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ADM

Archer-Daniels-MidlandB
NYSE / Food Beverage & Tobacco
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2026-06-02
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2026-05-17
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Earnings documents stored for ADM.

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Investor releaseQuarter not tagged2026-05-17

ADM Hill’s Pet Nutrition Tie Up Tests Regenerative Agriculture Earnings Potential

Simply Wall St.

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Archer-Daniels-Midland (NYSE:ADM) has partnered with Hill’s Pet Nutrition to support regenerative agriculture across US and European crop supply chains. The collaboration focuses on providing financial incentives and technical support to farmers that supply key ingredients used in Hill’s pet food products. The initiative is designed to encourage farming practices that aim to improve soil health, water use and biodiversity in ADM’s sourcing regions. Archer-Daniels-Midland, a major global agribusiness and food-ingredient supplier, is increasingly tied to long-term themes around sustainable sourcing and transparency in supply chains. The link with Hill’s Pet Nutrition gives ADM deeper access to the pet food category, where brand owners are paying closer attention to how crops are grown as well as how they are processed. For investors, this kind of agreement highlights how large agricultural processors can align with brand-led companies that want more visibility into upstream impacts. Regenerative agriculture agreements can influence how farmers work with ADM over multi-year periods, especially when backed by financial incentives and technical support. If this partnership gains traction across US and European networks, ADM could see its role with customers and growers shift further toward service and program design, not just physical commodity handling. Readers watching NYSE:ADM may want to track how many acres and producers ultimately participate, since that can shape how meaningful this initiative becomes within ADM’s broader portfolio. Stay updated on the most important news stories for Archer-Daniels-Midland by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Archer-Daniels-Midland. 📰 Beyond the headline: 3 risks and 2 things going right for Archer-Daniels-Midland that every investor should see. The Hill’s Pet Nutrition partnership plugs directly into Archer-Daniels-Midland’s push to link its grain and oilseed network to higher value ingredient and sustainability programs. By committing 18,500 acres across the US and Europe to regenerative practices, ADM is effectively testing a model where it can provide farmers with agronomy support, data collection and financial incentives on...

Investor releaseQuarter not tagged2026-05-15

Archer-Daniels-Midland’s Q1 Earnings Call: Our Top 5 Analyst Questions

StockStory

Archer-Daniels-Midland delivered first quarter results that were met favorably by the market, as investors looked past a modest revenue shortfall to focus on stronger-than-anticipated profitability. Management cited robust performance in its crushing and ethanol businesses, underpinned by a constructive margin environment and policy clarity surrounding renewable fuels. CEO Juan Luciano emphasized that soybean crush and ethanol margins strengthened “meaningfully” with the finalization of U.S. renewable volume obligations, which bolstered demand for domestic feedstocks. Additionally, the Nutrition segment saw improved profitability, aided by a return to full operations at the Decatur East plant and ongoing cost optimization. Is now the time to buy ADM? Find out in our full research report (it’s free). Revenue: $20.49 billion vs analyst estimates of $20.74 billion (1.6% year-on-year growth, 1.2% miss) Adjusted EPS: $0.71 vs analyst estimates of $0.66 (7.8% beat) Adjusted EBITDA: $812 million vs analyst estimates of $831.2 million (4% margin, 2.3% miss) Operating Margin: 1.3%, in line with the same quarter last year Market Capitalization: $38.48 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Manav Gupta (UBS) asked about the impact of finalized renewable volume obligations on biofuel capacity utilization. CEO Juan Luciano explained that higher RIN values have spurred increased production at biodiesel and renewable diesel plants, boosting soybean oil demand and crush rates. Benjamin Theurer (Barclays) inquired about factors that could drive earnings to the high or low end of revised guidance. Luciano pointed to execution on strategic priorities and a constructive biofuels environment, while CFO Monish Patolawala noted external risks such as energy costs and global policy shifts. Pooran Sharma (Stephens, Inc.) asked what is driving ethanol margin strength and the potential impact of the conflict in the Middle East. Luciano cited strong domestic and export demand, tight inventories, and competitive pricing as primary drivers, with geopolitical factors providing some incremental support. Andrew Strelzik (BMO) quest...

