The earnings call reflected a company that is making significant progress in cash flow generation, operational resilience, and strategic cost management. However, it also highlighted challenges in segments like Ag Services and Oilseeds, and the Nutrition segment faced headwinds due to external factors and operational issues. The positive developments in biofuel policies and ongoing strategic investments provide optimism for the future.

Company Guidance -

Q3 2025

During ADM's second quarter 2025 earnings call, the company reported adjusted earnings per share of $0.93, with total segment operating profit reaching $830 million for the quarter. The trailing fourth quarter adjusted return on invested capital (ROIC) was 6.9%, and cash flow from operations before working capital changes was $1.2 billion for the first half of the year. ADM anticipates its adjusted earnings per share for the full year 2025 to be approximately $4. The company expects improving conditions in the second half, driven by clarity in U.S. biofuel and trade policy, which is anticipated to boost crush and biodiesel margins. ADM is targeting $500 million to $750 million in cost savings over the next 3 to 5 years. The company also highlighted operational improvements, achieving the best performance in limiting unscheduled downtime in over five years.

Strong Cash Flow and Operational Resilience

Cash flow from operations before working capital changes was $1.2 billion for the first half of the year. ADM achieved its best performance in limiting unscheduled and unplanned downtime in more than 5 years.

Carbohydrate Solutions and Nutrition Segment Improvements

Carbohydrate Solutions delivered steady results with $337 million in segment operating profit. The Nutrition segment reported revenues of $2 billion, up approximately 5% compared to the prior year quarter.

Cost Management and Strategic Growth

ADM is on track for $500 million to $750 million in aggregate cost savings over the next 3 to 5 years. The company continues to focus on organic investments in innovative areas like probiotics and decarbonization.

Biofuel Policy Clarity

Positive tax and biofuel policies in the U.S. are expected to uplift crush and biodiesel margins, positioning ADM well for the second half of 2025.

Archer Daniels Midland (ADM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ADM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.87 / -	1.09	―	―	―
Aug 05, 2025	2025 (Q2)	0.82 / 0.93	1.03	-9.71% (-0.10)
May 06, 2025	2025 (Q1)	0.66 / 0.70	1.46	-52.05% (-0.76)
Feb 04, 2025	2024 (Q4)	1.14 / 1.14	1.36	-16.18% (-0.22)
Nov 18, 2024	2024 (Q3)	1.19 / 1.09	1.63	-33.13% (-0.54)	―	―
Jul 30, 2024	2024 (Q2)	1.22 / 1.03	1.89	-45.50% (-0.86)
Apr 30, 2024	2024 (Q1)	1.37 / 1.46	2.09	-30.14% (-0.63)
Mar 12, 2024	2023 (Q4)	1.43 / 1.36	1.93	-29.53% (-0.57)
Oct 24, 2023	2023 (Q3)	1.53 / 1.63	1.86	-12.37% (-0.23)
Jul 25, 2023	2023 (Q2)	1.60 / 1.89	2.15	-12.09% (-0.26)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$54.36	$57.62	+6.00%
May 06, 2025	$47.02	$47.83	+1.72%
Feb 04, 2025	$48.96	$46.49	-5.04%
Nov 18, 2024	$51.11	$51.39	+0.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Archer Daniels Midland (ADM) report earnings?

Archer Daniels Midland (ADM) is schdueled to report earning on Oct 28, 2025, Before Open (Confirmed).

What is Archer Daniels Midland (ADM) earnings time?

Archer Daniels Midland (ADM) earnings time is at Oct 28, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADM EPS forecast?

ADM EPS forecast for the fiscal quarter 2025 (Q3) is 0.87.

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