Bunge Global SA
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+ FollowMarket Cap$18.57B
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Earnings Call Q2 2026
July 29, 2026 - AI Summary
Strong Q2 results; EPS beat led by Soy + Softseed, with notable one-time/non-cash timing items
- Reported EPS: $3.47 vs $2.61 in Q2’25.
- Adjusted EPS: $2.00 vs $1.31 prior year (up ~$0.69, ~+52%).
- Key bridge items: favorable mark-to-market timing difference (+$1.67/share); unfavorable Viterra transaction/integration costs (-$0.20/share).
- Adjusted segment EBIT: $796M vs $373M last year (~+113% YoY).
- Where strength came from: higher Soy processing/refining in North & South America (Argentina and Brazil improvements) and improved Softseed across all regions.
- Where drag/offsets showed up: global soybean oil merchandising lower vs last year; some softness in destination value chain (Asia stronger, Europe and distribution lower); Tropical oils slightly mixed by region.
Upgraded 2026 outlook (not a full return to “easy”); margins/curves still drive uncertainty
- Full-year 2026 adjusted EPS raised to $9.25–$9.75 (from $9.00–$9.50 on the Q1 call).
- Management emphasizes limited forward visibility due to macroeconomic + geopolitical + weather volatility, but long-term demand remains intact.
Guidance-by-segment tone: Soy/Softseed up, Tropical roughly flat, Grain down
- Soybean Processing & Refining: forecast higher vs prior guidance.
- Softseed Processing & Refining: slightly higher.
- Tropical Oils & Specialty Ingredients: unchanged.
- Grain Merchandising & Milling: forecast lower.
- Non-EPS annual assumptions reaffirmed (unchanged from prior):
- Effective tax rate: 22%–26%
- Net interest expense: $620M–$660M
- Capex: $1.5B–$1.7B
- D&A: ~$975M
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$123.29
27.1% upside
Current Fair Value
27.1% upsideUndervalued by 27.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.57 Billion |
|---|---|
| Enterprise Value | $34.79 Billion |
| Annual dividend | $2.84 |
| Dividend yield | 2.94% |
| Earnings per Share | $4.95 |
| Beta | 0.66 |
| Outstanding Shares | 194,000,000 |
Return
| Return on Equity | 7.27% |
|---|---|
| Return on Assets | 2.48% |
| Return on Invested Capital | 10.65% |
Valuation & Multiples
| P/E Ratio | 16.16 |
|---|---|
| PEG | 17.65 |
| Price to Sales | 0.2 |
| Price to Book Ratio | 1.09 |
| Enterprise Value to Revenue | 0.37 |
| Enterprise Value to EBIT | 10.87 |
| Enterprise Value to Net Income | 30 |
| Total Debt to Enterprise | 0.48 |
| Debt to Equity | 1.05 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$2.47
Consensus analyst estimateRevenue Estimate
$23.20 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 3, 2027
EPS Estimate
$3.18
Consensus analyst estimateRevenue Estimate
$24.54 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 26.73% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 18.43%▼ 76.20% |
|---|---|
| Total Invested | $3.86B▼ 80.48% |
| Investors Holding | 208▼ 577.00% |
About Bunge Ltd.
32,000 employees
CEO: Gregory Heckman
Bunge is a world leader in sourcing, processing and supplying oilseed and grain products and ingredients. Founded in 1818, Bunge's expansive network feeds and fuels a growing world, creating sustainable products and opportunities for mor...