Bunge Global (NYSE:BG) Releases Earnings Results, Beats Estimates By $0.15 EPS

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

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%

BG stock traded down $4.71 during trading on Thursday, hitting $96.09. 2,113,200 shares of the company’s stock traded hands, compared to its average volume of 1,684,954. The firm has a market capitalization of $18.46 billion, a P/E ratio of 18.66 and a beta of 0.73. 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 1 year low of $88.24 and a 1 year high of $134.87. The business has a fifty day simple moving average of $111.41 and a two-hundred day simple moving average of $117.01.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on BG. Weiss Ratings upgraded Bunge Global from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday. BMO Capital Markets reiterated an “outperform” rating and set a $150.00 target price on shares of Bunge Global in a research report on Thursday, August 13th. UBS Group boosted 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. JPMorgan Chase & Co. cut their price target on shares of Bunge Global from $140.00 to $139.00 and set an “overweight” rating on the stock in a report on Monday, October 12th. Finally, Zacks Research downgraded 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 issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $129.89.

Key Bunge Global News

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

• Positive Sentiment: Third-quarter adjusted EPS was $2.56, above the $2.41–$2.45 analyst estimates and up from $2.27 a year earlier. Revenue reached $23.8 billion, exceeding expectations and rising 7.4% year over year. Earnings Flash
• Positive Sentiment: Net income attributable to Bunge increased to $318 million from $166 million, while total EBIT rose to $667 million from $403 million. Soybean Processing and Refining EBIT climbed to $547 million, and Softseed Processing and Refining EBIT increased to $353 million, highlighting strong oilseed processing results. Bunge Q3 Results
• Positive Sentiment: Management maintained its full-year 2026 adjusted EPS outlook of $9.25 to $9.75, reducing the risk of an earnings-guidance reset. Production also began after quarter-end at the company’s new oilseed processing line in Louisiana. Bunge Backs Guidance
• Neutral Sentiment: Morgan Stanley issued a Buy rating, supporting the long-term investment case, although analyst views remain mixed. Morgan Stanley Buy Rating
• Negative Sentiment: Stephens lowered its price target to $130 from $140, signaling reduced valuation upside despite the earnings beat. Stephens Price Target
• Negative Sentiment: Results were uneven across the portfolio, with weaker segments offsetting some of the soybean and softseed strength. Bunge also used $2.302 billion in operating cash during the first nine months of 2026, a potential concern for liquidity and shareholder returns.

Insider Transactions at Bunge Global

In other news, Director Christopher Mahoney acquired 5,000 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were purchased at an average price of $105.53 per share, with a total value of $527,650.00. Following the transaction, the director directly owned 13,320 shares in the company, valued at approximately $1,405,659.60. This represents a 60.10% 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 hyperlink. 0.60% of the stock is owned by company insiders.

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.