Andersons Q2 adjusted EPS misses estimates

Andersons

04/08/2025 21:30

Overview

Andersons Q2 adjusted EPS of $0.24 missed analyst expectations, per LSEG data

Adjusted net income and adjusted EBITDA both missed analyst estimates, per LSEG data

Co acquired full ownership of The Andersons Marathon Holdings LLC for $425 mln

Outlook

Company expects Houston port project completion by mid-2026

Andersons anticipates favorable grain values in late 2025

Andersons expects strong ethanol demand through summer

Result Drivers

ETHANOL STRATEGY - Acquisition of full ownership in TAMH aligns with strategy to grow earnings through ethanol investments, per CEO Bill Krueger

GRAIN OVERSUPPLY - Agribusiness faced low grain prices and limited forward contracting due to surplus grain and weak demand

RENEWABLES CHALLENGES - Lower board crush, higher corn basis, and increased natural gas costs impacted Renewables margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales and Merchandising Revenues
$3.14 bln
Q2 Adjusted EPS
Miss
$0.24
$0.51 (3 Analysts)
Q2 EPS
$0.23
Q2 Adjusted Net Income
Miss
$8.40 mln
$17.60 mln (3 Analysts)
Q2 Net Income
$7.90 mln
Q2 Adjusted EBITDA
Miss
$65.20 mln
$80.10 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 $45.00, about 22.9% above its August 1 closing price of $34.69

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

Press Release: ID:nCNWKbqc2a

(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.)