Agribusiness firm Andersons Q3 adj EPS beats estimates on strength in renewables segment

Andersons

04/11/2025 21:43

Overview

Adjusted EPS for Q3 2025 beats analyst expectations, reaching $0.84

Adjusted net income for Q3 2025 exceeds estimates, totaling $29 mln

Adjusted EBITDA for Q3 2025 surpasses expectations, reaching $78 mln

Outlook

Andersons expects Port of Houston project completion by mid-2026

Company anticipates ethanol demand support from reduced post-harvest corn costs

Andersons to provide updated financial targets at December 9 Investor Day

Result Drivers

ETHANOL PLANTS - Full ownership of ethanol plants boosted Renewables segment's pretax income and adjusted EBITDA

45Z TAX CREDITS - Year-to-date 45Z tax credits positively impacted Renewables segment's pretax income

GRAIN MARKET OVERSUPPLY - Agribusiness faced lower margins due to trade policy uncertainty and oversupply in grain markets

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales and Merchandising Revenues
$2.67 bln
Q3 Adjusted EPS
Beat
$0.84
$0.47 (3 Analysts)
Q3 EPS
$0.59
Q3 Adjusted Net Income
Beat
$28.50 mln
$14.60 mln (3 Analysts)
Q3 Net Income
$20.10 mln
Q3 Adjusted EBITDA
Beat
$78.30 mln
$73.30 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the fishing & farming peer group is "buy"

Wall Street's median 12-month price target for Andersons Inc is $50.00, about 6.6% above its November 3 closing price of $46.70

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nCNW75pHVa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)