Q4 25 EPS
$1.99
BEAT +5.29%
Est. $1.89
Q4 25 Revenue
$23.76B
BEAT +7.79%
Est. $22.04B
vs S&P Since Q4 25
-0.4%
TRAILING MARKET
BG +4.6% vs S&P +5.0%
Full Year 2025 Results
FY 25 EPS
$7.57
BEAT +3.11%
Est. $7.34
FY 25 Revenue
$70.33B
BEAT +2.50%
Est. $68.61B
Market Reaction
Did BG Beat Earnings? Q4 2025 Results
Bunge Global delivered a stronger-than-expected fourth quarter, with adjusted EPS of $1.99 beating the $1.89 consensus estimate by 5.29% and revenue of $23.76 billion clearing Wall Street's $22.04 billion forecast by 7.79%, representing a striking 75… Read more Bunge Global delivered a stronger-than-expected fourth quarter, with adjusted EPS of $1.99 beating the $1.89 consensus estimate by 5.29% and revenue of $23.76 billion clearing Wall Street's $22.04 billion forecast by 7.79%, representing a striking 75.5% jump from the year-ago period. The standout driver behind the revenue surge was the completed Viterra combination, which dramatically expanded Bunge's grain-handling and softseed processing footprint, with Grain Merchandising volumes nearly tripling to 26,194 thousand metric tons and Softseed Processing adjusted EBIT vaulting to $209 million from just $75 million a year earlier. GAAP results told a different story, with diluted EPS falling to $0.49 from $4.36, weighed by $118 million in pension settlement losses and $49 million in acquisition and integration costs tied to Viterra. Looking ahead, Bunge guided full-year 2026 adjusted EPS of $7.50 to $8.00, with capital expenditures of $1.50 to $1.70 billion, as the company prepares to detail its long-term synergy capture strategy at its March 10 Investor Day.
Key Takeaways
- • Completed transformational combination with Viterra, expanding global footprint and capabilities
- • Higher Q4 adjusted EBIT in all segments driven by disciplined execution
- • Soybean Processing driven by higher processing and refining results in Argentina and Brazil
- • Softseed Processing driven by higher average processing margins and addition of Viterra's softseed assets
- • Other Oilseeds driven by stronger specialty oils performances in Asia and North America
- • Grain Merchandising driven by global wheat and barley merchandising and wheat milling
- • Higher processed and merchandised volumes reflecting expanded production capacity and origination footprint
- • Beginning to capture operational and commercial synergies from Viterra combination
BG YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BG Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was a year of significant achievement for Bunge. We completed our transformational combination with Viterra, advanced major growth projects across our global network while successfully navigating evolving markets and geopolitical uncertainty. I'm incredibly proud of how our team executed, integrating two world-class organizations, aligning on our operating model, and beginning to capture operational and commercial synergies.”
— Greg Heckman, Q4 2025 Earnings Press Release
BG Earnings Trends
BG vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BG EPS Trend
Earnings per share: estimate vs actual
BG Revenue Trend
Quarterly revenue: estimate vs actual
BG Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.83 | — | $21.86B | — |
| Q4 25 BEAT FY | $1.89 | $1.99 | +5.29% | $23.76B | +7.79% |
| FY Full Year | $7.34 | $7.57 | +3.11% | $70.33B | +2.50% |
| Q3 25 BEAT | $1.97 | $2.27 | +15.32% | $22.16B | -4.47% |
| Q2 25 BEAT | $1.08 | $1.31 | +20.92% | $12.77B | +2.76% |
| Q1 25 BEAT | $1.31 | $1.81 | +38.31% | $11.64B | -11.20% |