The Andersons (ANDE)
NASDAQ:ANDE
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.41Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a strong, constructive outlook driven by record quarterly results, significant year-over-year improvements across segments, robust cash generation, and visible progress on strategic growth projects (Port of Houston, plant upgrades, carbon reduction initiatives). Key positives (large increases in adjusted net income and EBITDA, record renewables production, $26M of 45Z credits, solid balance sheet metrics) substantially outweigh the headwinds described (input cost pressure from higher corn basis and natural gas, hedging that limited upside, delayed basis appreciation, fertilizer supply risks, and regulatory timing uncertainty).Company Guidance
Record First Quarter Results
Reported GAAP net income attributable of $33.0M ($0.97 per diluted share) and adjusted net income of $38.0M ($1.12 per diluted share), representing a year-over-year increase in adjusted net income of ~+850% (from $4.0M in Q1 2025). Company called it the strongest first quarter ever.
Material Improvement in Adjusted EBITDA
Consolidated adjusted EBITDA of $91M in Q1 2026 versus $57M in Q1 2025, an increase of ~+60% year-over-year.
Renewables Segment Outperformance
Renewables pretax income of $40M vs $15M in Q1 2025 (+~+167%) and renewables EBITDA of $54M vs $37M (+~+46%). Record first-quarter ethanol production and $26M of 45Z producer tax credits recognized in Q1 2026.
Agribusiness Recovery and Growth
Agribusiness adjusted pretax income of $18M compared to breakeven in Q1 2025, and adjusted EBITDA of $49M vs $31M in Q1 2025 (≈+58%). Fertilizer margins improved and premium ingredients showed stronger earnings tied to investments in cleaning capabilities.
Strong Cash Flow and Financial Flexibility
Operating cash flow before working capital changes was $68M vs $57M in Q1 2025 (≈+19%). First-quarter capital spending was $52M (vs $47M prior year, +≈11%) and long-term debt-to-EBITDA was a conservative 1.6x, well below the <2.5x target.
Progress on Strategic Growth Projects
Construction at Port of Houston progressing (full operations expected Q3), Carlsbad Mineral plant now operational, Mansfield clean corn capacity upgrades underway, and a Clymers debottlenecking project targeted for completion in late 2027. Company reaffirmed long-range EPS target of $7 by end of 2028.
Supportive Industry Developments
Finalization of the RVO for 2026-2027 expected to support domestic demand for corn and soybeans and provide regulatory clarity for agribusiness and renewables, while rising blend rates and favorable export demand are boosting ethanol economics.
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 |
|---|---|---|---|
May 05, 2026 | $79.29 | $68.23 | -13.95% |
Feb 17, 2026 | $66.82 | $64.46 | -3.54% |
Nov 04, 2025 | $46.11 | $48.16 | +4.46% |
Aug 04, 2025 | $34.25 | $34.23 | -0.06% |
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 Aug 11, 2026, After Close (Confirmed).
What is The Andersons (ANDE) earnings time?
The Andersons (ANDE) earnings time is at Aug 11, 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 (Q2) is 1.41.