Bunge Global reported a 75% year-over-year increase in fourth-quarter net sales, driven by the integration of Viterra assets and higher global volumes. Soybean processing volumes rose to 11.46 million metric tons (up from 9.65 million), while soybean merchandising climbed to 6.91 million metric tons (versus 5.22 million). Softseed processing increased to 3.48 million metric tons, and grain merchandising volumes surged to 26.19 million metric tons, reflecting expanded origination footprints in Argentina, Canada and Europe. These volume gains underpinned segment EBIT growth across all processing and merchandising operations, despite mixed regional results in refining and destination value chains.

On an adjusted basis, Bunge delivered fourth-quarter diluted EPS of $1.99, exceeding the consensus estimate of $1.82 and compared with $2.13 in the year-ago quarter. Adjusted segment EBIT rose to $756 million (versus $546 million in Q4 2024), with contributions from both oilseed and grain businesses. Full-year adjusted diluted EPS stood at $7.57, down from $9.19 in 2024, while full-year adjusted segment EBIT reached $2.46 billion, up 5% year over year. Mark-to-market timing differences and certain gains and charges accounted for the gap between GAAP and non-GAAP figures, highlighting the impact of commodity and hedging fluctuations on reported results.

Corporate and Other EBIT for the quarter reflected a loss of $134 million after adjustment, compared with a $101 million loss in Q4 2024, due primarily to acquisition and integration expenses related to the Viterra combination. Management reiterated that 2025 was a transformational year, completing the Viterra deal and advancing growth projects across its global network. At the upcoming Investor Day on March 10, Bunge plans to provide detailed targets for synergy capture, long-term outlook assumptions and capital allocation priorities, aiming to leverage its expanded capabilities and more balanced geographic footprint to manage risk and drive sustainable value creation.