ADM Q3 profit beats; revises FY adj EPS guidance downward

Archer-Daniels-Midland

04/11/2025 11:14

Overview

ADM Q3 2025 revenue missed analyst expectations

Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance

Company revises full-year 2025 adjusted EPS guidance downward due to lower crush margins

Outlook

ADM revises 2025 full-year adjusted EPS guidance to $3.25-$3.50 from $4.00

Company expects biofuel policy clarity to influence future demand

ADM sees constructive outlook for 2026 based on biofuel policy and trade evolution

Result Drivers

PORTFOLIO OPTIMIZATION - ADM advanced its portfolio optimization initiatives, contributing to strong cash flow and cost savings

BIOFUEL POLICY IMPACT - Lower crush margins due to deferred U.S. biofuel policy and trade challenges led to revised full-year guidance

RECORD FLAVORS REVENUE - Nutrition segment achieved record revenue in Flavors North America, boosting operating profit

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$20.37 bln
$20.64 bln (7 Analysts)
Q3 Adjusted EPS
Beat
$0.92
$0.85 (8 Analysts)
Q3 EPS
$0.22
Q3 Adjusted Net Income
Beat
$448 mln
$443.55 mln (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy."

Wall Street's median 12-month price target for Archer-Daniels-Midland Co is $57.00, about 5.4% below its November 3 closing price of $60.09

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

Press Release: ID:nBw1YwHm3a

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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.)