Core Viewpoint - Archer-Daniels-Midland (ADM) has lowered its full-year 2025 profit outlook due to weaker crush margins and delays in U.S. biofuel policy, resulting in a nearly 11% drop in its shares during pre-market trading [1]. Group 1: Financial Performance - ADM now anticipates adjusted earnings of $3.25 to $3.50 per share for 2025, a decrease from the previous forecast of around $4.00 and below analysts' estimate of $3.79 per share [4]. - The company reported an adjusted profit of 92 cents per share for the three months ending September 30, surpassing the average estimate of 85 cents [4]. Group 2: Market Challenges - The deferral of U.S. biofuel policy decisions, particularly regarding renewable fuel blending requirements, has led to reduced demand for soybean oil and other feedstocks, resulting in a 21% decline in operating profit to $379 million in the Ag Services and Oilseeds unit [2]. - Major agriculture processors, including ADM, are contending with volatile commodity cycles, soft crop prices, and uncertain energy policies [1]. Group 3: Future Outlook - Despite current challenges, the company anticipates that policy clarity and improving global trade flows will support growth in 2026, with expectations for biofuel policy clarity and trade policy evolution to provide demand signals for the industry [3].

Financial Performance - Third quarter earnings were $108 million, with adjusted net earnings of $448 million, and adjusted EPS of $0.92, down 16% year-over-year[7]. - For the quarter ended September 30, 2025, total revenues were $20,372 million, an increase from $19,937 million in the same quarter of 2024, representing a growth of 2.2%[43]. - Gross profit for the quarter was $1,270 million, down from $1,365 million in the prior year, reflecting a decrease of 7%[43]. - Adjusted net earnings for the quarter ended September 30, 2025, were $448 million, or $0.92 per share, compared to $530 million, or $1.09 per share, in the same quarter of 2024[48]. - Net earnings for the quarter ended December 31, 2024, were $567 million, while for the quarter ended September 30, 2025, they were $1,798 million, indicating a significant increase[53]. - Adjusted EBITDA for the quarter ended September 30, 2025, was $954 million, compared to $807 million for the quarter ended March 31, 2025, reflecting a growth of approximately 18.2%[53]. - Total EBITDA for the year ended September 30, 2025, reached $3,937 million, up from $3,068 million for the year ended September 30, 2024, representing an increase of about 28.3%[53]. Segment Performance - Total segment operating profit for Q3 2025 was $845 million, down 19% compared to Q3 2024[11]. - The Ag Services & Oilseeds segment operating profit was $379 million, a decrease of 21% year-over-year, while the Crushing subsegment saw a 93% decline in operating profit[12][15]. - Carbohydrate Solutions segment operating profit was $336 million, down 26% year-over-year, with Starches and Sweeteners subsegment profit decreasing by 36%[20][21]. - Nutrition segment operating profit increased by 24% to $130 million, driven by a 79% increase in Animal Nutrition[25][27]. - Segment operating profit for Ag Services and Oilseeds was $379 million, down from $480 million in the prior year, a decrease of 21%[41]. - The Carbohydrate Solutions segment reported an operating profit of $336 million, a decline of 26% from $452 million in the same quarter of 2024[41]. Cash Flow and Capital Management - Year-to-date cash flows from operations were $5.8 billion, with cash flows before working capital of $2.1 billion[7]. - Cash and cash equivalents increased to $1,235 million from $784 million year-over-year, showing a growth of 57.4%[44]. - Total operating working capital decreased to $7,176 million from $9,297 million, a reduction of 22.8%[44]. - Long-term debt, including current maturities, decreased to $7,610 million from $8,303 million, a decline of 8.3%[44]. - Shareholders' equity increased to $22,502 million from $21,984 million, reflecting a growth of 2.4%[44]. - Net cash provided by operating activities for the nine months ended September 30, 2025, was $5.765 billion, a significant increase from $2.468 billion in the same period of 2024[45]. - The net increase in cash, cash equivalents, restricted cash, and restricted cash equivalents for the nine months ended September 30, 2025, was $1.951 billion, compared to a decrease of $993 million in 2024[45]. Guidance and Future Outlook - Full-year 2025 adjusted EPS guidance was revised to $3.25 - $3.50 per share from approximately $4.00 per share[7]. - The company anticipates clarity on biofuel policy and trade policy evolution to provide demand signals for the industry moving forward[5]. Expenses and Charges - The company incurred impairment, exit, restructuring charges, and settlement contingencies of $201 million in the quarter ended September 30, 2025, compared to $500 million in the same quarter of 2024[48]. - The company incurred impairment, exit, restructuring charges, and settlement contingencies totaling $701 million for the year ended September 30, 2025, compared to $622 million for the year ended September 30, 2024[53]. - Railroad maintenance expenses for the year ended September 30, 2025, were $71 million, compared to $48 million for the year ended September 30, 2024, reflecting an increase of approximately 47.9%[53]. Investment and Equity - Equity earnings from the investment in Wilmar were approximately 10% lower year-over-year, excluding a $163 million penalty charge[17].

