Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+0.23%
$70.08
100% positive prob.
5-Day Prediction
+3.23%
$72.18
100% positive prob.
20-Day Prediction
+4.66%
$73.18
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | BUY | +0.23% | +3.23% | +4.66% | 100.0% | Pending |
| Q2 2026 | SELL | -0.92% | -2.79% | -2.61% | 99.3% | Pending |
| Q1 2026 | BUY | +0.71% | +3.61% | +4.39% | 100.0% | +1.94% |
| Q4 2025 | BUY | +0.80% | +3.80% | +4.91% | 100.0% | +1.83% |
SEC 8-K filings with transcript text
Nov 3, 2026 · 100% conf.
1D
+0.23%
$70.08
5D
+3.23%
$72.18
20D
+4.66%
$73.18
2 adm-ex991_20260930xq3.htm
Document
Exhibit 99.1
ADM Reports Third Quarter 2026 Results
Reports third quarter 2026 EPS2 of $1.70 and adjusted EPS1,2 of $1.77
Raises full-year 2026 adjusted EPS guidance on continued robust execution in a constructive biofuels environment
CHICAGO, November 3, 2026—ADM (NYSE: ADM) today reported financial results for the quarter ended September 30, 2026 and updated its full-year 2026 outlook, including an increase to adjusted EPS guidance.
3Q26 Key Takeaways:
•Net earnings of $821 million, with adjusted net earnings1 of $858 million
•EPS2 of $1.70, with adjusted EPS1,2 of $1.77
2026 Outlook3:
•ADM now expects 2026 adjusted EPS1,2 of approximately $5.50 to $5.80, up from the prior adjusted EPS guidance range of $5.15 to $5.60
•The updated outlook reflects expected year-over-year operating profit improvement for the fourth quarter in all segments
•External factors across the macroeconomic, geopolitical, policy, and trade environments continue to be monitored
•Capital expenditures now projected to be in the range of $1.2 to $1.3 billion, revised from the prior range of $1.3 to $1.5 billion, reflecting the company’s continued prioritization of high-return investments
“ADM delivered strong third quarter results, with earnings up significantly from the prior year quarter and operating profit growth across all segments,” said Juan Luciano, Chair of the Board and Chief Executive Officer. “These results were driven by a constructive biofuels environment combined with our extensive North American footprint, which gives us significant access to premium markets, and good execution by our team. Our year-to-date performance and fourth quarter outlook support another increase to our full-year 2026 adjusted EPS guidance.”
1 Non-GAAP financial measures; see pages 7-8 and 14-17 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
3 Forecasted GAAP Earnings Reconciliation: ADM is not presenting forecasted GAAP earnings per diluted share or a quantitative reconciliation to forecasted adjusted earnings per share in reliance on the unreasonable efforts exemption provided under Item 10(e)(1)(i)(B) of Regulation S-K. ADM is unable to predict with reasonable certainty and without unreasonable effort the impact of any impairment and timing of restructuring-related and other charges, along with acquisition-related expenses and the outcome of certain regulatory, legal and tax matters, as well as other potential reconciling items. The financial impact of these items is uncertain and is dependent on various factors, including timing, and could be material to our Consolidated Statements of Earnings.
1
Third Quarter and Year-to-Date 2026 Results
3Q26 Results Overview
($ in millions except per share amounts)
GAAP Measures
Earnings Before Income Taxes EPS2 (as reported)
Percent change vs. 3Q 2025 NM3
NM3
Non-GAAP Measures
Total Segment Operating Profit1
Adjusted EPS1,2
Percent change vs. 3Q 202564%92%
YTD 2026 Results Overview
($ in millions except per share amounts)
GAAP Measures
Earnings Before Income Taxes EPS2 (as reported)
Percent change vs. YTD 2025 NM3
NM3
Non-GAAP Measures
Total Segment Operating Profit1
Adjusted EPS1,2
Percent change vs. YTD 202548%69%
1 Non-GAAP financial measures; see pages 7-8 and 14-17 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
3 NM: Not Meaningful. Percentage increases above 200% or when one period includes income and other period includes loss are considered not meaningful.
Summary of Third Quarter and Year-to-Date 2026
For the third quarter of 2026, earnings before income taxes were $997 million, compared to the prior year quarter of $147 million. Total third quarter segment operating profit1 was $1.4 billion, compared to the prior year quarter of $845 million. This excludes net specified item charges of $36 million. EPS2 on a GAAP basis was $1.70, representing an increase of $1.48 compared to the prior year quarter EPS of $0.22. Adjusted EPS1,2 was $1.77, an increase of $0.85 compared to the prior year quarter of $0.92.
Earnings before income taxes were $2.5 billion year-to-date in 2026, compared to the prior year period of $779 million. Total segment operating profit1 was $3.6 billion year-to-date in 2026, compared to the prior year period of $2.4 billion. EPS2 on a GAAP basis was $4.18, up $2.89 versus the prior year period, and adjusted EPS1,2 was $4.33, up $1.77 versus the prior year period.
