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FMC vs. CTVA: Which Stock Is the Better Value Option?
ZACKS· 2025-08-02 00:41
Investors interested in Agriculture - Operations stocks are likely familiar with FMC (FMC) and Corteva, Inc. (CTVA) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate rev ...
FMC (FMC) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2025-08-01 11:01
FMC (FMC) reported $1.05 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 1.2%. EPS of $0.69 for the same period compares to $0.63 a year ago.The reported revenue represents a surprise of +8.82% over the Zacks Consensus Estimate of $965.4 million. With the consensus EPS estimate being $0.59, the EPS surprise was +16.95%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...
FMC Corporation obtains registration in Great Britain for Fundatis® herbicide powered by Isoflex® active
Prnewswire· 2025-08-01 04:30
PHILADELPHIA, July 31, 2025 /PRNewswire/ -- FMC Corporation (NYSE: FMC), a leading global agricultural sciences company, today announced it has received registration for Fundatis® herbicide powered by Isoflex® active in Great Britain for use in winter wheat and winter barley. Isoflex® active is a novel herbicide when used in cereals and is classified by the Herbicide Resistance Action Committee (HRAC) as a Group 13 herbicide. Fundatis® herbicide provides growers with a new tool to help manage herbicide resi ...
FMC (FMC) - 2025 Q2 - Quarterly Report
2025-08-01 04:17
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________ FORM 10-Q _______________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or ☐ Transition Report Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 For the transition period from _______ to _______ Commiss ...
FMC's Earnings Surpass Estimates in Q2 on Higher Volumes
ZACKS· 2025-07-31 22:32
Key Takeaways FMC reported adjusted Q2 EPS of 69 cents, beating the consensus estimates.Revenue rose 1.2% to $1.05B on 6% volume growth, overcoming lower prices and FX headwinds.Growth portfolio sales rose, while core remained flat; Asia posted double-digit declines.FMC Corporation (FMC) reported earnings of 53 cents per share for second-quarter 2025, down from $2.35 in the year-ago quarter.Barring one-time items, adjusted earnings per share were 69 cents, beating the Zacks Consensus Estimate of 59 cents.Re ...
FMC (FMC) - 2025 Q2 - Earnings Call Transcript
2025-07-31 22:02
FMC (FMC) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Company ParticipantsCurt Brooks - Director - IRPierre Brondeau - Chairman & CEOAndrew Sandifer - EVP & CFORichard Garchitorena - Vice President - Equity ResearchJosh Spector - Executive Director - Chemicals Equity ResearchFrank Mitsch - PresidentVincent Andrews - Managing DirectorRonaldo Pereira - PresidentChristopher Parkinson - Managing DirectorKevin McCarthy - PartnerConference Call ParticipantsDuffy Fischer - Equity Research Analyst - U.S. Chemic ...
FMC (FMC) - 2025 Q2 - Earnings Call Transcript
2025-07-31 22:00
