ADMArcher-Daniels-Midland Company
Archer-Daniels-Midland Company (ADM) is a global leader in agricultural products, processing and distributing corn, soybeans, and other crops into food, animal feed, and industrial ingredients. The company’s next catalyst is Nov 3, 2026 — Q3 2026 Earnings Release, which will test its ability to sustain margins amid rising input costs and shifting demand for plant-based ingredients.
- ADM generates $25.28B in revenue, with $9.02B in free cash flow over the last twelve months.
- Net income hit $1.53B, and diluted EPS stood at $1.87, reflecting a net margin of 6.1%.
- The company’s debt-to-equity ratio of 0.37x suggests a balanced capital structure, though its leverage could be tested by volatile commodity prices.
The schedule
- Tue27Oct
The Q3 2026 earnings release is a key event that will provide insight into ADM's performance and its outlook for the agricultural sector. This event is expected to have a significant impact on the stock price, with the potential for both positive and negative movements. The market will be closely watching the guidance provided during the release to gauge the company's current standing and future prospects. Given the high impact of this event, investors should be prepared for increased volatility in the days leading up to and following the release.
- Tue9Feb
- Tue4May
- Tue3Aug
Past
- Tue4Aug
Actual outcome: Bear · $77.51 at outcome
ADM's stock fell despite strong Q2 results and raised earnings guidance due to biofuel and nutrition gains, as well as a declared dividend. The bearish move was driven by Empowered Funds LLC's significant stake reduction (51.4% cut), signaling institutional skepticism about long-term prospects, overshadowing positive earnings news.
ADM's stock fell despite strong Q2 results and raised earnings guidance due to biofuel and nutrition gains, as well as a declared dividend. The bearish move was driven by Empowered Funds LLC's significant stake reduction (51.4% cut), signaling institutional skepticism about long-term prospects, overshadowing positive earnings news.
- Tue5May
Actual outcome: Bull · $79.84 at outcome
ADM reported Q1 earnings that beat consensus estimates, driven by strengthening ethanol margins that offset weakness in the Ag Services & Oilseeds segment. Crucially, the company raised its full-year earnings outlook following new U.S. biofuel policies requiring higher blends in gas and diesel, which provided the fundamental strength to push the stock above the $77 bull target.
ADM reported Q1 earnings that beat consensus estimates, driven by strengthening ethanol margins that offset weakness in the Ag Services & Oilseeds segment. Crucially, the company raised its full-year earnings outlook following new U.S. biofuel policies requiring higher blends in gas and diesel, which provided the fundamental strength to push the stock above the $77 bull target.
- Thu5Mar
Actual outcome: Bull · $69.73 at outcome
ADM's aggressive $500-$750 million cost-cutting initiative and strategic pivot toward high-margin nutrition and biosolutions segments successfully offset broader commodity margin pressures. Investor confidence was further bolstered by the appointment of a seasoned financial leader to the board and the company's resilience under 'America First' trade policies, driving the share price well beyond the bull target.
ADM's aggressive $500-$750 million cost-cutting initiative and strategic pivot toward high-margin nutrition and biosolutions segments successfully offset broader commodity margin pressures. Investor confidence was further bolstered by the appointment of a seasoned financial leader to the board and the company's resilience under 'America First' trade policies, driving the share price well beyond the bull target.
- Tue17Feb
Actual outcome: Bear · $66.33 at outcome
Price reached or fell below bear floor ($63.00) at outcome date.
Price reached or fell below bear floor ($63.00) at outcome date.
