行业政策与环境 美国财政部已于2026年2月初公布45Z税收抵免规则草案，但生物燃料掺混配额的最终规则仍在审议 中，预计将于2026年3月左右公布。该规则若维持最初提案水平，可能刺激大豆等油籽需求，但对邦吉 盈利的实际影响取决于细节落地。政策延迟或变动可能继续压制客户订单意愿，邦吉管理层在财报中强 调"市场前景难以预测"，需密切关注政策公告对农业综合企业板块的连锁反应。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 邦吉近期公布2025年财报及2026年盈利指引，未来值得关注的事件主要围绕政策落地和财 务表现。 业绩经营情况 邦吉在2025年财报中预测2026年调整后每股收益区间为7.50美元至8.00美元，低于华尔街分析师普遍预 期的8.71美元。公司指出大宗商品市场波动、贸易动荡及加工利润率收窄是主要压力因素。市场将关注 2026年各季度财报的实际数据是否与指引一致，尤其是北美业务在生物燃料政策影响下的利润变化。 ...

Bunge Global SA (NYSE:BG) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer called it an “important agricultural middleman,” as he said: At number eight, we have Bunge, that’s up nearly… 28% this month. It’s an important agricultural middleman. I don’t see a specific catalyst for the Bunge move, aside from some positive analyst commentary based on [an] improving outlook for the broader industry. Now, if you believe in ag recovery in the cards for 2026, maybe Bunge still looks pretty c ...

Key Takeaways BG beat Q4 adjusted EPS and sales estimates, but higher costs drove a 7% year-over-year earnings dip.Volumes gained in soybean, softseed and grain units post Viterra deal, while other oilseeds volumes fell.Bunge Global's adjusted operating profit rose 40% but margins narrowed.Bunge Global SA (BG)  reported fourth-quarter 2025 adjusted earnings of $1.99 per share, which beat the Zacks Consensus Estimate of $1.83. The bottom line, however, marked a 7% year-over-year dip as higher costs offset th ...

Core Viewpoint - Bunge Limited reported strong quarterly results but provided a softer profit outlook for the upcoming year, leading to a decline in stock price during premarket trading [1] Segment Performance - Soybean Processing and Refining: Quarterly net sales reached $11.045 billion, up from $8.374 billion year-over-year, driven by improved results in Argentina and Brazil [2] - Softseed Processing and Refining: Net sales increased to $4.545 billion from $1.808 billion a year ago, attributed to higher processing margins and the integration of Viterra's assets [3] - Other Oilseeds Processing and Refining: Net sales remained stable at $1.191 billion year-over-year [3] - Grain Merchandising and Milling: Net sales rose to $6.982 billion from $2.242 billion a year ago [3] Quarterly Metrics - Gross profit for the quarter was $1.011 billion, down from $1.081 billion a year ago [4] - Adjusted Total EBIT increased to $622 million from $445 million year-over-year, with growth across all segments [4] - Cash and equivalents at the end of the quarter totaled $1.135 billion, a decrease from $3.311 billion a year ago [4] Cash Flow - Cash provided by operations was $844 million, down from $1,900 million in the previous year, primarily due to lower net income and changes in working capital [5] Outlook - For fiscal 2026, Bunge expects adjusted earnings of $7.50 to $8.00 per share, below the analyst estimate of $8.71 [6] - The company anticipates an adjusted effective tax rate of 23%-27% and net interest expense of $575 million-$625 million for 2026 [7] - Capital expenditures are forecasted to be between $1.5 billion and $1.7 billion, with depreciation and amortization around $975 million [7]

Bunge Global (NYSE:BG) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsBen Theurer - Managing DirectorDerrick Whitfield - Managing DirectorGreg Heckman - CEOHeather Jones - FounderJohn Neppl - CFOManav Gupta - Executive DirectorMark Haden - Head of Investor RelationsMatthew Blair - Managing DirectorSteven Haynes - VP of Equity ResearchConference Call ParticipantsAndrew Strelzik - Senior AnalystPooran Sharma - Managing Director and Equity Research AnalystSalvatore Tiano - Equity Resea ...

Bunge Global (NYSE:BG) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsBen Theurer - Managing DirectorDerrick Whitfield - Managing DirectorGreg Heckman - CEOHeather Jones - FounderJohn Neppl - CFOManav Gupta - Executive DirectorMark Haden - Head of Investor RelationsMatthew Blair - Managing DirectorSteven Haynes - VP of Equity ResearchConference Call ParticipantsAndrew Strelzik - Senior AnalystPooran Sharma - Managing Director and Equity Research AnalystSalvatore Tiano - Equity Resea ...

Bunge Global (NYSE:BG) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Speaker8Please note, this event is being recorded. I would now like to turn the conference over to Mark Haden. Please go ahead.Speaker6Great. Thank you, and thank you for joining us this morning for our fourth quarter earnings call. Before we get started, I want to let you know that we have slides to accompany our discussion. These can be found at the Investor Center on our website at bunge.com, under Events and Presentations. Reconc ...

Bunge Global (BG) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $2.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.54%. A quarter ago, it was expected that this agribusiness and food company would post earnings of $2.23 per share when it actually produced earnings of $2.27, delivering a surprise of +1.79%.Over the last four quart ...

Q4 2025 Earnings Results Review February 4, 2026 Forward-Looking Statements • Today's presentation includes forward-looking statements that reflect Bunge's current views with respect to future events, financial performance and industry conditions. • These forward-looking statements are subject to various risks and uncertainties. Bunge has provided additional information in its reports on file with the Securities and Exchange Commission concerning factors that could cause actual results to differ materially ...

1 St. Louis, MO - February 4, 2026 - Bunge Global SA (NYSE: BG) today reported fourth quarter and full-year 2025 results. • Full-year GAAP diluted EPS of $4.93 vs. $7.99 in the prior year; $7.57 vs. $9.19 on an adjusted basis excluding certain gains/charges and mark-to-market timing differences • Q4 GAAP diluted EPS of $0.49 vs. $4.36 in the prior year; $1.99 vs. $2.13 on an adjusted basis excluding certain gains/charges and mark-to-market timing differences • Higher Q4 adjusted EBIT in all segments, driven ...