Grain Merchandising and Milling
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Bunge Global (BG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKSยท 2025-11-05 15:36
Core Insights - Bunge Global reported a revenue of $22.16 billion for the quarter ended September 2025, reflecting a year-over-year increase of 71.6% but falling short of the Zacks Consensus Estimate by 16.55% [1] - The company's EPS was $2.27, slightly down from $2.29 in the same quarter last year, with a positive surprise of 1.79% compared to the consensus estimate of $2.23 [1] Financial Performance - The revenue surprise was significant, with actual revenue being $22.16 billion against an expected $26.55 billion [1] - Key metrics showed mixed results, with grain merchandising and milling volume at $24.08 billion, below the average estimate of $29.13 billion [4] - Adjusted EBIT for soybean processing and refining was $478 million, slightly above the estimate of $470.1 million, while softseed processing and refining significantly outperformed expectations with $275 million against an estimate of $113.9 million [4] - Corporate and other adjusted EBIT reported a loss of $167 million, worse than the expected loss of $150.38 million [4] Stock Performance - Bunge Global's shares have returned +11.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Bunge SA(BG) - 2025 Q3 - Earnings Call Presentation
2025-11-05 13:00
Financial Performance Highlights - Bunge reported Q3 2025 adjusted EPS of $2.27, compared to $2.29 in Q3 2024[10] - Adjusted Segment EBIT was $924 million in Q3 2025, versus $559 million in Q3 2024[10] - For the first nine months of 2025, adjusted EPS was $5.56, compared to $7.06 for the same period in 2024[10] - Adjusted Total EBIT for the trailing twelve months (TTM) ending Q3 2025 was $1857 million, with an adjusted EPS of $7.52[15,89] Segment Performance - Soybean Processing and Refining's EBIT was $478 million in Q3 2025, up from $286 million in Q3 2024[10] - Softseed Processing and Refining's EBIT was $275 million in Q3 2025, compared to $133 million in Q3 2024[10] - Grain Merchandising and Milling's EBIT was $120 million in Q3 2025, up from $77 million in Q3 2024[10] Financial Position - Net Debt stood at $12.4 billion at the end of Q3 2025, exceeding Readily Marketable Inventory (RMI) by $0.9 billion[26] - The Adjusted Leverage Ratio was 2.2x[26] Outlook - Bunge continues to forecast full-year 2025 adjusted EPS in the range of $7.30 to $7.60, reflecting an expected second half adjusted EPS in the range of $4.00 to $4.25[9]