格隆汇2月3日｜美国谷物贸易商Archer-Daniels-Midland(ADM)公布第四季度业绩，营收同比下降14%至 185.6亿美元，低于分析师预期的210.6亿美元；净利润同比下降19.6%至4.56亿美元，调整后每股收益为 0.87美元，超过分析师预期的0.8美元。 公司首席执行官Juan Luciano表示，尽管公司所处的环境充满挑战，面临着复杂的全球贸易格局以及美 国生物燃料政策的持续不确定性，但去年公司仍展现出了强大的韧性。展望今年，该公司预计调整后每 股收益将在3.6至4.25美元之间，而分析师的预期为4.22美元。 ...

Fourth Quarter and Full Year 2025 Earnings Conference Call February 3, 2026 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 release, are forward-looking statements. You can identify forward-looking statements ...

Archer Daniels Midland logged lower fourth-quarter profit and revenue, hurt by a challenging operating environment marked by trade and policy uncertainty. ...

Exhibit 99.1 ADM Reports Fourth Quarter and Full-year 2025 Results; Provides 2026 Guidance Reports fourth quarter 2025 EPS of $0.94 and adjusted EPS of $0.87, with full-year 2025 EPS of $2.23 and adjusted EPS of $3.43 2 1,2 2 1,2 Provides 2026 outlook underpinned by an expected increasingly constructive operating environment as global trade policies evolve and U.S. biofuel policy clarity progresses Announces increase in quarterly dividend, marking 53 consecutive years of dividend growth CHICAGO, February 3, ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Tobacco and agriproducts maker Universal “withdrew its offer of employment” to Archer-Daniels-Midland alum Anubhav Mittal for the position of CFO, the company reported in a Jan. 28 securities filing. The change came roughly a week after Mittal’s hiring was announced — and one day after the Securities and Exchange Commission on Tuesday filed a lawsuit against A ...

Core Insights - Archer Daniels Midland Company (ADM) is expected to report a decline in earnings for the fourth quarter of 2025, with an estimated earnings per share (EPS) of 83 cents, reflecting a 27.2% decrease from the previous year [1][2]. Financial Performance - The Zacks Consensus Estimate for ADM's revenues is projected at $22.3 billion, indicating a 3.8% growth compared to the same quarter last year [2]. - In the last reported quarter, ADM achieved an earnings surprise of 3.4%, beating the Zacks Consensus Estimate by an average of 4.3% over the last four quarters [3]. Segment Analysis - The Ag Services and Oilseeds segment is anticipated to face continued pressure due to challenging margins, with revenues estimated at $17.7 billion, suggesting a 4.9% year-over-year growth [4][7]. - The Carbohydrate Solutions segment is expected to report revenues of $2.6 billion, indicating a 4.9% decline year-over-year, driven by soft global demand for sweeteners and starches [6][7]. - The Nutrition segment is projected to be a positive contributor, with revenues estimated at $1.85 billion, reflecting a 4.3% year-over-year growth, supported by portfolio optimization and cost discipline [8][9]. Market Dynamics - The company is experiencing margin pressures in its Refined Products and Other segment due to uncertainties in biofuel and trade policies, which have negatively impacted biodiesel margins [5]. - Despite these challenges, ADM is focusing on productivity improvements and innovation, particularly in biosolutions, biotics, flavors, and health and wellness, which are seeing increased customer engagement [10][11]. Valuation Metrics - ADM has a forward 12-month price-to-earnings ratio of 15.76X, which is below its five-year high of 16.91X and above the industry average of 13.59X [15]. - The stock has risen 10.5% over the past three months, contrasting with a 14.8% decline in the industry [15].

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. In a one-two punch this week, the Securities and Exchange Commission finally showed its cards with regard to the scandal around intersegment sales accounting practices that has hung over Archer-Daniels-Midland for two years.  The SEC on Tuesday announced settled accounting and disclosure fraud charges against the Chicago-based grain trader giant and two former executives — ...

Wall Street analysts expect Archer Daniels Midland (ADM) to post quarterly earnings of $0.83 per share in its upcoming report, which indicates a year-over-year decline of 27.2%. Revenues are expected to be $22.31 billion, up 3.8% from the year-ago quarter.The current level reflects a downward revision of 22.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Befo ...

Core Viewpoint - Archer Daniels Midland (ADM) reached a $40 million settlement with the SEC to resolve allegations of defrauding investors by inflating profit margins in its nutrition segment [1][3]. Group 1: Settlement Details - The settlement concludes a regulatory investigation into ADM's accounting practices, which led to a significant decline in stock value and the departure of several top executives [3]. - ADM settled the case without admitting any wrongdoing [3]. Group 2: Allegations and Investigations - The SEC's case focused on actions taken between 2021 and 2022, where then-CFO Vikram Luthar allegedly directed accounting adjustments to inflate profits in the nutrition division [4]. - The SEC claims these adjustments were intended to misrepresent the success of the nutrition business, which ADM has heavily invested in through acquisitions [4]. Group 3: Individual Accountability - The SEC has filed a separate lawsuit against Luthar, alleging he directed the fraud and profited by selling over $1.8 million in ADM shares while the stock price was inflated [5]. - The SEC seeks to recover Luthar's gains, impose financial penalties, and bar him from serving as an officer or director of any public company [6]. Group 4: Company Response - ADM's CEO expressed satisfaction in moving past the investigation and reaffirmed the company's commitment to transparency and integrity [6]. - A separate criminal investigation by federal prosecutors has been closed without any charges being filed [6].

Archer Daniels Midland Co. (ADM) is back in the headlines for all the wrong reasons. In the 1990s, the agricultural giant was implicated in a price-fixing conspiracy that became the basis for the book—and later Matt Damon movie—The Informant!. Now the company’s latest controversy centers around accounting in the company’s nutrition unit. After an investigation lasting almost three years, ADM has reached a $40 million civil penalty settlement with the SEC, without admitting or denying wrongdoing, over ci ...