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Jun 30, 2025
ADM Q2 2025 Earnings Report
ADM reported lower revenue, EPS, and net income in Q2 2025 amid continued operational realignments and a challenging global market environment.
Key Takeaways
ADM saw declines in earnings and revenue in Q2 2025, driven by weaker margins in Ag Services & Oilseeds and Carbohydrate Solutions, partially offset by improved performance in Nutrition. The company emphasized ongoing cost-saving initiatives and reiterated confidence in stronger margins by Q4.
Revenue for Q2 2025 was $21.17 billion, down from $22.25 billion in Q2 2024.
Net income for the quarter was $219 million, a significant drop from $486 million in Q2 2024.
Adjusted EPS came in at $0.93, while reported EPS was $0.45.
Nutrition segment saw growth, while Ag Services & Oilseeds faced significant margin pressure.
Revenue by Segment
Forward Guidance
ADM tightened its full-year 2025 adjusted EPS guidance to approximately $4.00 per share, expecting improved margins to benefit Q4 and beyond.
Positive Outlook
- Operational improvements continue to deliver cost savings.
- Restored Decatur East Plant expected to aid H2 performance.
- Sequential improvement in Nutrition margins.
- Biofuel policy clarity emerged late in Q2.
- Portfolio simplification is advancing as planned.
Challenges Ahead
- EPS and revenue declined year-over-year.
- Ag Services & Oilseeds segment margins under pressure.
- Carbohydrate Solutions saw demand softness and margin challenges.
- Crushing margins fell 75% YoY due to weak vegetable oil demand.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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