| ADM |
Report |
Adjusted EPS |
BEAT |
pred ~$1.56 vs. cons $1.47 |
MEDIUM |
| ADM |
Report |
Ag Services & Oilseeds segment operating profit |
BEAT |
pred ~$535M vs. cons $510M |
MEDIUM |
| ADM |
Report |
Carbohydrate Solutions segment operating profit |
BEAT |
pred ~$385M vs. cons $375M |
MEDIUM |
| ADM |
Guide |
Full-year adjusted EPS guidance |
UNCHANGED |
guide ~$4.43 midpoint vs. cons $4.45 (FY2026) |
MEDIUM |
| ADM |
Guide |
45Z segment-income contribution |
BETTER |
guide ~$170M vs. cons $155M (FY2026) |
LOW |
| ADM |
Guide |
1Q mark-to-market and timing reversal |
BETTER |
guide ~$205M reversed vs. cons $190M (2Q2026) |
MEDIUM |
| ADM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| ADM |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Day-1 residual +1.2% versus 5-day residual -0.5%: the EPS and segment beats are principally supported by the anticipated timing reversal and strong ethanol economics, while an unchanged ~$4.43 FY2026 guidance midpoint versus ~$4.45 consensus leaves out-period earnings math broadly flat and invites modest estimate trimming after the initial reaction. |
MEDIUM |