$VYLR · Vylor Inc.
Vylor Inc. reported Q3 FY2026 results (quarter ended September 30, 2026) via an 8-K Item 2.02. Pro forma net sales were $938M, down 1% YoY, with a GAAP pro forma loss from continuing operations of $480M ($0.72/share) versus a $391M loss a year earlier. Nine-month pro forma net sales rose 4% to $8.531B, with GAAP pro forma income of $1.01B ($1.50/share). The company reaffirmed full-year 2026 guidance of ~$2.8B Adjusted Pro Forma Operating EBITDA and $2.25–$2.35 Adjusted Pro Forma Operating EPS, and announced a $3B buyback plus a $0.13/share dividend.
- Q3 pro forma net sales fell 1% YoY to $938M; organic sales fell 3%.
- Q3 GAAP pro forma loss widened to $480M from $391M a year earlier.
- Nine-month pro forma net sales rose 4% to $8.531B; GAAP income $1.01B ($1.50/share).
- Full-year 2026 guidance reaffirmed: ~$2.8B Adjusted Pro Forma Operating EBITDA, $2.25–$2.35 EPS.
- New $3B share repurchase program and $0.13/share dividend declared.
Markets closed — no regular-session reaction yet; extended-hours move not captured here.
A newly independent ag-seed company's first post-separation quarter shows a widening GAAP loss but reaffirmed guidance and a $3B buyback signal confidence.
Vylor is a newly separated Corteva spin-off in agricultural seeds/biotech, with results framed around pro forma and adjusted metrics reflecting standalone cost estimates.
Separation costs ($99M in Q3, $228M YTD) and heavy reliance on pro forma/adjusted non-GAAP measures add uncertainty; actual standalone costs and savings may differ materially from estimates.