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Bunge Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.88 |
| EPS actual | $1.83 |
| EPS Surprise | 107.25% |
| Revenue estimate | 23.38B |
| Revenue actual | 21.861B |
| Revenue Surprise | -6.50% |
| Release date | Feb 04, 2026 |
| EPS estimate | $1.81 |
| EPS actual | $1.99 |
| EPS Surprise | 9.94% |
| Revenue estimate | 22.609B |
| Revenue actual | 23.762B |
| Revenue Surprise | 5.10% |
| Release date | Nov 05, 2025 |
| EPS estimate | $1.94 |
| EPS actual | $2.27 |
| EPS Surprise | 17.01% |
| Revenue estimate | 14.729B |
| Revenue actual | 22.155B |
| Revenue Surprise | 50.42% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.09 |
| EPS actual | $1.31 |
| EPS Surprise | 20.18% |
| Revenue estimate | 12.239B |
| Revenue actual | 12.769B |
| Revenue Surprise | 4.33% |
Last 4 Quarters for Bunge
Below you can see how BG 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 | Jul 30, 2025 |
| Price on release | $80.30 |
| EPS estimate | $1.09 |
| EPS actual | $1.31 |
| EPS surprise | 20.18% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $76.93 |
| Jul 25, 2025 | $77.27 |
| Jul 28, 2025 | $76.70 |
| Jul 29, 2025 | $76.34 |
| Jul 30, 2025 | $80.30 |
| Jul 31, 2025 | $79.76 |
| Aug 01, 2025 | $78.00 |
| Aug 04, 2025 | $80.60 |
| Aug 05, 2025 | $82.41 |
| 4 days before | 4.38% |
| 4 days after | 2.63% |
| On release day | -0.672% |
| Change in period | 7.12% |
| Release date | Nov 05, 2025 |
| Price on release | $95.57 |
| EPS estimate | $1.94 |
| EPS actual | $2.27 |
| EPS surprise | 17.01% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $95.14 |
| Oct 31, 2025 | $94.60 |
| Nov 03, 2025 | $94.02 |
| Nov 04, 2025 | $93.90 |
| Nov 05, 2025 | $95.57 |
| Nov 06, 2025 | $94.77 |
| Nov 07, 2025 | $94.72 |
| Nov 10, 2025 | $95.08 |
| Nov 11, 2025 | $96.45 |
| 4 days before | 0.452% |
| 4 days after | 0.92% |
| On release day | -0.84% |
| Change in period | 1.38% |
| Release date | Feb 04, 2026 |
| Price on release | $117.23 |
| EPS estimate | $1.81 |
| EPS actual | $1.99 |
| EPS surprise | 9.94% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $115.15 |
| Jan 30, 2026 | $113.88 |
| Feb 02, 2026 | $113.98 |
| Feb 03, 2026 | $116.88 |
| Feb 04, 2026 | $117.23 |
| Feb 05, 2026 | $113.94 |
| Feb 06, 2026 | $115.86 |
| Feb 09, 2026 | $118.65 |
| Feb 10, 2026 | $118.37 |
| 4 days before | 1.81% |
| 4 days after | 0.97% |
| On release day | -2.81% |
| Change in period | 2.80% |
| Release date | Apr 29, 2026 |
| Price on release | $126.31 |
| EPS estimate | $0.88 |
| EPS actual | $1.83 |
| EPS surprise | 107.25% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $126.42 |
| Apr 24, 2026 | $124.90 |
| Apr 27, 2026 | $124.04 |
| Apr 28, 2026 | $126.36 |
| Apr 29, 2026 | $126.31 |
| Apr 30, 2026 | $127.07 |
| May 01, 2026 | $124.61 |
| May 04, 2026 | $127.62 |
| May 05, 2026 | $130.38 |
| 4 days before | -0.0870% |
| 4 days after | 3.22% |
| On release day | 0.602% |
| Change in period | 3.13% |
Bunge Earnings Call Transcript Summary of Q1 2026
Bunge reported a strong Q1 2026 driven primarily by soybean and softseed processing and refining, reflecting improved market conditions and strong execution across South America and North America. The company raised full-year adjusted EPS guidance to $9.00–$9.50 (from $7.50–$8.00), citing Q1 strength, favorable biofuels dynamics (including supportive RVO policy), synergy capture and ramp-up of in-flight projects—notably Viterra integration synergies running ahead of plan. Grain Merchandising & Milling lagged due to higher logistics and bunker fuel costs, and Tropical Oils & Specialty Ingredients showed mixed results with weaker margins in some regions. Key risks and uncertainties include the ongoing Middle East conflict (impacting trade flows, logistics and inputs), inverted forward curves and limited visibility into the second half, potential El Niño weather risk, and elevated working capital needs that raise net interest expense expectations. Financial position remains solid: adjusted EBIT of $661M (vs. $406M year-ago), adjusted EPS $1.83 (Q1), adjusted leverage 1.6x, ~ $9.7B committed unused credit facilities, and RMI exceeded net debt by ~ $400M at quarter end. 2026 financial assumptions include an adjusted tax rate of 22–26%, net interest of $620–$660M, CapEx $1.5–$1.7B and D&A ~ $975M. Management emphasized the company’s diversified global footprint, operational flexibility and ability to perform through volatility.
