周三盘中，谷物贸易商邦吉（Bunge）股价大涨5.09%，引发市场关注。这一强劲涨势主要受公司第三季度业绩超出预期的推动。
根据公司最新发布的财报，邦吉第三季度调整后每股收益为2.27美元，显著高于分析师平均预期的2.09美元。尽管这是该公司自2019年以来最低的第三季度业绩，但仍超出市场预期。公司业绩亮眼主要得益于三个方面：首先，公司完成了对Viterra的收购，增强了农作物营销和原产地能力；其次，油籽加工利润率提高；最后，销量整体增加。
具体来看，邦吉大豆加工和精炼业务表现突出，调整后季度利润达4.78亿美元，同比增长67%。谷物销售和制粉部门利润增长56%，主要受益于小麦制粉和海运收入的增长。此外，强劲的南美大豆出口也提振了公司业绩。然而，邦吉CEO Greg Heckman警告称，持续的贸易和生物燃料政策不确定性可能会影响第四季度盈利。尽管如此，公司仍然重申了2025年每股收益7.30美元至7.60美元的盈利指引。
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