Bunge Raises 2026 EPS Forecast Amid Strong Oilseed Performance Despite Grain Challenges

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Bunge Global SA (BG) has raised its full-year 2026 adjusted earnings per share (EPS) guidance to $9.25-$9.75 from the previous forecast of $9.00-$9.50, driven by stronger second-quarter processing results. Notably, adjusted EPS increased by 52.7% year-over-year to $2.00, and adjusted total EBIT more than doubled to $665 million. Net sales surged by 88.3% to $24.04 billion, with gross profit exceeding $1.68 billion.

The increased guidance is primarily due to higher expectations in Soybean Processing and Refining, with soybean processed volumes rising to 11,524 thousand metric tons. In contrast, Bunge lowered its outlook for Grain Merchandising and Milling, citing higher costs and challenges in converting processing gains into per-share earnings.

The Zacks Consensus Estimate for Bunge’s 2026 EPS stands at $9.72, indicating a potential year-over-year growth of 28.4%. Additionally, 2027 estimates suggest a growth of 24.3% with an expected EPS of $12.08.

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