Archer-Daniels-Midland Company (ADM) Q4 2025 (USD) EPS 0.87 (exp. 0.80), Revenue 18.6bln (exp. 21.06bln); increasing quarterly dividend by 2%. 2026 Outlook: Adj. EPS 3.60-4.25 (exp. 4.22)

• CEO: "2025 was marked by a dynamic global trade landscape, and ongoing uncertainty around U.S. biofuel policy created a challenging operating environment for ADM. Despite these external headwinds, the business units showed impressive resilience and we delivered meaningful progress in the areas within our control."

Archer-Daniels-Midland's Q4 2025 earnings beat expectations, reflecting solid performance despite a challenging operating environment due to global trade dynamics and U.S. biofuel policy uncertainty. While revenue fell short of estimates, the decision to increase the quarterly dividend signals management's confidence in future cash flows. The outlook for adjusted EPS in 2026 aligns closely with expectations, suggesting stable conditions ahead.