FMC Corporation Receives Industry's First Dual Mode of Action Herbicide Classification for Rimisoxafen
Rhea-AI Summary
FMC (NYSE: FMC) announced that HRAC has classified rimisoxafen as the industry's first dual mode of action herbicide, designated under HRAC Groups 12 and 32. The classification recognizes dual inhibition of PDS and SDPS, increasing the barrier to weed resistance.
Rimisoxafen targets palmer amaranth and waterhemp, is intended for broadacre crops, was discovered at FMC's Stine Research Center, and regulatory dossiers will begin in 2026.
Positive
- First-ever HRAC dual mode classification (Groups 12 and 32)
- Dual inhibition of PDS and SDPS biochemical pathways
- Reported control of palmer amaranth and waterhemp
- Regulatory dossier submissions planned to start in 2026
Negative
- No regulatory approvals yet; commercialization pending
- Palmer amaranth remains resistant to eight herbicide modes
Key Figures
Market Reality Check
Peers on Argus
FMC fell 1.62% with peers mostly lower: ICL -1.49%, SMG -0.79%, MOS -1.14%, CF -2.18%, while CTVA +0.49%. This points to broader pressure in Agricultural Inputs rather than a purely stock-specific move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 11 | Conference appearance | Neutral | +0.3% | Management presenting at a major agriculture and materials investor conference. |
| Feb 04 | Strategic review, guidance | Positive | +5.9% | Exploration of strategic options plus detailed 2026 revenue, EBITDA, EPS guidance. |
| Jan 22 | Annual meeting notice | Neutral | +1.6% | Announcement of 2026 virtual annual meeting date and record date details. |
| Dec 22 | Earnings date notice | Neutral | -0.4% | Scheduling of Q4 2025 earnings release and conference call with replay details. |
| Dec 12 | Dividend declaration | Positive | -5.7% | Regular quarterly cash dividend of $0.08 per share to shareholders of record. |
Stock generally aligns with news tone; one notable divergence on a dividend announcement.
Over the last few months, FMC has focused on capital markets visibility, governance, and capital allocation. A Bank of America agriculture conference appearance on Feb 25, 2026 and the Apr 28, 2026 annual meeting date were routine communications with modest price impact. The Feb 4, 2026 update outlining 2026 priorities, including exploring strategic options and issuing guidance of $3.60–$3.80B revenue and $670–$730M adjusted EBITDA, saw a stronger positive reaction. A regular $0.08 dividend declaration in Dec 2025 coincided with a sharper one-day decline.
Market Pulse Summary
This announcement highlights HRAC’s first dual mode of action herbicide classification for rimisoxafen, underscoring FMC’s focus on novel actives for herbicide-resistant weeds. It follows earlier disclosures of 2026 guidance of $3.60–$3.80B revenue and plans to commercialize new ingredients. The news adds scientific validation but still depends on successful regulatory dossiers starting in 2026. Investors may watch how this molecule progresses relative to other recent actives and how it complements the broader strategic and financial priorities.
AI-generated analysis. Not financial advice.
The unprecedented classification recognizes rimisoxafen's unique ability to simultaneously inhibit both phytoene desaturase (PDS) and solanesyl diphosphate synthase (SDPS), two critical biochemical pathways in weeds. The dual mode of action makes it far more difficult for weeds to survive and adapt, providing a critical new tool in the fight against herbicide resistance.
"HRAC's historic classification of rimisoxafen validates the breakthrough nature of this technology," said Seva Rostovtsev, executive vice president and chief technology officer. "Studies show this molecule delivers control of palmer amaranth and waterhemp, giving farmers an effective solution against weeds that have become resistant to multiple herbicide classes. This is the kind of innovation growers need to protect their crops and their livelihoods."
Herbicide resistance has become an increasingly serious challenge for global agriculture. Palmer amaranth, one of the most economically damaging weed threats facing growers today, has developed resistance to eight different herbicide modes of action. Rimisoxafen's dual mode of action creates a significantly higher barrier to resistance development compared to single mode of action herbicides. Rimisoxafen is designed primarily for use in broadacre crops such as corn, soybean, cereals, pulses and sunflower, and will provide effective control of troublesome and resistant broadleaf weeds.
Discovered by FMC scientists at the company's Stine Research Center, rimisoxafen represents the third novel herbicide that FMC has developed for regulatory submission in recent years, following Isoflex® active and Dodhylex™ active. FMC expects to begin submitting regulatory dossiers for rimisoxafen in key markets starting in 2026, marking the next step toward bringing this novel technology to growers in key global markets.
About FMC
FMC Corporation is a global agricultural sciences company dedicated to helping growers produce food, feed, fiber and fuel for an expanding world population while adapting to a changing environment. FMC's innovative crop protection solutions – including biologicals, crop nutrition, digital and precision agriculture – enable growers and crop advisers to address their toughest challenges economically while protecting the environment. FMC is committed to discovering new herbicide, insecticide and fungicide active ingredients, product formulations and pioneering technologies that are consistently better for the planet. Visit fmc.com to learn more and follow us on LinkedIn®.
FMC, Dodhylex and Isoflex are trademarks of FMC Corporation and/or an affiliate. 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.
Statement under the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995: FMC and its representatives may from time to time make written or oral statements that are "forward-looking" and provide other than historical information, including statements contained in this press release, in FMC's other filings with the SEC, and in presentations, reports or letters to FMC stockholders.
In some cases, FMC has identified these forward-looking statements by such words or phrases as "outlook", "will likely result," "is confident that," "expect," "expects," "should," "could," "may," "will continue to," "believe," "believes," "anticipates," "predicts," "forecasts," "estimates," "projects," "potential," "intends" or similar expressions identifying "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including the negative of those words or phrases. Such forward-looking statements are based on our current views and assumptions regarding future events, future business conditions and the outlook for the company based on currently available information. The forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from any results, levels of activity, performance or achievements expressed or implied by any forward-looking statement. These statements are qualified by reference to the risk factors included in Part I, Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2024 (the "2024 Form 10-K"), the section captioned "Forward-Looking Information" in Part II of the 2024 Form 10-K and to similar risk factors and cautionary statements in all other reports and forms filed with the Securities and Exchange Commission ("SEC"). We wish to caution readers not to place undue reliance on any such forward-looking statements, which speak only as of the date made. Forward-looking statements are qualified in their entirety by the above cautionary statement.
We specifically decline to undertake any obligation, and specifically disclaims any duty, to publicly update or revise any forward-looking statements that have been made to reflect events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events, except as may be required by law.
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SOURCE FMC Corporation
