Education
About Us
Working with TipRanks
Follow Us
Archer Daniels Midland (ADM)
NYSE:ADM
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.76Last Year’s EPS
0.7Same Quarter Last Year
Moderate Sell
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: management highlighted meaningful operational achievements (inventory reduction, cost-savings projects, JV launch, decarbonization progress), strong pockets of upside in ethanol/VCP and nutrition recovery, disciplined capital returns and a constructive multi-year growth strategy. Offsetting these positives were material declines in crushing and AS&O profits, continuing softness in starches and sweeteners, increased corporate charges, and dependence on external policy timing (RVO/RINs) for a meaningful near-term recovery. Given the comparable weight of strategic/operational positives and sizable near-term financial headwinds and uncertainty, the overall tone is cautious but constructive.Company Guidance
Earnings and Profitability Metrics
Fourth quarter adjusted EPS of $0.87 and full-year adjusted EPS of $3.43. Total segment operating profit was $821 million for Q4 and $3.2 billion for the full year. Trailing fourth quarter adjusted ROIC was 6.3%.
Strong Cash Generation and Working Capital Improvement
Cash flow from operations before working capital changes of $2.7 billion for 2025 and a realized $1.5 billion cash flow benefit from inventory reduction due to improved inventory management.
Operational and Safety Achievements
Restored operations at Decatur East, reduced unplanned downtime, and achieved the lowest injury rate in company history (safety milestone).
Portfolio Optimization and Cost Savings
Executed more than 20 portfolio optimization and simplification projects, achieving approximately $200 million of cost savings and commencing operations of the joint venture with Altek.
Decarbonization and Infrastructure Progress
Connected Columbus, Nebraska corn milling plant to the Tallgrass dryblazer pipeline, extending carbon capture and storage infrastructure beyond Decatur operations (important decarbonization milestone).
Ethanol/ Vantage Corn Performance
Vantage Corn Processors subsegment operating profit improved sharply: Q4 operating profit $43 million, up 187% year-over-year, and ethanol EBITDA margins per gallon were approximately 33% higher versus the prior year quarter.
Nutrition Business Momentum and Recovery
Nutrition revenues were stable at $1.8 billion in Q4 (flat YoY). Human nutrition showed underlying growth led by flavors and specialty ingredient recovery; full-year Animal Nutrition operating profit grew 66% year-over-year to $98 million.
Capital Discipline and Shareholder Returns
Invested $1.2 billion in capex in 2025, returned $987 million in dividends (including the 376th consecutive quarterly dividend), and maintained leverage ratio of 1.9x at year-end in line with targets.
Clear 2026 Growth Plan and Guidance
Provided 2026 adjusted EPS outlook of $3.60 to $4.25 (reflects growth over 2025), outlined five growth platforms (enhanced nutrition, biotics, biosolutions, precision fermentation, decarbonization), and reiterated cost savings target of $500–$750 million over 3–5 years.
ADM Earnings History
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 |
|---|---|---|---|
Dec 31, 2025 | $57.73 | $57.06 | -1.17% |
Nov 04, 2025 | $59.14 | $59.17 | +0.05% |
Aug 05, 2025 | $53.05 | $56.23 | +6.00% |
May 06, 2025 | $45.88 | $46.67 | +1.73% |
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 Apr 28, 2026, Before Open (Confirmed).
What is Archer Daniels Midland (ADM) earnings time?
Archer Daniels Midland (ADM) earnings time is at Apr 28, 2026, 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 2026 (Q1) is 0.76.