FMC CORP — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 92/100
What the filing says
FMC Corporation reported Q3 2026 revenue of $106M (down 80% YoY from $542M), driven by a $639M negative impact from commercial actions announced October 15, 2026. The company restructured its North America pricing/rebate model (~$500M EBITDA charge) and reduced prices on high-priced channel inventory in Brazil, US, Canada, Argentina (~$175M EBITDA charge). Q3 Adjusted EBITDA was negative $559M versus positive $236M YoY. Full-year 2026 revenue guidance (ex-India) revised down to $2.75–$2.85B (down 28% YoY), with full-year Adjusted EBITDA now negative $124–$104M versus positive performance expected, and free cash flow expected negative $350–$150M.
Why this rating
Near-total revenue collapse (80% YoY), massive EBITDA swing to negative, major restructuring charges, and negative full-year free cash flow materially threaten near-term operations and capital structure relative to $5.2B market cap.
Price action (we called it negative)
before filing · preread $4.55 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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