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Archer Daniels Midland

ADM · Consumer Staples

Last earnings Aug 4, 2026  ·  Next earnings Nov 3, 2026

Key results

EPSquarter

9%

1Q 2025 9% 2% Non-GAAP Measures Total Segment Operating Profit 1 Adjusted EPS 1,2 1Q 2026 $764 $0.71 Percent change vs.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

AI analysis

Q1 2026 · reported May 5, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ1 2026Prior qtrYear ago
EPS9%——

EX-99 · May 5, 2026

Guidance · company-stated

Direction: Raised

EPS

“htm EX-99.1 Document Exhibit 99.1 ADM Reports First Quarter 2026 Results Reports first quarter 2026 EPS 2 of $0.62 and adjusted EPS 1,2 of $0.71 Raises full-year adjusted EPS guidance, underpinned by the expectation of ongoing progress related to company priorities and the sustainment of a constructive environment following recent U.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 3, 2026Verified from the company’s own announcement

Capital allocation

Capex$1.3

Renewable Fuels Standard in March of 2026 External factors will continue to be monitored, and include consumer trends, energy costs, supply chain dislocations, ethanol developments, and evolving global trade and tariff conditions Capital expenditures continue to be projected to be in the range of $1.3 to $1.5 billion Within a dynamic global landscape, ADM delivered robust operating performance in the first quarter, with our crushing and ethanol businesses capitalizing on a constructive biofuels environment and our Nutrition business benefiting from higher Flavors sales, the ongoing Decatur East plant recovery, and continued improvements in Animal Nutrition.

Company-stated claims

Feb 3, 2026

Historical · increased by 187% · other

“Vantage Corn Processors (VCP) subsegment operating profit increased by 187% versus the prior year quarter.”

EX-99 · Feb 3, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

biofuels policy clarity now providing a stable regulatory framework, combined with our team s solid execution, we are raising our earnings expectations for 2026, said Juan Luciano, Chair of the Board and CEO

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

EPS: “htm EX-99.1 Document Exhibit 99.1 ADM Reports First Quarter 2026 Results Reports first quarter 2026 EPS 2 of $0.62 and adjusted EPS 1,2 of $0.71 Raises full-year adjusted EPS guidance, underpinned by the expectation of ongoing progress related to company priorities and the sustainment of a constructive environment following recent U.”

EPS — Raised (“Raises”)
“htm EX-99.1 Document Exhibit 99.1 ADM Reports First Quarter 2026 Results Reports first quarter 2026 EPS 2 of $0.62 and adjusted EPS 1,2 of $0.71 Raises full-year adjusted EPS guidance, underpinned by the expectation of ongoing progress related to company priorities and the sustainment of a constructive environment following recent U.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Renewable Fuels Standard in March of 2026 External factors will continue to be monitored, and include consumer trends, energy costs, supply chain dislocations, ethanol developments, and evolving global trade and tariff conditions Capital expenditures continue to be projected to be in the range of $1.3 to $1.5 billion Within a dynamic global landscape, ADM delivered robust operating performance in the first quarter, with our crushing and ethanol businesses capitalizing on a constructive biofuels environment and our Nutrition business benefiting from higher Flavors sales, the ongoing Decatur East plant recovery, and continued improvements in Animal Nutrition.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted ROIC earnings is ADM s net earnings adjusted for the after-tax effects of interest expense on borrowings and specified items.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

EBITDA is defined as earnings before interest on borrowings, taxes, depreciation and amortization.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted EBITDA is defined as earnings before interest on borrowings, taxes, depreciation, and amortization, adjusted for specified items.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

The Company calculates Adjusted EBITDA 6 by removing the impact of specified items and adding back the amounts of income tax expense, interest expense on borrowings, and depreciation and amortization to net earnings.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

ADM is not presenting forecasted GAAP earnings per diluted share, forecasted net earnings, forecasted total debt, or forecasted effective tax rate, or a quantitative reconciliation of those metrics to forecasted adjusted earnings per diluted share, forecasted adjusted EBITDA, forecasted net debt, or forecasted adjusted effective tax rate, respectively, in reliance on the unreasonable efforts exemption provided under Item 10(e)(1)(i)(B) of Regulation S-K.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

Strategy & priorities

htm EX-99.1 Document Exhibit 99.1 ADM Reports First Quarter 2026 Results Reports first quarter 2026 EPS 2 of $0.62 and adjusted EPS 1,2 of $0.71 Raises full-year adjusted EPS guidance, underpinned by the expectation of ongoing progress related to company priorities and the sustainment of a constructive environment following recent U.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

First-quarter 2026 Key Takeaways Net earnings of $298 million, with adjusted net earnings 1 of $345 million results included net negative mark-to-market and timing impacts 3 of approximately $275 million EPS 2 of $0.62, with adjusted EPS 1,2 of $0.71 2026 Outlook 4 ADM now expects 2026 adjusted EPS 1,2 of approximately $4.15 to $4.70, up from the prior adjusted EPS 1,2 guidance range of $3.60 to $4.25 The updated outlook assumes continued progress related to company priorities and reflects expected earnings improvement primarily in ADM s crushing and ethanol businesses as a result of the finalization of the 2026 and 2027 renewable volume obligations ( RVO ) under the U.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

Animal Nutrition subsegment operating profit was 55% higher compared to the prior year quarter, primarily driven by portfolio actions taken over the last year, combined with improved margins as a result of focusing on higher-margin product lines, on-going cost optimization efforts, and foreign exchange gains.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

These statements may include words such as anticipate, estimate, expect, project, plan, intend, believe, may, outlook, forecast , will, should, can have, likely, goals, objectives, priorities, and other words and terms of similar meaning in connection with any discussion of the timing or nature of future operating or financial performance or other events.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

These statements may include words such as anticipate, estimate, expect, project, plan, intend, believe, may, outlook, forecast, will, should, can have, likely, goals, objectives, priorities, and other words and terms of similar meaning in connection with any discussion of the timing or nature of future operating or financial performance or other events.

SEC original ↗Archer Daniels Midland — 10-Q Quarterly report10-QAug 4, 2026

Risks & headwinds

Renewable Fuels Standard in March of 2026 External factors will continue to be monitored, and include consumer trends, energy costs, supply chain dislocations, ethanol developments, and evolving global trade and tariff conditions Capital expenditures continue to be projected to be in the range of $1.3 to $1.5 billion Within a dynamic global landscape, ADM delivered robust operating performance in the first quarter, with our crushing and ethanol businesses capitalizing on a constructive biofuels environment and our Nutrition business benefiting from higher Flavors sales, the ongoing Decatur East plant recovery, and continued improvements in Animal Nutrition.

SEC original ↗Archer Daniels Midland — Earnings release (8-K exhibit)EX-99May 5, 2026

For example, all statements the Company makes relating to its future results of operations and underlying assumptions, growth opportunities, operational execution and improvements, progress on the Company s strategic priorities, changes to the margin environment, earnings improvements, future demand, future investments, policy changes, capital allocation priorities and actions, the biofuels environment, global trade and tariff conditions, energy prices, and global market volatility are forward-looking statements.

SEC original ↗Archer Daniels Midland — 10-Q Quarterly report10-QAug 4, 2026

Legal Proceedings 60 Item 1A.

SEC original ↗Archer Daniels Midland — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

0 decks with slide view

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Archer Daniels Midland — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples

Filings

62 documents

Earnings releases

9 documents

Presentations

13 documents

Transcripts

0 documents

No transcripts for Archer Daniels Midland are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Archer Daniels Midland by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.