Archer Daniels Midland (ADM)
NYSEConsumer StaplesFarm ProductsSnapshot 2026-07-08
$80.28+2.65%
Close 2026-07-08 · 1-day change
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Track ADM free→ADM raises its 2026 adjusted EPS guidance to about $4.15 to $4.70. The company beat EPS estimates in 4 of the last 5 quarters, showing stable profit margins. Capital spending is planned between $1.3 and $1.5 billion, supporting steady operations and growth.
ADM faces pressure from a soft guidance posture and a recent earnings miss. Revenue growth is modest at about 1% year-over-year recently. The stock trades at a premium to peers, which may limit upside if growth slows.
The market expects about 7% revenue growth and prices ADM roughly 9% above our model's valuation level. Our valuation is about 19% below the median analyst price, indicating some disagreement with the Street's more optimistic outlook.
Breaks if: Adjusted EPS falls below $4.15 in FY26
Focus on achieving the adjusted EPS target for 2026, with guidance set between $4.15 and $4.70.
Stated in 6 of last 6 quarters. ADM's adjusted EPS guidance for 2026 has been raised to $4.15-$4.70 from the previous $3.60-$4.25. Despite the increase in guidance, the actual EPS for 2025-Q4 was $0.94, indicating limited progress towards the higher end of the target.
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“ADM now expects 2026 adjusted EPS of approximately $4.15 to $4.70.”
“ADM expects 2026 adjusted EPS of approximately $3.60 to $4.25.”
“Revised previously provided adjusted EPS guidance for full-year 2025 to $3.25 - $3.50 per share.”
“Tightens previously provided adjusted EPS guidance for full-year 2025 to approximately $4.00/share.”
“Affirms its previously provided adjusted earnings per share in the range of $4.00 to $4.75 for the full year 2025.”
“ADM expects adjusted earnings per share in the range of $4.00 to $4.75 per share.”
Breaks if: Capital expenditures exceed $1.5 billion or fall below $1.3 billion in FY26
Maintain capital expenditures within the projected range of $1.3 to $1.5 billion for 2026.
Stated in 4 of last 4 quarters. ADM has consistently projected capital expenditures to be between $1.3 and $1.5 billion for 2026. However, the financials do not provide specific capex figures for 2026-Q1, making it difficult to assess progress towards this target.
“Capital expenditures continue to be projected to be in the range of $1.3 to $1.5 billion.”
“Capital expenditures are projected to be in the range of $1.3 to $1.5 billion.”
“Continued working capital improvement and disciplined approach to capital allocation.”
“Continuing our disciplined approach to capital allocation.”
Breaks if: Revenue growth falls below 5% YoY next year