For the quarter ended December 2025, Archer Daniels Midland (ADM) reported revenue of $18.56 billion, down 13.7% over the same period last year. EPS came in at $0.87, compared to $1.14 in the year-ago quarter.
The reported revenue represents a surprise of -16.84% over the Zacks Consensus Estimate of $22.31 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +4.82%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: 9,380.00 Kmt versus 9,181.10 Kmt estimated by two analysts on average.
- Revenues- Carbohydrate Solutions: $2.64 billion versus the two-analyst average estimate of $2.61 billion. The reported number represents a year-over-year change of -4%.
- Revenues- Ag Services and Oilseeds: $14.01 billion compared to the $17.7 billion average estimate based on two analysts. The reported number represents a change of -17% year over year.
- Revenues- Nutrition: $1.79 billion versus the two-analyst average estimate of $1.85 billion. The reported number represents a year-over-year change of +0.7%.
- Revenues- Other Business: $117 million versus $104 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17% change.
- Segment Operating Profit- Nutrition- Animal Nutrition: $22 million versus $31.57 million estimated by two analysts on average.
- Segment Operating Profit- Nutrition- Human Nutrition: $56 million versus the two-analyst average estimate of $81.92 million.
- Segment Operating Profit- Corporate: $-577 million versus the two-analyst average estimate of $-420.62 million.
- Segment Operating Profit- Ag Services and Oilseeds- Total: $444 million versus the two-analyst average estimate of $411.58 million.
- Segment Operating Profit- Carbohydrate Solutions- Total: $299 million versus the two-analyst average estimate of $315.88 million.
- Segment Operating Profit- Nutrition- Total: $78 million versus the two-analyst average estimate of $113.49 million.
- Segment Operating Profit- Carbohydrate Solutions- Vantage Corn Processors: $43 million versus the two-analyst average estimate of $42.54 million.
View all Key Company Metrics for ADM here>>>
Shares of ADM have returned +14.3% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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