| CTVA |
Report |
Operating EPS (Non-GAAP, Q2 2026) |
BEAT |
pred ~$2.45 vs. cons $2.22 |
MEDIUM |
| CTVA |
Report |
Total Net Sales (Q2 2026) |
BEAT |
pred ~$6.85B vs. cons $6.62B |
MEDIUM |
| CTVA |
Report |
Crop Protection Segment Operating EBITDA (Q2 2026) |
BEAT |
pred ~$345M vs. cons $324M |
LOW |
| CTVA |
Guide |
FY2026 Operating EPS guidance |
BETTER |
guide ~$3.55-3.80 (raised, midpoint ~3.70) vs. cons $3.65 (FY2026) |
MEDIUM |
| CTVA |
Guide |
FY2026 Operating EBITDA guidance |
BETTER |
guide ~$4.10-4.35B (raised, midpoint ~4.25B) vs. cons ~$4.15B (FY2026) |
MEDIUM |
| CTVA |
Guide |
Oil-price/Middle East cost headwind embedded in guidance |
LOWER |
guide ~$55-70M headwind vs. prior guided $40M (FY2026) |
LOW |
| CTVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| CTVA |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Q1'26 (beat by 27% EPS) and Q2'25 (raised FY guide) both saw muted-to-negative day-1 idiosyncratic reactions (-2.4% and -0.3% respectively) that unwound over the following week as sell-side digested that part of the beat was H1 timing pull-forward rather than durable, then re-rated positively once the FY26 guidance raise and H2 Crop Protection ramp (LatAm safrinha, biologicals) were confirmed. With CTVA already +34% YTD/near highs into this print and consensus FY26 EPS ($3.65) sitting near the top of the prior $3.45-3.70 range, a raise-to-consensus reads as 'priced in' initially (day-1 sell-the-news, compounded by fresh Middle East oil-cost-headwind uncertainty), but out-quarter (H2) volume/price algorithm and royalty-ramp math still points to durable growth, so the negative pop should fade back toward flat/slightly positive by day 5 rather than compound into a deeper sell-off. |
LOW |