Monsanto 的利润因 Scotts Partnership 获得提振

孟山都公司公布了高于预期的第三季度收益,这得益于作为其 Scotts Miracle-Gro 合作伙伴关系的一部分的 Roundup 许可付款。

Executives also reiterated Monsanto’s vision for its proposed merger with Syngenta, which it said would “provide a comprehensive portfolio of integrated solutions to help farmers around the world address current and future agricultural, environmental and sustainability challenges.”

包括作物保护在内的农业生产力部门的销售额从一年前的 $12 亿美元增至 $14 亿美元。种子和基因组学单位销售额攀升至 $32 亿美元,而去年为 $30 亿美元。

净利润增至 $11.4 亿,或每股 $2.39,而去年同期为 $8.58 亿,或 $1.62。

“The challenges facing the world’s food supply continue to evolve. The growing population, along with our volatile and changing climate, place ever-increasing burdens on sustainable global food production,” said Hugh Grant, chairman and chief executive officer for Monsanto. “Equipping farmers with the right set of innovations that will help solve tomorrow’s food challenges today requires more than a new company – it requires a new vision and approach. Our proposal to combine with Syngenta is an exciting logical next step for our business, offering the opportunity to accelerate innovation and support a more diverse group of farmers around the world.”

孟山都总裁兼首席运营官 Brett Begemann 表示:“在当前的农业环境中,我们的全球产品组合的优势以及创新和创造价值的能力得到了真正的凸显。” “在我看来,今年我们已经实现了许多关键里程碑,我们希望这些里程碑能够让我们继续满足客户的需求并推动我们的发展。这些里程碑,连同许可机会、严格的支出和稳健的资本配置战略,增强了我们对实现目标的信心,即到 2019 年将 2014 年的持续每股收益提高一倍以上。”

展望未来,孟山都表示其种子和基因组业务全年毛利润增长率预计将同比持平,毛利率提高约半个百分点。由于与 Scotts Miracle Gro 达成协议,农业生产力部门的毛利现在预计仅比上一年略有下降,以抵消因仿制药价格持续疲软和货币逆风而导致的预期毛利下降 15% 至 17%。

该公司第四季度的业绩预计将实现收支平衡。

Monsanto said it will “continue to focus on disciplined operational spend as a hedge to the current industry macro trends.” Total operating expenses for fiscal year 2015, inclusive of new platform spend, is expected to remain down in the range of 3% to 5% versus the prior year. Looking beyond the current year, the company anticipates the continuation of several of the industry headwinds, ranging from weakening foreign currencies to low commodity prices driving reduced acres. In light of these industry challenges, the company is developing plans to reduce its operating spending potentially in the range of $300 million to $500 million by the end of fiscal year 2017.