| BG |
Report |
Adjusted EPS (Q2 2026) |
MISS |
pred ~$1.90 vs. cons $2.00 |
MEDIUM |
| BG |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$22.9B vs. cons $23.8B |
MEDIUM |
| BG |
Report |
Soybean & Softseed Processing/Refining Segment Adjusted EBIT |
BEAT |
pred ~$550M vs. cons ~$500M |
LOW |
| BG |
Guide |
FY2026 Adjusted EPS guidance |
LOWER |
guide ~$9.25 (reaffirmed $9.00-9.50 range) vs. cons $9.57 (FY2026) |
MEDIUM |
| BG |
Guide |
Implied H2 2026 Adjusted EPS (60% of FY guide) |
LOWER |
guide ~$5.55 vs. cons-implied ~$5.71 (H2 2026) |
MEDIUM |
| BG |
Guide |
FY2026 Net Interest Expense guidance |
LOWER |
guide ~$650M vs. cons ~$620M (FY2026, higher cost = worse) |
MEDIUM |
| BG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| BG |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Company's own H1/H2 cadence math (40/60 split) implies H2 EPS of ~$5.55 vs. a Street-implied ~$5.71, meaning even a headline-beat quarter leaves out-period (Q3/Q4, FY27) estimates too high; combined with Zacks' rare negative Earnings ESP flag (first time in 5 quarters analysts' most-accurate estimate sits below consensus) and no guidance raise despite still-strong crush margins, sell-side models should get trimmed over the following days, extending the initial post-print decline rather than reversing it — especially after a stock that ran from $93 to $131 pre-print had already priced in continued beat-and-raise momentum. |
MEDIUM |