Key Takeaways CTVA is seeing strong performance in Crop Protection, driven by new products and volume growth.Corteva's Seed segment benefits from advanced genetics, higher out-licensing and execution across key markets.CTVA faces near-term risks from weak crop prices, pressured farm incomes and macro headwinds.Corteva, Inc. (CTVA) is slated to report fourth-quarter 2025 results on Feb. 3, after market close. The company is likely to report a bottom-line decline when it posts the quarterly results.The Zacks ...

Key Takeaways ADM is set to report Q4 results, with EPS estimated at 83 cents, down 27.2% year over year.ADM's Ag Services, Oilseeds and Refined Products face soft margins from biofuel uncertainty and weak demand.ADM's Nutrition segment is a bright spot, aided by cost discipline, portfolio optimization and innovation.Archer Daniels Midland Company (ADM) is slated to report fourth-quarter 2025 results on Feb. 3, before market open. The company is likely to report a bottom-line decline when it posts the quart ...

Core Viewpoint - Mission Produce, Inc. (AVO) has shown strong stock performance, with a 14.5% increase over the past month and reaching a new 52-week high of $14.23 [1] Group 1: Stock Performance - The stock has gained 16% since the beginning of the year, outperforming the Zacks Consumer Staples sector's 3% and the Zacks Agriculture - Operations industry's 11.2% [1] Group 2: Earnings Performance - Mission Produce has consistently beaten earnings estimates, reporting an EPS of $0.31 against a consensus estimate of $0.19 in its last earnings report [2] - The company also exceeded the consensus revenue estimate by 2.15% in the same report [2] Group 3: Future Earnings Projections - For the current fiscal year, Mission Produce is expected to post earnings of $0.71 per share on revenues of $1.25 billion, reflecting a -10.13% change in EPS and a -10.2% change in revenues [3] - For the next fiscal year, earnings are projected to be $0.74 per share on revenues of $1.27 billion, indicating a year-over-year change of 4.23% in EPS and 1.7% in revenues [3] Group 4: Valuation Metrics - The stock currently trades at 19 times the current fiscal year EPS estimates, which is above the peer industry average of 14.7 times [7] - On a trailing cash flow basis, it trades at 11.3 times compared to the peer group's average of 7.2 times, positioning Mission Produce favorably for value investors [7] Group 5: Zacks Rank and Style Scores - Mission Produce holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, meeting the criteria for investors seeking stocks with strong potential [8] - The company has a Value Score of A, a Growth Score of A, and a Momentum Score of D, resulting in a combined VGM Score of A [6]

Group 1 - Scotts Miracle-Gro (SMG) is currently ranked 15 in the Zacks Sector Rank among 180 companies in the Consumer Staples group [2] - The Zacks Rank system, which focuses on earnings estimates and revisions, gives Scotts Miracle-Gro a Zacks Rank of 2 (Buy), indicating a positive earnings outlook [3] - Over the past three months, the Zacks Consensus Estimate for SMG's full-year earnings has increased by 0.8%, reflecting stronger analyst sentiment [4] Group 2 - Scotts Miracle-Gro has returned approximately 9.9% year-to-date, significantly outperforming the Consumer Staples sector average return of 2.1% [4] - Scotts Miracle-Gro belongs to the Agriculture - Operations industry, which has gained an average of 9.8% this year, indicating better performance compared to its industry peers [6] - In contrast, United Natural Foods (UNFI), another Consumer Staples stock, has increased by 4.6% year-to-date, with a Zacks Rank of 1 (Strong Buy) [5]

Group 1: Company Overview - Alico (ALCO) is a member of the Consumer Staples group, which includes 180 companies and is currently ranked 15 in the Zacks Sector Rank [2] - Alico has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Group 2: Performance Analysis - Over the past three months, the Zacks Consensus Estimate for Alico's full-year earnings has increased by 28.9%, reflecting improved analyst sentiment [4] - Alico has returned approximately 2.5% year-to-date, outperforming the average return of 0.7% for Consumer Staples companies [4] - In the Agriculture - Operations industry, Alico is slightly underperforming, as this group has gained an average of 6.3% year-to-date [6] Group 3: Comparison with Peers - Oatly Group AB Sponsored ADR (OTLY) is another Consumer Staples stock that has outperformed the sector, with a year-to-date increase of 5.3% [5] - The consensus estimate for Oatly's current year EPS has risen by 11% over the past three months, and it also holds a Zacks Rank of 2 (Buy) [5] - The Food - Dairy Products industry, to which Oatly belongs, is currently ranked 7 and has experienced a year-to-date decline of 12% [6]

