Jun 2026 (Q2 FY26) — Jul 29, 2026
Bunge Global Q2 FY26 — Strong Diversified Performance and Raised EPS Guidance
Read the full callBunge Global (BG) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Bunge Global earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 21,861 | +87.8% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Mar 2026 | Not in the filed figures for the quarter to mar 2026. No older figure is substituted. | ||
| Net profit | 68.0 | −66.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
7 of 11 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Earnings contribution from new growth projects | start contributing | Sep 2024 | 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. | Achieved |
| Full Year Adjusted EPS | $7.50 to $8 | Dec 2025 | 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. | Revised Up |
| 1H FY26 Earnings Cadence (Q1 vs Q2) | 35-65 split | Dec 2025 | Pending |
4 of Bunge Global SA's 35 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 32 more targets are in the full ledger.
Claimed
- Adjusted EPS increased to $2.00 in Q2 FY26 from $1.31 in Q2 FY25.
- Adjusted segment EBIT rose to $796 million in Q2 FY26 from $373 million in Q2 FY25.
- Full-year 2026 adjusted EPS guidance was raised to $9.25-$9.75 from $9.00-$9.50.
- Viterra cost synergies are running ahead of plan, contributing to improved performance.
- Completed the $2 billion share repurchase program related to the Viterra transaction.
Qualified
- Grain Merchandising and Milling segment results are forecasted to be lower for the full year 2026.
- Net debt exceeded readily marketable inventory (RMI) by $1 billion at quarter end.
- The merchandising environment remains challenging due to ample grain supplies and a balanced supply and demand outlook.
- Geopolitical tensions, particularly in the Black Sea and Middle East, are creating uncertainty and leading to short-bought customers.
Price
$107.01 −1.74% · −$1.9
Performance +29.9% 1Y
1Y: $82.41 on 14 Oct 2025 → $107.01. High $131.41 (3 Jun 2026), low $82.41 (14 Oct 2025).
- Previous close
- $108.91
- 52-week range
- $82.41 – $131.41
- One year
- +14.95%
Overview
- Symbol
- BG
- Sector
- Consumer Staples
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
7 of 11 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Earnings contribution from new growth projects | start contributing | Sep 2024 | 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. | Achieved |
| Full Year Adjusted EPS | $7.50 to $8 | Dec 2025 | 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. | Revised Up |
| 1H FY26 Earnings Cadence (Q1 vs Q2) | 35-65 split | Dec 2025 | Pending |
Claimed
- Adjusted EPS increased to $2.00 in Q2 FY26 from $1.31 in Q2 FY25.
- Adjusted segment EBIT rose to $796 million in Q2 FY26 from $373 million in Q2 FY25.
- Full-year 2026 adjusted EPS guidance was raised to $9.25-$9.75 from $9.00-$9.50.
- Viterra cost synergies are running ahead of plan, contributing to improved performance.
- Completed the $2 billion share repurchase program related to the Viterra transaction.
Qualified
- Grain Merchandising and Milling segment results are forecasted to be lower for the full year 2026.
- Net debt exceeded readily marketable inventory (RMI) by $1 billion at quarter end.
- The merchandising environment remains challenging due to ample grain supplies and a balanced supply and demand outlook.
- Geopolitical tensions, particularly in the Black Sea and Middle East, are creating uncertainty and leading to short-bought customers.
The full ledger
Open Bunge Global SA’s full ledger
A free account opens 5 company ledgers a month. All 35 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
Bunge Global Q1 FY26 — Strong Q1 Performance Drives Full-Year EPS Guidance Raise
Read the full callEvery analysed call
Bunge Global earnings calls (BG)
Financials
What the filings say
Net profit, year on year: −66% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 13,241 | 12,908 | 13,542 | 11,643 | 12,769 | 22,155 | 23,762 | 21,861 |
| Interest | 123 | 127 | 113 | 104 | 106 | 202 | 216 | 181 |
| Profit before tax | 103 | 322 | 730 | 284 | 494 | 270 | 86 | 61 |
| Tax rate | 29.1% | 27.6% | 13.7% | 28.2% | 25.1% | 31.9% | −2.3% | −22.9% |
| Net profit | 70 | 221 | 602 | 201 | 354 | 166 | 95 | 68 |
| EPS ($ per share) | 0.49 | 1.57 | 4.41 | 1.50 | 2.63 | 0.84 | 0.49 | 0.35 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | — | 1 | 0 | — | — |
| Reserves | — | 10,222 | 12,077 | 12,838 | 13,152 |
| Total liabilities | 15,994 | 14,624 | 13,558 | 13,954 | 27,159 |
| Fixed assets | — | 3,617 | 4,541 | 5,254 | 11,678 |
| Investments | — | 119 | 105 | 484 | 861 |
| Total assets | 23,819 | 24,580 | 25,372 | 24,899 | 44,528 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | -2,894 | -5,549 | 3,308 | 1,900 | 844 |
| Cash from investing | 5,113 | 6,499 | -1,009 | -1,114 | -5,227 |
| Cash from financing | -1,632 | -769 | -856 | -90 | 2,229 |
| Net cash flow | 524 | 247 | 1,471 | 705 | -2,162 |
| Capital expenditure | -399 | -555 | -1,122 | -1,376 | -1,723 |
| Free cash flow | -3,293 | -6,104 | 2,186 | 524 | -879 |
BG revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Soybean Processing and Refining | — | — | — | — | — | 49% | 39% | 42% | — |
| Softseed Processing and Refining | — | — | — | — | — | 17% | 23% | 24% | — |
| Tropical Oils and Specialty Ingredients | — | — | — | — | — | — | 26% | 24% | — |
| Grain Merchandising and Milling | — | — | — | — | — | 29% | 12% | 10% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
123 filings between Nov 21, 2025 and Sep 1, 2026.
