Archer-Daniels Midland Vs. Bunge: These Two U.S. Agribusinesses Soar If the Trump-Xi Summit Yields Concessions
ADM nearly doubled EPS to $1.84 while Bunge grew revenue 88% to $24 billion, with both companies raising full-year guidance on biofuel clarity and shifting grain flows.
Luciano cited China's commitment to buy 25 million tons of soybeans, and any Trump-Xi summit concessions on corn or sorghum would directly boost ADM's Ag Services volumes.
Bunge's forward P/E of 10 and analyst target of $142 offer greater upside torque, while ADM's 53-year dividend streak provides ballast if summit talks disappoint.
Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Archer-Daniels-Midland didn't make the cut. Enter your email to see the names that beat ADM. The report is free. Enter your email and see if any of your stocks made the cut.
Archer-Daniels-Midland ( NYSE:ADM ) and Bunge Global ( NYSE:BG ) posted strong Q2 2026 results and raised full-year guidance on biofuel policy clarity and shifting grain flows. A Trump-Xi summit could unlock agricultural concessions on soybean, corn, and sorghum trade, positioning both squarely for upside.
ADM's Ag Services & Oilseeds operating profit jumped 129% year over year to $867 million on record Brazilian and U.S. meal exports and a constructive biofuels backdrop. Adjusted EPS came in at $1.84, nearly double the $0.93 from a year earlier. CEO Juan Luciano cited the finalization of 2026 and 2027 renewable volume obligations plus a $250 million net 45Z benefit in lifting full-year EPS guidance to $5.15 to $5.60.
Bunge transformed after Viterra. Revenue soared 88.28% to $24.04 billion, and Softseed Processing adjusted EBIT rocketed to $255 million from just $14 million as new Argentine, Canadian, and European capacity came online. CEO Greg Heckman said the platform delivers "the balance in all of the key origins and all of the key destinations." Bunge lifted 2026 EPS guidance to $9.25 to $9.75.
24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now . Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now.
The report is free, and you can see why we think each stock is a top investment today.
ADM is expanding crush capacity at four U.S. plants and Nutrition, where flavors grew 20% year over year in Asia Pacific. Bunge is raising its Viterra cost target from $250 million to $350 million while stacking sustainable aviation fuel deals with Acelen and Petrobras.
Luciano said "China wants to honor the commitment of 25 million tons of soybean this year and certainly there may be purchases of sorghum or barley later on." Any summit concession firming those flows or adding corn and milo directly juices ADM's Ag Services. For Bunge, improving China-Australia ties could push Australian canola into China, freeing Canadian canola for its network. Watch whether Beijing accelerates weekly soybean purchases past the current one million tons per week pace.
Bunge trades at a forward P/E of 10 against an analyst target of $141.78 versus $112.60, and Viterra's origination footprint offers more optionality if trade lanes reopen. ADM is steadier: a 53rd consecutive year of dividend growth, a 2.34% yield, and Nutrition earnings independent of Beijing. If the summit disappoints, ADM offers the steadier profile. If it delivers, Bunge has more room to run.
If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ADM wasn't one of them.
Contact editorial@247wallst.com for any questions or corrections.
