ADM reports Q3 2025 financial results
ADM‘s total segment operating profit was US$845 million for the quarter, down 19% from the previous year, reflecting agricultural and biofuel sector challenges, including softened demand for sweeteners and starches and trade disruptions impacting oilseed crush margins.
USA – Archer Daniels Midland Company (ADM) reported its third-quarter results for the period ending September 30, 2025, revealing mixed performance amidst a challenging global environment.
The company posted earnings of US$108 million, with adjusted net earnings of US$448 million and adjusted earnings per share (EPS) of US$0.92, surpassing analyst expectations of US$0.85 by over 8%.
Despite the earnings beat, ADM’s revenue fell short of forecasts. The company reported revenue of US$20.37 billion, slightly below the anticipated US$20.96 billion.
Year-over-year, total revenues increased by about 2.2%, reflecting resilience despite sector headwinds.
ADM’s gross profit was down 7% year over year, to US$1.3 billion, with a gross margin of 6.2%.
Segment-wise, the picture was mixed. Ag Services & Oilseeds saw an increase in revenue by 3.5% to US$15.6 billion, though adjusted operating profit in this segment declined 21% year-over-year, pressured by weaker margins in oilseed crushing.
The Carbohydrate Solutions segment experienced a 5.9% decline in revenue to US$2.7 billion.
In contrast, the Nutrition segment posted strong growth, with revenues up 4.6% to US$1.92 billion and an operating profit of US$130 million, a 24% increase from the prior year quarter.
ADM’s total segment operating profit was US$845 million for the quarter, down 19% from the previous year, reflecting agricultural and biofuel sector challenges, including softened demand for sweeteners and starches and trade disruptions impacting oilseed crush margins.
However, the company noted strength in its export volumes of corn and meal, as well as continued innovation in flavour systems and postbiotics.
Following the earnings release, ADM lowered its full-year 2025 EPS guidance to a range of US$3.25 to US$3.50, down from earlier estimates around US$4.00, prompting a 6.51% drop in its stock price in premarket trading.
ADM expressed confidence that earnings will rebound in 2026 despite near-term challenges driven by U.S. biofuel policy uncertainty and global market conditions.
ADM demonstrated resilience by surpassing earnings expectations and achieving segment growth in Nutrition, but faced revenue and profit pressures due to macroeconomic and industry-specific challenges.
The company is navigating a complex market landscape while focusing on innovation and efficiency to drive future growth.
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