Group 1 - Adecoagro (AGRO) is part of the Consumer Staples sector, which includes 180 individual stocks and has a Zacks Sector Rank of 14 [2] - The Zacks Rank is a stock-picking model that focuses on earnings estimates and revisions, with Adecoagro currently holding a Zacks Rank of 2 (Buy) [3] - Over the past three months, the Zacks Consensus Estimate for Adecoagro's full-year earnings has increased by 87.6%, indicating improved analyst sentiment [3] Group 2 - Year-to-date, Adecoagro has gained approximately 3.7%, while the average performance of Consumer Staples stocks has been a loss of 0.3%, showing that Adecoagro is outperforming the sector [4] - Adecoagro belongs to the Agriculture - Operations industry, which consists of 13 stocks and is currently ranked 166 in the Zacks Industry Rank, with an average gain of 5.3% this year, indicating slight underperformance compared to its industry [5] - Another Consumer Staples stock, Danone (DANOY), has also outperformed the sector with a year-to-date return of 0.3% [4][6]

Core Insights - The Zacks Equity Research team has highlighted several stocks, including JPMorgan Chase & Co., RTX Corp., Applied Materials, Park Aerospace Corp., and AgEagle Aerial Systems, in their Analyst Blog, focusing on their recent performance and market outlook [1][2]. JPMorgan Chase & Co. - JPMorgan's shares have increased by 15% over the past six months, compared to a 20.6% gain in the Zacks Financial - Investment Bank industry, driven by operational strength despite cost concerns and weak asset quality [4]. - The company is expected to see net interest income (NII) grow at a CAGR of 3.3% by 2027, supported by business expansion efforts and loan demand [4]. - However, capital markets volatility and elevated mortgage rates may negatively impact fee income, with non-interest income showing an unfavorable trend for 2025 [5]. RTX Corp. - RTX's shares have outperformed the Zacks Aerospace - Defense industry, gaining 30.1% compared to 12.6%, due to strong orders for defense products and improving global commercial air traffic [7]. - The company reported a backlog of $251 billion as of September 30, 2025, indicating strong demand and a solid solvency position [9]. - Risks include uncertainties from U.S. government import tariffs and ongoing supply-chain challenges affecting the aerospace sector [9]. Applied Materials, Inc. - Applied Materials has seen a 49.7% increase in shares over the past six months, outperforming the Zacks Electronics - Semiconductors industry, benefiting from a rebound in the semiconductor industry [10]. - The company is projected to achieve a sales CAGR of 6.3% through fiscal 2026-2028, supported by strength in its diversified portfolio [11]. - However, increasing U.S.-China tensions and export restrictions on semiconductor manufacturing equipment pose risks to its near-term growth [12]. Park Aerospace Corp. - Park Aerospace's shares have increased by 49.8% over the past six months, outperforming the Zacks Aerospace - Defense Equipment industry, with a strong history of dividend payments [12]. - The company targets high-complexity, low-volume applications, which provide margin upside and reduce competition, while its proprietary products enhance its technical edge [13]. - Challenges include rising SG&A expenses, negative operating cash flow, and customer concentration risks [14]. AgEagle Aerial Systems, Inc. - AgEagle Aerial Systems has outperformed the Zacks Agriculture - Operations industry with a 27.9% increase in shares, supported by a growing defense pipeline and FAA certifications [15]. - The company has a strong cash position of $16.6 million as of September 30, 2025, aiding its execution and commercialization efforts [16]. - Key risks include limited operating leverage, customer volatility, and geographic revenue concentration [17].

