Zacks Investment Research·5d ago
Bunge Lifts 2026 EPS Outlook as Oilseed Momentum Offsets Grain RisksBG raises 2026 EPS guidance as stronger soybean and softseed processing offsets a lower Grain Merchandising and Milling outlook.
Bunge's transformative Viterra merger has nearly doubled revenue to $24.0B in 2026Q2, creating a global agribusiness powerhouse with enhanced scale and operating leverage (SG&A/revenue fell to 2.5%). However, the integration has significantly increased financi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 88.3% YoY to $24.0B in 2026Q2 on Viterra consolidation, with gross margin improving to 7.0% and operating margin to 4.5%, though EPS of $3.46 was boosted by a one-time gain.
Bunge is positioned to benefit from synergies with Viterra, which could drive significant earnings re-rating above current consensus.
Recovery in crush margins is expected to bolster Bunge's earnings and improve its financial performance.
Bunge's joint venture with Chevron in biofuels is underpriced and could offer substantial upside potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $2.00+1.5% vs $1.97 | $24.0B+5.4% vs $22.8B |
Q2 2026 Apr 29, 2026 | $1.83+107.2% vs $0.88 | $21.9B-6.5% vs $23.4B |
Q1 2026 Feb 4, 2026 | $1.99+9.9% vs $1.81 | $23.8B+5.1% vs $22.6B |
Q4 2025 Nov 5, 2025 | $2.27+17.0% vs $1.94 | $22.2B+50.4% vs $14.7B |
BG raises 2026 EPS guidance as stronger soybean and softseed processing offsets a lower Grain Merchandising and Milling outlook.
BG's oilseed gains and Viterra synergies support growth, but weak cash conversion, grain volatility and valuation raise execution risks.
Bunge Global SA (BG) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Bunge Global SA (NYSE: BG) announced today an agreement to sell its two sugarcane mills located in the municipalities of Junqueirópolis and Guararapes, in the
Benchmark BG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Bunge Global S.A. (BG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $110.00 | $21.13B | 22.36 | 32.43% | 1.16% | 5.75% | 2.51% | |
| $82.34 | $39.68B | 36.92 | -6.15% | 2.16% | 7.63% | — | |
| $97.91 | $6.17B | 8.76 | -2.84% | 8.21% | 13.41% | — | |
| $120.61 | $18.53B | 13.45 | 19.34% | 27.12% | 25.72% | — | |
| $24.73 | $7.86B | 14.54 | 8.36% | 0.36% | 0.35% | — | |
| $51.82 | $18.37B | 38.10 | 2.12% | 1.03% | 3.15% | — |
Bunge Global S.A. (BG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Bunge Global S.A. (BG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
May 22, 2026·SEC
Apr 29, 2026·SEC
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Bunge Global S.A. (BG) stock FAQ — growth, dividends, profitability & financials explained
Bunge Global S.A. (BG) reported $91.81B in revenue for fiscal year 2025. This represents a 1055% increase from $7.95B in 1999.
Bunge Global S.A. (BG) grew revenue by 32.4% over the past year. This is strong growth.
Yes, Bunge Global S.A. (BG) is profitable, generating $1.01B in net income for fiscal year 2025 (1.2% net margin).
Yes, Bunge Global S.A. (BG) pays a dividend with a yield of 2.51%. This makes it attractive for income-focused investors.
Bunge Global S.A. (BG) has a return on equity (ROE) of 5.8%. This is below average, suggesting room for improvement.
Bunge Global S.A. (BG) had negative free cash flow of $711.0M in fiscal year 2025, likely due to heavy capital investments.
