NYSE$BG

Bunge Global S.A. · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Bunge Global S.A. reported strong Q2 2026 results with higher earnings driven by processing segments.

Bunge reported Q2 2026 GAAP diluted EPS of $3.47 and adjusted diluted EPS of $2.00. Net sales reached $24.041 billion with net income of $678 million. Results benefited from strong performances in Soybean and Softseed Processing and Refining amid improving market conditions.

  • GAAP diluted EPS rose to $3.47 from $2.61 year-over-year; adjusted diluted EPS increased to $2.00 from $1.31.
  • Adjusted Total EBIT reached $665 million, up from $293 million in the prior year quarter.
  • Repurchased approximately $250 million of shares, completing the $2 billion Viterra-related program.
  • Full-year 2026 adjusted EPS outlook raised to $9.25-$9.75 from previous $9.00-$9.50 range.

Headline financials

Total Revenue

$24B

Previous: $12.8B+88.3%
EPS (adj)

$2.00

Previous: $2.61-23.4%
Diluted EPS GAAP

$3.47

No prior period
Diluted EPS Adjusted

$2.00

No prior period
Adjusted Segment EBIT

$796M

No prior period
Adjusted Total EBIT

$665M

No prior period
Net Income

$678M

Previous: $354M+91.5%
Operating Income

$1.06B

Previous: $449M+136.1%
Gross Profit

$1.68B

Previous: $738M+127.8%
Cash & Equivalents

$593M

Previous: $6.79B-91.3%
Total Assets

$46.8B

Previous: $31.2B+50.2%

Revenue & EPS history

Bunge · Revenue · Quarterly

$24B

Q2 2026+88.3%vs Q2 2025
Beat estimate in 2 of 4 quarters(50%)
ActualEstimate

Revenue by segment

Bunge · $24B total across 4 segments · Q2 2026

  • Soybean Processing and Refining
    $12.1B
  • Grain Merchandising and Milling
    $6.61B
  • Softseed Processing and Refining
    $4.1B
  • Tropical Oils and Specialty Ingredients
    $1.26B

Forward guidance

Full-year 2026 adjusted EPS outlook increased to $9.25 to $9.75.

Tailwinds

  • Soybean Processing and Refining results expected higher
  • Softseed Processing and Refining results expected slightly higher

Headwinds

  • Grain Merchandising and Milling results expected lower

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-0.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-1.7%

Avg return

30 days after

38%

3 / 8 earnings

Positive

+2.2%

Q2 2025

Best reaction

-3.5%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-0.0%+1.0%-2.4%
Q4 2025+0.3%+1.5%-0.2%
Q3 2025+1.8%+1.2%-0.3%
Q2 2025+2.2%+2.9%+0.7%
Q1 2025-2.9%+2.5%-4.6%
Q3 2024-2.3%-4.4%+2.2%
Q2 2024-2.1%-9.4%-3.7%
Q1 2024-3.5%-5.6%-5.3%

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