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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 | Guidance Reliability | Product Launch | Pricing | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 3 | 2 | 1 | 1 | 3 | |
| 2025Q1 | 2 | 1 | 1 | 1 | 3 | 1 | 1 | 2 |
| 2025Q2 | 3 | 2 | 1 | 3 | 2 | 4 | 1 | |
| 2025Q3 | 4 | 2 | 3 | 2 | 3 | 3 | 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 |
| Guidance Reliability | 2 | 1 | 3 | 2 | 3 | 1 |
| Product Launch | 1 | 3 | 2 | 3 | 3 | |
| Pricing | 1 | 1 | 4 | 3 | 3 | |
| Innovation & R&D | 1 | 4 | 3 | 4 | ||
| Revenue Growth | 3 | 2 | 1 | 1 | 2 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.98B | +7.3% | $-0.06 | +83.4% | -1.0% | $3.99B |
| FY2025 Q1 | $4.42B | -1.7% | $0.95 | +58.3% | 14.8% | $-2.20B |
| FY2025 Q2 | $6.46B | +5.6% | $1.92 | +27.2% | 20.4% | $829M |
| FY2025 Q3 | $2.62B | +12.6% | $-0.47 | +38.2% | -12.2% | $36M |
| FY2025 Q4Selected | $3.91B | -1.7% | $-0.82 | -1275.8% | -14.1% | $4.15B |
| FY2026 Q1 | $4.91B | +11.0% | $1.07 | +12.6% | 14.7% | $-2.97B |
| FY2026 Q2 | $6.38B | -1.2% | $1.73 | -9.9% | 18.2% | $-576M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2022 | $17.45B | — | $1.57 | — | 6.6% | $261M |
| FY2023 | $17.23B | -1.3% | $1.02 | -35.0% | 4.3% | $1.18B |
| FY2024 | $16.91B | -1.8% | $1.29 | +26.5% | 5.4% |
| $1.55B |
| FY2025Selected | $17.40B | +2.9% | $1.58 | +22.4% | 6.3% | $2.81B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q4 2025Earnings call Feb 4, 2026
FY2025 Q4 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY -1.71% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Corteva (CTVA), FY2025 Q4: 4/10. Scores: Corteva’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CTVA daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What CTVA and other companies said about each other on FY2025 Q4 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').
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joel Jackson | BMO Capital Markets | 8 questions · 25% challenging |
| Chris Parkinson | Wolfe Research | 7 questions · 0% challenging |
| Kevin McCarthy | Vertical Research Partners | 7 questions · 0% challenging |
| Vincent Andrews | Morgan Stanley | 7 questions · 0% challenging |
| Dave Begleiter | Deutsche Bank | 6 questions · 17% challenging |
| Patrick Cunningham | Citigroup |
“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.
| Jeff Zekauskas | JPMorgan | 6 questions · 50% challenging |
| Edlain Rodriguez | Mizuho Securities | 6 questions · 17% challenging |
| Kristen Owen | Oppenheimer | 5 questions · 0% challenging |
| Duffy Fischer | Goldman Sachs | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BMO Capital Markets | 1 analyst | 8 questions · 25% challenging |
| Citigroup | 2 analysts | 7 questions · 0% challenging |
| Vertical Research Partners | 1 analyst | 7 questions · 0% challenging |
| Deutsche Bank | 2 analysts | 7 questions · 14% challenging |
| Wolfe Research | 1 analyst | 7 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 7 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 6 questions · 17% challenging |
| Bank of America | 3 analysts | 6 questions · 0% challenging |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CTVA Corteva | 4 | -1.7% | |
| CF CF Industries | 9 | +22.8% | |
| MOS Mosaic Company (The) | 4 | -7.5% |