Equity Profile

ADM

Archer-Daniels-Midland Company

Consumer StaplesAgricultural Products & Services$39.0B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Archer-Daniels-Midland Company (ADM) is a major player in the agricultural products and services sector, focusing on processing and distributing food and feed ingredients. As a key component of the consumer staples sector, ADM plays a vital role in the global food supply chain, making it important for investors to monitor its performance, especially in light of changing consumer demands and agricultural trends.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and a strong EPS can indicate effective cost management and revenue generation.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is essential for sustaining profitability and investor confidence.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ADM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+42.95%

Avg Stock Reaction

+0.38%

Last Quarter Recap

In Q1-2026, ADM reported an EPS of $0.71, exceeding expectations by 8.07%. The stock reacted positively, gaining 3.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about ADM's upcoming earnings, given its recent performance and the overall demand for agricultural products.

Bull Case

If ADM continues to outperform expectations, especially in EPS and revenue growth, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

Conversely, if ADM fails to meet expectations or shows signs of declining margins, it could raise concerns about its competitive position and lead to a negative stock reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for this quarter?

Given ADM's recent EPS performance, this figure will be crucial in determining market sentiment and stock movement.

How is ADM managing its operating margins amidst rising costs?

With inflation and supply chain challenges, insights into margin management will be key to assessing ADM's operational health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ADM's ability to navigate supply chain challenges and maintain margins, especially given its recent EPS performance.

Supporting Evidence

ADM has consistently beaten EPS estimates, suggesting strong operational management.

The options market indicates a significant potential move, reflecting uncertainty that may not align with ADM's recent performance trends.

Key Risk

If ADM manages to report an EPS above $0.75, it could challenge the cautious outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on ADM's ability to maintain profitability in a challenging economic environment.

Bull Confirmed If

An EPS of $0.75 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.65 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±10.87%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant potential move for ADM's stock following the earnings report, suggesting heightened uncertainty among investors.

Options are pricing ±10.9% while ADM has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

26.7%

Calls (162K)P/C Ratio: 0.87Puts (85K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$5.0M

69,106 sh

2 insiders

Net

$5.0M

Net selling

Most Active Insiders· 2 open-market trades

Senior Vice PresidentCuddy Christopher M
$2.6M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ADM beats expectations, history suggests a potential stock increase of around 2.52%, confirming strong operational performance.

In-Line / Cautious

An in-line report could lead to a muted reaction, as investors await further guidance on future performance.

Miss

If ADM misses expectations, history indicates a potential decline of around 2.37%, raising concerns about its competitive position.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$50,001.00–$100,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies in response to inflation.
2Insights into demand trends for ADM's key products.
3Management's outlook on supply chain stability.
4Any commentary on new market opportunities or product lines.
5Details on capital expenditures and investment plans.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and a strong EPS can indicate effective cost management and revenue generation.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is essential for sustaining profitability and investor confidence.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ADM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+42.95%

Avg Stock Reaction

+0.38%

Last Quarter Recap

In Q1-2026, ADM reported an EPS of $0.71, exceeding expectations by 8.07%. The stock reacted positively, gaining 3.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about ADM's upcoming earnings, given its recent performance and the overall demand for agricultural products.

Bull Case

If ADM continues to outperform expectations, especially in EPS and revenue growth, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

Conversely, if ADM fails to meet expectations or shows signs of declining margins, it could raise concerns about its competitive position and lead to a negative stock reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for this quarter?

Given ADM's recent EPS performance, this figure will be crucial in determining market sentiment and stock movement.

How is ADM managing its operating margins amidst rising costs?

With inflation and supply chain challenges, insights into margin management will be key to assessing ADM's operational health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ADM's ability to navigate supply chain challenges and maintain margins, especially given its recent EPS performance.

Supporting Evidence

ADM has consistently beaten EPS estimates, suggesting strong operational management.

The options market indicates a significant potential move, reflecting uncertainty that may not align with ADM's recent performance trends.

Key Risk

If ADM manages to report an EPS above $0.75, it could challenge the cautious outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on ADM's ability to maintain profitability in a challenging economic environment.

Bull Confirmed If

An EPS of $0.75 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.65 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±10.87%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant potential move for ADM's stock following the earnings report, suggesting heightened uncertainty among investors.

Options are pricing ±10.9% while ADM has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

26.7%

Calls (162K)P/C Ratio: 0.87Puts (85K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$5.0M

69,106 sh

2 insiders

Net

$5.0M

Net selling

Most Active Insiders· 2 open-market trades

Senior Vice PresidentCuddy Christopher M
$2.6M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ADM beats expectations, history suggests a potential stock increase of around 2.52%, confirming strong operational performance.

In-Line / Cautious

An in-line report could lead to a muted reaction, as investors await further guidance on future performance.

Miss

If ADM misses expectations, history indicates a potential decline of around 2.37%, raising concerns about its competitive position.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$50,001.00–$100,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies in response to inflation.
2Insights into demand trends for ADM's key products.
3Management's outlook on supply chain stability.
4Any commentary on new market opportunities or product lines.
5Details on capital expenditures and investment plans.