Jun 2026 (Q2 FY26) — Aug 4, 2026
The Andersons Q2 FY26 — Record Renewables Earnings Drive Strong Performance
Read the full callAndersons earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,098 | −1.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 56.6 | +619.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $47.48 on 17 Oct 2025 → $64.24. High $80.87 (22 Jul 2026), low $45.5 (21 Oct 2025).
Overview
Call summaries
The Andersons Q2 FY26 — Record Renewables Earnings Drive Strong Performance
Read the full callEvery analysed call
Financials
Net profit, year on year: +620% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,621 | 3,123 | 2,659 | 3,136 | 2,678 | 2,536 | 2,627 | 3,098 |
| Other income | 14 | 12 | 9 | 13 | 38 | 19 | 35 | 33 |
| Profit before tax | 62 | 67 | 3 | 25 | 26 | 88 | 34 | 67 |
| Tax rate | 17.3% | 19.6% | −65.9% | 32.3% | −0.9% | 18.8% | 13.4% | 19.9% |
| Net profit | 27 | 45 | 0 | 8 | 20 | 67 | 33 | 57 |
| EPS ($ per share) | 0.80 | — | 0.01 | 0.23 | 0.59 | — | 0.98 | 1.66 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 648 | 643 | 626 | 703 | 808 | 883 | 971 | 1,039 |
| Total liabilities | 1,515 | 2,705 | 3,111 | 3,262 | 3,178 | 2,339 | 2,521 | 2,423 |
| Fixed assets | 477 | 938 | 860 | 786 | 763 | 693 | 868 | 940 |
| Total assets | 2,392 | 3,901 | 4,272 | 4,569 | 4,608 | 3,855 | 4,121 | 3,713 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -36 | 349 | -74 | -51 | 287 | 947 | 332 | 177 |
| Cash from investing | -186 | -325 | -87 | 487 | -53 | -154 | -163 | -195 |
| Cash from financing | 209 | 9 | 136 | -249 | -335 | -264 | -250 | -447 |
| Net cash flow | -12 | 32 | -26 | 187 | -101 | 529 | -82 | -463 |
| Capital expenditure | -143 | -165 | -77 | -76 | -108 | -150 | -149 | -233 |
| Free cash flow | -178 | 183 | -152 | -127 | 179 | 796 | 182 | -56 |
133 filings between Oct 21, 2025 and Oct 2, 2026.
Purchases
None
No insider bought shares.
Sales
$9.92M
25 sales by 4 insiders
60% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 6 other filings, 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bowe Patrick E. | — | $7.59M | Jul 22, 2026 |
| Stout John T Jr | — | $1.23M | Mar 17, 2026 |
| Walz Brian K. | — | $648.9K | Mar 12, 2026 |
| Rex Anne G | — | $458.6K | Jun 4, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Ayuk Emmanuel N EVP, GC & Corp Secretary | Tax withheld | 1,212 | $79.6K |
| Oct 2, 2026 | Ayuk Emmanuel N EVP, GC & Corp Secretary | Award | 63 | $0 |
| Oct 2, 2026 | Ayuk Emmanuel N EVP, GC & Corp Secretary | Option exercise | 4,172 | $0 |
| Sep 2, 2026 | Zibbel Sarah EVP & Chief HR Officer | Option exercise | 1,944 | $0 |
| Sep 2, 2026 | Zibbel Sarah EVP & Chief HR Officer | Tax withheld | 602 | $39.1K |
| Sep 1, 2026 | Zibbel Sarah EVP & Chief HR Officer | Award | 70 | $0 |
| Aug 24, 2026 | Heppner David R Director | Award | 37 | $0 |
| Aug 3, 2026 | Heppner David R Director | Award | 283 | $0 |
| Jul 22, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 3,534 | $284.6K |
| Jul 21, 2026 | Douglas Gary A. Director | Other | 32 | $2.5K |
| Jun 24, 2026 | Heppner David R Director | Award | 194 | $0 |
| Jun 4, 2026 | Rex Anne G VP, Strategy, Planning and Dev | Sale 10b5-1 plan | 1,827 | $133.6K |
| May 7, 2026 | Douglas Gary A. Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | ANDERSON GERARD M Director | Award | 39 | $0 |
| May 7, 2026 | KILBANE CATHERINE M Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | Stout John T Jr Director | Award | 39 | $0 |
| May 7, 2026 | MANIRE ROSS W Director | Award | 39 | $0 |
| May 7, 2026 | KILBANE CATHERINE M Director | Award | 39 | $0 |
| May 7, 2026 | ANDERSON GERARD M Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | Stout John T Jr Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | OAKLAND STEVEN Director | Award | 23 | $0 |
| May 7, 2026 | KING ROBERT J JR Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | MANIRE ROSS W Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | Campbell Steven K. Director | Award | 39 | $0 |
| May 7, 2026 | Campbell Steven K. Director | Option exercise | 3,376 | $0 |
| May 7, 2026 | Douglas Gary A. Director | Award | 39 | $0 |
| May 7, 2026 | OAKLAND STEVEN Director | Option exercise | 2,626 | $0 |
| May 7, 2026 | KING ROBERT J JR Director | Award | 39 | $0 |
| May 5, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 16,466 | $1.33M |
| Apr 30, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 19,100 | $1.50M |
| Apr 29, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 900 | $70.3K |
| Apr 23, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 2,407 | $184.5K |
| Apr 22, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 12,093 | $920.4K |
| Apr 21, 2026 | Douglas Gary A. Director | Other | 24 | $1.8K |
| Apr 21, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 500 | $38.0K |
| Apr 6, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 15,000 | $1.11M |
| Mar 25, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 14,200 | $1.03M |
| Mar 24, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 800 | $57.7K |
| Mar 17, 2026 | Stout John T Jr Director | Sale | 2,500 | $175.8K |
| Mar 16, 2026 | Krueger William E. President and CEO | Gift | 28,600 | $0 |
| Mar 16, 2026 | Bowe Patrick E. Director | Sale 10b5-1 plan | 15,000 | $1.06M |
| Mar 12, 2026 | Walz Brian K. VP & Treasurer | Sale 10b5-1 plan | 8,975 | $634.9K |
| Mar 4, 2026 | Rex Anne G VP, Strategy, Planning and Dev | Sale | 2,624 | $171.0K |
| Mar 4, 2026 | Rex Anne G VP, Strategy, Planning and Dev | Sale | 0 | $8 |
| Mar 2, 2026 | Simmons Mark D Executive VP, Renewables | Option exercise | 947 | $0 |
| Mar 2, 2026 | Hoelter Michael T. VP, Corp Controller & IR | Tax withheld | 419 | $27.4K |
| Mar 2, 2026 | Hoelter Michael T. VP, Corp Controller & IR | Award | 34 | $0 |
| Mar 2, 2026 | Hoelter Michael T. VP, Corp Controller & IR | Option exercise | 482 | $0 |
| Mar 2, 2026 | Hoelter Michael T. VP, Corp Controller & IR | Option exercise | 556 | $0 |
| Mar 2, 2026 | Hoelter Michael T. VP, Corp Controller & IR | Option exercise | 364 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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