earnings
confidence high
sentiment positive
materiality 0.80
ADM reports Q1 2026 adj. EPS $0.71; raises full-year guidance to $4.15-$4.70
Archer-Daniels-Midland Co
2026-Q1 EPS
reported $0.62
vs consensus $0.67
▼ miss
(-6.9%)
- Q1 EPS $0.62 (GAAP), adjusted EPS $0.71; net earnings $298M, adjusted $345M.
- Full-year 2026 adjusted EPS guidance raised to $4.15-$4.70 from $3.60-$4.25.
- Q1 results include net negative mark-to-market and timing impacts of ~$275M.
- Capex guidance unchanged at $1.3-$1.5B.
- Guidance raise supported by U.S. biofuels policy clarity (RVO finalization) and improved crushing/ethanol outlook.