Bunge (BG) official guidance
Bunge (BG) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteBGBunge Global SAFY2026 · ends 2026-12-31
2 metrics2 maintainedearnings call · 1d
2026-10-29 13:21:56 UTC$1.5B – $1.7Bmaintained-12.9% – -1.3% vs FY2025
Capital expenditures toward the higher end of our $1.5 billion-$1.7 billion range, reflecting the timing of spending on major projects nearing completion, as Greg discussed earlier.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTC$1.5B – $1.7Bmaintained-12.9% – -1.3% vs FY2025
•Capital expenditures toward the higher end of the $1.5 to $1.7 billion range
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTC$1.5B – $1.7Bmaintained-12.9% – -1.3% vs FY2025
Additionally, we continue to expect for 2026 an adjusted annual effective tax rate in the range of 22%-26%, an interest expense in the range of $620 million-$660 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation and amortization of approximately $975 million, all unchanged from our previous outlook.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTC$1.5B – $1.7Bmaintained-12.9% – -1.3% vs FY2025
•Capital expenditures in the range of $1.5 to $1.7 billion
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTC$1.5B – $1.7Bmaintained-12.9% – -1.3% vs FY2025
Capital expenditures in the range of $1.5 billion-$1.7 billion and depreciation and amortization of approximately $975 million.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-29 10:12:18 UTC$1.5B – $1.7Bmaintained-12.9% – -1.3% vs FY2025
Capital expenditures in the range of $1.5 to $1.7 billion
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-02-05 05:01:08 UTC$1.5B – $1.7Bmaintained
Additionally, we expect the following for 2026: adjusted annual effective tax rate in the range of 23%-27%, net interest expense in the range of $575 million-$625 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation amortization of approximately $975 million.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-04 11:21:35 UTC$1.5B – $1.7Bnew
The Company expects the following for 2026: an adjusted annual effective tax rate in the range of 23% to 27%; net interest expense in the range of $575 to $625 million; capital expenditures in the range of $1.5 to $1.7 billion; and depreciation and amortization of approximately $975 million.
BG · EX-99.1 · Q4 FY2025
2026-02-04 11:21:04 UTCOpen source
2026-10-29 13:21:56 UTC$975Mmaintained
And depreciation and amortization of approximately $975 million.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTC$975Mmaintained
•Depreciation and amortization of approximately $975 million
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTC$975Mmaintained
Additionally, we continue to expect for 2026 an adjusted annual effective tax rate in the range of 22%-26%, an interest expense in the range of $620 million-$660 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation and amortization of approximately $975 million, all unchanged from our previous outlook.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTC$975Mmaintained
•Depreciation and amortization of approximately $975 million
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTC$975Mmaintained
Capital expenditures in the range of $1.5 billion-$1.7 billion and depreciation and amortization of approximately $975 million.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-29 10:12:18 UTC$975Mmaintained
Depreciation and amortization of approximately $975 million
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-02-05 05:01:08 UTC$975Mmaintained
Additionally, we expect the following for 2026: adjusted annual effective tax rate in the range of 23%-27%, net interest expense in the range of $575 million-$625 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation amortization of approximately $975 million.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-04 11:21:35 UTC$975Mnew
The Company expects the following for 2026: an adjusted annual effective tax rate in the range of 23% to 27%; net interest expense in the range of $575 to $625 million; capital expenditures in the range of $1.5 to $1.7 billion; and depreciation and amortization of approximately $975 million.
BG · EX-99.1 · Q4 FY2025
2026-02-04 11:21:04 UTCOpen source
BGBunge Global SAFY2027 · ends 2027-12-31
3 metrics3 newearnings call · 1d
2026-10-29 13:21:56 UTC$0.5new
Greg will talk about some commercial examples, but on that side of it as well, we're expecting a contribution in 2027 over 2026 of about another $0.50 a share there.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:21:56 UTC$0.5new
The step change into next year with the projects we have in place and our expected execution, we expect a contribution about $0.50 a share in 2027 related to additional cost synergies over 2026.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:21:56 UTC$0.5new
As you look at for the full year, really not a meaningful contribution on those three projects. But as we look forward, well signed into Q1 next year, when we bucket all that together, we look at our growth CapEx into next year, we expect about a $0.50 a share improvement, in earnings contribution from those particular projects.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
BGBunge Global SAFY2026 · ends 2026-12-31
15 metrics7 new3 maintainedearnings call · 1d
2026-10-29 13:21:56 UTC23% – 25%maintained
An adjusted annual effective tax rate in the range of 23%-25%, compared to our previous range of 22%-26%.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTC23% – 25%maintained
•An adjusted annual effective tax rate in the range of 23% to 25% compared to its previous range of 22% to 26%
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTC22% – 26%maintained
Additionally, we continue to expect for 2026 an adjusted annual effective tax rate in the range of 22%-26%, an interest expense in the range of $620 million-$660 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation and amortization of approximately $975 million, all unchanged from our previous outlook.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTC22% – 26%maintained
•An adjusted annual effective tax rate in the range of 22% to 26%
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTC22% – 26%maintained
An adjusted annual effective tax rate in the range of 22%-26%, which is down slightly from our previous expectation of 23%-27%.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-29 10:12:18 UTC22% – 26%lowered -4.0%
An adjusted annual effective tax rate in the range of 22% to 26%, which is down slightly from its previous expectation of 23% to 27%
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-02-05 05:01:08 UTC23% – 27%maintained
Additionally, we expect the following for 2026: adjusted annual effective tax rate in the range of 23%-27%, net interest expense in the range of $575 million-$625 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation amortization of approximately $975 million.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-04 11:21:35 UTC23% – 27%new
The Company expects the following for 2026: an adjusted annual effective tax rate in the range of 23% to 27%; net interest expense in the range of $575 to $625 million; capital expenditures in the range of $1.5 to $1.7 billion; and depreciation and amortization of approximately $975 million.
BG · EX-99.1 · Q4 FY2025
2026-02-04 11:21:04 UTCOpen source
2026-10-29 13:21:56 UTC$9.25 – $9.75maintained
Based on what we can see today, including our results through the first nine months of the year, current market conditions, and the forward curves, we are maintaining our full-year adjusted EPS range of $9.25-$9.75.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTC$9.25 – $9.75maintained
Taking into account third quarter results, the current margin and macro environment and forward curves, Bunge continues to expect full-year 2026 adjusted EPS in the range of $9.25 to $9.75.
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTC$9.25 – $9.75maintained
Turning to our outlook, based on what we can see today, we now expect full year 2026 adjusted EPS in the range of $9.25-$9.75, which is up from our previous range of $9-$9.50 we provided on our first quarter call.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTC$9.25 – $9.75raised +2.7%
Taking into account second quarter results, the current margin and macro environment and forward curves, Bunge now expects full-year 2026 adjusted EPS in the range of $9.25 to $9.75, which is up from its previous range of $9.00 to $9.50.
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTC$9 – $9.5maintained
Taking into account Q1 results, the current margin and macro environment and forward curves, we now expect full year 2026 adjusted EPS in the range of $9.00-$9.50, which is up from our previous range of $7.50-$8.00.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-29 10:12:18 UTC$9 – $9.5raised +19.4%
Taking into account first quarter results, the current margin and macro environment and forward curves, Bunge now expects full-year 2026 adjusted EPS in the range of $9.00 to $9.50, which is up from its previous range of $7.50 to $8.00.
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-02-05 05:01:08 UTC$7.5 – $8maintained
Based on what we can see today in the current environment and forward curves, we expect full year 2026 adjusted EPS in the range of $7.50-$8.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-04 11:21:35 UTC$7.5 – $8new
Taking into account the current margin and macro environment and forward curves, Bunge expects full-year 2026 adjusted EPS in the range of $7.50 to $8.00.
BG · EX-99.1 · Q4 FY2025
2026-02-04 11:21:04 UTCOpen source
2026-10-29 13:21:56 UTC$640M – $670Mmaintained
Net interest expense in the range of $640 million-$670 million, which is up from our previous range of $620 million-$660 million.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTC$640M – $670Mraised +2.3%
•Net interest expense in the range of $640 to $670 million compared to its previous range of $620 to $660 million
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTC$620M – $660Mmaintained
Additionally, we continue to expect for 2026 an adjusted annual effective tax rate in the range of 22%-26%, an interest expense in the range of $620 million-$660 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation and amortization of approximately $975 million, all unchanged from our previous outlook.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTC$620M – $660Mmaintained
•Net interest expense in the range of $620 to $660 million
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTC$620M – $660Mmaintained
Net interest expense in the range of $620 million-$660 million, which is up from a previous range of $575 million-$625 million, primarily due to higher short-term debt levels supporting an expected increase in working capital.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-29 10:12:18 UTC$620M – $660Mraised +6.7%
Net interest expense in the range of $620 to $660 million, which is up from its previous range of $575 to $625 million
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-02-05 05:01:08 UTC$575M – $625Mmaintained
Additionally, we expect the following for 2026: adjusted annual effective tax rate in the range of 23%-27%, net interest expense in the range of $575 million-$625 million, capital expenditures in the range of $1.5 billion-$1.7 billion, and depreciation amortization of approximately $975 million.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-04 11:21:35 UTC$575M – $625Mnew
The Company expects the following for 2026: an adjusted annual effective tax rate in the range of 23% to 27%; net interest expense in the range of $575 to $625 million; capital expenditures in the range of $1.5 to $1.7 billion; and depreciation and amortization of approximately $975 million.
