Bunge Global SA reported its third‑quarter 2025 financial results, delivering an adjusted earnings per share of $2.27, a beat of $0.04 against the consensus estimate of $2.23. The company’s net income attributable to Bunge fell to $166 million from $221 million a year earlier, while adjusted net income per share from continuing operations remained near flat at $2.27 versus $2.29.
Revenue for the quarter reached $22.16 billion, missing the consensus estimate of $26.55 billion but surpassing the lower range of $15.56 billion. The shortfall was driven by lower refining margins in North America and foreign‑exchange losses, while strong demand in soybean and softseed processing helped offset the decline.
Segment performance highlighted a sharp rise in adjusted segment EBIT to $924 million from $559 million year‑ago, driven by higher volumes and improved pricing in the soybean and softseed processing and refining segment. Corporate and other EBIT swung to a loss of $268 million versus a $130 million loss, reflecting one‑time restructuring charges and the impact of the Viterra transaction.
The company reaffirmed its full‑year 2025 adjusted earnings per share guidance at $7.30 to $7.60, a downward revision from the earlier $7.75 range announced in October. Management cited the integration of Viterra’s assets as a source of early synergies and expressed confidence that the expanded global platform will sustain profitability.
CEO Greg Heckman emphasized that the first full quarter after the Viterra merger “has delivered strong results in a complex market and regulatory environment across nearly all regions,” noting that the combined entity is beginning to realize the benefits of its expanded footprint and operational efficiencies.
Analysts noted that the EPS beat was largely attributable to disciplined cost management and the favorable mix of higher‑margin processing volumes, while the revenue miss reflected macro‑headwinds in refining and currency volatility. The market responded positively to the earnings beat and the guidance, with investors highlighting the company’s ability to generate cash flow and support future growth initiatives.
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