NASDAQ$ANDE

Andersons Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

The Andersons reported Q4 2025, net income of $67M, diluted EPS of $1.97.

For Q4 2025, The Andersons reported net income of $67M, diluted EPS was $1.97, adjusted diluted EPS was $2.04. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Net income $67M.
  • Diluted EPS $1.97.
  • Adjusted diluted EPS $2.04.

Headline financials

Total Revenue

$2.54B

Previous: $3.12B-18.8%
EPS (adj)

$2.04

Previous: $1.36+50.0%
EBITDA

$133M

Previous: $114M+16.9%
Adjusted EBITDA

$137M

Previous: $117M+17.2%
Agribusiness Pretax Income

$45.9M

Previous: $55.3M-17.0%
Agribusiness Adjusted EBITDA

$79.7M

Previous: $87.6M-9.0%
Renewables Pretax Income

$54.3M

Previous: $26M+108.7%
Renewables Adjusted EBITDA

$68.9M

Previous: $40.8M+69.1%
Pretax Income Attributable to Co.

$83.9M

Previous: $58.2M+44.1%
Adjusted Pretax Income Attributable to Co.

$87.4M

Previous: $60.6M+44.2%
Net Income Attributable to Co.

$67.4M

Previous: $45.1M+49.6%
Adjusted Net Income Attributable to Co.

$70M

Previous: $46.9M+49.4%
Net Income

$67M

Previous: $54.1M+23.8%
Operating Income

$87.6M

Previous: $67.3M+30.2%
Gross Profit

$231M

Previous: $213M+8.6%

Revenue & EPS history

Andersons · Revenue · Quarterly

$2.54B

Q4 2025-18.8%vs Q4 2024
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

Andersons · $868M total across 1 segment · Q3 2023

  • Renewables
    $868M+6.5%

Forward guidance

The release discusses The Andersons's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • The Andersons cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.6%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+0.6%

Avg return

30 days after

44%

30 / 68 earnings

Positive

+17.3%

Q4 2024

Best reaction

-25.7%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-14.2%-9.7%-8.2%
Q4 2025-3.6%-3.8%-0.9%
Q3 2025+4.6%+9.9%+7.8%
Q1 2025-10.1%+2.8%-0.8%
Q4 2024+17.3%+10.1%+3.8%
Q3 2024-4.0%+8.3%+3.9%
Q2 2024-0.3%-0.6%+3.7%
Q1 2024-9.0%-5.5%-10.6%
Q4 2023+3.7%-2.7%+4.0%
Q3 2023-13.5%-7.8%-2.5%
Q2 2023+2.2%+8.6%+5.2%
Q1 2023-10.9%-16.2%-12.0%
Q4 2022+13.7%+17.9%+3.5%
Q3 2022+3.6%+6.0%+5.1%
Q2 2022+14.1%+5.4%+3.3%
Q1 2022-25.7%-24.7%-25.0%
Q4 2021+2.8%+0.9%+16.2%
Q3 2021+0.8%+7.3%-2.1%
Q2 2021+1.1%+5.3%+14.7%
Q1 2021-1.9%+2.5%+9.2%
Q4 2020+2.2%-4.6%+6.4%
Q3 2020-16.7%-18.8%+3.3%
Q2 2020+11.7%+17.2%+23.2%
Q1 2020-15.7%-6.9%-9.3%
Q4 2019-11.8%-14.4%-29.6%
Q3 2019+10.6%+9.2%+24.3%
Q2 2019+3.1%+3.6%-9.3%
Q1 2019-10.6%-9.5%-16.0%
Q4 2018+8.1%+4.6%-0.5%
Q3 2018-11.1%-10.0%-13.2%
Q2 2018+14.6%+13.9%+14.6%
Q1 2018-5.3%-5.4%+0.9%
Q4 2017+15.0%+15.0%+13.3%
Q3 2017-6.7%-16.9%-14.1%
Q2 2017-0.7%-4.8%-7.0%
Q1 2017-9.0%-10.4%-1.6%
Q4 2016+5.8%+6.1%+4.0%
Q3 2016-4.1%-8.0%+8.1%
Q2 2016+1.1%+4.4%+6.7%
Q1 2016-11.3%
Q4 2015-14.3%
Q3 2015-8.5%
Q2 2015+7.5%
Q1 2015-2.8%
Q4 2014-10.3%
Q3 2014-18.3%
Q2 2014+6.9%
Q1 2014-15.1%
Q4 2013-7.9%
Q3 2013-0.3%
Q2 2013+3.7%
Q1 2013-3.5%
Q4 2012-0.8%
Q3 2012+4.6%
Q2 2012+0.6%
Q1 2012-2.8%
Q4 2011-5.5%
Q3 2011+7.6%
Q2 2011+4.3%
Q1 2011+1.5%
Q4 2010-1.4%
Q1 2010-1.4%
Q4 2008-1.4%
Q3 2010-1.8%
Q3 2009-1.8%
Q2 2009+2.9%
Q2 2010+2.9%
Q4 2009+2.9%

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