Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The Soybean Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybeans and soybean related products, as well as biodiesel and fertilizer production and distribution for the food, animal feed and biofuel industries. The Softseed Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of softseeds and softseed related products, as well as biodiesel production and distribution. The Other Oilseeds Processing and Refining Segment is involved in products of a specialty nature, including the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of these related products. The Grain Merchandising and Milling segment is involved in the purchase, storage, transportation, distribution, and marketing of commodities primarily consisting of corn, wheat, barley, cotton, pulses, and sugar; milling of wheat and sugar; and related services including ocean freight and financial services. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.
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U.S. RIN prices plunge after EPA delays biofuel compliance deadline
U.S. ethanol blending credit prices plunged Monday to their lowest levels in more than four months after the Environmental Protection Agency extended a September 1 compliance deadline for refiners and ruled on long-pending small refinery exemption requests by the end of August. Conventional ethanol RINs traded as low as $1.75, down $0.34 from Friday and their lowest level since April 15, according to data from Argus Media, after the credits had traded as high as $2.50 on July 7. RIN prices lost substantial value again during Monday's session in response to the EPA's impending small refinery exemption decisions, after falling 5% on Friday. Market participants expect the EPA's rulings to free up a significant number of credits, with refining and ethanol industry analysts estimating that the exemptions could free up 1.2 billion to 1.8 billion RINs that small refiners could use to meet their 2025 compliance obligations, after the EPA had previously indicated it could reallocate 990 million RINs associated with exemptions. Extending the compliance deadline is seen as signaling some form of RIN relief for refiners' 2026 and 2027 obligations as well, University of Illinois agricultural economist Scott Irwin told Reuters.
Ingredients, Flavors & Fragrances Stocks Post Mixed Q2 Earnings
Ingredients, flavors, and fragrances companies reported mixed second-quarter results, with the five tracked stocks missing revenue consensus estimates by 2.4% as a group. Darling Ingredients posted revenue of $1.72 billion, up 16.4% year over year and beating expectations by 0.5%, though EBITDA missed significantly. Archer-Daniels-Midland delivered the best quarter with revenue of $22.68 billion, up 7.2% and 2.2% above estimates, while International Flavors & Fragrances was the weakest, with revenue down 29.3% to $1.95 billion and missing by 25%. Ingredion reported flat revenue of $1.85 billion, topping estimates by 0.9%, and Bunge Global grew revenue 88.3% to $24.04 billion, beating by 9.3%. Shares of the group have risen 4.9% on average since the latest earnings results.
Bunge Global prices $600 million of senior notes due 2031
Bunge Global SA announced that its wholly owned finance subsidiary, Bunge Limited Finance, has priced a public offering of $600 million aggregate principal amount of 5.000% senior unsecured notes due 2031. The notes will be fully and unconditionally guaranteed by Bunge Global SA on a senior unsecured basis, and the offering is expected to close on Aug. 19, 2026. Net proceeds are intended for general corporate purposes, which may include repayment and refinancing of debt, working capital, capital expenditures, stock repurchases, and investments in subsidiaries.
Bunge Global Completes $2.70 Billion Buyback, Retires 19.6% of Shares
Bunge Global SA completed its long-running US$2.70 billion share buyback program tied to the Viterra combination, retiring about 19.6% of shares. The company recently reported second-quarter 2026 sales of US$24,041 million and net income of US$678 million, with higher earnings per share from continuing operations year on year. Bunge also raised its full-year guidance, citing integration benefits from Viterra. The smaller share base is expected to amplify per-share metrics, though risks remain around integration execution and heavy capital spending.
Bunge Global beats Q2 estimates, raises full-year guidance on Viterra integration gains
Bunge Global reported second-quarter revenue of $24.04 billion, up 88.3% year on year and ahead of Wall Street's $21.99 billion estimate, while adjusted earnings per share of $2 beat the consensus by 2.9%. The company raised its full-year adjusted EPS guidance to $9.50 at the midpoint, a 2.7% increase, citing early synergy capture from the Viterra acquisition and strong processing results in North and South America. CEO Gregory Heckman highlighted the benefit of the diversified global platform, particularly in soy and softseed processing, which helped offset geopolitical volatility. CFO John Neppl noted that synergy realization and new operational capabilities in Argentina and Europe will be crucial drivers, though management cautioned that uncertainty from weather and geopolitical risks remains.
Bunge misses Q2 earnings estimates but raises full-year outlook
Bunge Global reported second-quarter 2026 adjusted earnings of $2.00 per share, missing the Zacks Consensus Estimate of $2.03 by 1.5% despite a 52.7% year-over-year increase. Net sales surged 88.3% to $24.04 billion, beating the consensus mark of $23.49 billion, driven by higher volumes across all segments. The company raised its full-year 2026 adjusted earnings guidance to a range of $9.25 to $9.75 per share, up from the prior $9.00 to $9.50, citing stronger expected results in soybean and softseed processing. Adjusted total EBIT more than doubled to $665 million, with gross profit climbing to $1.68 billion from $738 million a year earlier. Bunge also noted that cash used for operating activities improved to an outflow of $1.13 billion in the first six months of 2026, compared with an outflow of $1.36 billion in the same period last year.
