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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Archer Daniels Midland (ADM) is 8/10.
ADM raised full-year guidance to $4.15-$4.70 from $3.60-$4.25 as biofuel tailwinds materialized with RVO policy clarity boosting crush margins and 45Z tax credits benefiting ethanol profitability. Total segment operating profit reached $764 million with improved performance across the oilseeds complex. Nutrition recovery continued led by flavors and Decatur East facility improvements, marking a meaningful inflection from the prior year's trough.
Scored from Archer Daniels Midland’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $21.50B | -6.4% | $1.17 | +10.4% | 6.3% | 1.9% | 2.6% | $-170M |
| FY2025 Q1 | $20.18B | -7.7% | $0.61 | -57.0% | 5.8% | 1.2% | 1.5% | $-633M |
| FY2025 Q2 | $21.19B | -4.8% | $0.45 | -54.1% | 4.7% | 0.5% | 1.0% | $3.99B |
| FY2025 Q3 | $20.37B | +2.2% | $0.22 | +489.8% | 6.2% | 1.9% | 0.5% | $1.51B |
| FY2025 Q4 | $18.56B | -13.7% | $0.94 | -19.7% | 6.5% | 1.7% | 2.5% | $-669M |
| FY2026 Q1 | $20.49B | +1.6% | $0.62 | +1.6% | 6.0% | 2.0% | 1.5% | $-44M |
| FY2026 Q2 | $22.68B | +7.0% | $1.87 | +315.6% | 8.5% | 4.0% | 4.0% | $877M |