Winners And Losers Of Q4: Bunge Global (NYSE:BG) Vs The Rest Of The Ingredients, Flavors & Fragrances Stocks
Bunge Global (NYSE:BG) led the ingredients, flavors & fragrances sector in Q4 with the fastest revenue growth despite a slower quarter overall and missed full-year EPS guidance. Darling Ingredients (NYSE:DAR) had the best Q4 performance relative to analyst estimates, while Ingredion (NYSE:INGR) and Archer-Daniels-Midland (NYSE:ADM) experienced slower quarters with missed expectations. International Flavors & Fragrances (NYSE:IFF) also beat revenue expectations but missed on EPS.
Bunge Global SA SEC 10-K Report
Bunge Global SA has released its 2025 10-K report, highlighting significant financial and operational achievements, strategic initiatives, and challenges in the agribusiness sector. The report details increased Net Sales to $70,326 million and outlines the impact of the Viterra acquisition on its revenue segments. It also addresses future challenges such as competition, climate change, and geopolitical risks, while demonstrating Bunge's plans for strategic investments and risk management.
Deere Jumps as Tractor Maker Sees Upturn in Farm Economy
Deere & Co. shares surged after the company raised its annual profit forecast, anticipating a recovery in the agriculture economy. CEO John May stated that 2026 is expected to mark the bottom of the current cycle, providing a strong foundation for future growth, particularly driven by demand in construction and small agriculture segments. The company's first-quarter adjusted earnings also beat analyst estimates, fueled by improved sales and margins.
Tractor Maker Deere Sees Upturn in Farm Economy
Deere & Co. boosted its annual profit outlook and saw its shares jump, anticipating an upturn in the agriculture economy, particularly in the construction and small agriculture segments. Despite ongoing challenges in global large agriculture, CEO John May believes 2026 marks the bottom of the current cycle, providing a foundation for accelerated growth. The increased optimism is partly driven by rising Chicago soybean prices due to U.S. exports to China and expected clarity on U.S. biofuels policy.
Bunge Global (BG) Is Up 6.8% After Revenue Surges But Profitability Slips Amid Viterra Integration
Bunge Global (BG) reported its Q4 2025 results, showing a significant increase in sales but a sharp decline in net income and diluted EPS, attributed to the ongoing Viterra integration. The company's investment narrative now focuses on how this expanded global platform can translate higher volumes into consistent earnings, with upcoming Investor Day expected to provide clarity on strategic priorities and capital allocation. Despite revenue growth, profitability pressures remain a key concern for investors.
Fund Update: New $204.3M $BGSI stock position opened by ROYAL BANK OF CANADA
ROYAL BANK OF CANADA has opened a new position in BGSI stock, valued at $204.3 million, according to a recent SEC 13F filing for the 12-31-2025 report period. This move is part of broader institutional investor activity, with 68 firms reportedly increasing their holdings in BGSI during the last quarter. Notably, other large additions came from 1832 ASSET MANAGEMENT L.P., BEUTEL, GOODMAN & CO LTD., and BANK OF MONTREAL /CAN/.
The Truth About Archer-Daniels-Midland Stock: Sleepy Boomers Only… or Your Next Sneaky Power Play?
This article questions whether Archer-Daniels-Midland (ADM) stock is a smart investment despite its "boring" image, especially compared to high-growth tech stocks. It highlights ADM's steady dividend payments, essential role in global food supply, and current valuation following an accounting probe. The piece concludes that ADM might be a "brilliant" play for patient, dividend-focused investors seeking stability rather than viral growth.
Bunge Global SA: Grain Giant Tests Investor Nerves As Momentum Cools After Viterra Deal Pop
Bunge Global SA is experiencing a period of consolidation after a significant rally fueled by its Viterra acquisition and strong earnings. While long-term investors highlight the company's strong fundamentals and strategic position in global food supply, short-term traders are more focused on immediate market signals and potential margin compression. Analysts generally hold a constructive "Buy" view, with price targets suggesting mid-teens percentage upside, but acknowledge that the initial re-rating phase may be over.
