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Dec 31, 2025
Andersons Q4 2025 Earnings Report
The Andersons, Inc. reported strong fourth quarter results driven by record production in Renewables and solid operations in Agribusiness, with net income attributable to the company reaching $67 million.
Key Takeaways
The Andersons, Inc. delivered a robust fourth quarter in 2025, with net income attributable to the company reaching $67 million, or $1.97 per diluted share. This performance was primarily fueled by record production in the Renewables segment and solid operations in Agribusiness, benefiting from strategic investments and favorable market conditions.
Fourth quarter net income attributable to The Andersons was $67 million, or $1.97 per diluted share, a record on an adjusted basis.
Renewables segment achieved a pretax income of $54 million, driven by record production, strong merchandising, and biofuels policy benefits.
Agribusiness segment reported a pretax income of $46 million, supported by solid operations and a record corn harvest.
The company's strategic capital investments, including the Carlsbad mineral processing facility and Port of Houston expansion, are progressing well.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company anticipates continued strong performance in 2026, driven by strategic investments, favorable market conditions, and robust demand across its segments.
Positive Outlook
- Complementary asset footprint expected to provide uplift in 2026 with traditional basis appreciation opportunities in the west.
- Continued export demand is anticipated to benefit elevation margins for eastern assets and sorghum exports.
- Domestic premium ingredient demand is expected to remain solid, supporting recent capital growth investments.
- Favorable biofuels policies, elevated export demand, and planned industry maintenance should support ethanol fundamentals.
- Renewable feedstocks merchandising is expected to benefit from robust Renewable Volume Obligations.
Challenges Ahead
- Elevated basis levels through harvest in the eastern assets may limit basis appreciation opportunities going into 2026.
- Corn planting volumes, while expected to be higher, will be dependent on farmer economics.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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