First Quarter 2025 Earnings Conference Call May 6, 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 fact included in this presentation, are forwa ...

ADM Reports First Quarter 2025 Results, Affirms Full-Year EPS Guidance Reported EPS of $0.61, Adjusted EPS of $0.70 2 1,2 CHICAGO, May 6, 2025—ADM (NYSE: ADM) today reported financial results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights "ADM delivered results aligned with our outlook and the market expectations for the first quarter. In a challenging and uncertain external environment, we advanced multiple aspects of our self-help agenda, including delivering operational improve ...

Editor's note: Seeking Alpha is proud to welcome Mining The Data as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo ...

Core Viewpoint - Archer Daniels Midland Company (ADM) is expected to report declines in both earnings and revenues for the first quarter of 2025, with significant challenges in its Ag Services & Oilseeds segment contributing to this underperformance [1][4]. Financial Estimates - The Zacks Consensus Estimate for ADM's earnings is 69 cents per share, reflecting a 52.7% decrease from the same quarter last year, with a 2.8% decline in the consensus mark over the past 30 days [2]. - Revenue estimates are set at $20.7 billion, indicating a 5.3% drop year-over-year [2]. Segment Performance - The Ag Services & Oilseeds segment is projected to see operating profits decline by approximately 50% in Q1 2025, with revenue estimates at $16.1 billion and adjusted operating profit at $454 million, representing year-over-year declines of 6.4% and 47.5%, respectively [7]. - In the Carbohydrate Solutions segment, operating profit is anticipated to decrease by 5-15% compared to the previous year [6]. - The Nutrition segment is expected to show slight growth, with revenue estimates at $1.9 billion, up 0.5% year-over-year, and operating profit anticipated to remain flat sequentially [8]. Market Conditions - ADM is facing tough market conditions, including sluggishness in the agriculture cycle, increased cost inflation, and weak demand for vegetable oil, which have negatively impacted its Crushing subsegment [4][5]. - The refining margins in the Refined Products and Other segment are under pressure due to increased supply of low-carbon intensity feedstock and weak demand from food customers in North America [5]. Valuation Perspective - ADM is currently trading at a forward 12-month price-to-earnings ratio of 11.01x, which is below its five-year high of 18.93x and the industry average of 14.14x, suggesting it offers compelling value for investors [11]. - Over the past three months, ADM's shares have declined by 3.5%, compared to a 7.2% decline in the industry [12].

Archer Daniels Midland (ADM) closed at $48.54 in the latest trading session, marking a +0.94% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 2.51%. Meanwhile, the Dow experienced a rise of 2.66%, and the technology-dominated Nasdaq saw an increase of 2.71%.Prior to today's trading, shares of the agribusiness giant had gained 4.7% over the past month. This has outpaced the Consumer Staples sector's gain of 2.1% and the S&P 500's loss of 8.86% in that time.The upcomin ...

The market expects Archer Daniels Midland (ADM) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if the ...

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Company Performance - Archer Daniels Midland (ADM) closed at $46.13, reflecting a +0.13% change from the previous day, outperforming the S&P 500's daily loss of 2.24% [1] - Over the past month, ADM shares have decreased by 3.38%, underperforming the Consumer Staples sector's gain of 1.31% and outperforming the S&P 500's loss of 4.17% [1] Earnings Forecast - ADM is expected to report an EPS of $0.70, indicating a 52.05% decline compared to the same quarter last year [2] - The consensus estimate for revenue is $20.74 billion, down 5.06% from the prior-year quarter [2] - Full-year estimates predict earnings of $4.22 per share and revenue of $88.43 billion, representing year-over-year changes of -10.97% and +3.39%, respectively [3] Analyst Estimates and Ratings - Recent changes to analyst estimates for ADM may indicate shifts in near-term business trends, with upward revisions reflecting analysts' positive outlook [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates ADM at 4 (Sell) [6] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 0.47% [6] Valuation Metrics - ADM has a Forward P/E ratio of 10.91, which is below the industry average of 12.06 [7] - The current PEG ratio for ADM is 1.5, compared to the Agriculture - Operations industry's average PEG ratio of 1.54 [7] Industry Context - The Agriculture - Operations industry is part of the Consumer Staples sector and holds a Zacks Industry Rank of 151, placing it in the bottom 40% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - Archer Daniels Midland Company (ADM) is facing significant challenges due to a dynamic market landscape, weak conditions, and policy uncertainty, leading to a decline in stock performance [1][2]. Group 1: Financial Performance - ADM's shares have decreased by 32.1% over the past year, underperforming the Agriculture - Operations industry and the broader Consumer Staples sector, which saw increases of 4.3% and 1%, respectively [2]. - The company missed top-line estimates in the most recent quarter, with both earnings and revenues declining year-over-year [7]. - The Zacks Consensus Estimate for 2025 has dropped by 5.1% to $4.24 per share, indicating a year-over-year earnings decline of 10.6% [11]. Group 2: Segment Challenges - The Ag Services and Oilseeds segment is experiencing headwinds due to market dislocations and increased cost inflation, with depressed vegetable oil demand and low prices affecting the Crushing subsegment [3][4]. - In the Nutrition segment, mixed demand in food and beverage categories is attributed to shifts in consumer spending and inflation impacting alternative proteins [5]. - The Refined Products and Other segment is facing pressure from increased supply of low-carbon intensity feedstock and weak demand from food customers, negatively affecting refining margins [4]. Group 3: Market and Competitive Environment - ADM is contending with several market and geopolitical challenges, including ongoing price weakness in main feed ration commodities and volatility in the feed additives market due to supply disruptions [6]. - The company faces stiff competition regarding raw materials and transportation services, which has been detrimental to its results [7]. Group 4: Strategic Outlook - Despite current challenges, ADM is implementing strategies to return to growth by managing productivity and innovation while aligning with trends in food security and health [12].