Bunge Global SA: Grain Giant Tests Investor Nerves As Momentum Cools After Viterra Deal Pop
Bunge Global SA (BG) is in a cautious holding pattern after a strong rally fueled by its Viterra acquisition and robust earnings. While the stock has seen mild selling pressure recently, it remains in positive territory over a 90-day view and well above its 52-week low. Wall Street analysts maintain a "Buy" or "Overweight" consensus with price targets in the low 100s, suggesting continued upside, though the immediate future depends on Viterra integration progress and broader agricultural commodity trends.
Meats and livestock commodities: options, futures, OTC
StoneX offers risk management solutions for the meats and livestock industry, including customized OTC products, futures/options trading, and expert advisory services. They assist clients, from producers to retailers, in managing price and business margin volatility across the entire supply chain. The company recently introduced a Shell Egg Contract to hedge against market fluctuations and provides specialized solutions for meat buyers, food service operators, and processors.
Trump and Xi's Two-Hour Conversation Sparks Rally in This Commodity - It's Not Gold or Silver
Following discussions between former President Trump and Chinese officials, China is considering increasing its soybean imports to 20 million metric tons, up from 12 million. This news has led to a 1.2% increase in U.S. soybean contracts set to expire in March 2026, reaching their highest levels since December 2025. The Teucrium Soybean Fund has also seen a bullish market reaction, gaining 6.4% this year.
Ex-Dividend Reminder: Bunge Global, Natural Resource Partners and Carlisle Companies
This article serves as an ex-dividend reminder for Bunge Global SA (BG), Natural Resource Partners LP (NRP), and Carlisle Companies Inc. (CSL), all trading ex-dividend on February 17, 2026. The companies will pay quarterly dividends of $0.70, $0.75, and $1.10 respectively, with the article detailing the approximate percentage drop in stock price expected for each on the ex-dividend date and their annualized dividend yields. It also includes historical dividend charts and advises investors to consider dividend history for stability.
Akralos Venture Puts ADM Animal Nutrition And Valuation In Focus
ADM and Alltech have launched Akralos, a joint venture in North American animal nutrition that is now fully operational. This venture combines ADM’s feed operations with Alltech’s brands, positioning Akralos as one of the largest animal feed and nutrition platforms in North America. For investors, this development ties into ADM’s existing agricultural processing and animal feed business, with potential implications for competition and resource allocation, though profit margin and earning concerns remain risks.
Bunge Global SA: The Quiet Infrastructure Powering the World’s Food Supply Chain
Bunge Global SA is transforming from a traditional commodity middleman into a data-driven, asset-heavy food and agribusiness platform. The company's strategy involves offering specialized solutions in custom edible oils, plant-based proteins, and integrated risk management to address climate risks, geopolitics, and evolving consumer tastes. This shift aims to create a more stable, high-margin business, making Bunge a critical component of the global food supply chain infrastructure.
Inside Bunge’s 2026 plan: Investor Day webcast on March 10
Bunge Global SA (NYSE: BG) will host its 2026 Investor Day, "Origins to Opportunities," on Tuesday, March 10, 2026, from 9 a.m. to noon EST. The webcast will feature company management discussing strategic priorities, long-term outlook, and capital allocation plans. Investors can access the webcast via Bunge's website, with a replay and presentation available afterward.
Bunge to Host Investor Day Webcast on March 10
Bunge Global SA (NYSE: BG) will host its 2026 Investor Day, "Origins to Opportunities," on March 10, 2026, from 9 a.m. to noon EST. Company management will discuss strategic priorities, long-term outlook, and capital allocation plans via a webcast. The event requires pre-registration, and a replay along with slides will be available afterward.
The 5 Most Interesting Analyst Questions From Bunge Global's Q4 Earnings Call
Bunge Global's Q4 2025 earnings saw revenues and adjusted EPS beat Wall Street estimates, largely driven by the Viterra integration, despite a negative market reaction and declining shares. Management addressed analyst concerns regarding U.S. biofuel policy, transformative gains from Viterra, a cautious EPS guidance for 2026, capital spending returns, and a recent drop in share buybacks. The company highlighted ongoing cost pressures and lower operating margins in North America, while promising more details on capital allocation at a future Investor Day.
