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The Andersons (ANDE)
NASDAQ:ANDE
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.79Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights a very strong fourth quarter driven by renewables (record ethanol production, improved board crush, and full ownership of plants) and successful integration of Skyland, delivering notable Q4 income and margin improvements. However, full-year results show mixed performance: agribusiness profitability and full-year adjusted EBITDA declined, full-year cash flow was lower, and merchandising was constrained by a well-supplied grain market and farmer selling uncertainty. Management provided a constructive 2026 outlook with project investments (Clymers expansion, feedstock/blending facility, Port of Houston upgrades) and targets for higher run-rate EPS, but some near-term risks remain from input costs and policy dependence. Overall, Q4 strength is offset by full-year softness and near-term uncertainties, producing a balanced outlook.Company Guidance
Record Fourth Quarter EPS and Adjusted Net Income
Reported net income attributable of $67.0M ($1.97/diluted share) and adjusted net income of $70.0M ($2.04/diluted share) in Q4 2025, up from adjusted net income of $47.0M ($1.36/diluted) in Q4 2024 (adjusted net income +48.9%, adjusted EPS +50%).
Improved Q4 Gross Profit and Adjusted EBITDA
Q4 gross profit of $231M, an increase of 8% year-over-year; Q4 adjusted EBITDA of $137M versus $117M in Q4 2024 (increase ~17%).
Strong Renewables Performance and Record Ethanol Production
Renewables pretax income attributable rose to $54M in Q4 2025 from $17M in Q4 2024 (increase ~218%). Renewables Q4 adjusted EBITDA was $69M vs $41M a year ago (+68%). Ethanol plants delivered record production and record ethanol exports; ethanol board crush margins improved by $0.15/ gallon year-over-year.
Full Ownership and Strategic Investment in Ethanol Assets
Completed acquisition of partner share of four ethanol plants (full ownership since Q3 2025), driving stronger renewables results. Announced Clymers expansion expected to add 30M gallons/year in 2027 and ongoing investments to lower carbon intensity.
Skyland Integration and Western Grain Tailwinds
Skyland Grain (acquired Nov 2024) contributed just shy of $20M EBITDA in 2025 (in line with guidance for a partial year). Management expects Skyland EBITDA of ~$25M–$35M in 2026 and long-run run-rate of $30M–$40M as Western harvest volumes and basis appreciation normalize.
Solid Liquidity and Conservative Leverage
Quarterly cash flow from operations before working capital changes of $110M in Q4 2025 vs $100M in Q4 2024 (+10%). Year-end long-term debt to EBITDA of 1.8x, well below stated target of <2.5x, supporting capacity for strategic investments and M&A.
ANDE 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
ANDE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $67.01 | $64.64 | -3.54% |
Nov 04, 2025 | $46.23 | $48.30 | +4.46% |
Aug 04, 2025 | $34.35 | $34.33 | -0.06% |
May 06, 2025 | $34.45 | $31.07 | -9.82% |
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 The Andersons (ANDE) report earnings?
The Andersons (ANDE) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is The Andersons (ANDE) earnings time?
The Andersons (ANDE) earnings time is at May 05, 2026, After Close (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 ANDE EPS forecast?
ANDE EPS forecast for the fiscal quarter 2026 (Q1) is 0.79.