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Sentiment · FY2026 Q2
| 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 |
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).
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.
Regulation Policy | M&A | Margin | Demand | Guidance Reliability | Competitive Dynamics | Geographic Expansion | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 4 | 3 | 5 | 3 | 2 | 4 |
| 2025Q1 | 7 | 4 | 5 | 3 | 3 | 3 | 4 | 2 |
| 2025Q2 | 6 | 2 | 5 | 5 | 2 | 6 | 2 | 2 |
| 2025Q3 | 3 | 8 | 3 | 1 | 3 | 2 | 1 | |
| 2025Q4 | 5 | 5 | 5 | 4 | 7 | |||
| 2026Q1 | 2 | 1 | 2 | 7 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 5 | 7 | 6 | 3 | 5 | 2 |
| M&A | 4 | 4 | 2 | 8 | 5 | 1 |
| Margin | 4 | 5 | 5 | 3 | 5 | 2 |
| Demand | 3 | 3 | 5 | 1 | 4 | 7 |
| Guidance Reliability | 5 | 3 | 2 | 3 | 7 | 2 |
| Competitive Dynamics | 3 | 3 | 6 | |||
| Geographic Expansion | 2 | 4 | 2 | 2 | 2 | |
| Revenue Growth | 4 | 2 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Strelzik | BMO Capital Markets | 14 (0%) |
| Heather Jones | Heather Jones Research | 14 (21%) |
| Pooran Sharma | Stephens |
| 13 (0%) |
| Manav Gupta | UBS | 13 (8%) |
| Ben Theurer | Barclays | 12 (8%) |
| Tom Palmer | JPMorgan | 12 (8%) |
| Derrick Whitfield | Texas Capital Securities | 12 (0%) |
| Salvator Tiano | Bank of America | 10 (40%) |
| Steve Haynes | Morgan Stanley | 9 (0%) |
| Matthew Blair | Tudor, Pickering, Holt | 6 (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 | 14 (21%) |
| Barclays | 2 | 14 (7%) |
| BMO Capital Markets | 1 | 14 (0%) |
| JPMorgan | 2 | 14 (7%) |
| Stephens | 1 | 13 (0%) |
| UBS | 1 | 13 (8%) |
| Texas Capital Securities | 1 | 12 (0%) |
| Bank of America | 1 | 10 (40%) |
What BG 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.
“In March, we completed the divestiture of our commodity soy crush, concentrates and lecithin business to Bunge for $110 million.”
IFF sold its commodity soy crush, concentrates and lecithin business to Bunge for $110 million, expanding Bunge's ingredient/oilseed footprint via a bolt-on acquisition.
“we are getting ready to harvest roughly 100,000 acres of crop that went in last fall focused with Bunge and Chevron on sustainable aviation fuel.”
Corteva is partnering with Bunge on a ~100,000-acre sustainable aviation fuel feedstock crop program, a read-through to Bunge's SAF/oilseed processing ambitions.
“our leverage ratio is a little elevated with Moody's right now versus where we want to be by the end of the year.”
Bunge notes its leverage ratio as viewed by Moody's is currently above target, a factor it will monitor before accelerating buybacks.
“we announced the closing of our acquisition of IFF's soy protein, lecithin and processing business.”
Bunge closed its acquisition of IFF's soy protein, lecithin and processing business, meaning IFF divested those ingredient assets to sharpen its own portfolio.
“Viterra cost synergies are running ahead of plan, and we've identified significant network and commercial opportunities.”
Bunge reports its Viterra integration is delivering cost synergies ahead of plan with additional network and commercial upside, indicating a smooth combination of the acquired grain-handling platform.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BG Bunge Global | 7 | +87.8% | |
| ADM Archer Daniels Midland | 8 | +1.6% | |
| TSN Tyson Foods | 7 | +4.4% |