Bunge to Host Investor Day Webcast on March 10
Bunge Global SA (NYSE: BG) announced it will host its 2026 Investor Day, "Origins to Opportunities," on Tuesday, March 10, 2026, from 9 a.m. to noon EST. Company management will discuss strategic priorities, long-term outlook, and capital allocation plans via a webcast. The event requires pre-registration, and a webcast replay and slide presentation will be made available afterward.
Bunge Global SA: The Quiet Infrastructure Powering the World’s Food Supply Chain
Bunge Global SA is transforming from a traditional commodity trader into a data-driven, asset-heavy food and agribusiness platform, emphasizing higher-margin food solutions and integrated risk management. The company's "Bunge Global SA" offering provides tailored edible oils, plant-based proteins, and comprehensive supply programs, supported by advanced technology and a strong focus on sustainability. This strategic shift aims to secure more predictable earnings and positions Bunge as a critical, technologically managed component of the global food infrastructure.
Bunge Global Earnings Call Highlights Viterra Synergies
Bunge Global's Q4 earnings call revealed an optimistic outlook despite a sharp drop in reported EPS, largely due to one-time items. The company emphasized the Viterra acquisition as a key growth driver, with synergy goals tracking ahead of plan. Management highlighted strong cash generation and strategic reinvestment, though near-term earnings are expected to be light due to policy uncertainty and a back-half weighted year.
Is Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) a Strong ETF Right Now?
This article evaluates the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS), a smart beta ETF that debuted on 11/01/2006. It discusses the fund's strategy, expense ratio (0.40%), sector allocation (100% Consumer Staples), top holdings like Dollar General and Target, and its performance. The article also suggests alternatives like Vanguard Consumer Staples ETF (VDC) and State Street Consumer Staples Select Sector SPDR ETF (XLP) for comparison.
Fourth quarter and full year 2025 results | News and insights | Home
BP announced strong underlying financial performance for Q4 and full year 2025, with an underlying RC profit of $7.5 billion despite a weaker oil price environment. The company reported significant operational progress across upstream and downstream sectors and has decided to suspend share buybacks, instead allocating excess cash to strengthen its balance sheet and support future investments. BP aims to accelerate balance sheet strengthening and maintain a resilient dividend while reducing capital expenditure for 2026 to the lower end of its guidance.
Darling Ingredients Earnings: What To Look For From DAR
Darling Ingredients (NYSE:DAR), a sustainable ingredients producer, is set to report its Q4 earnings on Wednesday after the bell. Analysts expect revenue to grow 7.9% year-on-year to $1.53 billion and adjusted earnings of $0.35 per share, despite the company having missed revenue estimates five times in the past two years. Recent performance of peers like Bunge Global and Archer-Daniels-Midland suggests a mixed outlook, but investor sentiment in the sector has been positive, with Darling Ingredients' shares up 22.8% over the last month.
International Flavors & Fragrances (IFF) Q4 Earnings Report Preview: What To Look For
International Flavors & Fragrances (IFF) is set to report its Q4 earnings after market close on Wednesday. Analysts expect a revenue decline of 9.2% year-on-year to $2.52 billion and adjusted earnings of $0.83 per share. The company has a history of beating revenue estimates, and investor sentiment in the ingredients, flavors & fragrances segment is currently positive.
US Sanctions Shuttered Russian Lukoil’s Grain Trading ‘Start-Up’ in Dubai
US sanctions prevented Russian oil giant Lukoil from establishing a grain trading company in Dubai. Lukoil's attempt to enter the global grain market with Teruva FZCO was thwarted by US sanctions imposed in October 2025, which complicated banking and international dealings. This comes as Russia's oil and gas revenues have significantly fallen due to sanctions and dropping oil prices, leading Lukoil to seek financial aid and sell international assets.
