The Andersons, Inc. (ANDE) held its 2025 Investor Day in New York City and announced a new growth plan that sets a $7.00 run‑rate earnings per share target for 2028, representing a 36% compound annual growth rate from the $2.56 EPS reported for the nine months ended September 30, 2025.
The company outlined three primary levers to reach the target: expansion of grain merchandising through the integration of Skyland Grain and the Port of Houston export terminal, full ownership of its ethanol plants—including a $60 million investment in the Clymers, Indiana facility—and monetization of 45Z clean‑fuel production credits, which are expected to add significant EBITDA as the credit program expands through 2029.
Q3 2025 results showed an adjusted diluted EPS of $0.84, beating consensus estimates of $0.40 by $0.44, while revenue rose to $2.68 billion from $2.62 billion, a 2.3% increase. The quarter also marked the first time the company reported a positive adjusted EPS for the third consecutive quarter, and the full‑year 2024 adjusted EPS of $3.40 provides a benchmark for the 2028 target.
CEO Bill Krueger said the plan “outlines the opportunities to accelerate growth, optimize margin potential, and deliver value through disciplined capital deployment.” CFO Brian Valentine added that the company’s strategy “positions it to capitalize on favorable macro trends in agriculture and renewable fuels, while maintaining strong shareholder returns.”
The announcement was well received by investors, who noted the company’s clear path to the $7.00 EPS target and its commitment to returning capital through dividends and share repurchases, a practice that has spanned more than 25 consecutive years.
The growth plan signals a strategic pivot toward higher‑margin renewable fuels and integrated agribusiness operations, with capital allocation focused on expanding ethanol capacity, enhancing grain export infrastructure, and leveraging tax‑credit incentives, positioning The Andersons for sustained earnings growth through 2028.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.