Bunge Global Sa (BG)

NYSE:BG

Bunge Global

RESEARCH TOOLSreports

Want to see BG full AI Analyst Report?

Bunge Global (BG) Earnings Dates, Call Summary & Reports

1,531 Followers

Earnings Data

Report Date

Aug 05, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.98

Last Year’s EPS

1.31

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 29, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a net positive operating and financial momentum: management raised full-year adjusted EPS guidance materially, reported strong adjusted EBIT growth (+62.8%), showed improving leverage and robust liquidity, and highlighted successful integration and synergy capture from Viterra. Offsetting negatives included a large reduction in reported EPS driven by mark-to-market timing and one-time integration costs, softness in Grain Merchandising & Milling and parts of Tropical Oils, and increased interest and working capital pressure amid macro/geopolitical uncertainty. On balance, the positive operational execution, guidance raise and balance sheet/liquidity strength outweigh the near-term headwinds and timing-related noise.

Company Guidance

Management raised full‑year adjusted EPS guidance to $9.00–$9.50 (up from $7.50–$8.00) after a strong Q1 (adjusted EPS $1.83; adjusted segment EBIT $661M), and set an expected 2026 cadence of ~40% of earnings in H1 / 60% in H2 (Q3/Q4 ~45%/55%); they now expect an adjusted annual effective tax rate of 22–26% (vs. 23–27%), net interest expense of $620–$660M (vs. $575–$625M), capital expenditures of $1.5–$1.7B and depreciation & amortization of ~ $975M. Liquidity and leverage metrics remain solid: adjusted net debt/EBITDA was 1.6x at quarter end (vs. 1.9x YE2025), readily marketable inventories exceeded net debt by ~ $400M, committed unused credit facilities were ~$9.7B and the $3B commercial paper program was essentially unutilized. Q1 cash flow and capital allocation included adjusted funds from operations of $530M, sustaining CapEx $95M, discretionary cash flow of $435M, $136M of dividends, ~$240M of growth/productivity CapEx, $105M for the IFF soy protein/lecithin acquisition and a net use of $47M; trailing‑12‑month metrics cited adjusted ROIC 8% (9% excluding CIPP/excess cash), ROIC 6.7% (7.2% adjusted), discretionary cash flow ≈ $1.35B and cash return on equity 9.1% vs. a 7.2% cost of equity.

Raised Full-Year Adjusted EPS Guidance

Full-year 2026 adjusted EPS guidance increased to $9.00–$9.50 from prior $7.50–$8.00 (midpoint up from $7.75 to $9.25, ~+19% at the midpoint), reflecting strong Q1 results and forward curves.

Strong Adjusted EBIT Growth

Adjusted segment EBIT was $661 million in Q1 vs. $406 million a year ago, an increase of $255 million (+62.8%), driven by soybean and softseed processing and refining strength.

Stable Adjusted EPS

Adjusted EPS was $1.83 in Q1 vs. $1.81 a year ago (+$0.02, +1.1% YoY), showing underlying operating stability despite mark-to-market timing noise in reported EPS.

Volume and Capacity Expansion Benefits

Higher processing and merchandise volumes across soy and softseeds attributed to expanded production and origination capacity (notably in Argentina, Canada, Brazil, North America and Europe), supporting improved results.

Improved Leverage and Strong Liquidity

Adjusted leverage improved to 1.6x at quarter end versus 1.9x at end of 2025 (a ~15.8% reduction). Readily marketable inventories exceeded net debt by ~ $400 million, and committed credit facilities of ~$9.7 billion plus an essentially unused $3.0 billion commercial paper program provided ample liquidity.

Cash Generation and Capital Allocation

Q1 generated $530 million of adjusted funds from operations, $435 million discretionary cash flow after $95 million sustaining CapEx. Trailing 12-month discretionary cash flow ~ $1.35 billion and cash return on equity 9.1% vs. cost of equity 7.2% (positive spread).

Integration and M&A Progress

Viterra cost synergies running ahead of plan and the March closing of IFF's soy protein, lecithin and processing business expands protein and lecithin offerings; investments of ~$105 million for the IFF acquisition and ~$240 million in growth/productivity CapEx in Q1.

Favorable Biofuels Environment Supporting Demand

EPA RVO decision and broader biofuels momentum supporting renewable feedstock demand, benefiting soybean and softseed value chains and contributing to higher origination and merchandising performance.

Bunge Global (BG) 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 >

BG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	1.98 / -	1.31	―	―	―
Apr 29, 2026	2026 (Q1)	0.88 / 1.83	1.81	1.10% (+0.02)
Feb 04, 2026	2025 (Q4)	1.81 / 1.99	2.13	-6.57% (-0.14)
Nov 05, 2025	2025 (Q3)	1.94 / 2.27	2.29	-0.87% (-0.02)
Jul 30, 2025	2025 (Q2)	1.09 / 1.31	1.73	-24.28% (-0.42)
May 07, 2025	2025 (Q1)	1.28 / 1.81	3.04	-40.46% (-1.23)
Feb 05, 2025	2024 (Q4)	2.24 / 2.13	3.7	-42.43% (-1.57)
Oct 30, 2024	2024 (Q3)	2.14 / 2.29	2.99	-23.41% (-0.70)
Jul 31, 2024	2024 (Q2)	1.83 / 1.73	3.72	-53.49% (-1.99)
Apr 24, 2024	2024 (Q1)	2.53 / 3.04	3.26	-6.75% (-0.22)

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

BG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 29, 2026	$126.36	$126.31	-0.04%
Feb 04, 2026	$116.21	$116.56	+0.30%
Nov 05, 2025	$92.68	$94.33	+1.78%
Jul 30, 2025	$74.69	$78.57	+5.19%

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 Bunge Global Sa (BG) report earnings?

Bunge Global Sa (BG) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).

What is Bunge Global Sa (BG) earnings time?

Bunge Global Sa (BG) earnings time is at Aug 05, 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 BG EPS forecast?

BG EPS forecast for the fiscal quarter 2026 (Q2) is 1.98.