Inve US ▾
BGBG

What Bunge Global SA promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

7 of 11 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Earnings contribution from new growth projectsstart contributingSep 2024Jun 2026:One is our Morristown SPC plant, which is now running, certainly not up to full scale yet. It takes time for that to happen. But we are now producing product in Morristown.
Call transcript, Jun 2026 · no direct link
Achieved
Full Year Adjusted EPS$7.50 to $8Dec 2025Jun 2026:we now expect full year 2026 adjusted EPS in the range of $9.25 to $9.75, which is up from our previous range of $9 to $9.50 we provided on our first quarter call.
Call transcript, Jun 2026 · no direct link
Revised Up
1H FY26 Earnings Cadence (Q1 vs Q2)35-65 splitDec 2025No later analysed call mentions it.Pending

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Bunge Global SA’s full ledger

A free account opens 5 company ledgers a month. All 35 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 35 tracked commitments for Bunge Global SA

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.