Overview
Agricultural supply chain manager's Q4 revenue missed analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company announced increase in quarterly dividend, marking 53 years of growth
Outlook
ADM expects 2026 adjusted EPS of $3.60 to $4.25
Company projects 2026 capital expenditures of $1.3 bln to $1.5 bln
ADM says U.S. biofuel policy clarity will impact ability to achieve higher EPS
Result Drivers
AG SERVICES & OILSEEDS - Lower soybean exports and weaker crush margins led to a 31% decline in operating profit
CARBOHYDRATE SOLUTIONS - Operating profit decreased 6% due to lower demand for starches and sweeteners and high corn costs in EMEA
VANTAGE CORN PROCESSORS - Operating profit rose 187% due to strong ethanol margins
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $18.56 bln | $21.12 bln (7 Analysts) |
Q4 Adjusted EPS | Beat | $0.87 | $0.80 (9 Analysts) |
Q4 EPS | $0.94 | ||
Q4 Adjusted Net Income | Beat | $422 mln | $392.26 mln (6 Analysts) |
Q4 Net Income | $456 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 8 "hold" and 3 "sell" or "strong sell"
The average consensus recommendation for the food processing peer group is "buy."
Wall Street's median 12-month price target for Archer-Daniels-Midland Co is $57.07, about 16.2% below its February 2 closing price of $68.08
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 13 three months ago
Press Release: ID:nBwb2fdyba
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)