NYSE$BG

Bunge Global S.A. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Bunge reported Q4 2025 net sales of $23.8B with GAAP diluted EPS of $0.49 and adjusted EPS of $1.99.

Fourth-quarter net sales were $23.76 billion following the Viterra combination. Net income attributable to Bunge was $95 million ($0.49 diluted EPS); adjusted diluted EPS was $1.99. Full-year GAAP diluted EPS was $4.93 ($7.57 adjusted).

  • Q4 net sales $23.8B; adjusted EPS $1.99.
  • Higher Q4 adjusted EBIT across segments; synergy capture underway.
  • FY26 adjusted EPS guide $7.50–8.00.
  • Investor Day March 10 for long-term outlook and capital allocation.

Headline financials

Total Revenue

$23.8B

No prior period
EPS (adj)

$1.99

No prior period
GAAP Diluted EPS

$0.49

No prior period
Adjusted Diluted EPS

$1.99

No prior period
Adjusted Segment EBIT

$756M

No prior period
Adjusted Total EBIT

$622M

No prior period
Cash provided by operating activities

$844M

No prior period
Adjusted Funds From Operations

$1.73B

No prior period
FY Adjusted Effective Income Tax Rate

22.9%

No prior period
Net Income

$95M

No prior period
Operating Income

$264M

No prior period
Gross Profit

$1.01B

No prior period

Revenue & EPS history

Bunge · Revenue · Quarterly

$23.8B

Q4 2025
Beat estimate in 1 of 3 quarters(33%)
ActualEstimate

Forward guidance

FY26 adjusted EPS $7.50–8.00; Investor Day March 10 for synergy and capital allocation detail.

Tailwinds

  • Viterra integration synergies.
  • Global footprint diversification.
  • Agribusiness cycle optionality.

Headwinds

  • Mark-to-market timing on commodity hedges.
  • Geopolitical and trade uncertainty.
  • Crush margin volatility.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-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
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%

Discussion

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