Company Performance - Archer Daniels Midland (ADM) closed at $57.49, down 1.17% from the previous trading session, underperforming the S&P 500's loss of 0.74% [1] - Prior to the recent trading day, ADM shares had declined 3.55%, lagging behind the Consumer Staples sector's loss of 1% and the S&P 500's gain of 0.79% [1] Upcoming Earnings - ADM is projected to report earnings of $0.84 per share, reflecting a year-over-year decline of 26.32% [2] - Revenue is expected to be $22.14 billion, indicating a 2.98% increase compared to the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $3.4 per share, representing a decline of 28.27% from the prior year [3] - Revenue for the fiscal year is projected to be $83.85 billion, showing a decrease of 1.96% compared to the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for ADM reflect changing short-term business dynamics, with positive changes indicating analyst optimism [4] - The Zacks Rank system, which incorporates these estimate changes, currently rates ADM as a 5 (Strong Sell) [6] Valuation Metrics - ADM has a Forward P/E ratio of 17.13, which is higher than the industry average of 16.34, suggesting it is trading at a premium [7] - The company has a PEG ratio of 4.95, compared to the industry average PEG ratio of 2.18, indicating a higher valuation relative to expected earnings growth [8] Industry Context - The Agriculture - Operations industry, part of the Consumer Staples sector, holds a Zacks Industry Rank of 220, placing it in the bottom 11% of over 250 industries [9] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Company Performance - Archer Daniels Midland (ADM) stock increased by 2.94% to $59.92, outperforming the S&P 500 which gained 0.21% [1] - Over the last month, ADM shares rose by 0.8%, lagging behind the Consumer Staples sector's gain of 1% and the S&P 500's gain of 0.89% [1] Upcoming Financial Results - The upcoming EPS for ADM is projected at $0.85, indicating a 25.44% decline compared to the same quarter last year [2] - Revenue is expected to reach $22.14 billion, reflecting a 2.98% increase from the year-ago quarter [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $3.41 per share, representing a decrease of 28.06% from the previous year [3] - Revenue for the fiscal year is estimated at $83.85 billion, showing a decline of 1.96% compared to the prior year [3] Analyst Estimates - Recent changes to analyst estimates for ADM indicate shifting business dynamics, with upward revisions suggesting positive sentiment towards the company's operations [4] - The Zacks Rank system, which assesses these estimates, currently rates ADM as a 5 (Strong Sell) [6] Valuation Metrics - ADM has a Forward P/E ratio of 17.09, which is in line with the industry average [7] - The PEG ratio for ADM is 4.94, significantly higher than the Agriculture - Operations industry average of 2.14 [7] Industry Context - The Agriculture - Operations industry, part of the Consumer Staples sector, ranks in the bottom 19% of all industries according to the Zacks Industry Rank [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 (ADM) reported mixed third-quarter results for 2025, with revenues increasing year-over-year but falling short of estimates, while earnings exceeded expectations but declined compared to the previous year [2][3]. Financial Performance - Adjusted earnings were 92 cents per share, surpassing the Zacks Consensus Estimate of 89 cents, but down from $1.09 per share in the same quarter last year [3]. - Total revenues increased by 2.2% year-over-year to $20.4 billion, missing the consensus estimate of $20.7 billion [3]. - Gross profit decreased by 7% year-over-year to $1.3 billion, with a gross margin of 6.2% [5]. Segment Performance - Ag Services & Oilseeds revenues rose 3.5% year-over-year to $15.6 billion, while Carbohydrate Solutions revenues fell 5.9% to $2.7 billion, and Nutrition revenues increased by 4.6% to $1.92 billion [4]. - Adjusted operating profit for Ag Services & Oilseeds dropped 21% year-over-year to $379 million, with the Ag Services subsegment's operating profit rising 78% due to higher export activity [6]. - The Crushing subsegment's operating profit plummeted 93% year-over-year due to lower margins and muted demand [7]. - Nutrition segment reported an operating profit of $130 million, a 24% increase from the previous year, driven by higher margins in Human Nutrition [11][12]. Cash Flow and Guidance - ADM ended the quarter with cash and cash equivalents of $1.24 billion and long-term debt of $7.6 billion [13]. - The company revised its full-year adjusted EPS guidance to a range of $3.25 to $3.50 per share, down from approximately $4.00 [13]. Market Reaction - There has been a downward trend in estimates revision, with the consensus estimate shifting down by 13.16% [14]. - ADM currently holds a Zacks Rank 4 (Sell), indicating expectations of below-average returns in the coming months [16]. Industry Comparison - ADM operates within the Zacks Agriculture - Operations industry, where competitor FMC reported a revenue decline of 9.8% year-over-year [17].