财务数据和关键指标变化 - 第二季度销售额同比增长1%,销量增长6%,价格下降3%,其中超过一半的价格下降是由于与diamide合作伙伴的成本加成合同调整[9] - 第二季度调整后EBITDA为2.07亿美元,同比增长2%,主要受益于原材料成本下降、固定成本吸收改善和重组行动[10] - 第二季度调整后每股收益为0.69美元,同比增长0.10美元,主要受EBITDA增长和利息支出减少推动[11] - 全年收入(不包括印度)预计同比下降2%,调整后EBITDA预计同比增长1%,调整后每股收益预计与去年持平[17][18] 各条业务线数据和关键指标变化 - 增长组合业务销售额实现高个位数增长,主要由新活性成分Fluentapir和Isoflex驱动[10] - 核心组合业务销售额基本持平,其中非Rynaxypyr部分实现增长,但被diamide合作伙伴价格调整所抵消[10][52] - 新活性成分Fluentapir和Isoflex需求强劲,预计下半年将贡献超过2亿美元的增长[51] - 公司预计2026年和2027年增长将主要由增长组合业务驱动,包括Fluentapir、Isoflex和Dodilix等新活性成分[36] 各个市场数据和关键指标变化 - EMEA地区表现最强,销售额增长主要由除草剂、diamide合作伙伴销售和品牌销售推动[11] - 拉丁美洲收入同比略有增长,该地区2024-2025种植季即将结束[11] - 北美销售额下降5%,主要受加拿大去库存影响[12] - 亚洲销售额下降,主要受印度去库存和价格下降影响[12] - 巴西新直销模式已开始商业活动,预计第三季度将看到初步成果[6][63] 公司战略和发展方向和行业竞争 - 公司决定剥离印度商业业务,未来将通过B2B模式在印度开展业务[14][15] - 公司正在实施降低制造成本和推出新配方的战略,以应对Rynaxypyr专利到期后的竞争[6][38] - 新活性成分Fluentapir和Isoflex的市场需求强劲,公司已做好充分准备支持这些产品的销售[7][36] - 公司预计2027年EBITDA将达到12亿美元的目标保持不变[35] 管理层对经营环境和未来前景的评论 - 公司认为分销渠道中的库存水平在大多数国家已恢复正常,为下半年增长奠定了基础[9] - 印度市场运营环境复杂,公司决定改变在该市场的运营方式[13][14] - 公司预计2025年下半年将实现增长,2026年EBITDA和债务减少将显著改善杠杆指标[29][32] - 公司对2026年和2027年的增长前景保持信心,主要由增长组合业务驱动[35][36] 其他重要信息 - 公司已完成7.5亿美元次级票据发行,改善了杠杆指标[27] - 第二季度末总债务约为42亿美元,净债务约为37亿美元[28] - 2025年自由现金流预计在2亿至4亿美元之间,低于2024年[30] - 公司预计第三季度可能对印度业务资产进行减值评估[24] 问答环节所有的提问和回答 问题:关于2026年及以后的增长预期 - 公司预计2026年和2027年增长将主要由增长组合业务驱动,包括Fluentapir、Isoflex和Dodilix等新活性成分[35][36] - Rynaxypyr业务预计将在2026年和2027年恢复增长,受益于制造成本降低和竞争环境改善[38] 问题:关于成本节约的构成 - 成本节约主要来自原材料成本下降、固定成本吸收改善和重组行动,这些因素将在下半年继续发挥作用[41][42] 问题:关于印度业务的细节 - 2024年下半年印度业务销售额为1.4亿美元,2025年下半年预计为7000万美元[50] - 公司尚未正式启动印度业务的营销,但已开始准备工作[47] 问题:关于巴西市场的订单情况 - 巴西市场已确认的订单占下半年预期的35%-40%,高于过去几年水平[58] - 农民经济状况总体稳定,玉米种植面积预计将保持强劲[60] 问题:关于巴西新直销模式的影响 - 新直销模式预计将在第三季度开始产生效果,但完全潜力需要几年时间实现[63] 问题:关于diamide合作伙伴价格调整的影响 - 大部分价格调整已在2024年至2025年完成,未来调整幅度将较小[64] 问题:关于新产品的市场潜力 - 公司对新活性成分Fluentapir和Isoflex的市场潜力更加乐观,需求强于预期[71] - Rynaxypyr的市场战略已细化到各个国家和地区,公司对其前景保持信心[72] 问题:关于定价趋势展望 - 预计2026年diamide合作伙伴价格将趋于稳定,但品牌Rynaxypyr价格可能继续下降[80][81] 问题:关于现金流假设 - 自由现金流预测主要基于营运资本管理,特别是应付账款和应收账款的改善[84][85] 问题:关于印度业务处理的决策原因 - 公司认为排除印度业务能更清晰地反映未来运营情况,且该业务不符合终止经营的条件[105][106]
FMC (FMC) - 2025 Q2 - Earnings Call Presentation
2025-07-31 21:00
Q2 2025 Earnings Presentation July 31, 2025 Q2 2025 Earnings Presentation FMC CORPORATION 1 Safe Harbor Statement Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: Certain statements made in this presentation are forward- looking statements that are based on our current views and assumptions regarding future events, future business conditions and the outlook for our company based on currently available information. In some cases, you can identify these forward-looking stateme ...
FMC (FMC) - 2025 Q2 - Quarterly Results
2025-07-31 04:45
Exhibit 99.1 FMC Corporation 2929 Walnut Street Philadelphia, PA 19104 USA 215.299.6000 fmc.com Media contact: Nicole Canning +1.215.299.5916 Nicole.Canning@fmc.com Investor Contact: Curt Brooks +1.215.299.6137 Curt.Brooks@fmc.com FMC Corporation Reports Second Quarter Results at High End of Guidance Range Maintains full year adjusted EBITDA and adjusted EPS guidance; announces sale of India commercial business Second Quarter 2025 Highlights Full-Year Outlook 2 PHILADELPHIA, July 30, 2025 – FMC Corporation ...
FMC Corporation Reports Second Quarter Results at High End of Guidance Range
Prnewswire· 2025-07-31 04:30
Maintains full year adjusted EBITDA and adjusted EPS guidance; announces sale of India commercial business Second Quarter 2025 Highlights Revenue of $1.05 billion, up 1 percent versus Q2 2024, up 2 percent organically1 Consolidated GAAP net income of $67 million, a decline of 77 percent versus Q2 2024 Adjusted EBITDA of $207 million, up 2 percent versus Q2 2024 Consolidated GAAP net income of $0.53 per diluted share, down 77 percent versus Q2 2024 Adjusted earnings per diluted share of $0.69, an increase o ...