Investor releaseQuarter not tagged2026-05-14

ADM Targets Vitamin E Growth To Broaden Earnings Beyond Commodities

Simply Wall St.

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Archer-Daniels-Midland (NYSE:ADM) is expanding its presence in the global tocopherols (vitamin E) and natural antioxidants market. The company is pursuing new partnerships and product development focused on health oriented ingredients, tied to an anticipated 8% CAGR for tocopherols. These moves indicate a broader push beyond ADM's traditional agribusiness activities into higher value specialty ingredients. For investors tracking NYSE:ADM, this pivot into vitamin E and natural antioxidants comes as the stock trades around $80.73 and has returned 36.7% year to date and 64.9% over the past year. Those figures reflect growing attention on ADM's role in ingredients and nutrition alongside its core commodity operations. Looking ahead, the anticipated 8% CAGR in the global tocopherols market places ADM in a segment tied closely to health, wellness, and clean label trends. For readers, the key question is how effectively these partnerships and product lines can build a larger share of earnings beyond traditional grain and oilseed processing. Stay updated on the most important news stories for Archer-Daniels-Midland by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Archer-Daniels-Midland. We've flagged 3 risks for Archer-Daniels-Midland. See which could impact your investment. ADM’s push into tocopherols and natural antioxidants sits on top of a large, diversified agribusiness that just reported quarterly sales of US$20,490 million and net income of US$298 million. The vitamin E focus leans into higher margin, health oriented ingredients that can complement core crushing, ethanol and Ag Services activities. For you as an investor, the interest is less about a single product line and more about ADM using its oilseed processing, supply chain and Nutrition segment to participate in an anticipated 8% CAGR market, rather than relying only on traditional commodity cycles. The expansion in tocopherols and natural antioxidants supports the narrative around Nutrition growth and higher margin specialty ingredients using existing processing assets and global reach. If execution in these partnerships is slow or product uptake disappoints, it could...

Investor releaseQuarter not tagged2026-05-13

Top 2 Risk Off Stocks That May Implode This Quarter

Benzinga

As of May 13, 2026, two stocks in the consumer staples sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions. The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to Benzinga Pro. Here's the latest list of major overbought players in this sector. On May 7, Westrock Coffee reported better-than-expected first-quarter sales results. Scott T. Ford, CEO and Co-founder stated, “I am pleased to report that our first quarter delivered strong results across every dimension of our business, and that this is the fourth consecutive quarter of year-over-year Consolidated Adjusted EBITDA growth. However, the real story of the quarter is that the platform we spent three years building is now attracting the demand we envisioned, with brands coming to us not for a single SKU, but for the full spectrum of beverage partnerships across all categories.” The company's stock gained around 81% over the past month and has a 52-week high of $8.98. RSI Value: 84.3 WEST Price Action: Shares of Westrock Coffee fell 1.1% to close at $8.65 on Tuesday. Edge Stock Ratings: 92.48 Momentum score. On May 5, Archer-Daniels-Midland reported better-than-expected first-quarter financial results and raised its FY26 adjusted EPS guidance with its midpoint above estimates. “Within a dynamic global landscape, ADM delivered robust operating performance in the first quarter, with our crushing and ethanol businesses capitalizing on a constructive biofuels environment and our Nutrition business benefiting from higher Flavors sales, the ongoing Decatur East plant recovery, and continued improvements in Animal Nutrition. With U.S. biofuels policy clarity now providing a stable regulatory framework, combined with our team’s solid execution, we are raising our earnings expectations for 2026,” said Juan Luciano, Chair of the Board and CEO. The company's stock gained around 16% over the past month and has a 52-week high of $81.87. RSI Value: 73.1 ADM Price Action: Shares of Archer-Daniels-Midland gained 1.1% to close at $80.73 on Tuesday. Learn more about BZ Edge Rank...