BG · EX-99.1 · Q4 FY2025
2026-02-04 11:21:04 UTCOpen source
2026-10-29 13:21:56 UTCunchanged
Corporate and other results are expected to be unchanged.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-07-30 04:01:00 UTCunchanged
corporate and other results are expected to be unchanged.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-04-30 04:01:08 UTCare expected to be in linenew
For the full year compared to our previous outlook, Soybean and Soft Seed Processing and Refining Segment results are forecasted to be higher. Tropical Oils and Specialty Ingredients and Grain Merchandising and Milling Segment results are expected to be lower, and corporate and other results are expected to be in line.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-10-29 13:21:56 UTChigher
Grain merchandising and milling segment results are forecasted to be higher.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTChigher
•Grain Merchandising and Milling results: higher
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTClower
Grain merchandising and milling segment results are forecasted to be lower
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTClower
•Grain Merchandising and Milling results: lower
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTCare expected to be lowernew
For the full year compared to our previous outlook, Soybean and Soft Seed Processing and Refining Segment results are forecasted to be higher. Tropical Oils and Specialty Ingredients and Grain Merchandising and Milling Segment results are expected to be lower, and corporate and other results are expected to be in line.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-10-29 13:21:56 UTCunchanged
Softseed processing and refining segment results are forecasted to be unchanged.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTCunchanged
•Softseed Processing and Refining results: unchanged
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTCslightly higher
Softseed processing and refining segment results are forecasted to be slightly higher.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTCslightly higher
•Softseed Processing and Refining results: slightly higher
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-29 10:12:18 UTChighernew
Softseed Processing and Refining results are expected to be higher
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-10-29 13:21:56 UTClower, slightly lower
For the full year compared to our previous outlook, soybean processing and refining segment results are forecasted to be lower, slightly lower.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTCslightly lower
•Soybean Processing and Refining results: slightly lower
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTChigher
For the full year, compared to our previous outlook, soybean processing and refining segment results are forecasted to be higher.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTChigher
•Soybean Processing and Refining results: higher
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-29 10:12:18 UTChighernew
Soybean Processing and Refining results are expected to be higher
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-10-29 13:21:56 UTClower
Tropical oils and specialty ingredients results are forecasted to be lower.
BG · transcript · Q3 FY2026
2026-10-29 13:21:00 UTCOpen source
2026-10-29 13:01:46 UTClower
•Tropical Oils and Specialty Ingredients results: lower
BG · EX-99.1 · Q3 FY2026
2026-10-29 13:00:08 UTCOpen source
2026-07-30 04:01:00 UTCunchanged
Tropical oils and specialty ingredients results are forecasted to be unchanged.
BG · transcript · Q2 FY2026
2026-07-30 04:00:00 UTCOpen source
2026-07-29 10:16:50 UTCunchanged
•Tropical Oils and Specialty Ingredients results: unchanged
BG · EX-99.1 · Q2 FY2026
2026-07-29 10:15:46 UTCOpen source
2026-04-30 04:01:08 UTCare expected to be lower
For the full year compared to our previous outlook, Soybean and Soft Seed Processing and Refining Segment results are forecasted to be higher. Tropical Oils and Specialty Ingredients and Grain Merchandising and Milling Segment results are expected to be lower, and corporate and other results are expected to be in line.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-29 10:12:18 UTClowernew
Tropical Oils and Specialty Ingredients results are expected to be lower
BG · EX-99.1 · Q1 FY2026
2026-04-29 10:11:06 UTCOpen source
2026-04-30 04:01:08 UTCare forecasted to be highernew
For the full year compared to our previous outlook, Soybean and Soft Seed Processing and Refining Segment results are forecasted to be higher.
BG · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-02-05 05:01:08 UTC$120M – $125Mnew
The corporate and other, which we would expect to be, you know, call it $120-$125 million per quarter, negative against, against that.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-05 05:01:08 UTC5%new
And then the remainder, the remaining 5% would be in our other processing, refining.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-05 05:01:08 UTC25%new
About a quarter of it in our soft processing and refining segment.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-05 05:01:08 UTC50%new
So if you look, Steven, this is John. If you look at kind of our core segment EBIT, so that's defined as the segment results before corporate. I'd look at it this way, about half that EBIT is gonna be in our soy processing and refining.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-05 05:01:08 UTC$190Mnew
We're estimating about $190 million of realized synergies in 2026, which is actually ahead of schedule.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-05 05:01:08 UTC$220Mnew
So we're looking at $190 for next year, for 2026, the year we're in now, with a run rate by the end of the year, somewhere around $220 million run rate by the end of the year.
BG · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source