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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joel Jackson | BMO Capital Markets | 7 | 29% |
| Jeff Zekauskas | JPMorgan | 6 | 50% |
| Kevin McCarthy | Vertical Research Partners | 6 | 0% |
| Chris Parkinson | Wolfe Research | 6 | 0% |
| Vincent Andrews | Morgan Stanley | 6 | 0% |
| Edlain Rodriguez | Mizuho Securities | 5 | 0% |
| Patrick Cunningham | Citigroup | 5 | 0% |
| Dave Begleiter | Deutsche Bank | 5 | 20% |
| Duffy Fischer | Goldman Sachs | 5 | 20% |
| Arun Viswanathan | RBC Capital Markets | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| BMO Capital Markets | 1 | 7 | 29% |
| Wolfe Research | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Deutsche Bank |
| 2 |
| 6 |
| 17% |
| Vertical Research Partners | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 50% |
| Citigroup | 2 | 6 | 0% |
| Goldman Sachs | 1 | 5 | 20% |
Corteva reported Q1 FY2026 organic sales up 7% with seed up 9% and crop protection up 4%, while operating EBITDA grew 21% with margin expanding 240 basis points to over 29%. Full-year guidance was reaffirmed at $4.0 to $4.2 billion EBITDA and $3.45 to $3.70 EPS. The path to royalty positive was ahead of schedule, and the company separation remained on track for Q4 with key milestones being achieved. The crop protection market showed early signs of cycle recovery.
Competitive Dynamics | Demand | Capital Allocation | Pricing | Product Launch | Guidance Reliability | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 3 | 1 | 1 | 2 | 3 | |
| 2025Q1 | 2 | 1 | 1 | 1 | 3 | 1 | 1 | 2 |
| 2025Q2 | 3 | 2 | 1 | 4 | 2 | 3 | 1 | |
| 2025Q3 | 4 | 2 | 3 | 3 | 3 | 2 | 4 | 1 |
| 2025Q4 | 6 | 3 | 2 | 3 | 3 | 3 | 3 | 2 |
| 2026Q1 | 5 | 4 | 3 | 1 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 2 | 2 | 3 | 4 | 6 | 5 |
| Demand | 2 | 1 | 2 | 2 | 3 | 4 |
| Capital Allocation | 3 | 1 | 1 | 3 | 2 | 3 |
| Pricing | 1 | 1 | 4 | 3 | 3 | |
| Product Launch | 1 | 3 | 2 | 3 | 3 | |
| Guidance Reliability | 2 | 1 | 3 | 2 | 3 | 1 |
| Innovation & R&D | 1 | 4 | 3 | 4 | ||
| Revenue Growth | 3 | 2 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CTVA Corteva | 6 | +11.1% | |
| CF CF Industries | 7 | +19.4% | |
| MOS Mosaic Company (The) | 4 | +14.4% |