Corteva (CTVA) Q1 FY26 earnings call

A cleaner-than-expected start: strong Northern Hemisphere demand and a Q4-to-Q1 Seed timing shift let management reaffirm the full-year guide while modestly de-risking the back half. The thesis is increasingly self-help — a royalty-positive inflection, productivity execution and Enlist penetration — set against still-tight farm economics, elevated input costs, and a Q4 separation into Vylor (Seed) and New Corteva (CP).