PresentationWell, thank you very much. Good afternoon. Thanks for coming back. Next on stage, we have ADM global leader in human and animal nutrition world's premier agriculture origination and processing company. With us today are Juan Luciano, Chairman of the Board, President and CEO; as well as Ian Pinner, President of the company's Nutrition business. Juan is going to start off with some general opening remarks, and then we're going to go into our fireside questions. Thank you very much. Juan?Juan Lucia ...

Archer Daniels Midland Company (ADM) FY 2025 Conference September 03, 2025 01:30 PM ET Company ParticipantsJuan Luciano - Chairman, CEO & PresidentIan Pinner - SVP - President, Nutrition & Chief Sales & Marketing OfficerNoneYes, perfect. Well, thank you very much. Good afternoon. Thanks for coming back. Next on stage, we have ADM, global leader in human and animal nutrition, world's premier agriculture origination and processing company.With us today are Juan Luciano, Chairman of the Board, President and CE ...

Archer Daniels Midland Company (ADM) FY 2025 Conference September 03, 2025 01:30 PM ET Speaker0Yes, perfect. Well, thank you very much. Good afternoon. Thanks for coming back. Next on stage, we have ADM, global leader in human and animal nutrition, world's premier agriculture origination and processing company.With us today are Juan Luciano, Chairman of the Board, President and CEO as well as Iain Pinner, President of the company's Nutrition business. Juan is going to start off with some general opening rem ...

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工业、制造业和汽车行业影响较大。 随着财报季的展开，美国总统特朗普关税政策对企业运营的影响正在逐步显现。本周，包括卡特彼勒、 麦当劳、万豪在内的各行业代表企业表示，贸易因素正在推高原材料价格并打压需求，给利润带来不利 影响。不少机构认为，关税冲击可能才刚刚体现，市场短期或面临一定的调整压力。 关税冲击显现 路透全球关税追踪数据显示，本季度公布盈利的全球公司预计，2025年与贸易政策相关的利润冲击将达 到约150亿美元。其中大部分来自工业、制造业和汽车行业，而金融和科技行业受影响较小。 特朗普表示，关税是解决美国贸易不平衡和制造业实力下降的必要条件，对进口商品征税将为美国带来 就业机会和投资。盈透证券首席市场分析师索斯尼克（Steve Sosnick）表示："我认为这才刚刚开始。 关税仍处于起步阶段，尤其是加拿大、中国和印度等主要贸易伙伴仍在变化。" 本周公布的财报显示，贸易政策对企业的影响各不相同，从金属等进口材料的成本上涨到消费者信心的 下滑，都削弱了需求。例如，卡特彼勒二季度营收下降了0.7%，而其商品成本上升了6.5%，公司在财 报电话会议上表示，关税可能成为2025年下半年盈利能力的更大阻力。 福特汽 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 1-44 ARCHER-DANIELS-MIDLAND COMPANY (Exact name of registrant as specified in its charter) (State or other jurisdiction o ...

Key Takeaways Archer Daniels Midland Company (ADM) posted second-quarter 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. However, both metrics declined on a year-over-year basis. Insight Into ADM's Q2 Performance Adjusted earnings of 93 cents per share surpassed the Zacks Consensus Estimate of 88 cents. However, the figure decreased from earnings of $1.03 per share in the year-ago quarter. On a reported basis, Archer Daniels' earnings were 45 cents per share, down from 98 c ...

For the quarter ended June 2025, Archer Daniels Midland (ADM) reported revenue of $21.17 billion, down 4.9% over the same period last year. EPS came in at $0.93, compared to $1.03 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $21.11 billion, representing a surprise of +0.28%. The company delivered an EPS surprise of +5.68%, with the consensus EPS estimate being $0.88.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $0.93 and total segment operating profit of $830 million for the quarter [4] - The trailing fourth quarter adjusted return on invested capital (ROIC) was 6.9% and cash flow from operations before working capital changes was $1.2 billion for the first half of the year [4][22] - The company expects adjusted earnings per share to be approximately $4 for the full year 2025, tightening its previous guidance [12][10] Business Line Data and Key Metrics Changes - The Ag Services and Oilseeds (AS and O) segment operating profit was $379 million, down 17% year-over-year, primarily due to legislative and biofuel policy uncertainties impacting margins [13] - The Carbohydrate Solutions segment operating profit was $337 million, down 6% compared to the prior year quarter, with starches and sweeteners sub-segment operating profit down 6% [18] - The Nutrition segment revenues were $2 billion, up approximately 5% year-over-year, with operating profit at $114 million, up 5% [19][20] Market Data and Key Metrics Changes - North American origination results improved due to higher margins and volumes, while South American origination results declined due to lower volumes and margins [14] - Global executed crush margins for soybeans were approximately $7 per ton lower compared to the prior year quarter, and canola margins were approximately $29 per ton lower [16] - The company anticipates improved AS and O margins will primarily benefit fourth quarter results, projecting global soybean crush margins to be in the range of $60 to $70 per metric ton [25] Company Strategy and Development Direction - The company is focused on cost management, execution excellence, and strategic growth, aiming for $500 million to $750 million in aggregate cost savings over the next three to five years [9][10] - The company is optimizing its asset base and ceasing operations at facilities that do not align with long-term goals, including several origination sites globally [8] - The company is positioned to benefit from favorable biofuel policies and is ready to lead in advancing innovative solutions for renewable fuels [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate the dynamic environment and achieve operational momentum by the end of 2025 [12] - The company is closely monitoring customer demand and expects lower volumes in certain areas, but anticipates strong crops in North America and a solid export season [25][31] - Management highlighted the importance of clarity in biofuel policy and legislative support for agriculture, which are expected to create favorable market conditions [32] Other Important Information - The company achieved its best performance in limiting unscheduled downtime in over five years and was recognized as one of America's greatest workplaces in manufacturing [6] - The company has remediated a material weakness in internal controls related to segment disclosures, enhancing transparency and compliance processes [27][60] Q&A Session Summary Question: Earnings split between Q3 and Q4 - Management indicated a potential split of approximately 55% for Q3 and 65% for Q4, with expectations for improved earnings in Q4 due to better margins and production [36][40] Question: Outlook for the Nutrition segment - Management noted that the Decatur East plant's shutdown cost approximately $20 million to $25 million per quarter, which should improve as the plant ramps up [50][92] Question: Clarification on material weakness remediation - Management confirmed that the material weakness has been remediated through enhanced internal controls and ongoing engagement with auditors [60][61] Question: Details on network optimization plan - Management discussed ongoing efforts to optimize the network, including shutting down underperforming facilities and improving operational performance [75][78] Question: Impact of RVO on biodiesel and crush business - Management expressed optimism about the RVO's impact on soybean oil demand and the overall crush business, but noted the need for final confirmations on policy details [66][70]

Second Quarter 2025 Earnings Conference Call August 5, 2025 Proprietary business information of ADM. Proprietary business information of ADM. Proprietary business information of ADM. 2 Cautionary Note Regarding Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties. All statements, other than statements of historical or current fact included in this release, ...