-- アシュラント（AIZ）は火曜日、第1四半期の調整後1株当たり利益（EPS）が前年同期の3.39ドルから5.95ドルに増加したと発表した。 ファクトセットが調査したアナリストは5.29ドルを予想していた。 3月31日までの3ヶ月間の売上高は34億2000万ドルで、前年同期の30億7000万ドルから増加した。 ファクトセットが調査したアナリストは32億9000万ドルを予想していた。 同社は2026年通期の調整後EPSについて、1桁台前半の増加を見込んでいる。
Price: $237.90, Change: $+8.78, Percent Change: +3.83%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Corteva delivered strong Q1 2026 results with operating EPS of $1.50 significantly exceeding consensus view of $1.18 (+33% Y/Y) and net sales of $4.9B (+11% Y/Y), $270M above expectations. Organic sales growth of 7% Y/Y reflected broad-based demand for differentiated technology offerings despite challenging agricultural conditions. The robust execution demonstrates management's ability to execute the separation strategy from a position of strength, with 6% global volume gains showcasing continued farmer adoption of advanced solutions. Management maintained the 2026 guidance with operating EBITDA of $4.0B-$4.2B and operating EPS of $3.45-$3.70, targeting Q4 2026 for separation completion. The Seed segment delivered exceptional performance with 34.2% operating EBITDA margins (+310 bps Y/Y), while Crop Protection maintained solid momentum with 23.1% margins (+101 bps Y/Y), reinforcing our view that both segments are well positioned for the planned separation with milestones progressing as expected.