year-over-year, with gains in all regions.

  • Operating EBITDA up 14% to $3.85B, with margin expansion of 215 basis points to over 22%.

  • Operating EPS increased to $3.34 from $2.57 in 2024, up 30% year-over-year.

  • Free cash flow improved by $1.2B to $2.9B, up 69% year-over-year, with 74% FCF/EBITDA conversion.

  • Returned $1.5B to shareholders in 2025 via dividends and share repurchases.

Outlook and guidance

  • 2026 operating EBITDA guidance of $4.0–$4.2B, a 7% increase at the midpoint, with margin of 22–23%.

  • Operating EPS expected at $3.45–$3.70, up 7% at the midpoint.

  • Free cash flow in 2026 will be impacted by separation costs and the Bayer agreement, with ~$80M in estimated global tariff impacts.

  • Targeting $500M in share repurchases in the first half of 2026.

  • Guidance does not factor in extreme weather, major operational disruptions, or significant macroeconomic shocks.

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Crop Protection: Latin America pricing strategy
Q4 volume shifts: 2026 guidance implications
Quantify Bayer deal's 2026 royalty impact
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Frequently asked questions

Corteva, Inc. (formerly Monsanto Company) is an agriculture company. The Company develops and supplies advanced germplasm and crops that produce optimum yield for farms to grow crops. The Company also develops digital solutions that assist farmer decision-making to optimize product selection, seed yields, and maximize profitability. The Company's Seed segment focuses on technologies that address issues related to crop health below ground and above ground. Its Crop Protection segment offers products that protect against weeds, insects and other pests, as well as enhances crop health above and below ground.

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