ADM Earnings

ADM reported its earnings on 2026-02-03, showcasing a revenue of 18.56B against an estimate of 22.31B, resulting in a -16.83% surprise. The EPS was 0.87, surpassing the expected 0.83 by 4.82%. The stock experienced a -1.01% price change on the earnings day and a -2.57% change over the next five days, reflecting market reactions to the results.

Following ADM's earnings announcement on 2026-02-03, the stock price moved by -1.01% on the day of the release. Over the subsequent five days, it saw a -2.57% change. Historically, ADM's stock price tends to shift by an average of 1.73% in the 10 days leading up to earnings and 2.02% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ADM's annual revenue to reach 22.66B, while the EPS is projected at 0.89. These estimates reflect recent revisions, with revenue estimates revised downward by -1.04% and EPS estimates revised downward by -3.24% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ADM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -1.04%, while EPS estimates moved revised downward by -3.24%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ADM's stock price typically moves by 1.73% in the 10 days before its earnings and 2.02% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.89 and revenue of 22.66B.

Earnings call summary highlights declining profits across multiple segments, with significant year-over-year decreases. Despite positive outlooks in biofuels and some operational improvements, management's inability to provide clear guidance and higher costs raise concerns. The Q&A session further emphasized uncertainties and lack of precise guidance, particularly on critical factors like crush margins and RVO impacts, contributing to a negative sentiment. Although there are some positive developments, such as ethanol export potential, the overall sentiment leans negative due to the financial performance and lack of clear guidance.