-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Corteva公布了强劲的2026年第一季度业绩，运营每股收益（EPS）为1.50美元，远超市场普遍预期的1.18美元（同比增长33%），净销售额为49亿美元（同比增长11%），超出预期2.7亿美元。尽管农业环境充满挑战，但有机销售额仍同比增长7%，反映出市场对差异化技术产品的广泛需求。强劲的业绩表现表明管理层有能力从自身优势出发执行分拆战略，全球销量增长6%也体现了农民对先进解决方案的持续接受。管理层维持了2026年业绩指引，预计运营EBITDA为40亿至42亿美元，运营每股收益为3.45至3.70美元，并计划于2026年第四季度完成分拆。种子业务板块表现优异，营业 EBITDA 利润率达到 34.2%（同比增长 310 个基点），而作物保护业务板块保持了强劲的增长势头，利润率达到 23.1%（同比增长 101 个基点），这进一步印证了我们的观点，即这两个业务板块都已为计划中的分拆做好了充分准备，各项里程碑也按预期推进。
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