Bunge Beats Q1 Earnings Estimates and Raises FY26 Outlook Despite Revenue Miss

Key Facts

1Bunge reported Q1 adjusted EPS of $1.83, surpassing last year's $1.81.

2The company raised its FY26 adjusted EPS outlook to $9.00-$9.50, exceeding the $8.41 consensus.

3Q1 revenue was $21.86B, missing the analyst consensus of $23.37B.

Bunge Global SA reported robust financial results for the first quarter, posting an adjusted EPS of $1.83, which surpassed the $1.81 recorded in the same period last year. While earnings exceeded expectations, quarterly revenue came in at $21.86 billion, missing the analyst consensus of $23.37 billion. In a significant move, the company raised its fiscal year 2026 adjusted EPS guidance to a range of $9.00 to $9.50, well above the previous consensus of $8.41. Management attributed this optimistic multi-year outlook to strong operational resilience despite ongoing geopolitical uncertainties. Following the announcement, Barclays increased its price target for the stock, signaling confidence in the company's long-term growth trajectory. These results highlight Bunge's ability to maintain profitability and manage margins effectively amid a challenging global environment.