Archer-Daniels-Midland Company · ADM · Next earnings

Archer-Daniels-Midland Company reports Tuesday, Feb 2, 2027

ADM reports before market open with consensus EPS at $1.38 and revenue at $22.39B. Last quarter: ADM Raises 2026 EPS Outlook as Biofuel and Crush Results Strengthen

Reports Before market open90 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.38 Calendar consensus
Consensus revenue $22.39B Calendar consensus
Report date Feb 2, 2027 Tuesday, date estimated
Session Before market open 90 days away

Where ADM left off: FY2026 Q3

Full report

ADM Raises 2026 EPS Outlook as Biofuel and Crush Results Strengthen

EPS surprise +10.6% Reported $1.77 vs $1.60
Revenue surprise -4.0% Reported $22.34B vs $23.27B
Stock move -6.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised 2026 adjusted EPS guidance to $5.50–$5.80 and lowered capex guidance to $1.2–$1.3 billion. In Q2, adjusted EPS guidance had been $5.15–$5.60; the supplied prior-quarter analysis does not state a comparable capex range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Changes to biofuel blending mandates could weaken supportive policy economics.
  • Commodity-price volatility can affect margins and mark-to-market results.
  • Nutrition remains exposed to plant downtime, input-cost inflation and seasonality.
  • Carbon-credit pricing and regulatory approval are uncertain; new growth projects also carry execution risk.

Questions analysts left open

  • What could cause results to move toward the midpoint of raised EPS guidance?
  • How long can current biofuel margins persist, and what is the outlook for U.S. crush margins?
  • How significant are nutrition headwinds, including flavor seasonality and plant downtime?
  • Could the lower capex run rate constrain future growth projects?
  • What are the progress and market conditions for sweetener contract negotiations?

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Recent ADM quarters

All ADM earnings
-6.8%FY2026 Q3+2.3%FY2026 Q2+3.8%FY2026 Q1+0.0%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.