Bunge Global SA
F:Q23
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Bunge Global SA
F:Q23
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Petmed Express Inc
NASDAQ:PETS
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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.
EPS Guidance: Bunge expects full-year 2026 adjusted EPS in the range of $7.50 to $8, based on current futures curves and without factoring in potential positive impacts from U.S. biofuel policy changes.
Viterra Integration: The integration of Viterra is already delivering synergies, with $190 million of cost synergies expected in 2026, ahead of schedule, and commercial synergy potential still developing.
Q4 Results: Fourth-quarter adjusted EPS was $1.99, down from $2.13 the prior year, but all business segments showed higher year-over-year EBIT results.
Complex Market: Management highlighted continued complexity and uncertainty in global markets, especially around trade flows and U.S. biofuel policy, affecting forward visibility and customer behavior.
Earnings Cadence: 2026 earnings are expected to be heavily weighted to the second half of the year, with a projected 30-70 first-half/second-half split, mainly due to policy timing and market dynamics.
Capital Allocation: Bunge generated over $1.7 billion in adjusted funds from operations in 2025, with ongoing commitment to dividends, growth investments, and increased focus on share buybacks in the future.
