NYSE$ADM

Archer-Daniels-Midland Co · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

ADM's financial performance for Q2 2023, marked by solid earnings and strategic advancements.

ADM reported Q2 2023 earnings with an EPS of $1.70 ($1.89 adjusted), net earnings of $0.9 billion ($1.0 billion adjusted), and segment operating profit of $1.5 billion ($1.628 billion adjusted). The company highlighted the strength of its diversified portfolio and integrated value chain in delivering excellent results despite dynamic market conditions. They are raising their earnings expectations for full-year 2023.

  • Ag Services & Oilseeds leveraged investments for record origination volumes in Brazil.
  • Carbohydrate Solutions delivered excellent results across global starches and sweeteners.
  • Nutrition achieved strong results in Flavors and expanded its customer base.
  • Strategic initiatives connected to decarbonization are building additional earnings power and growth.

Headline financials

Total Revenue

$25.2B

Previous: $27.3B-7.7%
EPS (adj)

$1.89

Previous: $2.15-12.1%
Capital Expenditures

-$614M

Previous: -$500M-22.8%
Free Cash Flow

$313M

Previous: $736M-57.5%
Net Income

$927M

Previous: $1.24B-25.0%
Operating Income

$1.01B

Previous: $1.33B-24.3%
Gross Profit

$1.88B

Previous: $2.1B-10.3%
Cash & Equivalents

$1.43B

Previous: $906M+57.4%
Total Assets

$55.5B

Previous: $61.8B-10.2%
Stock-Based Comp

$21M

Previous: $28M-25.0%

Revenue & EPS history

ADM · Revenue · Quarterly

$25.2B

Q2 2023-7.7%vs Q2 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

ADM · $25.2B total across 4 segments · Q2 2023

  • Ag Services & Oilseeds
    $19.8B-7.4%
  • Carbohydrate Solutions
    $3.38B-9.9%
  • Nutrition
    $1.85B-7.5%
  • Other Business
    $112M+10.9%

Forward guidance

Based on strong first-half results and increased confidence in second-half performance, ADM is raising its earnings expectations for full-year 2023.

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 2023

Historical avgQ2 2023

-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%

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