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Archer-daniels-midland Company Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $0.85 |
| EPS actual | $0.92 |
| EPS Surprise | 8.36% |
| Revenue estimate | 22.416B |
| Revenue actual | 20.372B |
| Revenue Surprise | -9.12% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.82 |
| EPS actual | $0.453 |
| EPS Surprise | -44.61% |
| Revenue estimate | 21.812B |
| Revenue actual | 21.188B |
| Revenue Surprise | -2.86% |
| Release date | May 06, 2025 |
| EPS estimate | $0.663 |
| EPS actual | $0.700 |
| EPS Surprise | 5.58% |
| Revenue estimate | 22.993B |
| Revenue actual | 20.175B |
| Revenue Surprise | -12.26% |
| Release date | Feb 04, 2025 |
| EPS estimate | $1.14 |
| EPS actual | $1.17 |
| EPS Surprise | 2.63% |
| Revenue estimate | 22.565B |
| Revenue actual | 21.48B |
| Revenue Surprise | -4.81% |
Last 4 Quarters for Archer-daniels-midland Company
Below you can see how 0JQQ.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 04, 2025 |
| Price on release | $48.21 |
| EPS estimate | $1.14 |
| EPS actual | $1.17 |
| EPS surprise | 2.63% |
| Date | Price |
|---|---|
| Jan 29, 2025 | $51.56 |
| Jan 30, 2025 | $51.60 |
| Jan 31, 2025 | $51.52 |
| Feb 03, 2025 | $50.42 |
| Feb 04, 2025 | $48.21 |
| Feb 05, 2025 | $46.02 |
| Feb 06, 2025 | $45.15 |
| Feb 07, 2025 | $45.65 |
| Feb 10, 2025 | $45.88 |
| 4 days before | -6.50% |
| 4 days after | -4.84% |
| On release day | -4.54% |
| Change in period | -11.03% |
| Release date | May 06, 2025 |
| Price on release | $48.64 |
| EPS estimate | $0.663 |
| EPS actual | $0.700 |
| EPS surprise | 5.58% |
| Date | Price |
|---|---|
| Apr 30, 2025 | $47.85 |
| May 01, 2025 | $47.77 |
| May 02, 2025 | $47.75 |
| May 05, 2025 | $47.53 |
| May 06, 2025 | $48.64 |
| May 07, 2025 | $47.67 |
| May 08, 2025 | $47.84 |
| May 09, 2025 | $48.40 |
| May 12, 2025 | $49.85 |
| 4 days before | 1.65% |
| 4 days after | 2.48% |
| On release day | -1.99% |
| Change in period | 4.17% |
| Release date | Aug 05, 2025 |
| Price on release | $56.74 |
| EPS estimate | $0.82 |
| EPS actual | $0.453 |
| EPS surprise | -44.61% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $55.89 |
| Jul 31, 2025 | $54.54 |
| Aug 01, 2025 | $53.48 |
| Aug 04, 2025 | $54.18 |
| Aug 05, 2025 | $56.74 |
| Aug 06, 2025 | $57.25 |
| Aug 07, 2025 | $57.43 |
| Aug 08, 2025 | $58.33 |
| Aug 11, 2025 | $58.42 |
| 4 days before | 1.52% |
| 4 days after | 2.97% |
| On release day | 0.90% |
| Change in period | 4.54% |
| Release date | Nov 04, 2025 |
| Price on release | $61.75 |
| EPS estimate | $0.85 |
| EPS actual | $0.92 |
| EPS surprise | 8.36% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $60.90 |
| Oct 30, 2025 | $61.31 |
| Oct 31, 2025 | $60.45 |
| Nov 03, 2025 | $60.27 |
| Nov 04, 2025 | $61.75 |
| Nov 05, 2025 | $57.39 |
| Nov 06, 2025 | $56.74 |
| Nov 07, 2025 | $56.95 |
| Nov 10, 2025 | $56.16 |
| 4 days before | 1.40% |
| 4 days after | -9.05% |
| On release day | -7.06% |
| Change in period | -7.78% |
Archer-daniels-midland Company Earnings Call Transcript Summary of Q3 2025
Key points for investors:
- Q3 performance: ADM reported adjusted EPS of $0.92 and total segment operating profit of $845 million. Trailing 4-quarter adjusted ROIC was 6.7% and cash flow from operations before working capital changes was ~$2.1 billion year-to-date. The company paid its 375th consecutive quarterly dividend.
- Guidance change: Management lowered full-year 2025 adjusted EPS guidance to $3.25–$3.50 (previously ~ $4.00) citing a challenging near-term operating environment driven primarily by a deferral/uncertainty in U.S. biofuel policy and evolving global trade dynamics.
- Segment trends:
- Ag Services & Oilseeds (AS&O): materially impacted by reduced biofuel demand and softer crush margins (crushing subsegment down sharply year-over-year). Ag Services benefited from strong North American exports but overall AS&O profit was down 21% vs prior year.
- Carbohydrate Solutions: operating profit down 26% YoY due to softer global sweetener and starch demand; ethanol was a relative bright spot with stronger pricing and exports but margins expected to moderate into Q4.
- Nutrition: encouraging sequential improvement; segment revenue +5% YoY and operating profit +24% YoY, driven by Flavors and Animal Nutrition improvements. ADM announced a North American animal feed JV with Alltech (expected to begin operations in 2026) to pivot ADM’s Animal Nutrition toward higher-margin specialty ingredients.
- Self-help and cost actions: Management is on track to deliver $200–$300 million of cost savings in 2025 and targets $500–$750 million aggregate savings over 3–5 years via portfolio optimization, network simplification and operational improvements.
- Balance sheet & cash management: Inventory down ~$3.2 billion YTD, CapEx guidance $1.3–$1.5 billion for 2025, net leverage ~1.8x, and continued disciplined capital allocation with ongoing dividend distributions.
- Strategic/longer-term positives: Progress on decarbonization (CO2 sequestration at Columbus, NE mill), R&D/innovation (energy emulsions, postbiotics, natural colors), and readiness to scale if U.S. biofuel policy and trade developments (notably China trade) drive higher renewable diesel and crush demand in 2026. Management emphasized 2026 as likely more constructive if policy clarity arrives, but timing remains uncertain.
