Sign In
Buy ANDE
The Andersons Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $1.51 |
| EPS actual | $0.84 |
| EPS Surprise | -44.37% |
| Revenue estimate | 3.236B |
| Revenue actual | 2.678B |
| Revenue Surprise | -17.25% |
| 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% |
| Release date | May 06, 2025 |
| EPS estimate | -$0.100 |
| EPS actual | $0.120 |
| EPS Surprise | 220.00% |
| Revenue estimate | 2.838B |
| Revenue actual | 2.659B |
| Revenue Surprise | -6.30% |
| Release date | Feb 18, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $1.36 |
| EPS Surprise | 33.33% |
| Revenue estimate | 2.837B |
| Revenue actual | 3.123B |
| Revenue Surprise | 10.07% |
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 | Feb 18, 2025 |
| Price on release | $40.77 |
| EPS estimate | $1.02 |
| EPS actual | $1.36 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Feb 11, 2025 | $41.18 |
| Feb 12, 2025 | $40.39 |
| Feb 13, 2025 | $40.80 |
| Feb 14, 2025 | $40.55 |
| Feb 18, 2025 | $40.77 |
| Feb 19, 2025 | $47.81 |
| Feb 20, 2025 | $46.17 |
| Feb 21, 2025 | $45.53 |
| Feb 24, 2025 | $44.88 |
| 4 days before | -1.00% |
| 4 days after | 10.08% |
| On release day | 17.27% |
| Change in period | 8.98% |
| Release date | May 06, 2025 |
| Price on release | $34.94 |
| EPS estimate | -$0.100 |
| EPS actual | $0.120 |
| EPS surprise | 220.00% |
| Date | Price |
|---|---|
| Apr 30, 2025 | $37.71 |
| May 01, 2025 | $37.33 |
| May 02, 2025 | $37.81 |
| May 05, 2025 | $36.98 |
| May 06, 2025 | $34.94 |
| May 07, 2025 | $31.51 |
| May 08, 2025 | $34.41 |
| May 09, 2025 | $34.66 |
| May 12, 2025 | $35.91 |
| 4 days before | -7.35% |
| 4 days after | 2.78% |
| On release day | -9.82% |
| Change in period | -4.77% |
| 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 | $1.51 |
| EPS actual | $0.84 |
| EPS surprise | -44.37% |
| 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% |
The Andersons Earnings Call Transcript Summary of Q3 2025
The Andersons reported Q3 2025 adjusted net income of $29 million ($0.84/share) versus $25 million ($0.72) a year ago. Renewables was the standout: higher production, improved yields and corn oil, and year-to-date 45Z tax credits materially contributing to results. The company expects incremental 45Z benefits in Q4 2025 (estimated $10–$15 million of EBITDA net) and expects the rate of tax-credit generation to increase under 2026–2029 guidelines. Agribusiness remains in a trough due to abundant supply and trade-policy uncertainty; fertilizer results improved in Q3 but grain merchandising was challenged. Skyland (acquired assets) dampened results this year versus initial run-rate expectations, but management believes normalization (and potential sorghum export activity) could restore prior run-rate levels. Balance sheet and liquidity are strong: cash of $82 million, readily marketable grain inventories exceed short-term debt, long-term debt/EBITDA ~2x (below target of <2.5x), and full-year CapEx expected ~ $200 million (about $30–$50 million more to complete two large projects). Management reiterated disciplined capital allocation, but noted available capacity for targeted M&A and larger opportunities given anticipated cash flow from renewables and tax credits. The company reiterated a 2026 EPS run-rate target of $4.30 and will provide updated long-term targets and strategy at an Investor Day on December 9, 2025.
