BG Earnings Prediction
The chart below shows how BG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BG sees a +1.34% change in stock price 10 days leading up to the earnings, and a -0.12% change 10 days following the report. On the earnings day itself, the stock moves by -0.90%. This data can give you a slight idea of what to expect for the next quarter's release.
BG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
13.54B
-9.33%
4.91%
Gross Margin
7.55%
-12.62%
26.25%
Operating Margin
4.22%
-25.31%
37.01%
Net Margin
4.65%
5.20%
156.91%
EPS
4.36
4.31%
181.29%
No Data Available
BG Earnings Analysis
Bunge Global SA Corporation (BG.N) Earnings Conference Call
Positive
Earnings Per Share Increase: Reported fourth-quarter earnings per share was $4.36 compared to $4.18 in the fourth quarter of 2023, reflecting a year-over-year increase.
Adjusted EBIT Performance: Adjusted core segment earnings before interest and taxes (EBIT) was $548 million in the quarter, including a $52 million recovery from Ukraine business interruption insurance.
Strong Cash Generation: For the full year, Bunge generated approximately $1.7 billion of adjusted funds from operations, demonstrating strong cash generation capabilities.
Capital Expenditures Overview: Total capital expenditures for the year were approximately $1.4 billion, aligning with forecasts and supporting ongoing growth initiatives.
Strong Liquidity Position: At year-end, Bunge had a cash balance of $3.3 billion and unused committed credit facilities of $8.7 billion, indicating strong liquidity and financial stability.
Negative
Earnings Per Share Decline: Bunge Limited reported an adjusted EPS of $2.13 for Q4 2024, significantly lower than the $3.70 reported in Q4 2023, indicating a decline of 42.3%.
Q4 EBIT Decline: Core segment EBIT for Q4 2024 was $548 million, down from $881 million in the same quarter last year, reflecting a decrease of 37.7% due to challenging market conditions in South America.
North America Performance Decline: The company experienced lower results in North America attributed to a balanced supply and demand environment and uncertainty regarding U.S. biofuel policy, negatively impacting margins.
EPS Decline Projection: Full-year adjusted EPS for 2025 is projected to be approximately $7.75, which is a decline from previous expectations, reflecting ongoing challenges in the agribusiness sector.
Capital Expenditure Reduction: Capital expenditures for 2025 are expected to be in the range of $1.5 billion to $1.7 billion, down from the preliminary estimate of $1.9 billion to $2 billion, indicating a reduction in growth investment plans.
BG FAQs
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BG Earning Call Sentiment
Bunge Limited (NYSE:BG) Q4 2024 Earnings Call Transcript
BG.N
-1.36%Positive
The earnings call shows mixed signals: weak EBIT due to lower margins, yet strong liquidity and cash flow. The Viterra acquisition offers potential growth, but uncertainty remains, especially with unclear guidance and policy challenges. The Q&A highlighted management's cautious outlook, particularly regarding North America and Europe. Positive factors include share repurchases and strong cash flow, but offset by weak guidance and margin concerns. Overall, the sentiment is neutral, reflecting balanced positive and negative factors.
