Bunge Ready to Report Q4 Earnings: What's in Store for the Stock?

Core Insights - Bunge Global SA (BG) is set to report its fourth-quarter 2025 results on February 4, with projected sales of $22 billion, reflecting a 62.5% year-over-year growth, while earnings per share (EPS) are expected to decline by 14.6% to $1.82 [1][5]. Financial Performance - The Zacks Consensus Estimate for BG's fourth-quarter sales is $22 billion, indicating a significant increase of 62.5% compared to the same quarter last year [1][5]. - The consensus estimate for earnings is $1.82 per share, which represents a year-over-year decline of 14.6% [1][5]. - Earnings estimates have decreased by 4.2% over the past 60 days [1]. Earnings Surprise History - Bunge has outperformed the consensus estimate in three of the last four quarters, with an average surprise of 11.75% [2][3]. Earnings ESP and Zacks Rank - The Earnings ESP for Bunge is currently -2.85%, and it holds a Zacks Rank of 3 (Hold), indicating that the model does not predict a definitive earnings beat this time [6][7]. Factors Influencing Q4 Performance - The fourth-quarter performance is expected to benefit from the Viterra acquisition, completed in July 2025, which has strengthened Bunge's global agricultural network and expanded its reach across major crops [7]. - The Soybean Processing and Refining segment is anticipated to show higher margins and processed volumes due to increased production capacity in Argentina [9]. - The Softseed Processing and Refining segment is also expected to improve, driven by higher average margins and contributions from Viterra's assets [10]. - In the Grain Merchandising and Milling segment, higher contributions from wheat milling and the sugar business are expected, although softer global wheat and corn merchandising may offset some gains [12]. Corporate Expenses - An increase in corporate expenses is anticipated, primarily due to the Viterra acquisition and performance-based compensation [13]. Stock Performance - Bunge's shares have increased by 51.9% over the past year, significantly outperforming the industry average growth of 2.9% [14].