Archer Daniels Midland
NYSE: ADM
Stock price
80.15 USD
(+0%) TODAY
Financial Performance
5Y price score: 38
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 117.2%
US$ Per
Share
By default your notes are visible only to you.
55.5
52-week range
88.4
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
4.3 %
Dividend Yield TTM
2.6 %
Market cap $
$ 38,629
Price / Earnings TTM
22
Price / Book TTM
1.6
PEG TTM
(0.6)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
37.4 %
42.7 %
117.2 %
Free cash flow per share growth
249 %
252.4 %
362.2 %
Earnings per share growth
(38.9) %
(29.2) %
(25.2) %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Aug 4, 2026)
1) Performance Highlights and Financial Results - ADM reported adjusted earnings per share of $1.84 and total segment operating profit of $1.5 billion for Q2 2026. - Total segment operating profit increased significantly YoY, driven by strong execution in biofuels, elevated global energy prices, and growth in Nutrition, particularly in Flavors and Specialty Ingredients. - Cash flow from operations before working capital changes was $1.8 billion for the first half of 2026. - The company raised its full-year adjusted EPS guidance to a range of $5.15 to $5.60, up from $4.15 to $4.70.
2) Segment Performance and Growth Drivers - Ag Services & Oilseeds (AS&O): Operating profit was $867 million, up 129% YoY, supported by strong global oilseed processing volumes and favorable biofuel margins. - Carbohydrate Solutions: Operating profit increased 22% YoY to $411 million, driven by strong ethanol margins and improved performance in starches. - Nutrition: Segment revenues were $1.9 billion, down 5% YoY, but operating profit rose 51% to $172 million, primarily due to growth in Flavors and improvements in Animal Nutrition.
3) Strategic Initiatives and Operational Plans - ADM is focusing on expanding domestic crushing and ethanol capacity at existing facilities, identifying 4 U.S. crush facilities for initial expansion. - The company is also enhancing its precision fermentation capabilities and expanding its natural colors footprint to meet the demand for cleaner labels. - A commitment to sustainability is evident, with 337,000 metric tons of carbon sequestered in the quarter, and ongoing investments in decarbonization projects.
4) Challenges and Market Headwinds - The ongoing geopolitical tensions, particularly in Ukraine and the Middle East, pose risks to global food security and could impact grain exports and prices. - While ADM expects limited financial impact from disruptions in Ukraine, the situation remains a concern for global grain stocks. - The company is monitoring external factors, including macroeconomic conditions and commodity price volatility, which could affect future performance.
5) Outlook and Guidance - ADM anticipates that the second half of 2026 will contribute significantly to operating profit, with Q3 expected to potentially outperform Q4. - The guidance assumes continued strong performance in Ag Services, favorable biofuel margins, and ongoing improvements in Nutrition. - The company is also evaluating opportunistic share repurchases later in the year, supported by a strong balance sheet and cash flow generation.
Bottom line: ADM's strong Q2 performance, driven by robust execution across segments and a favorable market environment, positions the company well for the remainder of 2026. The raised EPS guidance reflects confidence in ongoing operational improvements and strategic initiatives, despite external geopolitical challenges. Shareholders can expect continued value creation as ADM navigates these dynamics.
Annual Reports, Presentations And IR Contacts
Go to the websiteArcher Daniels Midland — Financial Overview, Stock Price, Market Cap
Archer Daniels Midland is a company. Founded in 1902. As of August 14, 2026, the company's market capitalization is $38628853550 with a current stock price of $80.15.