Bunge reintroduces Rosa Branca flour in southern Brazil
Bunge Global SA has resumed the production and marketing of Rosa Branca wheat flour in southern Brazil. This brand, acquired after its merger with Viterra in July 2025, will now be produced at Bunge's Ponta Grossa mill and distributed across Paraná, Santa Catarina, and Rio Grande do Sul. This move aims to leverage Bunge's strategic market position and expand the presence of Rosa Branca, a brand known for its quality and versatility in cooking.
Surging Revenue Expectations And Technical Momentum Could Be A Game Changer For Bunge Global (BG)
Bunge Global (BG) has reached a three-year high due to strong technical momentum and positive analyst opinions, with significant year-on-year revenue growth expected in the upcoming earnings report. The company's investment narrative centers on its ability to leverage scale and processing assets for consistent profitability, especially with the integration of Viterra. Despite rising stock prices, potential undervaluation and existing risks like volatile cash flows and high capital needs are noted, alongside diverse fair value estimates from the Simply Wall St community.
Bunge Global SA: Quiet Commodity Giant Or Undervalued Growth Engine?
Bunge Global SA's stock has shown strong performance, transforming from a traditional agribusiness to a data-driven agrifood powerhouse, particularly after its merger with Viterra. The company is now focused on integrating Viterra, expanding into value-added segments, and leveraging technology and sustainability initiatives to drive future growth. Wall Street analysts generally hold a bullish view, seeing it as a core holding for real-asset exposure to global food systems.
Bunge Global SA: Quiet Commodity Giant Or Undervalued Growth Engine?
Bunge Global SA has quietly outperformed many traditional sectors, transforming into a data-driven agrifood powerhouse. The company's stock has shown resilient performance despite market volatility, buoyed by its essential role in global food supply and recent merger with Viterra. Wall Street analysts are largely bullish, seeing Bunge as a strategic core holding for investors seeking real-asset exposure to global food systems, supported by its evolving strategy in integration, value-added processing, and sustainability.
Viterra merger ‘already delivering results,’ Bunge CEO says
Bunge CEO Gregory Heckman announced that the company's $8.2 billion merger with Viterra, completed in July 2025, is already yielding positive results through increased connectivity and optimized operations. Despite a 29% decline in net income for fiscal 2025, Bunge reported higher adjusted total EBIT and net sales, driven by strong performance in South American soybean processing and the strategic integration of Viterra assets. The company anticipates approximately $190 million in synergies for 2026, surpassing initial forecasts.
Archer-Daniels-Midland Co (ADM) Stock Price, Trades & News
This page provides a comprehensive overview of Archer-Daniels-Midland Co (NYSE:ADM), including its current stock price, key financial metrics, business description, and performance data. It highlights financial strength, growth, momentum, profitability, and valuation ranks, along with recent news, analyst opinions, investor sentiment, and upcoming financial events. The article also notes three severe warning signs detected by GuruFocus for ADM.
Breaking Down Bunge Global: 7 Analysts Share Their Views
Seven analysts have provided diverse opinions on Bunge Global (NYSE: BG) over the past quarter, with the majority being bullish or somewhat bullish. The average 12-month price target is $127.0, an increase of 16.36% from the previous average. Bunge Global demonstrates strong market capitalization, positive revenue growth, and impressive net margin, ROE, and ROA, though it faces challenges with a high debt-to-equity ratio.
Barclays Adjusts Bunge Global SA Price Target to $135 From $120, Maintains Overweight Rating
Barclays has increased its price target for Bunge Global SA (BG) to $135 from $120, while reaffirming an Overweight rating on the stock. This adjustment reflects analyst confidence in the agribusiness company, following recent financial news, including its Q4 2025 earnings report. Other firms like BMO Capital and JPMorgan also recently raised their price targets for Bunge Global SA.
