| ADM |
Report |
Adjusted EPS (2026Q2) |
BEAT |
pred ~$1.45 vs. cons $1.35 |
MEDIUM |
| ADM |
Report |
Ag Services & Oilseeds segment operating profit (2026Q2) |
BEAT |
pred ~$575M vs. cons ~$540M |
LOW |
| ADM |
Report |
Nutrition segment operating profit (2026Q2) |
BEAT |
pred ~$152M vs. cons ~$150M |
MEDIUM |
| ADM |
Guide |
Adjusted EPS guidance midpoint |
LOWER |
guide ~$4.70 vs. cons $4.76 (FY2026) |
MEDIUM |
| ADM |
Guide |
Implied second-half adjusted EPS |
LOWER |
guide ~$2.54 vs. cons ~$2.70 (2026H2) |
MEDIUM |
| ADM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| ADM |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
The Q2 beat is driven partly by MTM reversals, while FY2026 guidance of ~$4.70 versus consensus $4.76 implies only ~$2.54 of 2026H2 EPS versus consensus ~$2.70; resulting Q3/Q4 estimate cuts should extend the initial weakness. |
MEDIUM |