NYSE$ADM

Archer-Daniels-Midland Co · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

ADM delivered record earnings, with strong year-over-year profit growth across all three business units.

ADM reported record second-quarter earnings, driven by strong performance across all business units. The company's transformation and productivity efforts, combined with its global footprint and risk management, supported outstanding results. Innovation also contributed to record top-line and bottom-line results in Nutrition.

  • Q2 net earnings of $712 million; adjusted net earnings of $754 million
  • Segment operating profit up more than 40%
  • ROIC of 9.7%, significantly higher than the prior-year period’s 8.1%
  • 27% year-over-year Q2 operating profit growth in Nutrition, raising segment’s OP growth expectations for full year to 20%

Headline financials

Total Revenue

$22.9B

Previous: $16.3B+40.8%
EPS (adj)

$1.33

Previous: $0.85+56.5%
Capital Expenditures

-$427M

Previous: -$360M-18.6%
Free Cash Flow

$285M

Previous: $109M+161.5%
Net Income

$712M

Previous: $469M+51.8%
Operating Income

$780M

Previous: $518M+50.6%
Gross Profit

$1.46B

Previous: $1.11B+32.0%
Cash & Equivalents

$869M

Previous: $1.2B-27.8%
Total Assets

$51B

Previous: $44.3B+14.9%
Stock-Based Comp

$38M

Previous: $24M+58.3%

Revenue & EPS history

ADM · Revenue · Quarterly

$22.9B

Q2 2021+40.8%vs Q2 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

ADM · $22.8B total across 3 segments · Q2 2021

  • Ag Services & Oilseeds
    $18.3B+43.4%
  • Carbohydrate Solutions
    $2.82B+40.0%
  • Nutrition
    $1.73B+20.6%

Forward guidance

Given our great start to the year and our expectation of continued momentum in the second half, we are confident in delivering very strong full-year earnings, and we remain well-positioned for robust, sustained growth in the years to come.

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 Q2 2021

Historical avgQ2 2021

-0.0%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+0.8%

Avg return

30 days after

50%

35 / 70 earnings

Positive

+8.5%

Q3 2016

Best reaction

-9.7%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.6%+1.9%+7.3%
Q4 2025-0.4%-2.6%-2.3%
Q3 2025+0.1%-5.2%-1.2%
Q2 2025+6.0%+6.4%+13.9%
Q1 2025+1.7%+2.2%-1.1%
Q4 2024-5.1%-8.5%-3.9%
Q3 2024-0.7%-0.4%-6.6%
Q2 2024-2.0%-6.9%-3.9%
Q1 2024-3.8%-2.5%-0.9%
Q4 2023+6.1%+8.0%+14.0%
Q3 2023-1.9%-3.3%+2.7%
Q2 2023+4.6%+3.9%-3.3%
Q1 2023-4.7%-3.4%-8.8%
Q4 2022-2.3%-3.2%-4.8%
Q3 2022+4.8%+6.3%+8.4%
Q2 2022+6.4%+9.5%+20.2%
Q1 2022+3.3%-1.5%-2.9%
Q4 2021+5.4%+10.7%+10.6%
Q3 2021-3.2%-3.6%-0.5%
Q2 2021+0.3%+2.2%+2.2%
Q1 2021+5.2%+5.3%+11.0%
Q4 2020-6.6%-5.8%+8.0%
Q3 2020-6.6%-3.3%+1.9%
Q2 2020+1.8%+0.8%+5.4%
Q1 2020-0.1%-6.5%+5.8%
Q4 2019+4.3%+2.4%-14.3%
Q3 2019+4.7%+6.0%+5.9%
Q2 2019-2.5%-8.9%-7.4%
Q1 2019+3.7%+5.6%-6.1%
Q4 2018-5.9%-6.1%-5.2%
Q3 2018+0.4%+0.3%-5.3%
Q2 2018+1.6%+5.5%+6.4%
Q1 2018-2.1%-3.3%-3.7%
Q4 2017+3.9%+2.2%+6.6%
Q3 2017-5.1%-7.1%-6.8%
Q2 2017+0.7%+1.0%-2.0%
Q1 2017-9.7%-7.2%-8.6%
Q4 2016-1.3%-0.4%+0.9%
Q3 2016+8.5%+7.7%+1.7%
Q2 2016-0.7%+0.5%-2.5%
Q1 2016-3.8%
Q4 2015-5.7%
Q3 2015-7.0%
Q2 2015+1.1%
Q1 2015-0.8%
Q4 2014-4.2%
Q3 2014+6.5%
Q2 2014+3.6%
Q1 2014-1.5%
Q4 2013-0.6%
Q3 2013+2.9%
Q2 2013-0.3%
Q1 2013-1.0%
Q4 2012-6.6%
Q3 2012+6.9%
Q2 2012-1.8%
Q1 2012+4.0%
Q4 2011-2.8%
Q3 2011-4.5%
Q2 2011-1.8%
Q1 2011-2.0%
Q4 2008+0.9%
Q4 2010+0.9%
Q3 2010+4.2%
Q3 2009+4.2%
Q2 2010-2.3%
Q4 2009+0.1%
Q1 2009+0.1%
Q2 2009+0.1%
Q1 2010+0.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro