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Sentiment · FY2026 Q2
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.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Manav Gupta | UBS | 10 (0%) |
| Heather Jones | Heather Jones Research | 10 (20%) |
| Ben Theurer | Barclays | 9 (22%) |
| Andrew Strelzik | BMO Capital Markets | 9 (0%) |
| Pooran Sharma | Stephens | 9 (0%) |
| Steve Haynes | Morgan Stanley | 8 (0%) |
| Salvator Tiano | Bank of America | 5 (0%) |
| Tom Palmer | JPMorgan | 4 (0%) |
| Matthew Blair | Tudor, Pickering, Holt | 3 (0%) |
| Dushyant Ailani | Jefferies | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Heather Jones Research | 1 | 10 (20%) |
| UBS | 1 | 10 (0%) |
| Barclays | 2 | 10 (20%) |
| Stephens | 1 |
| 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 |
| 9 (0%) |
| BMO Capital Markets | 1 | 9 (0%) |
| Morgan Stanley | 1 | 8 (0%) |
| JPMorgan | 2 | 5 (0%) |
| Bank of America | 1 | 5 (0%) |
| -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 |
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).
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% |