Investor releaseQuarter not tagged2026-05-13

ALICO: Land Monetization Reinforces Post-Citrus Transformation – Quarterly Update Report

Exec Edge

Download the Complete Report Here Key Takeaways: 2Q FY26 marked another strong execution quarter, with adjusted EBITDA of $16.9 million and net income of $11.4 million. Land monetization accelerated, with a $26.9 million sale of non-core citrus acreage bringing YTD land sales to $34.6 million. Collier County approval for Corkscrew Grove East Village materially advances ALCO’s long-term development strategy in Southwest Florida. Liquidity strengthened despite $10.0 million of share repurchases, with $52.9 million of cash extending runway through FY28. Valuation remains supported by conservative land assumptions, with upside tied to monetization, entitlement progress, and long-term development optionality. Land monetization and lower citrus drag drove another quarter of positive adjusted EBITDA. 2Q FY26 (quarter ending March 2026) reflects continued progress in ALCO’s transition from a weather and disease-exposed citrus operator into a land-management and development platform with recurring agricultural utilization, episodic land sales, and long-duration real estate optionality. ALCO reported net income attributable to common stockholders of $11.4 million, or $1.49 per diluted share, compared with a net loss of $111.4 million, or $14.58 per diluted share, in 2Q FY25. Adjusted EBITDA increased 32.6% y/y to $16.9 million from $12.7 million, while EBITDA improved to $16.7 million from a loss of $14.7 million, reflecting the January land sale, lower citrus drag, and continued execution of the company’s land-centric operating strategy. Land sale proceeds funded both liquidity and shareholder returns. ALCO closed the previously announced sale of approximately 2,950 acres of citrus grove for $26.9 million during the quarter, bringing year-to-date land sales to $34.6 million. Importantly, management paired this monetization with $10.0 million of common share repurchases through April 2026, demonstrating a more active capital allocation posture while still maintaining a strong liquidity position. Agricultural land utilization is becoming the cash-flow bridge for ALCO’s development strategy. Approximately 97% of ALCO’s ~32,500 farmable acres are now utilized, representing ~89% of its 46,000 agricultural acres and providing a steadier lease/royalty base while land sales and development milestones remain episodic. Land management revenue is scaling as agricultural utiliza...

Investor releaseQuarter not tagged2026-05-09

Morgan Stanley Says ADM Delivered Solid Results but Risks Remain

Insider Monkey

With a YTD Return of 31.9% as of May 7, Archer-Daniels-Midland Company (NYSE:ADM) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 7, Morgan Stanley raised its price recommendation on Archer-Daniels-Midland Company (NYSE:ADM) to $58 from $54. It reiterated an Underweight rating on the shares. The firm said ADM delivered “solid results,” but its cautious stance remains tied to a preference for the company-specific opportunity at Bunge (BG). The analyst also pointed to risks at ADM that could limit upside to earnings growth. During the Q1 2026 earnings call, Juan Luciano, Chairman, CEO, and President of ADM, said the company reported adjusted earnings per share of $0.71 and total segment operating profit of $764 million for the quarter. He added that trailing four-quarter adjusted return on invested capital was 6.4%, while cash flow from operations before working capital changes reached $442 million. Luciano said market conditions improved for ADM’s biofuels-related businesses during the quarter. According to him, the crushing and ethanol segments benefited from a stronger commodity and margin environment. He also noted that soybean crush and ethanol margins improved significantly as markets anticipated the finalization of renewable volume obligations for 2026 and 2027. Luciano announced that ADM had raised its earnings outlook for 2026. The company increased its full-year adjusted EPS guidance range to $4.15-$4.70 from the previous range of $3.60-$4.25. Archer-Daniels-Midland Company (NYSE:ADM) is a global agricultural supply chain manager and processor. The company provides food security services and operates in both human and animal nutrition markets. While we acknowledge the potential of ADM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Value Stocks to Buy in 2026 According To Warren Buffett and 10 Best Performing Dividend Stocks So Far in 2026 Disclosure: None. Follow Insider Monkey on Google News.

