For the quarter ended September 2025, Archer Daniels Midland (ADM) reported revenue of $20.37 billion, up 2.2% over the same period last year. EPS came in at $0.92, compared to $1.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $20.66 billion, representing a surprise of -1.38%. The company delivered an EPS surprise of +3.37%, with the consensus EPS estimate being $0.89.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how ADM performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Processed volumes - Oilseeds: 8,803.00 Kmt versus 8,620.25 Kmt estimated by two analysts on average.
- Revenues- Carbohydrate Solutions: $2.73 billion versus the two-analyst average estimate of $2.92 billion. The reported number represents a year-over-year change of -6%.
- Revenues- Ag Services and Oilseeds: $15.61 billion versus $15.74 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.5% change.
- Revenues- Nutrition: $1.92 billion compared to the $1.88 billion average estimate based on two analysts. The reported number represents a change of +4.6% year over year.
- Revenues- Other Business: $109 million versus the two-analyst average estimate of $109.5 million. The reported number represents a year-over-year change of 0%.
- Segment Operating Profit- Carbohydrate Solutions- Total: $336 million versus the two-analyst average estimate of $378.52 million.
- Segment Operating Profit- Nutrition- Total: $130 million versus $118.81 million estimated by two analysts on average.
- Segment Operating Profit- Nutrition- Animal Nutrition: $34 million versus the two-analyst average estimate of $21.53 million.
- Segment Operating Profit- Ag Services and Oilseeds- Total: $379 million versus the two-analyst average estimate of $361.79 million.
- Segment Operating Profit- Ag Services and Oilseeds- Ag Services: $190 million versus the two-analyst average estimate of $120.69 million.
- Segment Operating Profit- Ag Services and Oilseeds- Crushing: $13 million versus the two-analyst average estimate of $48.57 million.
- Segment Operating Profit- Other Business: $55 million versus $90 million estimated by two analysts on average.
View all Key Company Metrics for ADM here>>>
Shares of ADM have returned -3.8% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Archer Daniels Midland Company (ADM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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