6 May 2025 | 3:57PM HKT China Agriculture Sector (quarterly) China Ag theme in play: tariff and soybean Tariff and soybean: The higher tariff China imposed on US goods import would add inflationary pressure on major grains. We estimate US Ag imports account for 21% of total China import of soybean, 15% in corn, 6-11% in major proteins such as poultry, pork and beef. However, the level of inflation is likely to be much milder than the incremental 135% tariff in our view, due to a strong harvest year in Brazi ...

Cadiz (CDZI) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move l ...

Archer Daniels Midland (ADM) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $1.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.45%. A quarter ago, it was expected that this agribusiness giant would post earnings of $1.07 per share when it actually produced earnings of $1.14, delivering a surprise of 6.54%.Over the last four quarter ...

EMERGING TECH RESEARCH Agtech Public Comp Sheet and Valuation Guide Q1 2025 PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Global Head of Private Markets Research James Ulan Director of Emerging Technology Research Institutional Research Group Analysis Alex Frederick Senior Research Analyst, Agtech and Foodtech alex.frederick@pitchbook.com Ben Riccio Associate Research Analyst ben.riccio@pitchbook.com pbinstitutionalresearch@pitchbook.com Q1 2025 ...

CNH Industrial (CNH) reported first-quarter 2025 adjusted earnings per share (EPS) of 10 cents, which declined from 33 cents in the prior-year quarter. The figure, however, surpassed the Zacks Consensus Estimate of 9 cents.In the first quarter, consolidated revenues declined nearly 21% from the year-ago level to $3.82 billion but topped the Zacks Consensus Estimate of $3.79 billion. The company’s net sales from industrial activities came in at $3.17 billion, down 23% due to lower shipment volumes.CNH Indust ...

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].

Group 1: Cibus Earnings Expectations - The market anticipates Cibus (CBUS) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended March 2025 [1] - The consensus EPS estimate for Cibus is a loss of $0.70 per share, reflecting a year-over-year change of +37.5%, with expected revenues of $1.18 million, up 114.6% from the previous year [3] - The consensus EPS estimate has been revised 1.49% lower in the last 30 days, indicating a reassessment by analysts [4] Group 2: Earnings Surprise Prediction - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate predictions [6] - Cibus has an Earnings ESP of -5.04%, indicating a bearish outlook from analysts regarding the company's earnings prospects [10] - The stock currently holds a Zacks Rank of 2, making it challenging to predict a consensus EPS beat [11] Group 3: Historical Performance and Industry Comparison - Cibus has only beaten consensus EPS estimates once in the last four quarters, with a recent surprise of -14.47% when it reported a loss of $0.87 per share against an expected loss of $0.76 [12][13] - Corteva, Inc. (CTVA), another player in the agriculture operations industry, is expected to post earnings of $0.87 per share, indicating a year-over-year change of -2.3%, with revenues projected at $4.51 billion, up 0.4% [17] - Corteva's consensus EPS estimate has been revised 1.4% higher, resulting in a positive Earnings ESP of 0.19%, suggesting a likely beat against the consensus EPS estimate [18]

IDEX (IEX) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Jim Giannakouros - VP, IREric Ashleman - CEO, President & DirectorAbhi Khandelwal - SVP & CFOMichael Halloran - Associate Director of ResearchNathan Jones - Managing DirectorJoseph Giordano - Managing DirectorDeane Dray - Managing DirectorBrett Linzey - Executive Director Conference Call Participants Vladimir Bystricky - VP & Equity Research AnalystBryan Blair - Managing Director & Senior Research AnalystMatthew Summerville - Equ ...

FMC (FMC) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 125%. A quarter ago, it was expected that this chemical producer would post earnings of $1.61 per share when it actually produced earnings of $1.79, delivering a surprise of 11.18%.Over the last four quarters, the company has s ...

For more information, visit www.duventures.com or contact us at info@duventures.com. About Digital Utilities Ventures, Inc. Digital Utilities Ventures, Inc. (OTC Pink: DUTV) is an innovative company developing modular technologies to solve major world problems. With a strong goal for sustainability and efficiency, DUTV aims to provide solutions for various industries through its unique approach to manufacturing and technology development. Audio Overview: Digital Utilities Ventures Rebrands as Easy Environme ...