Bunge Gears Up to Report Q1 Earnings: What's in Store for the Stock?

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Bunge Global SA BG is scheduled to report first-quarter 2025 results on May 7, before market open.

The Zacks Consensus Estimate for BG’s first-quarter sales is pegged at $12.8 billion, indicating a 4.5% decline from the prior-year quarter’s reported figure.

The consensus mark for earnings is pegged at $1.27 per share, indicating a year-over-year plunge of 58%. Earnings estimates have been unchanged in the past 30 days.

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BG’s Earnings Surprise History

Bunge’s earnings have outpaced the consensus estimate in two of the trailing four quarters and missed twice, the average surprise being 3.38%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

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What the Zacks Model Unveils for Bunge

Our proven model does not conclusively predict an earnings beat for Bunge this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that is not the case here.

You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Earnings ESP: The Earnings ESP for Bunge is 0.00%.

Zacks Rank: BG currently carries a Zacks Rank of 3.

Factors Likely to Have Shaped BG’s Q1 Performance

The Zacks Consensus Estimate for the Agribusiness segment's revenues is currently pegged at $8.76 billion, indicating a decline of 10% from the prior-year quarter's figure of $9.74 billion. Volumes for the Agribusiness segment are projected at 19,369 thousand metric tons, 4% lower compared with the year-ago quarter.

The segment’s adjusted segment earnings before interest and tax (EBIT) are projected at $206 million, indicating a 58% plunge from the year-ago quarter. The merchandising business is expected to witness a 21% decline in EBIT to $60 million in the quarter. The processing business’ EBIT is anticipated to plunge 68% to $133 million as improved performance in South America is expected to be more than offset by North America and European softseeds.

The Zacks Consensus Estimate for the Refined and Specialty Oils segment’s revenues is pegged at $3.65 billion, indicating 13% growth from the year-earlier quarter. Volumes for the segment are projected at 2,195 thousand metric tons, flat compared with the year-ago quarter.

The segment is expected to reflect lower results in North America due to the combination of a more balanced supply and demand environment and uncertainty related to U.S. biofuel policies. Lower margins in Europe, South America and Asia are expected to weigh on the segment’s results. The estimate for the segment’s operating income is currently $118 million, implying a 42% drop from the year-ago quarter.