Bunge Global (NYSE:BG) Releases Quarterly Earnings Results, Beats Estimates By $0.15 EPS

Bunge Global (NYSE:BG) released its quarterly earnings results on Thursday. The basic materials company reported $2.56 earnings per share for the quarter, topping the consensus estimate of $2.41 by $0.15, Zacks reports. The business had revenue of $23.80 billion for the quarter, compared to the consensus estimate of $23.28 billion. Bunge Global had a net margin of 1.24% and a return on equity of 9.34%. The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the firm earned $2.27 earnings per share.

Here are the key takeaways from Bunge Global’s conference call:

• Bunge maintained its 2026 adjusted EPS guidance of $9.25–$9.75 after reporting third-quarter adjusted EPS of $2.56, up from $2.27 a year earlier. Adjusted EBIT rose to $997 million from $924 million.
• The Viterra integration is progressing, with 2026 cost synergies expected to exceed $200 million and an anticipated additional $0.50 per share of cost-synergy contribution in 2027, alongside roughly another $0.50 per share from commercial and network synergies.
• Bunge expects its major greenfield projects to shift from startup costs to earnings contributors in 2027. Morristown, Destrehan and the barge unloader are operating, while the Westzaan refinery is expected to start in the first quarter; together, the projects are expected to improve earnings by about $0.50 per share in 2027.
• Management said its global footprint and integrated network are helping it navigate geopolitical disruptions, Black Sea supply constraints, weather uncertainty and potential U.S.-China trade changes. However, these factors continue to make fourth-quarter and 2027 results difficult to forecast.
• Higher commodity prices have increased working-capital needs, with elevated levels expected through year-end and possibly into early 2027; net interest expense guidance was raised to $640–$670 million. Tropical oils and specialty ingredients also remained pressured by trade disruptions and commissioning costs, while 2026 capital spending is expected near the high end of the $1.5–$1.7 billion range.

Bunge Global Stock Performance

Shares of Bunge Global stock traded up $0.51 on Friday, reaching $96.53. 1,951,119 shares of the company were exchanged, compared to its average volume of 1,450,688. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.64 and a current ratio of 1.50. Bunge Global has a 1-year low of $88.24 and a 1-year high of $134.87. The company’s 50-day moving average is $110.64 and its two-hundred day moving average is $116.97. The firm has a market cap of $18.55 billion, a price-to-earnings ratio of 16.22 and a beta of 0.73.

Insiders Place Their Bets

In other Bunge Global news, Director Christopher Mahoney bought 1,500 shares of Bunge Global stock in a transaction that occurred on Tuesday, August 4th. The stock was purchased at an average cost of $107.60 per share, for a total transaction of $161,400.00. Following the completion of the acquisition, the director owned 14,820 shares of the company’s stock, valued at approximately $1,594,632. This represents a 11.26% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on BG shares. UBS Group increased their price objective on Bunge Global from $145.00 to $155.00 and gave the stock a “buy” rating in a research note on Thursday, September 10th. Zacks Research lowered shares of Bunge Global from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. JPMorgan Chase & Co. lowered their price target on shares of Bunge Global from $140.00 to $139.00 and set an “overweight” rating on the stock in a research report on Monday, October 12th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $150.00 price objective on shares of Bunge Global in a research note on Thursday, August 13th. Finally, Weiss Ratings raised shares of Bunge Global from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Bunge Global currently has a consensus rating of “Moderate Buy” and an average target price of $129.89.

Key Headlines Impacting Bunge Global

Here are the key news stories impacting Bunge Global this week:

• Positive Sentiment: Q3 results exceeded expectations: Adjusted earnings per share were $2.56, above the $2.41–$2.45 analyst estimates, while revenue reached $23.8 billion versus the $23.28 billion consensus. Revenue increased 7.4% year over year. Bunge Q3 earnings flash
• Positive Sentiment: Profitability improved substantially: Net income attributable to Bunge rose to $318 million from $166 million a year earlier, while total EBIT increased to $667 million from $403 million. Soybean Processing and Refining EBIT climbed to $547 million, and Softseed Processing and Refining EBIT rose to $353 million, supporting the earnings beat. Bunge Q3 net income and sales report
• Positive Sentiment: Full-year outlook was maintained: Management reaffirmed its 2026 adjusted EPS guidance of $9.25 to $9.75, reducing the risk of an immediate forecast cut. Production also began after quarter-end at the company’s new Bunge Chevron Ag Renewables oilseed processing line in Louisiana. Bunge Q3 earnings beat and outlook
• Neutral Sentiment: Analyst support remains mixed: Morgan Stanley initiated or reiterated a Buy rating, but Stephens lowered its price target to $130 from $140. The reduced target is still materially above recent trading levels, but signals more cautious near-term expectations. Stephens lowers Bunge price target
• Negative Sentiment: Cash generation remains a concern: Bunge used $2.3 billion in operating cash flow during the first nine months of 2026. Continued heavy working-capital needs could weigh on financial flexibility even as earnings improve.

Bunge Global Company Profile

Bunge Global SA (NYSE: BG) is a global agribusiness and food company involved in sourcing, processing and distributing agricultural commodities. Its operations span the agricultural supply chain, connecting farmers with food, feed and fuel customers through a network of origination, storage, transportation and processing facilities.

The company processes oilseeds such as soybeans, canola and sunflower seeds into vegetable oils and protein meals used in cooking, packaged foods, animal feed and renewable fuels.