Bunge Global to Report Q2 Earnings Amid Expected Revenue Rebound
Bunge Global is set to announce its second-quarter earnings this Wednesday before market hours. Analysts expect revenue to grow 72.2% year on year, a sharp reversal from the 3.6% decline in the same quarter last year. The company missed revenue estimates last quarter despite reporting $21.86 billion, an 87.8% increase from the prior year, while beating earnings per share forecasts and raising full-year guidance. Bunge Global shares have risen 6.7% over the past month, outperforming the 2.7% average gain in the consumer staples segment, and the average analyst price target stands at $141.44 compared to the current share price of $116.36.
Bunge Global Upgraded to Zacks Rank #2 After 17.4% Earnings Estimate Hike
Bunge Global was upgraded to a Zacks Rank #2, or Buy, after analysts raised full-year earnings estimates by 17.4% over the past three months, signaling stronger confidence in its profit outlook. The company has repurchased about 18.6% of its shares since 2021 and holds a new authorization of up to US$3,000 million, alongside a quarterly dividend of US$0.72 per share. However, risks remain around biofuel policy shifts, margin pressure in refined oils and merchandising, and execution challenges tied to the Viterra integration. Some of the most optimistic analysts project revenue near US$99,000 million and earnings of about US$3,800 million by 2029, far above consensus, assuming Viterra integration risks are fully rewarded.
Bunge Global has delivered a 77.7% total return over the past five years, yet its valuation remains mixed. The stock trades at a price-to-earnings ratio of about 32.3 times, above the food industry average of roughly 17.1 times and the peer group average of about 26.9 times. However, a tailored fair P/E ratio that accounts for Bunge's growth, profitability, size, and risk sits at about 49.2 times, suggesting the current multiple is at a discount. Community narratives are split, with a bull case seeing the stock as 24% undervalued due to integration and margin potential, while a bear case views it as 22% overvalued on capacity and policy risks. Overall, Bunge screens as undervalued on its tailored P/E but not as a straightforward bargain across all checks.
International Flavors & Fragrances beats Q1 estimates, stock jumps 18.4%
International Flavors & Fragrances reported first-quarter revenues of $2.74 billion, down 3.6% year on year but exceeding analysts' expectations by 3.9%, with strong beats on EBITDA and organic revenue estimates. Among the five ingredients, flavors and fragrances stocks tracked, the group's revenues were in line with consensus, though share prices have fallen 3.3% on average since reporting. Bunge Global posted the fastest revenue growth at $21.86 billion, up 87.8% year on year, but missed revenue estimates by 3.1% and its stock fell 15.7%. Ingredion's revenues of $1.79 billion, down 1.2%, were in line with expectations, but it significantly missed EBITDA and gross margin estimates, sending shares down 8.7%. Archer-Daniels-Midland reported $20.49 billion in revenues, up 1.6%, missing estimates by 1.2% with misses on gross margin and EBITDA, leaving its stock flat. Darling Ingredients' revenues rose 12.3% to $1.55 billion, in line with expectations, but a significant miss on adjusted operating income pushed shares down 10%.
Zacks Investment Research has highlighted Bunge Global, Deere & Company, and Nutrien as three AgTech and food innovation stocks positioned to benefit from the modernization of agriculture. Bunge, a Zacks Rank #1 Strong Buy, is expanding in plant-based proteins and specialty ingredients following its acquisition of IFF's soy protein concentrate business, while its combination with Viterra strengthens global supply-chain capabilities. Deere, rated Zacks Rank #3 Hold, continues to advance precision agriculture with technologies like See & Spray and a connected digital ecosystem supported by a Starlink partnership. Nutrien, also a Zacks Rank #3 Hold, is leveraging proprietary crop inputs, its Echelon digital platform, and low-cost potash and nitrogen assets to support smarter farming practices. The broader AgTech and food innovation theme encompasses companies across the value chain, including Ingredion and Corteva, as the industry responds to weather uncertainty, supply chain complexity, and shifting consumer preferences.
Trump administration asks Congress to allow year-round E15 gasoline sales
The Trump administration formally asked Congress on Wednesday to pass legislation allowing year-round sales of gasoline blended with 15% ethanol, marking the first formal push by the White House to enact the policy. The request came in a supplemental bill released by the Office of Management and Budget, which called the measure an urgent and needed fix that codifies the permanent, year-round sale of E15. Supporters argue the higher-ethanol blend offers motorists a cheaper alternative to conventional gasoline, while U.S. refiners warn it could raise costs and complicate fuel distribution. Legislation allowing year-round E15 sales narrowly passed the House last month but faces long odds in the Senate, where major bills typically need 60 votes. The national average for regular gasoline stood at $3.93 per gallon as of Wednesday morning.
Zacks highlights three buy-ranked income stocks for June 24
Zacks Investment Research named three stocks with a buy rank and strong income characteristics for investors to consider on June 24. Bunge Global SA, a Zacks Rank #1 company, saw its current-year earnings consensus estimate rise 12.3% over the last 60 days and offers a dividend yield of 2.6% versus an industry average of 0.0%. TFI International Inc., also a Zacks Rank #1 company, had its current-year earnings estimate increase 12.6% over the same period and provides a dividend yield of 1.3% compared with an industry average of 0.0%. BHP Group Limited, another Zacks Rank #1 company, experienced a 4% increase in its current-year earnings estimate over the last 60 days and carries a dividend yield of 3.4% against an industry average of 0.0%.