Bunge reflects on year of ‘execution, investment and integration’
Bunge CEO Gregory Heckman described fiscal 2025 as a year of "execution, investment and integration," highlighting higher adjusted total EBIT and net sales despite a drop in net income. A major milestone was the $8.2 billion merger with Viterra, which Bunge expects will generate $190 million in synergies in 2026, surpassing initial forecasts. The company's processing and refining segments showed varied performance, with South America driving strong growth in soybean processing.
Bunge Global S.A. (NYSE:BG) Q4 2025 Earnings Call Transcript
Bunge Global S.A. (NYSE:BG) reported its Q4 2025 earnings, missing EPS expectations with $0.4872 against an expected $1.82. The company's CEO and CFO discussed the successful integration of the Viterra acquisition, which significantly expanded Bunge's global footprint and capabilities, and provided an adjusted EPS outlook for 2026 in the range of $7.50 to $8.00 despite a complex market environment with limited forward visibility. They highlighted strong execution across segments, increased synergies from the Viterra combination, and anticipated a lighter first half of 2026 due to market conditions and policy uncertainties, particularly regarding U.S. biofuel regulations.
Jim Cramer on Bunge Global: “This One, I’m Not as Close to as I Used to Be”
Jim Cramer discussed Bunge Global (NYSE: BG), an agricultural middleman that he noted was up nearly 28% in the past month. He attributed its rise to positive analyst commentary and an improving industry outlook, suggesting it might still be cheap at 13 times this year's earnings. However, Cramer expressed less conviction in the stock personally and advised waiting for its upcoming earnings report.
Bunge forecasts $7.50-$8 adjusted EPS for 2026 as Viterra integration accelerates synergy gains
Bunge has projected an adjusted Earnings Per Share (EPS) of $7.50 to $8 for 2026, driven by accelerated synergy gains from its integration with Viterra. This forecast indicates confidence in the financial benefits expected from the merger, leading to a strong performance outlook for the company.
Bunge Global BG Q4 Margin Compression Reinforces Bearish Earnings Volatility Narratives
Bunge Global (BG) reported Q4 2025 revenue of US$23.8 billion but experienced significant margin compression, with trailing net margins falling to 1.2% from 2.1% a year prior. Basic EPS declined sharply from US$4.36 in Q4 2024 to US$0.49 in Q4 2025, and overall earnings have decreased by 10.4% annually over the last five years, raising concerns about profitability and earnings volatility despite revenue growth forecasts. The company's P/E ratio is 27.7x, and its DCF fair value is estimated at US$521.70, suggesting potential upside if revenue growth materializes, but current profit trends reinforce bearish narratives.
ADM EPS Compression And 1.3% Margin Keep Bearish Narratives In Focus
Archer-Daniels-Midland (ADM) concluded FY 2025 with compressed profitability, reporting Q4 revenue of US$18.6 billion and EPS of US$0.94, down from the previous year. The company's net margin significantly narrowed to 1.3% on trailing twelve-month revenue of US$80.3 billion, raising concerns about profit compression and long-term earnings decline. Despite a DCF fair value indicating potential upside, the tight margins, a one-off loss, and weak dividend coverage are fueling bearish sentiments among investors.
Bunge Global SA (BG) Q4 2025 Earnings Call Highlights: Navigating Challenges and Unlocking Synergies
Bunge Global SA (BG) released its Q4 2025 earnings, reporting a significant drop in EPS to $0.49 from $4.36 in Q4 2024, despite an increase in Adjusted Segment EBIT. The company successfully integrated Viterra, leading to strong reported synergies and a robust liquidity position. However, it faces challenges from a complex external environment and higher corporate expenses, with a lighter first half of 2026 anticipated.
Jim Cramer on Bunge Global: "This One, I'm Not as Close to as I Used to Be"
Jim Cramer discussed Bunge Global (NYSE: BG), an "important agricultural middleman," noting its 28% increase this month, possibly due to positive analyst commentary on an improving industry outlook. While Cramer acknowledged its perceived cheapness at 13 times earnings, he also mentioned the company's upcoming earnings report and his decreasing familiarity with its prospects. The article also touches upon Bunge's role in processing agricultural commodities and suggests looking into undervalued AI stocks for greater upside potential.
