Bunge Global SA
F:Q23
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Bunge Global SA
Bunge Global SA engages in agribusiness including food and ingredients. The company is headquartered in Chesterfield Missouri, Missouri and currently employs 23,000 full-time employees. The company went IPO on 2001-08-07. The firm is engaged in the processing of oilseeds and the production and supply of specialty vegetable oils and fats. Its segments include Agribusiness, Refined and Specialty Oils, and Milling segments. The Agribusiness segment is principally involved in the purchase, storage, transportation, processing and sale of agricultural commodities and commodity products. The Refined and Specialty Oils segment involves the processing, production, and marketing of products derived from vegetable oils and fats, including cooking oils, shortenings, specialty ingredients, and renewable diesel feedstocks. The Milling segment involves the processing, production, and marketing of products derived primarily from wheat and corn. The company serves a diverse set of industries, including animal feed and pet food, bakery, beverages, biofuels, confectionery, culinary snacks and frying, dairy, foodservice, meat, nutrition, personal care, and more.
Bunge Global SA engages in agribusiness including food and ingredients. The company is headquartered in Chesterfield Missouri, Missouri and currently employs 23,000 full-time employees. The company went IPO on 2001-08-07. The firm is engaged in the processing of oilseeds and the production and supply of specialty vegetable oils and fats. Its segments include Agribusiness, Refined and Specialty Oils, and Milling segments. The Agribusiness segment is principally involved in the purchase, storage, transportation, processing and sale of agricultural commodities and commodity products. The Refined and Specialty Oils segment involves the processing, production, and marketing of products derived from vegetable oils and fats, including cooking oils, shortenings, specialty ingredients, and renewable diesel feedstocks. The Milling segment involves the processing, production, and marketing of products derived primarily from wheat and corn. The company serves a diverse set of industries, including animal feed and pet food, bakery, beverages, biofuels, confectionery, culinary snacks and frying, dairy, foodservice, meat, nutrition, personal care, and more.
Strong Quarter: Bunge reported a strong third quarter, with improved performance in soybean and softseed processing and refining, driven by the Viterra integration.
Viterra Integration: The first quarter as a combined company with Viterra showed early benefits, especially in operational efficiencies and commercial synergies, although Viterra was mildly dilutive to EPS this year.
Adjusted EPS: Adjusted EPS for Q3 was $2.27, nearly flat versus $2.29 last year, with reported EPS at $0.86 due to mark-to-market and integration costs.
Full Year Guidance: Full-year 2025 adjusted EPS guidance remains $7.30–$7.60, with second-half EPS expected at $4–$4.25.
Synergy Timing: Most cost and commercial synergy benefits from Viterra will be realized in 2026 and 2027, with meaningful progress expected in late 2025.
Cash Generation & Buybacks: Year-to-date, Bunge generated $1.2 billion in adjusted funds from operations, repurchased $545 million in shares, and plans to continue share buybacks as major capex winds down.
Macro Uncertainty: The company continues to face uncertainty from biofuel and trade policies, with farmers and end customers remaining spot-focused.
Segment Outlook: Softer Q4 expected in soy and softseed processing; improvement expected in grain merchandising and milling due to harvest timing.
