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The Andersons Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.700 |
| EPS actual | $1.12 |
| EPS Surprise | 60.00% |
| Revenue estimate | 2.707B |
| Revenue actual | 2.627B |
| Revenue Surprise | -2.95% |
| Release date | Feb 17, 2026 |
| EPS estimate | $1.56 |
| EPS actual | $1.98 |
| EPS Surprise | 26.92% |
| Revenue estimate | 3.282B |
| Revenue actual | 2.536B |
| Revenue Surprise | -22.72% |
| Release date | Nov 04, 2025 |
| EPS estimate | $1.52 |
| EPS actual | $0.84 |
| EPS Surprise | -44.74% |
| Revenue estimate | 3.283B |
| Revenue actual | 2.678B |
| Revenue Surprise | -18.43% |
| Release date | Aug 04, 2025 |
| EPS estimate | $0.380 |
| EPS actual | $0.240 |
| EPS Surprise | -36.84% |
| Revenue estimate | 2.71B |
| Revenue actual | 3.136B |
| Revenue Surprise | 15.74% |
Last 4 Quarters for The Andersons
Below you can see how ANDE 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 | Aug 04, 2025 |
| Price on release | $34.65 |
| EPS estimate | $0.380 |
| EPS actual | $0.240 |
| EPS surprise | -36.84% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $36.65 |
| Jul 30, 2025 | $36.47 |
| Jul 31, 2025 | $35.92 |
| Aug 01, 2025 | $34.69 |
| Aug 04, 2025 | $34.65 |
| Aug 05, 2025 | $34.63 |
| Aug 06, 2025 | $36.19 |
| Aug 07, 2025 | $37.65 |
| Aug 08, 2025 | $37.94 |
| 4 days before | -5.46% |
| 4 days after | 9.49% |
| On release day | -0.0577% |
| Change in period | 3.52% |
| Release date | Nov 04, 2025 |
| Price on release | $46.41 |
| EPS estimate | $1.52 |
| EPS actual | $0.84 |
| EPS surprise | -44.74% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $46.84 |
| Oct 30, 2025 | $46.89 |
| Oct 31, 2025 | $46.31 |
| Nov 03, 2025 | $46.70 |
| Nov 04, 2025 | $46.41 |
| Nov 05, 2025 | $48.48 |
| Nov 06, 2025 | $48.95 |
| Nov 07, 2025 | $50.38 |
| Nov 10, 2025 | $50.99 |
| 4 days before | -0.92% |
| 4 days after | 9.87% |
| On release day | 4.46% |
| Change in period | 8.86% |
| Release date | Feb 17, 2026 |
| Price on release | $67.01 |
| EPS estimate | $1.56 |
| EPS actual | $1.98 |
| EPS surprise | 26.92% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $67.53 |
| Feb 11, 2026 | $69.11 |
| Feb 12, 2026 | $68.64 |
| Feb 13, 2026 | $69.03 |
| Feb 17, 2026 | $67.01 |
| Feb 18, 2026 | $64.64 |
| Feb 19, 2026 | $64.86 |
| Feb 20, 2026 | $65.65 |
| Feb 23, 2026 | $64.49 |
| 4 days before | -0.770% |
| 4 days after | -3.76% |
| On release day | -3.54% |
| Change in period | -4.50% |
| Release date | May 05, 2026 |
| Price on release | $79.29 |
| EPS estimate | $0.700 |
| EPS actual | $1.12 |
| EPS surprise | 60.00% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $77.60 |
| Apr 30, 2026 | $78.54 |
| May 01, 2026 | $79.12 |
| May 04, 2026 | $79.42 |
| May 05, 2026 | $79.29 |
| May 06, 2026 | $68.23 |
| May 07, 2026 | $70.81 |
| May 08, 2026 | $71.45 |
| May 11, 2026 | $71.58 |
| 4 days before | 2.18% |
| 4 days after | -9.72% |
| On release day | -13.95% |
| Change in period | -7.76% |
The Andersons Earnings Call Transcript Summary of Q1 2026
Andersons delivered a record first quarter 2026 with net income of $33 million ($0.97 GAAP) and adjusted net income of $38 million ($1.12), a substantial improvement from Q1 2025. Key drivers were stronger agribusiness merchandising and fertilizer margins amid increased market volatility, and robust renewables performance—record ethanol production and recognition of $26 million of 45Z tax credits. Cash flow generation remained solid ($68 million from operations before working capital), capital spending is being managed (Q1 capex $52 million; full-year guidance ~ $225 million ex-acquisitions), and leverage is conservative (long-term debt/EBITDA 1.6x). Strategic growth investments continue: Port of Houston soybean meal export facility (operational target Q3), Carlsbad Mineral plant online, Mansfield clean corn capacity upgrades, and debottlenecking at Clymers ethanol (completion targeted late 2027). Management expects improving underlying ag fundamentals (believes 2025 marked the trough of the grain cycle), supportive regulatory clarity from finalized RVOs, continued strong ethanol demand (domestic and export), and higher tax credit availability. They reaffirm a long-range EPS target of $7 by end of 2028 but cautioned that factors like corn basis, natural gas prices, and global fertilizer supply remain key near-term variables.
