Bunge Global S.A. earnings overview

BG FY2026 Q1 · Calendar Q2 2026

Bunge Global S.A.

Bunge's first quarter of fiscal 2026 delivered a dramatic earnings beat, with adjusted EPS of $1.83 more than doubling the $0.88 consensus estimate. Management raised full-year adjusted EPS guidance from $7.50-$8.00 to $9.00-$9.50, driven by Viterra integration synergies, robust biofuels demand supported by EPA RVO policy, and expanded soybean and softseed processing capacity. Revenue of $21.86B came in below the $23.38B consensus, as tropical oils and grain merchandising segments faced market and freight headwinds. Despite the beat and raised outlook, the stock declined on the report, underperforming SPY by approximately 240 basis points, and has continued to drift lower. At $105.07, the shares trade at a meaningful discount to the $137 consensus price target, suggesting the market is pricing in sustainability concerns around the guidance increase or near-term margin pressures from…