Archer-Daniels-Midland Company (CH:ADM)
NYSE:ADM
Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.11Last Year’s EPS
0.75Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive and improving picture: ADM raised full-year guidance, delivered record crush volumes, strong ethanol and nutrition profitability, and advanced strategic growth and decarbonization initiatives. These positives were partially offset by a significant ($275M) mark-to-market/timing headwind that depressed AS&O results in Q1, ongoing softness in starches & sweeteners, and near-term leverage seasonality. Management expects most mark-to-market impacts to reverse and is confident in execution and policy-driven tailwinds, supporting an overall positive outlook.Company Guidance
Raised Full-Year Guidance
ADM raised 2026 adjusted EPS guidance to $4.15–$4.70 (up from $3.60–$4.25), reflecting improved commodity/margin environment and strong execution.
Strong Q1 Financials
Reported adjusted EPS of $0.71 and total segment operating profit of $764 million for Q1 2026; trailing four-quarter adjusted ROIC of 6.4%.
Carbohydrate Solutions Outperformance
Carbohydrate Solutions segment operating profit was $356 million, up 48% year-over-year, driven primarily by strengthening ethanol margins.
Ethanol Margin Strength and Policy Tailwinds
Ethanol margins strengthened materially due to RVO clarity and other policy incentives; base ethanol EBITDA margins rose ~$0.18/gal vs. prior-year quarter and ADM expects sustained ethanol strength.
Record Global Crush Volumes
Oilseeds tonnage increased 2% YoY and ADM achieved best overall global site crush production on record; North American crush rates in March rose (~6% sequentially; ~10% higher YoY).
Ag Services Momentum
Ag Services operating profit was $200 million, up 26% YoY, supported by higher North American export activity (soybeans, sorghum, strong corn export program) and improved trade with China.
Nutrition Profitability Improvement
Nutrition operating profit rose 42% YoY to $135 million despite flat revenue; human nutrition revenue +3% and operating profit +39%; animal nutrition operating profit +55% due to portfolio and cost optimization actions.
Cash Flow, Dividend and Capital Discipline
Cash flow from operations before working capital was $442 million (roughly flat YoY); distributed $254 million in dividends (377th consecutive quarterly dividend); Q1 CapEx of $194 million and full-year CapEx guide $1.3–$1.5 billion.
Sustainability and Innovation Progress
Sequestered ~300,000 metric tonnes CO2 in Q1; advanced growth platforms including advanced nutrition, precision fermentation and decarbonization; completed trial for scalable animal-free protein for pet food.
Cost Savings and Strategic Actions
On track to achieve targeted aggregate cost savings of $500–$750 million over a 3–5 year period; improved throughput and reduced unplanned downtime across manufacturing footprint.
CH:ADM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:ADM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | CHF39.46 | CHF39.46 | 0.00% |
Dec 31, 2025 | CHF39.46 | CHF39.46 | 0.00% |
Nov 04, 2025 | CHF39.46 | CHF39.46 | 0.00% |
Aug 05, 2025 | CHF39.46 | CHF39.46 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Archer-Daniels-Midland Company (CH:ADM) report earnings?
Archer-Daniels-Midland Company (CH:ADM) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Archer-Daniels-Midland Company (CH:ADM) earnings time?
Archer-Daniels-Midland Company (CH:ADM) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Archer-Daniels-Midland Company stock?
The P/E ratio of Archer Daniels Midland is N/A.
What is CH:ADM EPS forecast?
CH:ADM EPS forecast for the fiscal quarter 2026 (Q2) is 1.11.