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Dec 31, 2025
ADM Q4 2025 Earnings Report
ADM reported lower earnings year over year amid challenging global trade conditions while maintaining strong cash generation.
Key Takeaways
ADM delivered Q4 2025 results with solid profitability despite weaker margins and lower volumes, generating strong cash flow in a difficult operating environment.
Q4 revenue declined year over year reflecting softer global demand and trade pressures.
Earnings remained profitable despite margin compression across key segments.
Ag Services & Oilseeds continued to be the largest revenue contributor.
The company ended the quarter with a strong cash position.
Revenue by Segment
Forward Guidance
ADM expects a more constructive operating environment in 2026 supported by improving trade flows and potential biofuel policy clarity.
Positive Outlook
- Expected improvement in global trade flows.
- Potential clarity on U.S. biofuel policy.
- Continued cost savings initiatives.
- Strong cash flow generation capability.
- Improving demand outlook in nutrition.
Challenges Ahead
- Ongoing uncertainty around biofuel policy timing.
- Volatility in commodity prices.
- Margin pressure in crushing operations.
- Macroeconomic and geopolitical risks.
- Potential variability in customer 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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