)
Visual
earnings real time
Archer Daniels Midland Company
Archer Daniels Midland Company (ADM) investor relations material
Archer Daniels Midland Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Q4 2025 adjusted EPS was $0.87, down 24% year-over-year; full-year adjusted EPS was $3.43, down 28% year-over-year; total segment operating profit was $821 million for Q4 and $3.2 billion for the year, both down over 20%.
Achieved $200 million in cost savings, restored Decatur East plant operations, and reached a decarbonization milestone by connecting to the Tallgrass Trailblazer Pipeline.
Closed government investigations related to prior intersegment sales reporting and remediated material weakness in segment disclosures.
Paid 376th consecutive quarterly dividend, increased dividend by 2%, and returned $987 million to shareholders in 2025.
Generated $1.5 billion cash flow benefit from inventory reduction and achieved record crush volumes in South America.
Financial highlights
FY 2025 revenue was $80.3 billion, down $5.3 billion from 2024; Q4 2025 revenue was $18.6 billion, down $2.9 billion year-over-year.
FY 2025 net earnings attributable to shareholders were $1.08 billion, down from $1.8 billion in 2024; adjusted EBITDA for FY 2025 was $3.7 billion, down from $4.5 billion in 2024.
Cash flows from operations before working capital were $2.7 billion in 2025.
Q4 AS&O segment operating profit was $444 million, down 31% year-over-year; full-year AS&O profit was $1.6 billion, down 34%.
Carbohydrate Solutions Q4 operating profit was $299 million, down 6% year-over-year; full-year profit was $1.2 billion, down 12%.
Outlook and guidance
2026 adjusted EPS guidance is $3.60–$4.25, reflecting growth over 2025 and dependent on U.S. biofuel policy clarity and crush margin trends.
Capital expenditures for 2026 expected at $1.3–$1.5 billion, up from $1.2 billion in 2025.
Key factors for 2026: timing of U.S. biofuel policy clarity, RVO requirements, ethanol export opportunities, and continued growth in Nutrition.
Expect robust ethanol exports, margin expansion in animal nutrition, and continued cost savings initiatives.
Targeting $500–$750 million in aggregate cost savings over the next 3–5 years.
Specific 2026 EPS uplift from biofuel clarity?
What 2025 cost reduction achievements were made?
What drove Nutrition's 2025 segment profit growth?
How does RVO timing impact realized crush margins?
What are key drivers for Nutrition's organic growth?
Address North America's higher manufacturing costs.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Archer Daniels Midland Company earnings date
Q1 20265 May, 2026
Archer Daniels Midland Company
Next Archer Daniels Midland Company earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Food Processing Giants
Archer-Daniels-Midland Co, more often than not referred to simply as ADM is an American multinational company focusing on food processing as well as trading of commodities. The company operates hundreds of plants and facilities worldwide, in which ADM processes grains and seeds into finished products that are used in food & beverages, industry, animal feed, and more. The company’s headquarters are located in Chicago, and its shares trade on the NYSE.
Over 100 Years in Business
Founded in 1902 in Minneapolis, Minnesota, Archer-Daniels-Midland initially operated as a linseed crushing business. As it progressively evolved, the company delved into the processing of various agricultural commodities, expanding its reach and influence in the agricultural sector. In the mid-20th century, ADM significantly diversified its offerings to include oilseeds, corn, and wheat, continuously expanding and diversifying, something that eventually led the company to become one of the leaders in its field. that saw it become a global leader in its field. The company began establishing its presence internationally, responding to the growing demand for agricultural products and food ingredients worldwide.
Food Processing Experts
plays a significant role in the global food processing industry, dealing with a wide range of agricultural commodities. Among its main activities is oilseed processing, where soybeans, canola, cottonseed, sunflower seeds, and other oilseeds are transformed into various oils and meals suitable for human and animal consumption. Corn processing is another primary operation of ADM, through which they produce products like high fructose corn syrup, dextrose, and ethanol. The company's wheat milling processes result in flour and other wheat-derived ingredients. Additionally, ADM produces specialty ingredients, encompassing proteins, emulsifiers, and certain health and nutrition products like fibers. When looking at the company’s peers, we find names such as Bunge and Ingredion.
Commodities Trading
ADM is not just known for its food processing capabilities but also as a significant player in commodities trading. With its extensive global footprint, ADM's trading operations span multiple commodities, including grains, oilseeds, and more. Their vast network of assets, such as storage facilities, transport systems, and processing plants, supports their trading activities. ADM acts as an intermediary, buying crops from farmers and selling them to end-users while managing the associated price risks through hedging strategies.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage