Andersons Q1 adjusted EPS, net income beat estimates on Renewables strength

Andersons

05/05/2026 21:54

Overview

US agriculture and renewable fuels firm's Q1 adjusted EPS beat analyst expectations

Q1 adjusted net income and adjusted EBITDA also beat analyst expectations

Strong Renewables segment performance and improved Agribusiness drove quarterly results

Outlook

Company expects continued market volatility to provide merchandising opportunities through 2026

Andersons anticipates elevated ethanol demand and supportive renewables fundamentals

Company expects fertilizer business to be well positioned for Q2 planting season

Result Drivers

RENEWABLES STRENGTH - Record Renewables segment results driven by efficient plant operations, strong ethanol demand, and higher 45Z producer tax credits

AGRIBUSINESS IMPROVEMENT - Agribusiness results improved on resilient merchandising, increased market volatility, and better fertilizer margins

PREMIUM INGREDIENTS GROWTH - Premium ingredients business more than doubled prior year results, supported by focus on key CPG customers

Company press release: ID:nCNWxDmFya

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales and Merchandising Revenues
$2.63 bln
Q1 Adjusted EPS
Beat
$1.12
$0.70 (3 Analysts)
Q1 EPS
$0.97
Q1 Adjusted Net Income
Beat
$38.20 mln
$26.73 mln (3 Analysts)
Q1 Net Income
$33.20 mln
Q1 Adjusted EBITDA
Beat
$91.50 mln
$75.47 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 $75.00, about 5.6% below its May 4 closing price of $79.42

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

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.)