What prompted Bunge to raise its full-year 2026 adjusted EPS forecast, and what is the new range?

Bunge raised its full-year 2026 adjusted earnings per share forecast to $9.00–$9.50 from $7.50–$8.00 due to a strong oilseed processing outlook and the removal of uncertainty following the U.S. biofuel mandate announcement by the EPA. The company cited first-quarter results, current margin conditions, and the macro environment as key factors behind the upward revision.

How did geopolitical events — specifically the Iran war — impact Bunge’s business and U.S. grain markets?

The Iran war triggered a surge in U.S. grain prices, prompting Midwest farmers to sell stored corn, soybeans, and wheat to ethanol producers and major traders like Bunge and ADM; it also spiked oil prices — raising biofuel crop prices — and disrupted fertilizer shipments, further lifting corn prices. These dynamics supported stronger processing margins and sales for Bunge.

Bunge Boosts Earnings Outlook on Strong Processing Margins

Apr 29, 2026

Bunge raised its full-year adjusted profit forecast to $9.00–$9.50 per share, driven by strong oilseed processing margins and biofuel mandates. Geopolitical tensions boosted grain prices, pushing soybean processing net sales up 43.4% year-over-year.

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Bunge Boosts Earnings Outlook on Strong Processing Margins

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