Bunge (BG) Set to Announce Q1 Earnings with Mixed Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2026
0mins
Source: seekingalpha
- Earnings Announcement Date: Bunge (BG) is scheduled to release its Q1 earnings on April 29 before market open, with a consensus EPS estimate of $0.87, reflecting a significant year-over-year decline of 51.9%, which may dampen investor sentiment.
- Revenue Expectations: The revenue estimate for Bunge's Q1 stands at $23.37 billion, indicating a robust year-over-year growth of 186.4%, suggesting strong performance in revenue generation despite the low EPS forecast potentially affecting market reactions.
- Historical Performance Review: Over the past two years, Bunge has beaten EPS estimates 75% of the time and revenue estimates 38% of the time, indicating stability in profitability, although recent EPS estimates lack upward revisions.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and five downward revisions, while revenue estimates saw two upward revisions, reflecting a cautious market outlook on Bunge's future performance, which may influence investor decisions.
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Analyst Views on BG
Wall Street analysts forecast BG stock price to fall
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 123.700
Low
109.00
Averages
115.50
High
120.00
Current: 123.700
Low
109.00
Averages
115.50
High
120.00
About BG
Bunge Global SA is an agribusiness solutions company. The Company is engaged in the processing of oil seeds and the production and supply of specialty vegetable oils and fats. Its segments include Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The Soybean Processing and Refining segment is a globally integrated business principally involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybean and soybean related products, as well as biodiesel and fertilizer production and distribution. The Softseed Processing and Refining segment is a globally integrated business principally involved in the purchase, storage, transportation, processing, refining, marketing, and sale of soft seeds (canola/rapeseed, sunflower seed, and safflower seed) and soft seed related products, as well as biodiesel production and distribution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historical Data Compilation: The review will compile historical drilling logs, surface sampling data, and geophysical and geochemical datasets into a single integrated file server, which is expected to provide prioritized targets for follow-up field work, enhancing resource allocation efficiency.
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See More
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- Dividend Payment Schedule: The new dividend will be payable on June 1, with a record date of May 22, and additional payments scheduled for September 1 and December 1, reinforcing the company's commitment to providing stable returns to shareholders and strengthening relationships with investors.
- Future Outlook: Bunge forecasts adjusted EPS for 2026 to be between $9 and $9.50 following strong Q1 performance, indicating robust profitability that may attract more investor interest in the company's long-term growth potential.
- Policy Impact: The U.S. Congress has passed legislation for year-round sales of higher-ethanol gasoline, which will benefit Bunge's business, particularly in the renewable energy sector, further advancing the company's strategic positioning in agriculture and energy markets.
See More
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- Industry Reaction: Renewable Fuels Association President Geoff Cooper stated that this bill offers much-needed certainty for fuel retailers, oil refiners, ethanol producers, and consumers amid extreme market volatility and rising costs.
- Future Challenges: Despite the House's approval, the bill's prospects in the Senate remain uncertain, and it still requires support from the president, which could affect the market rollout of E15.
See More
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- Quarterly Earnings Beat: ADM reported an adjusted profit of 71 cents per share for the quarter ending March 31, surpassing analysts' expectations of 66 cents, indicating strong performance amid improved oilseed processing margins and a rebound in biofuel demand.
- Crushing Unit Losses: Despite soaring commodity prices, ADM's crushing unit posted a quarterly operating loss of $79 million, down from a profit of $47 million a year earlier, primarily due to mark-to-market losses, although the company noted increased processing volumes and an improved margin environment.
- Agricultural Services Profit Growth: ADM's agricultural services unit saw a 26% year-over-year increase in quarterly operating profit to $200 million, driven by increased North American exports of soybeans and sorghum to China, highlighting market recovery potential following the U.S.-China trade truce.
See More
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