2
3Q26 Segment Overview
($ in millions)3Q 20263Q 2025% Change
Total Segment Operating Profit1 $1,382$84564%
Segment Operating Profit:
Ag Services & Oilseeds778379105%
Carbohydrate Sol
Aug 4, 2026 · 99% conf.
1D
-0.92%
$79.13
Act: -2.87%
5D
-2.79%
$77.64
20D
-2.61%
$77.79
2 adm-ex991_20260630xq2.htm
Document
Exhibit 99.1
ADM Reports Second Quarter 2026 Results
Reports second quarter 2026 EPS2 of $1.87 and adjusted EPS1,2 of $1.84
Raises full-year 2026 adjusted EPS guidance on strong commercial and operational execution, constructive biofuels environment, and momentum in Nutrition
CHICAGO, August 4, 2026—ADM (NYSE: ADM) today reported financial results for the quarter ended June 30, 2026 and updated its full-year 2026 outlook.
2Q26 Key Takeaways:
•Net earnings of $908 million, with adjusted net earnings1 of $895 million
•EPS2 of $1.87, with adjusted EPS1,2 of $1.84
2026 Outlook3:
•ADM now expects 2026 adjusted EPS1,2 of approximately $5.15 to $5.60, up from the prior adjusted EPS1,2 guidance range of $4.15 to $4.70
•The updated outlook reflects expected year-over-year earnings improvement in ADM's crushing and ethanol businesses, as the Company expects to continue capitalizing on the constructive margin environment through disciplined execution. That environment stems primarily from the finalized 2026 and 2027 renewable volume obligations ("RVO") under the U.S. Renewable Fuel Standard in March 2026, supported by global trade dynamics and elevated energy prices. Additionally, performance continues to improve in Nutrition
•Continuing to monitor external factors across the macroeconomic, geopolitical, policy, and trade environments
•Capital expenditures continue to be projected to be in the range of $1.3 billion to $1.5 billion
"ADM delivered robust second-quarter financial and operating results," said Juan Luciano, Chair of the Board and CEO. "Segment operating profit rose significantly year-over-year and sequentially, with broad-based growth across all three segments—driven by strong commercial and operational execution by the team, a constructive biofuels environment, and momentum in Nutrition, led by Flavors. These results, and the expectations we have into the back half of this year, give us confidence to again raise our 2026 earnings outlook.”
1 Non-GAAP financial measures; see pages 7-8 and 14-17 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
3 Forecasted GAAP Earnings Reconciliation: ADM is not presenting forecasted GAAP earnings per diluted share or a quantitative reconciliation to forecasted adjusted earnings per share in reliance on the unreasonable efforts exemption provided under Item 10(e)(1)(i)(B) of Regulation S-K. ADM is unable to predict with reasonable certainty and without unreasonable effort the impact of any impairment and timing of restructuring-related and other charges, along with acquisition-related expenses and the outcome of certain regulatory, legal and tax matters, as well as other potential reconciling items. The financial impact of these items is uncertain and is dependent on various factors, including timing, and could be material to our Consolidated Statements of Earnings.
1
Second Quarter and Year-to-Date 2026 Results
2Q26 Results Overview
($ in millions except per share amounts)
GAAP Measures
Earnings Before Income Taxes EPS2 (as reported)
Percent change vs. 2Q 2025 NM3
NM3
Non-GAAP Measures
Total Segment Operating Profit1
Adjusted EPS1,2
Percent change vs. 2Q 202575%98%
YTD 2026 Results Overview
($ in millions except per share amounts)
GAAP Measures
Earnings Before Income Taxes EPS2 (as reported)
Percent change vs. YTD 2025133%135%
Non-GAAP Measures
Total Segment Operating Profit1
Adjusted EPS1,2
Percent change vs. YTD 202540%57%
1 Non-GAAP financial measures; see pages 7-8 and 14-17 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
3 NM: Not Meaningful. Percentage increases above 200% or when one period includes income and other period includes loss are considered not meaningful.
Summary of Second Quarter and Year-to-Date 2026
For the second quarter of 2026, earnings before income taxes were $1.1 billion, compared to the prior year quarter of $279 million. EPS2 on a GAAP basis was $1.87, representing an increase of $1.42 compared to the prior year quarter EPS of $0.45. Adjusted EPS1,2 was $1.84, an increase of $0.91 compared to the prior year quarter of $0.93.
Total second quarter segment operating profit1 was $1.5 billion, an increase of 75% compared to the prior year quarter. This excludes net specified item gains of $18 million.
Earnings before income taxes were $1.5 billion year-to-date in 2026, compared to the prior year period of $632 million. Total segment operating profit1 was $2.2 billion year-to-date in 2026, up 40% versus the prior year period. EPS2 on a GAAP basis was $2.49, up $1.43 versus the prior year period, and adjusted EPS1,2 wa
May 5, 2026 · 100% conf.
