Bunge Global (NYSE: $BG) delivered another steady quarter Wednesday, topping Wall Street’s expectations on both profit and revenue as higher processing volumes and expanded global operations helped offset softer commodity margins.
The agribusiness and food infrastructure giant reported adjusted earnings of $1.99 per share for the fourth quarter, comfortably ahead of the $1.82 consensus estimate, representing a roughly 9.5% surprise. It also marked the company’s fourth straight EPS beat, a streak that tends to attract institutional interest in traditionally cyclical sectors like agriculture.
Revenue came in at $23.76 billion, exceeding expectations by about 8% and well above last year’s comparable quarter. The sharp increase reflects both stronger merchandising activity and the impact of the company’s transformational Viterra acquisition, which significantly expanded Bunge’s origination and handling footprint.
Bigger Network, Higher Throughput
This quarter was less about price swings and more about scale. Bunge processed and moved materially more product across its system, particularly in soybeans, softseeds, and global grains. Management highlighted stronger oilseed processing in South America, improved wheat and barley merchandising, and contributions from newly added Viterra assets across North America and Europe.
The strategy is simple: more assets, more geography, and more optionality. By spreading operations across regions and value chains, Bunge aims to smooth out earnings volatility that typically comes with commodity cycles.
That approach appeared to pay off. Adjusted segment EBIT rose year over year, showing that the company was able to convert higher volumes into operating profits even in a mixed margin environment.
Profitability Holds Firm
On a full-year basis, Bunge generated adjusted EPS of $7.57 and guided for 2026 adjusted earnings between $7.50 and $8.00 per share, signaling relative stability despite ongoing macro and geopolitical uncertainty.
Cash generation remained healthy as well, with adjusted funds from operations slightly improving year over year. Management noted that working capital swings pressured reported operating cash flow, but core performance stayed intact.
For investors, the takeaway is that Bunge is not chasing aggressive growth at the expense of discipline. Instead, it is focusing on steady execution, integration synergies, and capital allocation — a tone that fits more with a defensive compounder than a volatile trading name.
Market Performance
Shares of BG have gained more than 30% since the start of the year, far outpacing the broader S&P 500’s modest advance. Over the past 12 months, the stock is up more than 50%, reflecting growing confidence that Bunge’s expanded platform can deliver more predictable earnings.
Even after the rally, valuation remains reasonable compared with many food and consumer staples peers. The stock trades at a low-teens forward earnings multiple and offers a dividend yield around the mid-2% range, a combination that still appeals to value-focused investors.
Analysts are optimistic about the future of the stock, giving it a strong buy rating. They forecast an average price of $117.20, which is a 2.83% upside based on the last closing price. Analysts give a wide range of forecasts, with a high of $120, and a low of $110.
What Investors Are Watching Next
Looking ahead, the focus shifts to execution. The Viterra integration remains the central catalyst, with investors watching closely for cost synergies, margin improvement, and smoother logistics across the combined network.
Bunge will also host an Investor Day in March, where management plans to outline long-term targets and capital priorities. Any upward revisions to earnings expectations could provide another leg of support for the stock.
Is BG A Buy in 2026?
Bunge may not be flashy, but the story is becoming clearer. Consistent earnings beats, rising volumes, a larger global footprint, and steady guidance are transforming the company from a purely cyclical commodity processor into a more diversified agribusiness operator.
In a market still hunting for reliable cash flow and defensive growth, that profile is gaining traction. If the company keeps executing at this pace, adding $BG to your portfolio could potentially be a great move.
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