Bunge Global (NYSE:BG) Announces Earnings Results

Bunge Global (NYSE:BG) issued its earnings results on Thursday. The basic materials company reported $2.56 EPS for the quarter, topping analysts’ consensus estimates of $2.41 by $0.15, Zacks reports. The company had revenue of $23.80 billion for the quarter, compared to the consensus estimate of $23.28 billion. Bunge Global had a net margin of 1.10% and a return on equity of 9.15%. Bunge Global’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.27 earnings per share.

Here are the key takeaways from Bunge Global’s conference call:

• Bunge maintained its 2026 adjusted EPS guidance of $9.25–$9.75 after reporting third-quarter adjusted EPS of $2.56, up from $2.27 a year earlier. Adjusted EBIT rose to $997 million from $924 million.
• The Viterra integration is progressing, with 2026 cost synergies expected to exceed $200 million and an anticipated additional $0.50 per share of cost-synergy contribution in 2027, alongside roughly another $0.50 per share from commercial and network synergies.
• Bunge expects its major greenfield projects to shift from startup costs to earnings contributors in 2027. Morristown, Destrehan and the barge unloader are operating, while the Westzaan refinery is expected to start in the first quarter; together, the projects are expected to improve earnings by about $0.50 per share in 2027.
• Management said its global footprint and integrated network are helping it navigate geopolitical disruptions, Black Sea supply constraints, weather uncertainty and potential U.S.-China trade changes. However, these factors continue to make fourth-quarter and 2027 results difficult to forecast.
• Higher commodity prices have increased working-capital needs, with elevated levels expected through year-end and possibly into early 2027; net interest expense guidance was raised to $640–$670 million. Tropical oils and specialty ingredients also remained pressured by trade disruptions and commissioning costs, while 2026 capital spending is expected near the high end of the $1.5–$1.7 billion range.

Bunge Global Stock Down 4.7%

Bunge Global stock traded down $4.71 during mid-day trading on Thursday, reaching $96.09. 1,410,401 shares of the company’s stock were exchanged, compared to its average volume of 1,680,827. The company has a quick ratio of 0.64, a current ratio of 1.57 and a debt-to-equity ratio of 0.54. Bunge Global has a twelve month low of $88.24 and a twelve month high of $134.87. The company has a market cap of $18.46 billion, a P/E ratio of 18.66 and a beta of 0.73. The company has a fifty day moving average of $111.41 and a 200-day moving average of $117.01.

Insider Buying and Selling at Bunge Global

In related news, Director Christopher Mahoney acquired 1,500 shares of Bunge Global stock in a transaction dated Tuesday, August 4th. The shares were acquired at an average cost of $107.60 per share, for a total transaction of $161,400.00. Following the completion of the purchase, the director owned 14,820 shares in the company, valued at approximately $1,594,632. The trade was a 11.26% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on BG. UBS Group raised their price target on shares of Bunge Global from $145.00 to $155.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. BMO Capital Markets reiterated an “outperform” rating and issued a $150.00 price objective on shares of Bunge Global in a report on Thursday, August 13th. Zacks Research lowered Bunge Global from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. JPMorgan Chase & Co. cut their target price on Bunge Global from $140.00 to $139.00 and set an “overweight” rating for the company in a research note on Monday, October 12th. Finally, Weiss Ratings upgraded Bunge Global from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $129.89.

Key Bunge Global News

Here are the key news stories impacting Bunge Global this week:

• Positive Sentiment: Bunge reported adjusted earnings of $2.56 per share, above estimates of $2.41-$2.45 and up from $2.27 a year earlier. Revenue rose 7.4% year over year to $23.8 billion, exceeding the $23.28 billion consensus. Bunge Global Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Profitability benefited from strong soybean and softseed processing. Segment EBIT increased to $547 million from $337 million in soybean processing and to $353 million from $236 million in softseed processing. Total EBIT climbed to $667 million from $403 million, while net income nearly doubled to $318 million. Bunge Q3 Net Income Rises
• Positive Sentiment: Production has begun at Bunge Chevron Ag Renewables’ new oilseed processing line in Louisiana, potentially adding future capacity and supporting the company’s renewable fuels strategy. BG Q3 Earnings Beat on Strong Soybean and Softseed Results
• Neutral Sentiment: Management maintained its 2026 adjusted EPS guidance of $9.25 to $9.75, signaling confidence in the outlook but offering no upward revision after the earnings beat. Morgan Stanley also reiterated a Buy rating. Bunge Global Backs 2026 Earnings Guidance
• Negative Sentiment: Results were uneven, with weaker performance in other segments offsetting part of the soybean and softseed strength. Bunge also used $2.3 billion in operating cash during the first nine months of 2026, a potential concern for liquidity and working-capital management. BG Q3 Earnings Beat on Strong Soybean and Softseed Results

About Bunge Global

Bunge Global SA (NYSE: BG) is a global agribusiness and food company involved in sourcing, processing and distributing agricultural commodities. Its operations span the agricultural supply chain, connecting farmers with food, feed and fuel customers through a network of origination, storage, transportation and processing facilities.

The company processes oilseeds such as soybeans, canola and sunflower seeds into vegetable oils and protein meals used in cooking, packaged foods, animal feed and renewable fuels.