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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Manav Gupta | UBS | 10 questions · 0% challenging |
| Heather Jones | Heather Jones Research | 10 questions · 20% challenging |
| Ben Theurer | Barclays | 9 questions · 22% challenging |
| Andrew Strelzik | BMO Capital Markets | 9 questions · 0% challenging |
| Pooran Sharma | Stephens | 9 questions · 0% challenging |
| Steve Haynes | Morgan Stanley | 8 questions · 0% challenging |
| Salvator Tiano | Bank of America | 5 questions · 0% challenging |
| Tom Palmer | JPMorgan | 4 questions · 0% challenging |
| Matthew Blair | Tudor, Pickering, Holt | 3 questions · 0% challenging |
| Dushyant Ailani | Jefferies | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Heather Jones Research | 1 analyst | 10 questions · 20% challenging |
| UBS | 1 analyst | 10 questions · 0% challenging |
| Barclays | 2 analysts | 10 questions · 20% challenging |
| Stephens | 1 analyst | 9 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 9 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 0% challenging |
| JPMorgan | 2 analysts | 5 questions · 0% challenging |
| Bank of America | 1 analyst | 5 questions · 0% challenging |
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.
Margin | Regulation Policy | Demand | Guidance Reliability | Macroeconomic | Competitive Dynamics | Trade Tariffs | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 1 | 1 | 2 | ||
| 2025Q1 | 5 | 2 | 2 | 2 | 2 | 3 | ||
| 2025Q2 | 4 | 3 | 1 | 1 | 1 | 1 | ||
| 2025Q3 | 7 | 4 | 4 | 2 | 1 | 1 | ||
| 2025Q4 | 2 | 3 | 5 | 3 | 1 | 1 | ||
| 2026Q1 | 5 | 3 | 4 | 3 | 5 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 5 | 4 | 7 | 2 | 5 |
| Regulation Policy | 4 | 2 | 3 | 4 | 3 | 3 |
| Demand | 3 | 2 | 1 | 4 | 5 | 4 |
| Guidance Reliability | 1 | 1 | 2 | 3 | 3 | |
| Macroeconomic | 1 | 1 | 5 | |||
| Competitive Dynamics | 2 | 1 | 1 | 1 | 2 | |
| Trade Tariffs | 2 | 2 | 1 | |||
| Supply Chain | 3 | 1 | 1 |
On July 20, 2026, Archer-Daniels-Midland announced the appointment of Jeffrey Rowe as Executive Vice President and Chief Operating Officer, effective August 17, 2026. Rowe, age 53, is stepping down as CEO of Syngenta Group, a role held since January 2024, and previously led Syngenta Crop Protection and Syngenta Seeds. His offer letter sets a $1,200,000 base salary plus target cash and equity incentives.
What each event means for ADM’s sentiment score is part of Tellvest Pro.
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Archer Daniels Midland (ADM), FY2026 Q1: 8/10. Scores: Archer Daniels Midland’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ADM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $21.50B | -6.4% | $1.17 | +10.4% | 6.3% | 2.6% | $-170M |
| FY2025 Q1 | $20.18B | -7.7% | $0.61 | -57.0% | 5.8% | 1.5% | $-633M |
| FY2025 Q2 | $21.19B | -4.8% | $0.45 | -54.1% | 4.7% | 1.0% | $3.99B |
| FY2025 Q3 | $20.37B | +2.2% | $0.22 | +489.8% | 6.2% | 0.5% | $1.51B |
| FY2025 Q4 | $18.56B | -13.7% | $0.94 | -19.7% | 6.5% | 2.5% | $-669M |
| FY2026 Q1Selected | $20.49B | +1.6% | $0.62 | +1.6% | 6.0% | 1.5% | $-44M |
| FY2026 Q2 | $22.68B | +7.0% | $1.87 | +315.6% | 8.5% | 4.0% | $877M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +1.56% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What ADM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“for which we were recognized earlier this year with the best innovation contributor award by Henkel Consumer Brands”
Henkel Consumer Brands recognized ADM's starch-based fabric-softener component with a best innovation contributor award, implying a supply relationship.
“the formation of the animal feed joint venture with Alltech”
ADM formed an animal feed joint venture with Alltech, contributing to a shift in its animal nutrition portfolio.
“Equity earnings from our investment in Wilmar was $66 million for the quarter, down 8% compared to the prior year quarter.”
ADM's equity earnings from its Wilmar stake fell 8% year-over-year to $66 million, a modest negative read on Wilmar's contribution.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADM Archer Daniels Midland | 8 | +1.6% | |
| BG Bunge Global | 7 | +87.8% | |
| TSN Tyson Foods | 7 | +4.4% |