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10-QPeriod: Q2 FY2024

Corteva, Inc. Quarterly Report for Q2 Ended Jun 30, 2024

Filed August 1, 2024For Securities:CTVA

Summary

Corteva, Inc. reported solid results for the second quarter of 2024, demonstrating resilience and strategic execution. Net sales increased by 1% year-over-year to $6.112 billion, driven by a 2% price increase that offset a 1% unfavorable impact from portfolio and other changes, while volumes remained flat overall. The Seed segment showed particular strength, with net sales up 2% driven by strong pricing and a favorable product mix, contributing significantly to a 16% increase in segment operating EBITDA. This segment is outperforming the market and gaining share, underscoring the value of its advanced germplasm and trait technologies. While the Crop Protection segment's net sales were flat year-over-year, driven by increased volumes in certain areas offset by price declines and currency headwinds, its segment operating EBITDA decreased by 20%. This was attributed to competitive pricing and raw material cost inflation, despite productivity savings and volume growth. The company continues to navigate a challenging market environment in Crop Protection but expects elevated input costs to subside in the second half of 2024. Overall, Corteva reiterated its full-year 2024 outlook for net sales and Operating EBITDA, signaling confidence in its strategic direction and operational capabilities.

Financial Statements
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Key Highlights

  • 1Net sales increased 1% to $6.112 billion in Q2 2024, driven by a 2% price increase.
  • 2Seed segment net sales grew 2% to $4.331 billion, with segment operating EBITDA up 16% to $1.698 billion, indicating strong pricing and market share gains.
  • 3Crop Protection segment net sales remained flat year-over-year at $1.781 billion, with segment operating EBITDA decreasing 20% due to pricing pressures and inflation.
  • 4The company maintained its full-year 2024 outlook for net sales ($17.2B - $17.5B) and Operating EBITDA ($3.4B - $3.6B).
  • 5Corteva announced a 6.25% increase in its common stock dividend to $0.17 per share.
  • 6Share repurchases continued, with $250 million repurchased in Q2 2024 under the $2 billion share buyback program.

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