Equity Profile

ANDE

The Andersons, Inc.

Consumer StaplesFood Distributors$2.5B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

The Andersons, Inc. is a diversified company in the consumer staples sector, primarily focused on food distribution....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well the company is performing in a competitive food distribution market.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

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

ANDE Q2-2026 Earnings Preview

Context

Company Snapshot

The Andersons, Inc. is a diversified company in the consumer staples sector, primarily focused on food distribution. With a market cap of $2 billion, it plays a crucial role in the agricultural supply chain, connecting farmers with consumers and retailers.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

+0.00%

Avg Stock Reaction

-0.84%

Last Quarter Recap

In Q1-2026, The Andersons reported an EPS of $1.12, but specific revenue figures were not disclosed. The stock reacted with a slight decline of 0.16% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about The Andersons' upcoming earnings report, given its historical performance and the current market environment.

Bull Case

If the company can demonstrate strong revenue growth and maintain or improve its gross margins, it could signal a robust recovery and growth potential.

Bear Case

Conversely, if the company reports disappointing earnings or revenue figures, it may raise concerns about its ability to navigate market challenges, leading to a negative stock reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

The EPS figure will be critical in assessing the company's profitability and could significantly influence investor sentiment.

How has gross margin changed compared to previous quarters?

Changes in gross margin will provide insights into the company's cost management and pricing strategies, which are vital in the current economic climate.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for The Andersons to improve its gross margins due to recent cost-cutting measures and operational efficiencies.

Supporting Evidence

The historical data shows that The Andersons has a tendency to outperform expectations when it comes to cost management.

Options pricing suggests a significant move, indicating that investors are anticipating a notable change in performance.

Insider selling may indicate confidence in the company's future prospects despite recent stock performance.

Key Risk

If gross margins exceed 25%, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus will be on how well The Andersons can manage costs and maintain profitability in a challenging market.

Bull Confirmed If

A gross margin of 25% or higher would confirm the bull case, indicating effective cost management.

Bear Confirmed If

A gross margin below 20% would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±16.86%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±16.9% while ANDE has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

49.3%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

This setup has occurred 30 times across Consumer Staples in the last 2 years. 18 of 27 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

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

$958,403.23

12,593 sh

1 insider

Net

$958,403.23

Net selling

Most Active Insiders· 2 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If The Andersons beats expectations, history suggests the stock could rise by an average of 1.75%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

If the company misses on earnings, the stock could drop by around 1.5%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on gross margins.
2Insights into revenue growth across different segments of the business.
3Management's outlook on market conditions and consumer demand.
4Details on any new partnerships or contracts that could drive future revenue.
5Responses to questions regarding recent insider selling and its implications.

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

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Company Snapshot

The Andersons, Inc. is a diversified company in the consumer staples sector, primarily focused on food distribution....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well the company is performing in a competitive food distribution market.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

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

ANDE Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

+0.00%

Avg Stock Reaction

-0.84%

Last Quarter Recap

In Q1-2026, The Andersons reported an EPS of $1.12, but specific revenue figures were not disclosed. The stock reacted with a slight decline of 0.16% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about The Andersons' upcoming earnings report, given its historical performance and the current market environment.

Bull Case

If the company can demonstrate strong revenue growth and maintain or improve its gross margins, it could signal a robust recovery and growth potential.

Bear Case

Conversely, if the company reports disappointing earnings or revenue figures, it may raise concerns about its ability to navigate market challenges, leading to a negative stock reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

The EPS figure will be critical in assessing the company's profitability and could significantly influence investor sentiment.

How has gross margin changed compared to previous quarters?

Changes in gross margin will provide insights into the company's cost management and pricing strategies, which are vital in the current economic climate.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for The Andersons to improve its gross margins due to recent cost-cutting measures and operational efficiencies.

Supporting Evidence

The historical data shows that The Andersons has a tendency to outperform expectations when it comes to cost management.

Options pricing suggests a significant move, indicating that investors are anticipating a notable change in performance.

Insider selling may indicate confidence in the company's future prospects despite recent stock performance.

Key Risk

If gross margins exceed 25%, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus will be on how well The Andersons can manage costs and maintain profitability in a challenging market.

Bull Confirmed If

A gross margin of 25% or higher would confirm the bull case, indicating effective cost management.

Bear Confirmed If

A gross margin below 20% would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±16.86%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±16.9% while ANDE has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

49.3%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

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

$958,403.23

12,593 sh

1 insider

Net

$958,403.23

Net selling

Most Active Insiders· 2 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If The Andersons beats expectations, history suggests the stock could rise by an average of 1.75%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

If the company misses on earnings, the stock could drop by around 1.5%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on gross margins.
2Insights into revenue growth across different segments of the business.
3Management's outlook on market conditions and consumer demand.
4Details on any new partnerships or contracts that could drive future revenue.
5Responses to questions regarding recent insider selling and its implications.