other material
confidence high
sentiment positive
materiality 0.65
Andersons targets $7.00 run-rate EPS by 2028, 36% CAGR from $2.56 TTM
Andersons, Inc.
- Run-rate EPS goal of $7.00 exiting 2028; 36% compounded annual growth from $2.56 TTM Sept 30, 2025.
- Plans $60M capital investment at Clymers, IN ethanol plant to add 30M gallons capacity by mid-2027.
- Port of Houston export terminal expansion in 2026 to enable soybean meal exports and improve grain exports.
- Leverages Skyland Grain acquisition to strengthen geographic presence and merchandising capabilities.
- Focus on low-CI ethanol plants, 45Z tax credits, and disciplined capital deployment with continued dividends.