Bunge 4Q Net Down as Costs Offset Sales Growth

Dow Jones02-04 19:29

By Rob Curran

Bungle Global's fourth-quarter net income fell as a surge in sales of grain and refined agricultural products was offset by a similar jump in costs of the crops.

The St. Louis grain processor and agricultural dealer posted earnings of $95 million, or 49 cents a share, down from $602 million, or $4.36 a share, a year earlier.

Stripping out certain one-off items, Bunge logged adjusted earnings of $1.99 a share, far surpassing the mean analyst target of $1.81 a share, as per FactSet.

Fourth-quarter sales rose 75% to $23.76 billion, also exceeding the mean analyst estimate of $22.61 billion, as per FactSet. Cost of sales rose 83% to $22.75 billion.

Sales at its soybean processing and refining unit surged 32% to $11.05 billion, amid strength in Argentina and Brazil. Softseed processing and refining sales more than doubled to $4.55 billion. Grain merchandising and milling sales more than tripled to $6.98 billion.

Bunge forecast 2026 adjusted earnings in a range between $7.50 and $8 a share, compared to $7.57 a share for 2025.

"While forward visibility remains limited amid dynamic market conditions, our expanded capabilities, more balanced global footprint and diversified value chains give us the tools to better adapt, manage risk, and continue connecting farmers to global demand for food, feed and fuel in any environment," said Chief Executive Greg Heckman, in a statement.

Commodity producers have rallied in recent weeks alongside the prices of metals, energy commodities and grains.

Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

February 04, 2026 06:29 ET (11:29 GMT)

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Bunge 4Q Net Down as Costs Offset Sales Growth

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