ADM Reports Third Quarter 2026 Results
Q3 adjusted EPS $1.77 vs $0.92 y/y; FY26 adjusted EPS guidance raised to $5.50-$5.80 from $5.15-$5.60.
What this release says
ADM reported third quarter 2026 EPS of $1.70 and adjusted EPS of $1.77, well above the prior year quarter's $0.92 adjusted EPS. The company raised its full-year 2026 adjusted EPS guidance to roughly $5.50 to $5.80 from $5.15 to $5.60, citing a constructive biofuels environment. For shareholders, this signals stronger earnings momentum, though the outlook depends on external factors the company says it continues to monitor.
Key figures
- Net earnings
- $821 million
- Adjusted net earnings
- $858 million
- Adjusted EPS (3Q26)
- $1.77
- Updated 2026 adjusted EPS guidance
- $5.50 to $5.80
- Capital expenditures range
- $1.2 to $1.3 billion
- Total segment operating profit (3Q26)
- $1.4 billion
Positive for shareholders
- Adjusted EPS rose to $1.77 from $0.92 in the prior year quarter.
- Full-year adjusted EPS guidance was raised, and operating profit is expected to improve year over year in all segments in the fourth quarter.
- Capital expenditure guidance was lowered, reflecting a focus on high-return investments.
Negative for shareholders
- External macroeconomic, geopolitical, policy and trade factors remain a risk to the outlook.
- Adjusted EPS guidance is still a range, and the company says it cannot predict certain impairment, restructuring and legal impacts with precision.
- GAAP earnings included $62 million of charges in the quarter tied to contingency provisions, inventory adjustments and severance.
Written by Quantisnow AI from this release. Not financial advice.
Key terms
- Adjusted EPS:
- Earnings per share after removing the effect of one-time or special items, meant to show underlying performance.
- Segment operating profit:
- Profit earned by each of the company's business divisions before corporate costs and certain items are considered.
- Specified items:
- Charges or gains the company excludes from adjusted results, such as impairments or restructuring costs.
- Biofuels environment:
- Market conditions for renewable fuels, which are shaped by demand, pricing and government policy.
FAQ
How much did ADM's adjusted EPS guidance for 2026 change?
ADM now expects 2026 adjusted EPS of approximately $5.50 to $5.80, up from the prior range of $5.15 to $5.60.
Why did ADM raise its outlook?
The company attributed the raised guidance to continued robust execution, a constructive biofuels environment, and expected fourth quarter operating profit improvement in all segments.
Did ADM change its capital spending plans for 2026?
Yes, capital expenditures are now projected at $1.2 to $1.3 billion, down from the prior range of $1.3 to $1.5 billion, reflecting continued prioritization of high-return investments.
Historical context for ADM
Across the 29 sessions after earlier ADM headlines, the stock closed higher 13 times and lower 16 times, with a median move of 1.2% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | ADM | SPY |
|---|---|---|---|
| Nov 2, 2026 | ADM Opens New Destination Marketing Office in Nairobi, Strengthening Presence Across East Africa | -1.5% | -0.5% |
| Oct 20, 2026 | ADM Cares and Concern Worldwide US Expand Kenya Partnership to Reach 17,500 Smallholder Farmers | -0.1% | +0.3% |
| Oct 6, 2026 | ADM to Release Third Quarter Financial Results on November 3, 2026 | -0.3% | +0.5% |
| Oct 2, 2026 | CJ CheilJedang and ADM to Form New Joint Venture to Strengthen Amino Acid Production and Supply Chains | +1.2% | +0.7% |
| Sep 29, 2026 | ADM’s New Partnership with Convoy of Hope to Provide Emergency Relief for Communities in Need | -1.2% | -0.2% |
| Sep 21, 2026 | ADM Plans Entry into Voluntary Carbon Market with Over 800,000 Tons of Annual Removal Capacity | -2.1% | +1.6% |
Keep researching ADM
- ADM earnings historyPast Archer-Daniels-Midland Company earnings releases, newest first.
- What is Earnings per share?A company's net income available to common shareholders divided by its weighted average shares outstanding, reported as basic and diluted figures.
- How to read an earnings reportAn earnings report is a company's quarterly results release, usually filed under 8-K Item 2.02. Learn how to read revenue, EPS, margins, guidance and the 10-Q.
- Earnings calendarWho reports this week, and the results as they come out.
- ADM financial statementsRevenue, profit, cash flow and balance sheet from Archer-Daniels-Midland Company's SEC filings.
- ADM insider tradesEvery buy and sale reported by Archer-Daniels-Midland Company officers, directors and large holders.
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- Packaged Foods
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