earnings
confidence high
sentiment positive
materiality 0.70
ADM reports Q4 EPS $0.94 adjusted $0.87; 2026 guidance $3.60-$4.25; dividend increased 2%
Archer-Daniels-Midland Co
2025-FY EPS
reported $2.23
vs consensus $0.80
▲ beat
(+177.4%)
- Q4 2025 net earnings $456M ($0.94 EPS); adjusted EPS $0.87. Full-year 2025 adjusted EPS $3.43.
- 2026 adjusted EPS guidance $3.60-$4.25; assumes biofuel policy clarity and crush margin expansion.
- Quarterly dividend increased 2%, 53rd consecutive year of dividend growth.
- Cost savings target $500-$750M over 3-5 years starting 2025; 2025 operating cash flow $5.5B.
- Lower guidance end reflects continued U.S. biofuel policy deferral and flat crush margins.