Investor releaseQuarter not tagged2026-05-06

Archer-Daniels-Midland Company Q1 2026 Earnings Call Summary

Moby

Management attributed the guidance raise to the finalization of EPA renewable volume obligations (RVO), which catalyzed a rapid strengthening in soybean crush and ethanol margins. The Ag Services segment benefited from a recovery in North American export activity, specifically citing increased shipments of soybeans and sorghum to China and a robust corn program. Nutrition segment growth was driven by higher flavor sales and the operational recovery of the Decatur East plant, which is reclaiming market share in high-quality specialty ingredients. Operational efficiency improved through record global site crush production and a 2% increase in oilseeds tonnage, supported by reduced unplanned downtime. The company is pivoting toward 'Biosolutions' to diversify its grind, unlocking new industrial markets for starch-based products in personal care and fabric softeners. Management noted that while commodity prices increased, the resulting $275 million net negative mark-to-market impact actually signals improving underlying market conditions for future realization. Full-year adjusted EPS guidance was raised to $4.15–$4.70, assuming the current constructive margin environment for crushing and ethanol persists through the summer. The majority of the $275 million mark-to-market headwind from Q1 is forecasted to reverse in Q2, with the remainder captured in the second half of the year. Guidance assumes a normalization of Chinese buying patterns for North American soybeans in the fourth quarter, though this remains a monitored variable. Management expects an approximate $150 million positive impact from 45Z tax credits in 2026, which will be recorded within segment operating profit. The company is progressing a cost savings program launched in 2025 and remains on track to achieve targeted aggregate cost savings of $500 million to $750 million over a 3- to 5-year period. The Animal Nutrition subsegment underwent structural changes, including portfolio exits and the formation of a joint venture with Alltech to focus on higher-margin offerings. Management flagged an inverted futures curve for soy crush as a point of uncertainty, reflecting market caution regarding trade policy and global energy price volatility. Higher energy and chemical costs are currently pressuring margins within the Carbohydrate Solutions segment, partially offsetting the gains from ethanol strength. N...

Investor releaseQuarter not tagged2026-05-06

Archer Daniels Midland Q1 Earnings Call Highlights

MarketBeat

ADM raised 2026 adjusted EPS guidance to $4.15–$4.70 (from $3.60–$4.25) after reporting Q1 adjusted EPS of $0.71 and total segment operating profit of $764 million, citing a more constructive margin environment in crushing and ethanol following EPA RVO clarity. First-quarter results included about $275 million of net negative mark-to-market and timing impacts (≈70% in crushing) that produced a crushing operating loss of $79 million, but management expects the majority to reverse in Q2 with the remainder reversing later in 2026. Segment performance improved: Carbohydrate Solutions operating profit rose to $356 million (up 48% QoQ) driven by stronger ethanol margins supported by rising RINs and export demand, while Nutrition operating profit increased to $135 million with flavor momentum and the Decatur East plant returning to full volume. Interested in Archer Daniels Midland Company? Here are five stocks we like better. 3 Safe Buy-and-Hold Dividend Stocks With Strong Balance Sheets Archer Daniels Midland (NYSE:ADM) reported first-quarter 2026 adjusted earnings per share of $0.71 and total segment operating profit of $764 million, as management pointed to a more constructive margin environment in crushing and ethanol and raised its full-year outlook. Chair and CEO Juan Luciano said soybean crush and ethanol margins “strengthened meaningfully” as the market anticipated the finalization of renewable volume obligations (RVOs) for 2026 and 2027, which the EPA published March 27. “Based on our expectation that we will continue to successfully advance our priorities throughout the remainder of the year, combined with the expectation that the constructive margin environment we are in continues, we are raising our earnings guidance range for 2026,” Luciano said. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook 3 Companies Buying Back Stock: Here’s Why They’re Doing It ADM lifted its 2026 adjusted EPS guidance to a range of $4.15 to $4.70, up from $3.60 to $4.25 previously. Luciano said trailing fourth-quarter adjusted return on invested capital was 6.4%. The company posted cash flow from operations before working capital changes of $442 million for the quarter. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches 5 Dividend Aristocrats to Buy Now and Hold Through 2025 CFO Monish Patolawala said ADM invested $194 million during t...

