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Sep 30
Bunge Q3 2025 Earnings Report
Bunge delivered strong Q3 2025 results, driven by increased volumes and margin improvements across its core processing and refining segments, following the Viterra acquisition.
Key Takeaways
Bunge posted $22.16 billion in revenue and $166 million in net income for Q3 2025, with Adjusted EPS of $2.27. Segment EBIT surged thanks to increased capacity and strong execution, especially in Soybean and Softseed operations.
Adjusted EPS came in at $2.27, slightly down from $2.29 YoY.
Soybean Processing and Refining revenue rose to $10.86 billion, driven by higher volumes and better margins.
Significant benefit from Viterra acquisition boosted segment performance across geographies.
Repurchased $545 million in shares during the quarter.
Bunge
Bunge
Bunge Revenue by Segment
Revenue by Segment
Soybean Processing Revenue
CapyFin.comSoftseed Processing Revenue
CapyFin.comOther Oilseeds Revenue
CapyFin.comGrain & Milling Revenue
CapyFin.com Forward Guidance
Bunge reaffirmed its FY 2025 adjusted EPS guidance of $7.30–$7.60, with expected second half performance in the $4.00–$4.25 range.
Positive Outlook
- Maintained full-year adjusted EPS guidance of $7.30–$7.60
- Expecting strong second half EPS of $4.00–$4.25
- Strong integration and operational execution post-Viterra acquisition
- Higher volumes across major product segments due to expanded footprint
- Higher soybean and softseed processing margins supporting results
Challenges Ahead
- GAAP EPS dropped from $1.56 to $0.86 YoY
- Higher SG&A expenses from integration and performance-based compensation
- Weaker refining margins in select geographies
- Losses in Other Oilseeds segment EBIT YoY
- Working capital movements led to negative operating cash flow YTD
Revenue & Expenses
Visualization of income flow from segment revenue to net income