Bunge Global (NYSE:BG) Announces Earnings Results

Bunge Global (NYSE:BG) posted its quarterly earnings results on Thursday. The basic materials company reported $2.56 earnings per share for the quarter, beating the consensus estimate of $2.41 by $0.15, Zacks reports. The firm had revenue of $23.80 billion for the quarter, compared to analyst estimates of $23.28 billion. Bunge Global had a return on equity of 9.15% and a net margin of 1.10%. Bunge Global’s quarterly revenue was up 7.4% on a year-over-year basis. 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 Trading Down 0.3%

NYSE:BG traded down $0.26 on Friday, reaching $95.76. The company’s stock had a trading volume of 645,417 shares, compared to its average volume of 1,679,601. The firm has a market cap of $18.40 billion, a PE ratio of 18.59 and a beta of 0.73. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.64 and a current ratio of 1.57. The business’s 50-day moving average price is $111.04 and its two-hundred day moving average price is $116.99. Bunge Global has a 1-year low of $88.24 and a 1-year high of $134.87.

Wall Street Analysts Forecast Growth

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

Trending Headlines about Bunge Global

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

• Positive Sentiment: Q3 earnings and revenue topped expectations. Adjusted EPS was $2.56, above the $2.41–$2.45 analyst consensus, while revenue rose 7.4% year over year to $23.80 billion versus approximately $23.28 billion expected. Bunge Global Q3 earnings flash
• Positive Sentiment: Oilseed processing drove the improvement. Soybean Processing and Refining EBIT increased to $547 million from $337 million, while Softseed Processing and Refining EBIT rose to $353 million from $236 million. Total EBIT reached $667 million, compared with $403 million a year earlier. Bunge Q3 earnings beat
• Positive Sentiment: Management reaffirmed its 2026 adjusted EPS outlook of $9.25 to $9.75. The guidance stability, alongside the company’s sixth consecutive EPS beat, supports confidence that improved soybean and softseed results can continue. Bunge backs 2026 earnings guidance
• Neutral Sentiment: Production has begun at Bunge Chevron Ag Renewables’ new oilseed processing line in Louisiana, potentially adding capacity, but the financial contribution was not yet reflected in the quarter. Bunge Global 2026 Q3 presentation
• Negative Sentiment: Stephens lowered its price target to $130 from $140. The reduction signals more cautious expectations despite the earnings beat. Bunge also used $2.30 billion in operating cash during the first nine months, a factor investors may monitor alongside weaker-performing segments. Stephens lowers Bunge price target

Insider Transactions at Bunge Global

In related news, Director Christopher Mahoney acquired 1,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were acquired at an average cost of $107.60 per share, with a total value of $161,400.00. Following the transaction, the director owned 14,820 shares of the company’s stock, valued at $1,594,632. The trade was a 11.26% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.60% of the company’s stock.

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.