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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This quarter, Cortiva Agriscience completed the modernization of its iParc infrastructure using our process control and networking capabilities to improve operator visibility and reduce downtime across critical chemical utilities.”
Corteva Agriscience modernized its process control infrastructure using Rockwell's PlantPAx-class process control and networking (name transcribed as 'Cortiva').
“So together with Corteva, we did that to ensure that Chemours had the ample liquidity to be able to make the payments over the next 5 years, and I think they were making statements that it covered them through 2030.”
DuPont acted jointly with Corteva to fund Chemours' liquidity needs for the New Jersey PFAS settlement, consistent with the three-party MOU governing shared legacy liabilities among the two spin-offs and DuPont.
“We recently reached a comprehensive resolution with Bayer related to our seed freedom to operate.”
Corteva reached a comprehensive litigation settlement and cross-licensing agreement with rival Bayer, resolving seed freedom-to-operate disputes and accelerating Corteva's corn/cotton licensing; a $610M payment and reciprocal HT4/Enlist licenses are involved.
“we did do a deal with our partner, FMC, or our competitor, FMC, for a brand for Forcivo.”
Corteva licensed FMC's fluindapyr (branded Forcivo) to add a premium 3-way fungicide for North America corn, a read-through on FMC monetizing its molecule through a Corteva channel.
“And then this is in conjunction with our relationship with Bunge and Chevron where Bunge will take the crop and crush it into the oil and Chevron will move it into their biofuels.”
Corteva's winter canola biofuels pilot depends on a partnership in which Chevron moves the crushed oil into its biofuels supply chain.
“And then this is in conjunction with our relationship with Bunge and Chevron where Bunge will take the crop and crush it into the oil and Chevron will move it into their biofuels.”
Corteva's winter canola biofuels pilot depends on a partnership in which Bunge crushes the harvested canola into oil.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Kevin McCarthy | Vertical Research Partners | 6 (0%) |
| Jeff Zekauskas | JPMorgan | 6 (50%) |
| Vincent Andrews | Morgan Stanley | 6 (0%) |
| Chris Parkinson | Wolfe Research | 6 (0%) |
| Dave Begleiter | Deutsche Bank | 5 (20%) |
| Patrick Cunningham | Citigroup | 5 (0%) |
| Duffy Fischer | Goldman Sachs | 5 (20%) |
| Edlain Rodriguez | Mizuho Securities | 5 (0%) |
| Kristen Owen | Oppenheimer | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed FY2025 with full-year operating EBITDA of $3.85 billion, up over $470 million, and free cash flow improving approximately $1.2 billion to $2.9 billion. Q4 organic sales were up 4% with both segments contributing. FY2026 guidance was formalized at $4.0 to $4.2 billion EBITDA and $3.45 to $3.70 EPS, representing approximately 7% growth at the midpoint. A Bayer resolution required $610 million upfront for long-term licensing upside, and separation costs plus dis-synergies weighed on the near-term outlook.
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% |