ADM Raises 2026 Outlook Above Street After 28% Q2 Beat
ADM sits 49% above its 52-week low of $53.56.
Summary
ADM delivered a massive Q2 beat with adjusted EPS of $1.84 vs. $1.44 consensus, then raised full-year 2026 guidance to $5.15-$5.60 — well above the Street's $4.79. The raise is driven by surging biofuels margins, strong crush and ethanol economics, and a $100M bump in expected 45Z tax credit benefits to $250M. This follows the earlier Q2 release this morning but adds the critical guidance and tax credit updates that change the full-year earnings trajectory. Segment operating profit jumped 75% to $1.5B, with Ag Services and Oilseeds up 129%. The stock moved higher on the news, reflecting the magnitude of the beat and raise. With second-half operating profit expected to exceed first-half levels, the outlook signals sustained momentum.
At the time of this announcement, ADM was trading at $80.05 on NYSE in the Trade & Services sector, with a market capitalization of approximately $38.5B. The 52-week trading range was $53.56 to $88.46. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Benzinga.