Investor releaseQuarter not tagged2026-05-05

Tech Earnings, Jobs Report: What to Watch This Week

The Wall Street Journal

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

Investor releaseQuarter not tagged2026-05-05

Archer Daniels Q1 Earnings Beat Estimates on Ethanol Strength

Zacks

Archer Daniels Midland Company ADM posted first-quarter 2026 results, wherein the bottom line beat the Zacks Consensus Estimate, but the top line missed the same. Meanwhile, earnings and revenues increased year over year. ADM’s first-quarter results reflected steady underlying performance, with stronger ethanol margins and improved execution in Carbohydrate Solutions and Nutrition helping offset weakness in Ag Services & Oilseeds that was amplified by unfavorable mark-to-market and timing impacts. Revenues were slightly higher year over year, while adjusted profitability improved modestly as risk management and a more constructive biofuels backdrop supported ethanol, and the Nutrition business benefited from stronger Flavors demand and ongoing operational recovery. Adjusted earnings of 71 cents per share surpassed the Zacks Consensus Estimate of 66 cents. Also, the figure rose from adjusted earnings of 70 cents per share in the year-ago quarter. On a reported basis, Archer Daniels’ first-quarter earnings were 62 cents per share, up from 61 cents reported in the year-ago quarter. Archer Daniels Midland Company price-consensus-eps-surprise-chart | Archer Daniels Midland Company Quote Revenues increased 1.6% year over year to $20.5 billion but lagged the consensus estimate of $21.1 billion. Segment-wise, revenues for Ag Services & Oilseeds increased 2.1% year over year to $16 billion, while Carbohydrate Solutions revenues edged down 0.5% to $2.56 billion. Nutrition revenues dipped 0.7% to $1.81 billion. Other Business revenues rose 11.6% to $125 million versus $112 million in the year-ago quarter. The Zacks Consensus Estimate for these segments’ revenues was pegged at $16.6 billion, $2.54 billion and $1.83 billion, respectively. The gross profit increased 3.6% year over year to $1.22 billion, while the gross margin stood at 5.9%. Selling, general and administrative expenses rose to $961 million from $932 million in the prior-year quarter. ADM reported total segment operating profit of $764 million, up 2.3% from $747 million in the year-ago quarter. The year reflected a sharp divergence across the company’s three operating segments, with strength in Carbohydrate Solutions and Nutrition offset by a decline in Ag Services & Oilseeds. ADM has a trailing four-quarter return on invested capital of 6.4% on an adjusted basis. The Ag Services & Oilseeds segment’s operat...

Investor releaseQuarter not tagged2026-05-05

Archer Daniels Midland (ADM) Q1 Earnings Surpass Estimates

Zacks

Archer Daniels Midland (ADM) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.12%. A quarter ago, it was expected that this agribusiness giant would post earnings of $0.83 per share when it actually produced earnings of $0.87, delivering a surprise of +4.82%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. ADM, which belongs to the Zacks Agriculture - Operations industry, posted revenues of $20.49 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 2.93%. This compares to year-ago revenues of $20.18 billion. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ADM shares have added about 32.7% since the beginning of the year versus the S&P 500's gain of 5.2%. While ADM has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for ADM was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will b...

Investor releaseQuarter not tagged2026-05-05

ADM (ADM) Reports Q1 Earnings: What Key Metrics Have to Say

Zacks

Archer Daniels Midland (ADM) reported $20.49 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 1.6%. EPS of $0.71 for the same period compares to $0.70 a year ago. The reported revenue represents a surprise of -2.93% over the Zacks Consensus Estimate of $21.11 billion. With the consensus EPS estimate being $0.66, the EPS surprise was +8.12%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how ADM performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Processed volumes - Oilseeds: 9,299.00 Kmt versus 9,181.91 Kmt estimated by two analysts on average. Revenues- Carbohydrate Solutions: $2.56 billion versus $2.54 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.5% change. Revenues- Ag Services and Oilseeds: $16 billion versus $16.58 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.1% change. Revenues- Nutrition: $1.81 billion versus $1.83 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change. Revenues- Other Business: $125 million versus the two-analyst average estimate of $111 million. The reported number represents a year-over-year change of +11.6%. Segment Operating Profit- Carbohydrate Solutions- Total: $356 million versus $241.15 million estimated by two analysts on average. Segment Operating Profit- Nutrition- Total: $135 million versus the two-analyst average estimate of $112.66 million. Segment Operating Profit- Nutrition- Animal Nutrition: $31 million versus $25.48 million estimated by two analysts on average. Segment Operating Profit- Ag Services and Oilseeds- Total: $273 million versus $418.61 million estimated by two analysts on average. Segment Operating Profit- Ag Services and Oilseeds- Ag Services: $...

As of 2026-05-30 • Updated weeklySource: Earnings sourceIngestion runbook