1D
+0.71%
$79.76
Act: -1.48%
5D
+3.61%
$82.05
Act: +1.94%
20D
+4.39%
$82.67
Act: +6.21%
2 adm-ex991_20260331xq1.htm
Document
Exhibit 99.1
ADM Reports First Quarter 2026 Results
Reports first quarter 2026 EPS2 of $0.62 and adjusted EPS1,2 of $0.71
Raises full-year adjusted EPS guidance, underpinned by the expectation of ongoing progress related to company priorities and the sustainment of a constructive environment following recent U.S. biofuels policy clarity
CHICAGO, May 5, 2026—ADM (NYSE: ADM) today reported financial results for the quarter ended March 31, 2026 and updated its full-year 2026 outlook.
First-quarter 2026 Key Takeaways:
•Net earnings of $298 million, with adjusted net earnings1 of $345 million; results included net negative mark-to-market and timing impacts3 of approximately $275 million
•EPS2 of $0.62, with adjusted EPS1,2 of $0.71
2026 Outlook4:
•ADM now expects 2026 adjusted EPS1,2 of approximately $4.15 to $4.70, up from the prior adjusted EPS1,2 guidance range of $3.60 to $4.25
•The updated outlook assumes continued progress related to company priorities and reflects expected earnings improvement primarily in ADM’s crushing and ethanol businesses as a result of the finalization of the 2026 and 2027 renewable volume obligations (“RVO”) under the U.S. Renewable Fuels Standard in March of 2026
•External factors will continue to be monitored, and include consumer trends, energy costs, supply chain dislocations, ethanol developments, and evolving global trade and tariff conditions
•Capital expenditures continue to be projected to be in the range of $1.3 to $1.5 billion
"Within a dynamic global landscape, ADM delivered robust operating performance in the first quarter, with our crushing and ethanol businesses capitalizing on a constructive biofuels environment and our Nutrition business benefiting from higher Flavors sales, the ongoing Decatur East plant recovery, and continued improvements in Animal Nutrition. With U.S. biofuels policy clarity now providing a stable regulatory framework, combined with our team’s solid execution, we are raising our earnings expectations for 2026," said Juan Luciano, Chair of the Board and CEO.
1 Non-GAAP financial measures; see pages 6-7 and 13-16 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
3 Mark-to-market and timing impacts represent estimated impact of market factor changes; see page 7 for explanation
4 Forecasted GAAP Earnings Reconciliation: ADM is not presenting forecasted GAAP earnings per diluted share or a quantitative reconciliation to forecasted adjusted earnings per share in reliance on the unreasonable efforts exemption provided under Item 10(e)(1)(i)(B) of Regulation S-K. ADM is unable to predict with reasonable certainty and without unreasonable effort the impact of any impairment and timing of restructuring-related and other charges, along with acquisition-related expenses and the outcome of certain regulatory, legal and tax matters, as well as other potential reconciling items. The financial impact of these items is uncertain and is dependent on various factors, including timing, and could be material to our Consolidated Statements of Earnings.
1
First Quarter 2026 Results
1Q 2026 Results Overview
($ in millions except per share amounts)
GAAP Measures
Earnings Before Income Taxes EPS2 (as reported)
Percent change vs. 1Q 20259%2%
Non-GAAP Measures
Total Segment Operating Profit1
Adjusted EPS1,2
Percent change vs. 1Q 20252%1%
1 Non-GAAP financial measures; see pages 6-7 and 13-16 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
Summary of First Quarter 2026
For the first quarter of 2026, earnings before income taxes were $384 million, compared to the prior year quarter of $353 million. EPS2 on a GAAP basis was $0.62, representing an increase of approximately 2% compared to the prior year quarter EPS of $0.61. Adjusted EPS1,2 was $0.71, an increase of approximately 1% compared to the prior year quarter of $0.70.
Total segment operating profit1 was $764 million, an increase of 2% compared to the prior year quarter. This excludes net specified item charges of $10 million.
1Q 2026 Segment Overview
($ in millions)1Q 20261Q 2025% Change
Total Segment Operating Profit1 $764$7472%
Segment Operating Profit:
Ag Services & Oilseeds273412(34)%
Carbohydrate Solutions35624048%
Nutrition1359542%
1 Non-GAAP financial measures; see pages 6-7 and 13-16 for explanations and reconciliations.
2 All references in this document to earnings per share (EPS) and adjusted earnings per share reflect EPS on a diluted basis.
2
Agriculture Services and Oilseeds Summary (AS&O)
AS&O segment operating profit was $273 million for the first quarter of 2026, a decrease of 34% compared to the prior year quar
This page provides Archer-Daniels-Midland Company (ADM) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on ADM's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.