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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Bunge Global (BG) is 7/10.
Bunge delivered a strong Q1 2026 driven by soybean and softseed processing, with revenue up 87.8% on the Viterra consolidation, an increase that again reflected inorganic growth rather than underlying organic expansion. The RVO finalization supported U.S. biofuel demand, and management raised FY2026 adjusted EPS guidance significantly from $7.50-$8.00 to $9.00-$9.50, a 19.4% midpoint increase. Viterra cost synergies ran ahead of plan and strong global meal demand supported crush economics.
Scored from Bunge Global’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 | $13.54B | -9.3% | $4.36 | +4.1% | 8.0% | 4.7% | 4.4% | $564M |
| FY2025 Q1 | $11.64B | -13.2% | $1.48 | -11.9% | 5.2% | 2.0% | 1.7% | $-595M |
| FY2025 Q2 | $12.77B | -3.6% | $2.61 | +443.8% | 3.7% | 0.4% | 2.8% | $-1.48B |
| FY2025 Q3 | $22.15B | +71.6% | $0.85 | -45.5% | 3.7% | 0.6% | 0.8% | $1.57B |
| FY2025 Q4 | $23.76B | +75.5% | $0.49 | -88.8% | 5.4% | 2.7% | 0.4% | $799M |
| FY2026 Q1 | $21.86B | +87.8% | $0.35 | -76.4% | 3.5% | 1.1% | 0.3% | $-877M |
| FY2026 Q2 | $24.04B | +88.3% | $3.46 | +32.6% | 7.0% | 4.5% | 2.8% | $-1.03B |