Bunge posts $95M profit amid Viterra integration
Bunge, a global agribusiness and food company, reported a $95 million profit despite integration costs weighing on quarterly earnings following its merger with Viterra. The merger drove the company's annual revenue above $70 billion. This financial update details the impact of the Viterra integration on Bunge's recent performance.
Bunge Global (BG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Bunge Global (BG) reported its Q4 2025 earnings, with revenue reaching $23.76 billion, a 75.5% increase year-over-year, surpassing the Zacks Consensus Estimate by 8%. The company's EPS was $1.99, beating the consensus estimate of $1.82 by 9.54%. Key metrics like Volume in Grain Merchandising and Milling and Adjusted EBIT-Softseed Processing and Refining also exceeded analyst expectations.
BG Q4 Earnings Top, Sales Surge Y/Y on Higher Volumes
Bunge Global SA (BG) reported adjusted earnings of $1.99 per share in Q4 2025, surpassing estimates, though net earnings dipped 7% year-over-year due to higher costs. Net sales surged 75.5% to $23.76 billion, driven by improved volumes across most segments, reflecting expanded capacity after the Viterra acquisition. The company provided a 2026 adjusted EPS outlook of $7.50-$8.00.
Jim Cramer on Bunge Global: “This One, I’m Not as Close to as I Used to Be”
Jim Cramer discussed Bunge Global SA (NYSE:BG), an "important agricultural middleman," noting its 28% increase this month and expressing that he is "not as close" to the stock as he once was. He mentioned that while positive analyst commentary and an improving industry outlook might make the stock seem cheap at 13 times earnings, investors should await the company's upcoming earnings report. Bunge Global processes agricultural commodities into ingredients for various industries, but the article suggests that some AI stocks may offer more promising returns.
Bunge beats Q4 estimates but strikes cautious tone with 2026 guidance
Bunge reported better-than-expected Q4 earnings, surpassing analyst estimates. Despite the strong quarterly performance, the company adopted a cautious outlook by providing specific 2026 guidance that suggests a more conservative growth trajectory moving forward.
Bunge Global (NYSE:BG) Exceeds Q4 CY2025 Expectations
Bunge Global (NYSE:BG) reported strong Q4 CY2025 results, with revenue of $23.76 billion significantly exceeding analyst estimates and a 75.5% year-on-year increase. Its non-GAAP EPS also beat expectations by 9.6%. Despite these positive figures, the company's Q4 EBITDA missed estimates significantly, and its adjusted EPS guidance for CY2026 fell short of analyst projections, leading to a slight dip in stock price post-announcement.
Darling Ingredients Faces Earnings Squeeze As Recent Share Price Rebounds
Darling Ingredients (NYSE: DAR) has experienced declining revenue and weakening earnings per share over the past three years, despite a recent rebound in its stock price. This trend suggests operational and market pressures, leading investors to question how management will address these financial challenges and what they mean for the company's long-term direction. The company's future hinges on its ability to stabilize revenue and margins, manage costs, and balance traditional rendering operations with newer ventures like renewable diesel and specialty ingredients.
Bunge Global (BG) Surpasses Q4 Earnings and Revenue Estimates
Bunge Global (BG) reported strong Q4 results, with earnings of $1.99 per share and revenues of $23.76 billion, beating Zacks Consensus Estimates. The company has consistently surpassed EPS estimates, and its stock has seen a significant increase year-to-date. The outlook for Bunge Global is currently a Zacks Rank #3 (Hold), suggesting it will perform in line with the market.
Earnings Flash (BG) Bunge Global SA Posts Q4 Adjusted EPS $1.99 per Share, vs. FactSet Est of $1.81
Bunge Global SA (BG) reported its Q4 adjusted EPS at $1.99 per share, surpassing the FactSet estimate of $1.81. The company also announced Q4 revenue of $23.76 billion, exceeding the FactSet estimate of $22.61 billion. Bunge Global expects 2026 adjusted EPS to be between $7.50 and $8, which is below the FactSet estimate of $8.75.
