Companies
Bunge Global SA
NYSE: BG

Bunge Global (BG) Q3 2026 Earnings

Reported Oct 29, 2026, 9:00am ET · SEC source
$2.56
Beat +5.81%
EPS · est. $2.42 Adjusted

Adjusted EPS excludes mark-to-market timing differences of $0.28 per share and certain charges of $0.64 per share, including $82 million loss on announced sale of two Brazilian sugarcane mills ($0.43), $21 million Viterra acquisition and integration costs ($0.10), and Ukraine-Russia war charges ($0.04 segment and $0.07 tax valuation allowance). GAAP diluted EPS from continuing operations was $1.64.

$23.8B
Beat +4.47%
Revenue · est. $22.8B
7 quarters
Consecutive EPS beats

How Did BG Stock React to Q3 2026 Earnings?

% change · around the report
−6%−3%0+3%Oct 29Oct 30report 9:00am ETearnings−2.1%−4.9%
−6%−3%0+3%Oct 29Oct 30earnings−2.1%−4.9%
BG −4.9%S&P 500 −2.1%
−6%−3%0+3%Oct 29Oct 30report 9:00am ETearnings−4.3%−4.9%
−6%−3%0+3%Oct 29Oct 30earnings−4.3%−4.9%
BG −4.9%NASDAQ −4.3%
−8%−4%0Oct 28Nov 4report 9:00am ETearnings−0.0%−2.9%
−8%−4%0Oct 28Nov 4earnings−0.0%−2.9%
BG −2.9%S&P 500 −0.0%
−8%−4%0Oct 28Nov 4report 9:00am ETearnings−2.6%−2.9%
−8%−4%0Oct 28Nov 4earnings−2.6%−2.9%
BG −2.9%NASDAQ −2.6%
−4.74%
Day of report
+0.65%
Next session

Did BG Beat Earnings? Q3 2026 Results

Yes. Bunge Global reported Q3 2026 earnings of $2.56 a share on Oct 29, 2026, beating the $2.42 consensus estimate by 5.8%. Revenue was $23.8B against a $22.8B estimate.

Bunge Global SA delivered a stronger-than-expected third quarter of 2026, with adjusted EPS of $2.56 beating the $2.42 consensus estimate by 5.81%, extending the agribusiness giant's streak of beating consensus EPS estimates to six consecutive quarters. Revenue climbed 7.4% year over year to $23.80 billion, clearing the $22.79 billion consensus by 4.47%, as robust performance in Soybean Processing and Refining, where segment EBIT surged to $547 million from $337 million a year ago, and Softseed Processing and Refining, with EBIT rising to $353 million from $236 million, more than offset weakness in Tropical Oils and a loss in Grain Merchandising tied to an $82 million charge on the planned sale of two Brazilian sugarcane mills. Management credited solid execution and the expanded global network built through the Viterra combination as key contributors. On a GAAP basis, diluted EPS from continuing operations reached $1.64, up from $0.86 a year earlier. Despite negative free cash flow for the quarter, Bunge reaffirmed its full-year 2026 adjusted EPS guidance of $9.25 to $9.75.

Key Takeaways
  • Soybean segment EBIT rose to $547M from $337M, led by stronger North America processing and improved processing in Argentina and Brazil
  • Softseed segment EBIT rose to $353M from $236M, led by North America processing and refining, with volumes up across all regions
  • Softseeds processed increased to 3,606 thousand metric tons from 3,129
  • Tropical Oils segment EBIT fell to $13M from $77M due to geopolitical trade disruptions and commissioning, ramp-up and plant transition costs
  • Grain Merchandising and Milling EBIT was a $74M loss, including $82M of charges tied to the sale of two Brazilian sugarcane mills; ocean freight, sugar and wheat milling were weaker
  • Corporate expenses fell on lower performance-based compensation and favorable foreign exchange
  • Soybeans processed declined to 11,745 thousand metric tons from 12,139 on lower South America and Asia volumes

“Our team delivered a strong third quarter, demonstrating disciplined execution and the strength of the resilient, diversified business we've built. In a complex environment – marked by geopolitical uncertainty, shifting trade flows and evolving government policy – our global platform positioned us to execute on opportunities while effectively managing risk. At the same time, we continued to advance our key value-creation priorities, including Viterra-related synergies and progressing efforts to bring major growth investments online.”

Bunge Global CEO, on the earnings call

What Is Bunge Global's Outlook?

Bunge maintained its full-year 2026 adjusted EPS outlook of $9.25 to $9.75, reflecting Q3 results, the current margin and macro environment and forward curves. Versus the prior outlook: - Soybean Processing and Refining is expected slightly lower. - Softseed Processing and Refining is unchanged. - Tropical Oils and Specialty Ingredients is expected lower. - Grain Merchandising and Milling is expected higher. - Corporate and Other is unchanged. Other 2026 expectations: - Adjusted annual effective tax rate of 23% to 25%, narrowed from 22% to 26%. - Net interest expense of $640 to $670 million, raised from $620 to $660 million. - Capital expenditures toward the higher end of the $1.5 to $1.7 billion range. - Depreciation and amortization of approximately $975 million.

BG YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$7.0B$14.0B$21.0B$22.2B$23.8BRevenue$1.1B$1.3BGross Profit$166.0M$318.0MNet Income
$0$7.0B$14.0B$21.0BRevenueGross ProfitNet Income
BG income statement, Q3 2026 versus Q3 2025
Metric Q3 2026 Q3 2025 Year over year
Revenue $23.8B $22.2B +7.4%
Gross Profit $1.3B $1.1B +25.3%
Net Income $318.0M $166.0M +91.6%

BG Revenue by Segment

Soybean Processing and Refining$11.4B+5.4%
Agribusiness
Grain Merchandising and Milling$6.8B+5.2%
Softseed Processing and Refining$4.3B+17.5%
Refined and Specialty Oils
Tropical Oils and Specialty Ingredients$1.3B
Other Oilseeds Processing and Refining
Milling

When Does Bunge Global Report Next?

Expected report date
Before the open
Release timing

Figures from SEC filings and company reports. Not investment advice.