Bunge Global (NYSE:BG) Issues Earnings Results, Beats Estimates By $0.03 EPS

Posted by Stanley Muller on Jul 30th, 2026

Bunge Global (NYSE:BG – Get Free Report) issued its quarterly earnings data on Wednesday. The basic materials company reported $2.00 EPS for the quarter, beating the consensus estimate of $1.97 by $0.03, Zacks reports. The business had revenue of $24.04 billion during the quarter, compared to the consensus estimate of $22.81 billion. Bunge Global had a net margin of 0.85% and a return on equity of 8.60%. The firm’s revenue was up 88.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.31 EPS. Bunge Global updated its FY 2026 guidance to 9.250-9.750 EPS.

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

Bunge raised its 2026 adjusted EPS outlook to $9.25–$9.75 from $9.00–$9.50, citing stronger soybean processing and refining results and slightly improved softseed expectations.
Second-quarter adjusted EPS increased to $2.00 from $1.31 year over year, while adjusted segment EBIT rose to $796 million from $373 million, led by improved soy and softseed processing across the Americas and Europe.
Viterra integration synergies are running ahead of plan; Bunge raised its cost-synergy target from $250 million to $350 million and said the expanded origination, processing, logistics, and customer network is creating additional commercial upside.
The company expects second-half earnings to be weighted toward the fourth quarter, with Q3 contributing in the low 40% range and Q4 in the high 50% range; visibility remains limited because of geopolitical tensions, volatile trade flows, energy costs, and regional crop uncertainty.
Grain merchandising and milling is expected to underperform the prior outlook, while higher working-capital needs may limit additional share repurchases in the second half despite the completed $2 billion Viterra-related buyback program.

Bunge Global Stock Down 1.7%

BG stock traded down $1.83 during midday trading on Thursday, reaching $105.94. 501,120 shares of the company’s stock traded hands, compared to its average volume of 1,699,586. The company has a quick ratio of 0.69, a current ratio of 1.60 and a debt-to-equity ratio of 0.57. Bunge Global has a 52 week low of $76.01 and a 52 week high of $134.87. The company has a market cap of $20.56 billion, a price-to-earnings ratio of 24.68 and a beta of 0.65. The firm’s fifty day moving average price is $118.03 and its 200-day moving average price is $119.65.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Compound Planning Inc. bought a new position in Bunge Global during the fourth quarter valued at about $203,000. Corient Private Wealth LLC raised its stake in Bunge Global by 13.5% in the 4th quarter. Corient Private Wealth LLC now owns 19,068 shares of the basic materials company’s stock valued at $1,699,000 after acquiring an additional 2,263 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in Bunge Global by 56.5% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 5,520 shares of the basic materials company’s stock valued at $492,000 after purchasing an additional 1,993 shares during the last quarter. Vident Advisory LLC bought a new position in Bunge Global during the fourth quarter worth about $2,960,000. Finally, State of Tennessee Department of Treasury increased its stake in shares of Bunge Global by 669.2% in the fourth quarter. State of Tennessee Department of Treasury now owns 129,131 shares of the basic materials company’s stock worth $11,503,000 after purchasing an additional 112,344 shares in the last quarter. Institutional investors own 86.23% of the company’s stock.

Key Headlines Impacting Bunge Global

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

Positive Sentiment: Bunge reported second-quarter revenue of $24.04 billion, up 88.3% year over year and above the roughly $22.81 billion analyst estimate. Adjusted EPS was $2.00, compared with $1.31 a year earlier, while GAAP EPS rose to $3.47 from $2.61. Strong soybean and softseed processing and refining margins drove the improvement. Bunge Global quarterly earnings report
Positive Sentiment: Management raised its fiscal 2026 adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50, citing Viterra synergies running ahead of plan and solid processing results. Bunge also completed the $2 billion Viterra-related repurchase program after buying back approximately $250 million of shares during the quarter. Bunge forecasts 2026 adjusted EPS
Positive Sentiment: Zacks Research upgraded Bunge Global from “Hold” to “Strong Buy,” providing a favorable near-term analyst signal following the earnings release. Zacks Research
Neutral Sentiment: The earnings beat depends on the estimate used: Bunge’s $2.00 adjusted EPS exceeded some consensus figures, including $1.97, but fell short of Zacks’ $2.03 estimate. This likely contributed to a less enthusiastic market reaction despite strong year-over-year growth. Bunge Q2 earnings estimates
Negative Sentiment: Investors may have expected a larger guidance increase after the strong quarter. A $9.25-$9.75 forecast represents only a modest upward revision, and the quarter included a $1.67-per-share negative mark-to-market timing effect that may have raised concerns about earnings quality and volatility.
Negative Sentiment: Results were uneven: grain merchandising and milling faced pressure, while sugar and some European and distribution operations were softer. The combination of elevated expectations, weaker areas and a tempered outlook appears to be driving the earnings-related sell-off. Bunge Global stock reaction after earnings

Analysts Set New Price Targets

A number of equities analysts have recently commented on BG shares. Barclays lifted their price target on shares of Bunge Global from $145.00 to $150.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Zacks Research upgraded Bunge Global from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Bunge Global in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Bunge Global has a consensus rating of “Moderate Buy” and a consensus price target of $132.67.

Check Out Our Latest Analysis on BG

About Bunge Global

(Get Free Report)

Bunge Global is a leading agribusiness and food company that processes oilseeds and grains, produces sugar and bioenergy, and supplies fertilizers and other agricultural inputs. The company operates an integrated value chain that spans origination, processing, and distribution, enabling it to serve food processors, livestock producers, and retail customers worldwide. Through its network of processing plants, port terminals and logistics assets, Bunge handles a diverse portfolio of commodities, including soybeans, corn, wheat, vegetable oils, and sugarcane.

The company’s core business activities are organized into agribusiness and food & ingredients segments.