Fmc Corporation · NYSE:FMC
Fmc — Q3 2026 Earnings Presentation
15 slides from Fmc's earnings presentation, Oct 30, 2026
Slide 1: Q3 2026 Earnings Presentation
Q3 2026 Earnings Presentation October 30, 2026 Q3 2026 Earnings Presentation FMC CORPORATION 1
Slide 2: Safe Harbor Statement and Non-GAAP Financial Terms
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 project
Slide 3: Update on Commercial Actions Announced on October 15
Update on Commercial Actions Announced on October 15 Two actions to reduce the value of FMC inventory held by channel customers, improve product flow to growers and support a return to sales growth Approximate Split Commercial Action Cash Impact of EBITDA1 Charge Change in North America pricing and
Slide 4: Q3 2026 Results
Q3 2026 Results Q3 2026 Q3 2025 2026 VS. 2025 GAAP Revenue $106 $542 $(436) Commercial Actions Adjustment $639 GAAP Net Income $(2,067) $(569) $(1,498) Adjusted EBITDA1 $(559) $236 $(795) Commercial Actions Adjustment $672 GAAP EPS $(15.54) $(4.52) $(11.02) Adjusted EPS1 $(4.41) $0.89 $(5.30) Note:
Slide 5: Regional Revenue Drivers
Q3 2026 Regional Revenue Drivers REGIONAL REVENUE BRIDGE (Excluding India)1 North $164 million Latin $368 million (-21% YOY, America (-33% YOY) America -23% ex-FX) • Lower volumes across all product • Weaker than expected demand in classes Brazil amplified by uncertainty of El $419 $961 • Channel cu
Slide 6: Adjusted EBITDA Drivers
Q3 2026 Adjusted EBITDA1 Drivers Adjusted EBITDA1 BRIDGE $236 ($672) $30 ($121) ($20) ($12) -$559 Q3 '25 ‘25 Comm. Adj. Volume, Mix, Price Cost FX Q3 ‘26 Q3 Commercial Volume, Mix, Launches Price Cost FX Q3 '26 Adj. Launches Note: Amounts in millions of USD KEY DRIVERS AT A GLANCE Volume, Mix, Launc
Slide 7: Q4 2026 Financial Outlook
Q4 2026 Financial Outlook Q4 2026 Guidance REVENUE excl. India1 REVENUE (excl. India)1 DRIVERS • Challenging market conditions continue $1.04 billion – • Higher volume driven by increased direct-to-grower sales in Brazil, growth of new products $1.14 billion and more competitive FMC pricing • High-s
Slide 8: Q3 Cash Results and 2026 Cash Flow Guidance
Q3 Cash Results and 2026 Cash Flow Guidance Q3 ’26 In Millions Q3 ‘26 Q3 ‘25 FY 2026 Guidance vs. Q3 ’25 Adjusted EBITDA1 $(559) $236 $(795) $(124) - $(104) Cash from Operations (GAAP) $7 $(184) $191 $(240) - $(60) Q3 Cash Results Capital Additions & Other Investing Activities (OIA) $(8) $(24) $16 $
Slide 9: FMC Advancing on 2026 Operational Priorities
FMC Advancing on 2026 Operational Priorities Strategic review complete; Company continues to focus on operational priorities Generate ~$1B of Improve Implement Post-Patent Grow Sales of New Proceeds for Debt Competitiveness of Rynaxypyr® Strategy Active Ingredients Paydown Core Portfolio Sale of Ind
Slide 10: Preliminary Views on 2027 and 2028
Preliminary Views on 2027 and 2028 2027 2028 Adjusted EBITDA1 Minimum of ~$650M ~$760M – ~$840M As Much As ~$730M • Benefit from commercial actions to free up channel • Benefit from commercial Commercial • Cost benefit from reduced actions to free up channel returns and re-work • Partial-year benefi
Slide 11: Appendix
Q3 2026 Earnings Presentation FMC CORPORATION 11
Slide 12: Modeling Assumptions for 2026
Modeling Assumptions for 2026 Appendix $270 million – 12 – 14 $3 million – Revenue: ~$90 million EBITDA: $0 million $280 million percent $5 million INTEREST EXPENSE NON-CONTROLLING INTEREST 2026 EXPECTED INDIA LOSS OF ADJUSTED TAX RATE1 CONTRIBUTION ~135.2 million FY $160 million – $(350) million –
Slide 13: Adjusted EPS Variance
Q3 2026 Adjusted EPS1 Variance Appendix $0.89 $(5.56) $(0.07) $0.26 $0.07 $(4.41) Q3 ‘25 Adj. EBITDA1 Interest Expense Share Count D&A, Taxes & Other Q3 ‘26 1. Denotes non-GAAP financial term. Refer to non-GAAP financial terms at the beginning of this presentation Q3 2026 Earnings Presentation FMC C
Slide 14: Additional Disclaimers
Additional Disclaimers Always read and follow all label directions, restrictions and precautions for use. Products listed here may not be registered for sale or use in all states, countries or jurisdictions. No offer for sale, sale, or use of any such products is permitted prior to the issuance of t
Slide 15: Q3 2026 Earnings Presentation FMC CORPORATION
Copyright © 2026, FMC Corporation. All Rights Reserved. Q3 2026 Earnings Presentation FMC CORPORATION 15