ADM lifts 2026 profit outlook after quarterly earnings beat on stronger oilseed margins
Higher crop and energy prices are improving processing economics for agricultural groups as supply flows adjust to conflict in the Middle East. Archer-Daniels-Midland says stronger oilseed margins across its businesses help it outperform quarterly expectations and raise its full-year adjusted profit forecast.
Highlights
- Archer-Daniels-Midland raises its 2026 adjusted earnings per share forecast to $5.5–$5.8 from $5.15–$5.6 after strong Q3 results.
- ADM posts Q3 adjusted earnings of $1.77 per share versus $1.60 consensus, with agricultural services and oilseeds operating profit more than doubling to $778 million.
- Rising U.S. corn and soybean prices and surging crude oil after the Iran war start boost ADM's oilseed crushing margins and broader agricultural services profits.
Raised guidance and segment performance
As reported by Reuters, Archer-Daniels-Midland raises its 2026 adjusted earnings per share forecast to $5.5 to $5.8 from its previous outlook of $5.15 to $5.6 after reporting stronger third-quarter results.The Chicago-based grain merchant and processor posts adjusted earnings of $1.77 per share for the quarter ended Sept. 30, above analysts' average estimate of $1.60 per share, according to data compiled by LSEG. Operating profit from its agricultural services and oilseeds segment, the company's largest business, more than doubles to $778 million in the quarter.
Within that division, the crushing business reports profit of $311 million, up from $13 million a year earlier. The unit sources oilseeds and grains from farmers and processes them into products for food, animal feed and industrial markets.
Commodity markets support margins
ADM's improved outlook comes as U.S. corn and soybean prices surge after the war on Iran starts, prompting farmers to accelerate sales of grain stockpiled from last year's harvest after months of holding back supplies amid weak market prices.The conflict also pushes crude oil prices sharply higher, increasing demand for biofuel feedstocks and supporting prices for crops such as corn and soybeans used to produce renewable fuels. Those conditions are strengthening processing margins across ADM's oilseed-related operations and supporting profits in its broader agricultural services business.
Our earlier article on the WTO’s warning about lasting trade disruption from wars and tariffs explained how conflicts in Ukraine and the Middle East are driving companies to redesign supply chains and shipping routes for resilience, even at higher cost. We also noted the WTO’s expectation that Middle East trade would remain pressured in the near term, while global merchandise trade growth could still be supported by factors like AI-related demand despite ongoing geopolitical risks.
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