Overview

* ADM Q3 2025 revenue missed analyst expectations

* Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance

* Company revises full-year 2025 adjusted EPS guidance downward due to lower crush margins

Outlook

* ADM revises 2025 full-year adjusted EPS guidance to $3.25-$3.50 from $4.00

* Company expects biofuel policy clarity to influence future demand

* ADM sees constructive outlook for 2026 based on biofuel policy and trade evolution

Result Drivers

* PORTFOLIO OPTIMIZATION - ADM advanced its portfolio optimization initiatives, contributing to strong cash flow and cost savings

* BIOFUEL POLICY IMPACT - Lower crush margins due to deferred U.S. biofuel policy and trade challenges led to revised full-year guidance

* RECORD FLAVORS REVENUE - Nutrition segment achieved record revenue in Flavors North America, boosting operating profit

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $20.37 $20.64

Revenue bln bln (7

Analysts

)

Q3 Beat $0.92 $0.85 (8

Adjusted Analysts

EPS )

Q3 EPS $0.22

Q3 Beat $448 mln $443.55

Adjusted mln (7

Net Analysts

Income )

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the food processing peer group is "buy."

* Wall Street's median 12-month price target for Archer-Daniels-Midland Co ( ADM ) is $57.00, about 5.4% below its November 3 closing price of $60.09

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)