ADM Reports Double-Digit Revenue Decline and Profit Drop in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy ADM?
Source: seekingalpha
- Revenue and Profit Decline: Archer Daniels Midland (ADM) reported a 13.7% revenue drop to $18.56 billion in Q4, missing expectations by $2.5 billion, while adjusted profits fell 24% to $0.87 per share, highlighting significant market challenges.
- Dividend Growth Continues: Despite these challenges, ADM raised its quarterly dividend by 2% due to strong cash flow, marking the 53rd consecutive year of dividend growth, which underscores the company's commitment to shareholders and financial stability.
- Cautious Future Outlook: For FY26, ADM set profit guidance between $3.60 and $4.25 per share, with the lower end reflecting uncertainties in U.S. biofuel policies, while the upper end assumes continued crush margin expansion and strengthening customer demand, indicating a cautious optimism for the future.
- Cost Savings Initiative: CEO Juan Luciano announced plans to achieve $500 to $750 million in aggregate cost savings over the next three to five years starting in 2025, which is expected to improve the operating environment in 2026 amid evolving global trade conditions.
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Analyst Views on ADM
Wall Street analysts forecast ADM stock price to fall
5 Analyst Rating
0 Buy
2 Hold
3 Sell
Moderate Sell
Current: 72.370
Low
50.00
Averages
56.80
High
61.00
Current: 72.370
Low
50.00
Averages
56.80
High
61.00
About ADM
Archer-Daniels-Midland Company is a global agricultural supply chain manager and processor, providing food security by connecting local needs with global capabilities. It is a human and animal nutrition provider. Its Ag Services and Oilseeds segment includes global activities related to the origination, merchandising, transportation, and storage of agricultural raw materials, and the crushing and further processing of oilseeds, such as soybeans and soft seeds into vegetable oils and protein meals. Carbohydrate Solutions segment is engaged in corn and wheat wet and dry milling and other activities. Nutrition segment is engaged in the creation, manufacturing, sale, and distribution of a wide array of ingredients and solutions, including plant-based proteins, flavors and colors derived from nature, flavor systems, emulsifiers, soluble fiber, polyols, hydrocolloids, probiotics, prebiotics, postbiotics, enzymes, botanical extracts, and other specialty food and feed ingredients and systems.
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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- Regulatory Flexibility: The EPA has also suspended certain state fuel requirements, allowing the production and distribution of gasoline with ethanol content between 9% and 15%, demonstrating the government's adaptability and responsiveness in addressing the energy crisis.
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