Core Insights - The partnership between Abu Dhabi Media (ADM) and STARZPLAY signifies a shift in the MENA media landscape, with broadcasters increasingly opting for collaborations over standalone OTT platforms [2][4] - ADM's digital catalogue, featuring over 5,000 hours of Arabic content, will be exclusively available on STARZPLAY's ad-supported tier, reflecting a trend seen in Europe [3][4] - This collaboration allows ADM to access STARZPLAY's 2.6 million subscribers without incurring the costs of developing its own platform, while STARZPLAY enhances its content offerings with premium Arabic programming [4] Industry Trends - The partnership highlights the growing importance of ad-supported streaming in the MENA region, providing viewers with free access to premium content and creating sustainable revenue-sharing opportunities [5] - Omdia forecasts an increase in similar partnerships in the region over the next 12 to 18 months as local broadcasters adopt global best practices [6]

Core Insights - Archer Daniels Midland (ADM) is expected to report quarterly earnings of $0.88 per share, reflecting a year-over-year decline of 19.3% [1] - Revenue projections stand at $20.65 billion, indicating a 3.6% increase from the previous year [1] - Analysts have adjusted the consensus EPS estimate downward by 11.1% over the past 30 days, indicating a reassessment of initial projections [1] Revenue Projections - 'Revenues- Carbohydrate Solutions' are projected to reach $2.92 billion, a change of +0.5% year-over-year [4] - 'Revenues- Other Business' are expected to be $109.50 million, also reflecting a +0.5% change [4] - 'Revenues from external customers- Nutrition- Animal Nutrition' are estimated at $841.40 million, indicating a +1.7% change [5] - 'Revenues- Nutrition' are forecasted to be $1.88 billion, suggesting a +2.7% change [5] - 'Revenues- Ag Services and Oilseeds' are projected at $15.74 billion, reflecting a +4.3% change [5] - 'Revenues from external customers- Carbohydrate Solutions- Vantage Corn Processors' are expected to be $721.89 million, indicating a +0.8% change [6] - 'Revenues from external customers- Ag Services and Oilseeds- Crushing' are forecasted to reach $2.96 billion, a +3.2% change [6] - 'Revenues from external customers- Ag Services and Oilseeds- Refined Products and Other' are estimated at $2.77 billion, suggesting a +7.8% change [7] - 'Revenues from external customers- Carbohydrate Solutions- Starches and Sweeteners' are projected to be $2.20 billion, indicating a +0.4% change [7] - 'Revenues from external customers- Nutrition- Human Nutrition' are expected to reach $1.04 billion, reflecting a +3.5% change [8] - 'Revenues from external customers- Ag Services and Oilseeds- Ag Services' are projected at $10.01 billion, indicating a +3.7% change [8] Processed Volumes - Processed volumes for 'Oilseeds' are expected to be 8620 thousand metric tons, an increase from 8410 thousand metric tons reported in the same quarter last year [9] Stock Performance - Over the past month, ADM shares have recorded a return of +2.7%, outperforming the Zacks S&P 500 composite's +2.1% change [10] - ADM holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the upcoming period [10]

Core Viewpoint - Archer Daniels Midland Company (ADM) is expected to report a decline in earnings for the third quarter of 2025, with a consensus estimate of 88 cents per share, reflecting a 19.3% decrease year-over-year [1][11]. Financial Performance - The Zacks Consensus Estimate for ADM's revenues is projected at $20.7 billion, indicating a 3.6% growth compared to the same quarter last year [2]. - In the last reported quarter, ADM achieved an earnings surprise of 5.7%, beating the Zacks Consensus Estimate by an average of 0.05% over the trailing four quarters [3]. Segment Analysis - The Ag Services and Oilseeds segment is facing challenges, with sluggish performance attributed to market dislocations and increased cost inflation, particularly affecting the Crushing sub-segment due to low vegetable oil demand and prices [4]. - The Refined Products and Other segment is experiencing margin pressure from uncertainties in biofuel and trade policies, alongside weak oil demand and higher crush capacity [5]. - The Ag Services and Oilseeds segment's revenues are estimated at $15.7 billion, suggesting a 4.3% year-over-year growth, while the Carbohydrate Solutions segment is projected at $2.9 billion, indicating a 0.5% increase [8]. Operational Insights - Management has expressed caution regarding the outlook for crush margin improvement, noting that current domestic crush replacement margins are below expectations [6]. - The Nutrition segment is showing signs of recovery, with revenues expected to reach $1.88 billion, reflecting a 2.7% year-over-year growth, driven by operational optimization [9]. Strategic Initiatives - ADM is focusing on productivity and innovation, aligning operations with trends in food security and health, which is expected to support margins in the upcoming quarter [10]. - The company is ramping up processing capacities and advancing innovation initiatives in biosolutions and health, responding to increasing customer demand [10]. Valuation Perspective - ADM is trading at a forward 12-month price-to-earnings ratio of 13.19X, which is below its five-year high of 18.93X and comparable to the Agriculture - Operations industry's average of 13.2X, presenting an attractive investment opportunity [13]. - Over the past three months, ADM shares have increased by 11.7%, outperforming the industry, which saw a decline of 6.1% [14].

Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools designed to assist investors [1][2][3] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, aiming to provide insights on investment directions and save time for users [1][2] - The platform features a systematic stock recommendation tool called Alpha Picks, which is intended to help long-term investors build a high-quality portfolio [1] Leadership Background - Steven Cress previously founded and served as CEO of CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing its quant analysis and market data capabilities [3] - He also established the quant hedge fund Cress Capital Management and has extensive experience in proprietary trading at Morgan Stanley and international business development at Northern Trust [3][4] Expertise and Approach - With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steven Cress is positioned to address a variety of investment topics [4] - The company emphasizes a data-driven approach to investment decisions, utilizing sophisticated algorithms to streamline complex research processes [2]

Core Insights - Archer-Daniels-Midland Company (ADM) is a major player in the global agricultural and food processing sector, with a market capitalization of $30.4 billion and operations across three segments: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition [1] Earnings Expectations - ADM is anticipated to report Q3 earnings on November 4, with an expected profit of $0.88 per share, reflecting a 19.3% decrease from $1.09 per share in the same quarter last year [2] - For fiscal 2025, analysts project an EPS of $3.73, down 21.3% from $4.74 in the previous year, but a rebound of 27.6% to $4.76 per share is expected in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, ADM's stock has increased by 12.1%, underperforming the S&P 500 Index's 16.9% gain but outperforming the Consumer Staples Select Sector SPDR Fund's 3.2% decline [4] Market Challenges - The company faces ongoing macroeconomic challenges, including weaker global demand, volatile biofuel prices, rising input costs, and weather-related disruptions affecting margins [5] - Recent comments from President Trump regarding potential changes in trade ties with China have sparked optimism for U.S. agricultural exporters like ADM, providing some relief amid these challenges [5] Analyst Ratings - Analysts maintain a cautious outlook on ADM, with a consensus "Hold" rating. Among 11 analysts, there is one "Strong Buy," eight "Holds," and two "Moderate Sells," with the stock trading above its mean price target of $57.67 [6]

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Archer-Daniels-Midland Company (NYSE: ADM) towards shareholders [1] Group 1 - The investigation pertains to whether the company's officers and directors acted in the best interests of shareholders [1] - Shareholders who acquired Archer-Daniels stock on or before April 30, 2020, may seek various forms of relief, including corporate governance reforms and financial incentives [1]

Core Insights - Archer-Daniels-Midland (ADM) is incentivizing U.S. farmers to deliver soybeans to its processing facility due to low prices affecting sales [1][2] - ADM's offer allows farmers to defer the sale price until later without incurring storage fees, indicating a need for soybeans to maintain processing operations [2][4] - The agricultural sector is facing pressure from bumper harvests, high input costs, and reduced demand from China due to trade tariffs [3][6] Group 1: ADM's Offer and Market Conditions - ADM is providing a "free deferred pricing" option for farmers until the end of October, allowing them until September 2026 to set a sale price [4] - Farmers are currently storing soybeans in anticipation of better prices, leading to reduced supplies for processors like ADM [4][7] - The current market conditions have resulted in farmers selling significantly less of their expected crops, with only about 20% sold compared to the usual 50% by harvest time [6] Group 2: Industry Implications - The low prices have led many farmers to withhold grain from the market, impacting the supply available for processing [5][7] - Despite the low prices, U.S. soybean crushings reached the fourth highest level for any month in September, indicating ongoing demand for processed products [7]

Group 1 - The core viewpoint of the article highlights that the integration of GenAI into ADM services is enhancing efficiency, speed, and quality for enterprises in Brazil [1] Group 2 - The ISG Provider Lens® report indicates a positive impact of GenAI on ADM services, suggesting a significant improvement in operational metrics for businesses [1]