Why did ADM raise its full-year profit forecast, and what specific regulatory development enabled this change?

ADM raised its full-year adjusted earnings forecast to $4.15–$4.70 per share from $3.60–$4.25 per share due to a strong oilseed processing outlook and, critically, clarity on U.S. biofuel blending mandates. After a lengthy delay, the Trump administration ordered refiners in March to blend a record amount of biofuels into gasoline and diesel for this year and next, giving ADM a 'stable regulatory framework' that resolved prior uncertainty hindering feedstock utilization.

What was ADM's Q1 adjusted earnings result, and how did it compare to analyst expectations?

ADM reported an adjusted profit of 71 cents per share for the quarter ended March 31, exceeding the analysts' average estimate of 66 cents per share, according to LSEG data.

ADM Raises Profit Forecast on Biofuel Demand Outlook

May 5, 2026

Archer-Daniels-Midland raised its full-year profit forecast driven by strong oilseed processing and U.S. biofuel mandates, pushing shares up over 5%. The agribusiness giant expects improved earnings stability amidst rising soybean oil prices and favorable global policy.

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