Archer-Daniels-Midland (ADM) Q1 2026 (USD): adj. EPS 0.71 (exp. 0.64), Revenue 21.5bln (exp. 21.4bln)
- Total segment operating profit rose +2% Y/Y to USD 764mln, with roughly USD 275mln of net negative mark-to-market and timing impacts.
- Ag Services & Oilseeds operating profit fell 34% to USD 273mln
- Carbohydrate Solutions rose 48% to USD 356mln on stronger ethanol margins
- Nutrition rose 42% to USD 135mln
- Oilseeds processed volumes rose 2% Y/Y to 9.299mln tonnes
- Corn volumes were 4.542mln tonnes.
COMMENTARY:
- CEO says ADM delivered robust operating performance in a dynamic global landscape, with biofuels policy clarity providing a stable regulatory framework.
GUIDANCE:
- Raises FY EPS view to between 4.15-4.70 (exp. 4.16; prev. saw 3.60-4.25)
- Sees FY26 capex between USD 1.3-1.5bln.
Context
Archer-Daniels-Midland's Q1 results exceeded expectations in both adjusted EPS and revenue, indicating solid operational performance despite some segments facing challenges. The company is raising its full-year EPS guidance significantly, reflecting confidence in their growth outlook, particularly from the biofuels sector. Investors may view this as a positive signal for both the agricultural market and broader food industry dynamics.
Trade the TapeGet this analysis live, the moment it breaksNewsquawk's real-time dashboard delivers market-moving headlines and instant context to your desk before the rest of the market reacts.
Open Dashboard#UNITED STATES#USD#EUR#JAPAN#JPY#UNITED KINGDOM#GBP#EUROPE#ARCHER-DANIELS-MIDLAND CO#ADM.US#ADMIRAL GROUP PLC#FOREX#EQUITIES#METALS#EU SESSION#AGRICULTURAL PRODUCTS & SERVICES#PROPERTY & CASUALTY INSURANCE#METALS & MINING#FOOD PRODUCTS#INSURANCE#FOOD, BEVERAGE & TOBACCO#INSURANCE (GROUP)#S&P 500 INDEX#FTSE 100 INDEX#ADM#DXY#US EQUITIES