Bunge Global S.A. · BG · Next earnings

Bunge Global S.A. reports Wednesday, Nov 4, 2026

BG reports before market open with consensus EPS at $2.45 and revenue at $23.20B. Last quarter: Bunge Beats Q1 Estimates, Raises Full-Year EPS Guidance on Viterra Synergies and Biofuels Demand

Reports Before market open45 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $2.45 Calendar consensus
Consensus revenue $23.20B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where BG left off: FY2026 Q1

Full report

Bunge Beats Q1 Estimates, Raises Full-Year EPS Guidance on Viterra Synergies and Biofuels Demand

EPS surprise +107.2% Reported $1.83 vs $0.88
Revenue surprise -6.5% Reported $21.86B vs $23.38B
Stock move -0.0% Event window
Subsequent drift -2.1% Up to 20 sessions

Full-year adjusted EPS guidance was raised from $7.50-$8.00 to $9.00-$9.50, reflecting confidence in Viterra synergies, biofuels demand from EPA RVO policy, and expanded processing capacity. However, management forecast tropical oils and grain merchandising segments lower due to market conditions and elevated freight costs, introducing some caution about second-half margin sustainability.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Ongoing Middle East conflict disrupting trade routes and increasing logistics costs.
  • Inverted forward curves creating uncertainty for second-half margins.
  • Higher ocean freight and bunker fuel costs impacting grain merchandising profitability.
  • Potential increase in effective tax rate and interest expense in 2026.
  • Weather variability and El Nino risk affecting crop yields and planting decisions.

Questions analysts left open

  • Renewable diesel and biodiesel feedstock requirements and capacity expansion timing.
  • Guidance cadence and visibility for Q2 and the second half of the year.
  • Outlook for grain merchandising and milling segment amid high freight costs.
  • Performance of tropical oils and specialty ingredients segment.
  • Progress of share repurchase program and leverage targets.

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Recent BG quarters

All BG earnings
-0.0%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.