The call presented a mixed picture with significant strategic advancements and achievements, particularly in the acquisition of ethanol plants and ongoing projects, which were overshadowed by declines in net income and EBITDA, along with challenges in the Agribusiness segment. While the company has a positive outlook for the remainder of the year, the current financial metrics indicate a balanced sentiment.

Company Guidance

During The Andersons' 2025 second quarter earnings call, the company provided several key metrics and strategic updates. The Andersons reported adjusted net income of $8 million, translating to earnings per diluted share of $0.24, down from $1.15 per share in the second quarter of 2024. Revenues increased slightly due to the addition of Skyland, despite lower commodity prices. Adjusted EBITDA for the quarter was $65 million, compared to $98 million in 2024. The company highlighted the acquisition of their partner's share in four ethanol plants, purchasing approximately 250 million gallons at $1.54 per gallon, which is expected to be immediately accretive to EPS. Capital spending for the quarter was $49 million, with a projected total of $200 million for the year, and the long-term debt-to-EBITDA ratio stood at 1.9x. The Renewables segment generated $30 million in EBITDA, while Agribusiness reported $46 million. Additionally, the company discussed its strategic focus on completing long-term projects, pursuing further M&A opportunities, and converting its EBITDA run rate target into an EPS measure, aiming for approximately $4.30 per share by the end of 2026.

Ethanol Plant Acquisition

The Andersons acquired their partner's share of 4 ethanol plants, completing the transaction with cash on hand and borrowings. This acquisition is expected to be immediately accretive to EPS and aligns with their strategy to increase capital deployment efficiency.

Strong Performance in Renewables

The renewables business had a solid quarter with strong production numbers, including record yields and increased demand, despite a decline in adjusted EBITDA compared to 2024.

Strategic Long-Term Projects

Significant long-term construction projects are underway, including improvements at the Port of Houston to export soybean meal, with expected financial contributions starting in 2026.

Positive Cash Flow

Generated cash flow from operations before changes in working capital of $43 million in the second quarter, demonstrating the ability to generate positive cash flows throughout the ag cycle.

The Andersons (ANDE) 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 >

ANDE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.48 / -	0.8	―	―	―
Aug 04, 2025	2025 (Q2)	0.51 / 0.23	1.05	-78.10% (-0.82)
May 06, 2025	2025 (Q1)	-0.10 / 0.01	0.16	-93.75% (-0.15)
Feb 18, 2025	2024 (Q4)	0.92 / 1.31	1.49	-12.08% (-0.18)
Nov 04, 2024	2024 (Q3)	0.43 / 0.80	0.28	185.71% (+0.52)
Aug 06, 2024	2024 (Q2)	1.09 / 1.05	1.61	-34.78% (-0.56)
May 07, 2024	2024 (Q1)	0.23 / 0.16	-0.44	136.36% (+0.60)
Feb 20, 2024	2023 (Q4)	1.07 / 1.49	0.26	473.08% (+1.23)
Nov 07, 2023	2023 (Q3)	0.62 / 0.28	0.5	-44.00% (-0.22)
Aug 01, 2023	2023 (Q2)	1.09 / 1.61	2.32	-30.60% (-0.71)

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
Aug 04, 2025	$34.65	$34.63	-0.06%
May 06, 2025	$34.75	$31.34	-9.81%
Feb 18, 2025	$40.37	$47.34	+17.27%
Nov 04, 2024	$45.15	$42.78	-5.25%

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 Nov 11, 2025, After Close (Confirmed).

What is The Andersons (ANDE) earnings time?

The Andersons (ANDE) earnings time is at Nov 11, 2025, 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 2025 (Q3) is 0.48.

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