Bunge Q2 revenue and adjusted EPS beat estimates, outlook raised
BG•Analyst coverage and valuation
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the food processing peer group is "buy"
- Wall Street's median 12-month price target for Bunge Global SA is $142.50, about 21.4% above its July 28 closing price of $117.37
- The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 15 three months ago
Quarterly results and share repurchase
- Agribusiness and food ingredients firm's Q2 revenue and adjusted EPS beat analyst expectations
- Company completed $250 mln share repurchase tied to Viterra transaction
- Raised full-year adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50
| Metric | Beat/Miss | Actual | Consensus Estimate |
| Q2 Revenue | Beat | $24.04 bln | $22.82 bln (5 Analysts) |
| Q2 Adjusted EPS | Beat | $2 | $1.95 (8 Analysts) |
| Q2 EPS | $3.47 | ||
| Q2 Net Income | $678 mln |
2026 outlook and result drivers
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Bunge raises 2026 adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50
