Bunge Global reported adjusted diluted earnings per share of $1.99 for the quarter ended December 31, 2025, surpassing the Zacks consensus of $1.82 and down from $2.13 a year earlier. Net sales surged 75% year-over-year, driven primarily by the transformational combination with Viterra, which added significant origination volumes and processing capacity. While GAAP earnings per share of $0.49 reflected mark-to-market timing differences and certain charges, adjusted EBIT rose in all core segments, underpinning the company’s expanded global footprint.

For full-year 2025, adjusted diluted EPS totaled $7.57 against $9.19 in 2024, as integration-related costs and mark-to-market timing impacts weighed on per-share results. GAAP diluted EPS declined to $4.93 from $7.99. Net income attributable to Bunge amounted to $816 million for the year, compared with $1.14 billion in the prior period. Corporate and Other adjusted EBIT loss widened to $425 million from $318 million, reflecting elevated acquisition and integration expenses tied to the Viterra transaction.

Soybean Processing and Refining volumes rose 19% to 11.46 million metric tons in Q4, with net sales of $11.0 billion up from $8.4 billion, contributing adjusted segment EBIT of $302 million. Softseed Processing and Refining saw processed volumes climb 44% to 3.48 million tons and net sales more than doubled to $4.5 billion, yielding adjusted EBIT of $209 million. Grain Merchandising and Milling merchandised 26.2 million tons—over three times the prior-year quarter—generating adjusted EBIT of $177 million, as global origination and logistics capabilities expanded.

Management reaffirmed expectations to deliver targeted annual run-rate synergies of $300 million by mid-2026, reflecting cost savings and commercial opportunities from the Viterra integration. Despite limited forward visibility in commodity markets, Bunge’s diversified value chains and more balanced geographic footprint position it to navigate volatility and pursue further operational efficiencies. The company will provide detailed long-term guidance and capital allocation priorities at its Investor Day on March 10.