Archer-Daniels-Midland Company · ADM · Next earnings

Archer-Daniels-Midland Company reports Tuesday, Nov 3, 2026

ADM reports before market open with consensus EPS at $1.53 and revenue at $22.86B. Last quarter: ADM Beats EPS Estimates, Raises Guidance on Ethanol and Nutrition Strength

Reports Before market open44 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.53 Calendar consensus
Consensus revenue $22.86B Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session Before market open 44 days away

Where ADM left off: FY2026 Q1

Full report

ADM Beats EPS Estimates, Raises Guidance on Ethanol and Nutrition Strength

EPS surprise +10.8% Reported $0.71 vs $0.64
Revenue surprise -4.0% Reported $20.49B vs $21.35B
Stock move +3.8% Event window
Subsequent drift +6.2% Up to 20 sessions

Management raised full-year adjusted EPS guidance to $4.15-$4.70. The prior guidance range was not specified in the supplied analysis. Capex guidance remains stable at $1.3-$1.5 billion, and the dividend commitment was reaffirmed. Guidance sentiment was characterized as raised, with management tone described as confident and a bullish score of 82 out of 100.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Mark-to-market and timing impacts totaled $275 million in Q1 and may recur.
  • Commodity price volatility in corn and soybeans.
  • Foreign exchange fluctuations affecting international operations.
  • Energy cost pressure on manufacturing.
  • Uncertainty around China soybean export demand and broader trade policies.

Questions analysts left open

  • Factors that could keep earnings at the lower end of the new guidance range.
  • Weakness in the sweeteners and starches segment.
  • Sustainability of ethanol margin strength.
  • Impact and timing of 45Z policy benefits.
  • Potential additional mark-to-market volatility.

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Recent ADM quarters

All ADM earnings
+3.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.