Open market
decisions to buy or sellPurchases
$689.0K
2 purchases by 1 insider
Sales
$2.72M
3 sales by 2 insiders
Compensation
not trading decisions- 98
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 17
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Dimopoulos Christos | — | $2.39M | Nov 21, 2025 |
| Mahoney Christopher | $689.0K | — | Aug 4, 2026 |
| Garros Julio | — | $336.9K | Feb 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Dimopoulos Christos EVP and CSO | Award | 160 | $19.1K |
| Sep 1, 2026 | Lustosa de Andrade Eliane Aleixo Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Zenuk Mark N Director | Award | 20 | $2.4K |
| Sep 1, 2026 | HECKMAN GREGORY A Chief Executive Officer | Award | 992 | $118.3K |
| Sep 1, 2026 | Neppl John W Chief Financial Officer | Award | 253 | $30.2K |
| Sep 1, 2026 | Sears Kellie Chief Human Resources Officer | Award | 117 | $14.0K |
| Sep 1, 2026 | McGurk Monica Houle Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Garros Julio Chief Operating Officer | Award | 253 | $30.2K |
| Sep 1, 2026 | Isman Adrian Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Simmons Jerry Matthews JR Controller, Principal Actg Off | Award | 55 | $6.6K |
| Sep 1, 2026 | Jojo Linda P Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Podwika Joseph Chief Legal Officer | Award | 139 | $16.6K |
| Sep 1, 2026 | Browner Carol M. Director | Award | 10 | $1.2K |
| Sep 1, 2026 | WINSHIP HENRY WARD IV Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Jensen Anne Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Walt Markus Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Mahoney Christopher Director | Award | 10 | $1.2K |
| Sep 1, 2026 | Simril Kenneth Director | Award | 10 | $1.2K |
| Aug 4, 2026 | Mahoney Christopher Director | Purchase | 1,500 | $161.4K |
| Jul 31, 2026 | Mahoney Christopher Director | Purchase | 5,000 | $527.6K |
| Jun 1, 2026 | Sears Kellie Chief Human Resources Officer | Award | 109 | $13.8K |
| Jun 1, 2026 | Walt Markus Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Neppl John W Chief Financial Officer | Award | 237 | $30.1K |
| Jun 1, 2026 | Browner Carol M. Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Podwika Joseph Chief Legal Officer | Award | 130 | $16.5K |
| Jun 1, 2026 | Lustosa de Andrade Eliane Aleixo Director | Award | 9 | $1.1K |
| Jun 1, 2026 | McGurk Monica Houle Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Dimopoulos Christos EVP and CSO | Award | 149 | $18.9K |
| Jun 1, 2026 | WINSHIP HENRY WARD IV Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Jojo Linda P Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Garros Julio Chief Operating Officer | Award | 237 | $30.1K |
| Jun 1, 2026 | Mahoney Christopher Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Simmons Jerry Matthews JR Controller, Principal Actg Off | Award | 51 | $6.5K |
| Jun 1, 2026 | Jensen Anne Director | Award | 9 | $1.1K |
| Jun 1, 2026 | Zenuk Mark N Director | Award | 18 | $2.3K |
| Jun 1, 2026 | Simril Kenneth Director | Award | 9 | $1.1K |
| Jun 1, 2026 | HECKMAN GREGORY A Chief Executive Officer | Award | 927 | $117.7K |
| Jun 1, 2026 | Isman Adrian Director | Award | 9 | $1.1K |
| May 20, 2026 | Mahoney Christopher Director | Award | 1,654 | $0 |
| May 20, 2026 | WINSHIP HENRY WARD IV Director | Award | 1,654 | $0 |
| May 20, 2026 | Lustosa de Andrade Eliane Aleixo Director | Award | 1,654 | $0 |
| May 20, 2026 | McGurk Monica Houle Director | Award | 1,654 | $0 |
| May 20, 2026 | Zenuk Mark N Director | Award | 3,308 | $0 |
| May 20, 2026 | Isman Adrian Director | Award | 1,654 | $0 |
| May 20, 2026 | Jojo Linda P Director | Award | 1,654 | $0 |
| May 20, 2026 | Simril Kenneth Director | Award | 1,654 | $0 |
| May 20, 2026 | Jensen Anne Director | Award | 1,654 | $0 |
| May 20, 2026 | Walt Markus Director | Award | 1,654 | $0 |
| May 20, 2026 | Browner Carol M. Director | Award | 1,654 | $0 |
| May 15, 2026 | Mahoney Christopher Director | Tax withheld | 553 | $67.8K |
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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