Andersons beats Q4 profit expectations

Andersons

17/02/2026 21:13

Overview

Agriculture and renewable fuels firm's Q4 adjusted EPS beat analyst expectations

Adjusted net income for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Company expects strong sorghum export demand to benefit Skyland and Houston assets

Andersons plans to lower carbon intensity of ethanol plants

Company anticipates solid domestic premium ingredient demand supporting capital growth

Result Drivers

RENEWABLES PERFORMANCE - Record production and favorable biofuels policies drove strong results in the Renewables segment

CORN HARVEST - Agribusiness benefited from a record corn harvest and strong export demand

STRATEGIC INVESTMENTS - Recent investments, including full ownership of ethanol plants, contributed to financial performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales and Merchandising Revenues
$2.54 bln
Q4 Adjusted EPS
Beat
$2.04
$1.56 (3 Analysts)
Q4 EPS
$1.97
Q4 Adjusted Net Income
Beat
$70 mln
$52.95 mln (3 Analysts)
Q4 Net Income
$67.40 mln
Q4 Adjusted EBITDA
Beat
$136.50 mln
$111.30 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "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 $65.00, about 5.8% below its February 13 closing price of $69.03

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nPn3JFphta

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)