Bunge Global SA (BG) Earnings Call Transcripts

Bunge Global SA's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Bunge Global SA reported a significant increase in earnings, with adjusted EPS of $2.00, up from $1.31 year-over-year, and a reported EPS of $3.47. Revenue growth was driven by strong performance in soybean and softseed processing, benefiting from the company's diversified global platform. Management raised full-year adjusted EPS guidance to a range of $9.25 to $9.75, up from $9.00 to $9.50, signaling confidence in ongoing demand despite macroeconomic uncertainties.

Reported metrics

Guidance from management

Management raised full-year adjusted EPS guidance to $9.25 to $9.75, reflecting improved market conditions and confidence in demand despite uncertainties. Other guidance metrics, including capital expenditures and interest expense, were maintained.

What management said

And maybe, Andrew, just to add there quickly. The other benefit, obviously, is with our stronger credit profile as a combined company, we're borrowing money now at the tightest credit spreads we have in the history of Bunge which gives us a little bit of an edge in terms of -- in the marketplace, given the market generally trades on average interest costs. So to the extent we can borrow money cheaper and access that ...

Yes, we -- yes, would be the answer. We definitely do. And then we've got clarity around the RVO. We're now seeing that the crush that's been added is here to meet that demand, and we continue to see strong meal demand globally and strong corn demand, which tells us that underlying fee demand is there for the economics on the animal protein. So yes, we feel they're justified. And definitely, U.S. and North America is...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on supply chains and the potential for a waiver of the Renewable Volume Obligation (RVO) in the U.S. They are particularly focused on how these factors might affect future margins and operational performance.

Main topics on the call

• Earnings Growth — Bunge reported adjusted EPS of $2.00 for Q2 2026, compared to $1.31 in Q2 2025, reflecting a strong recovery in earnings. CEO Greg Heckman stated, "We delivered another strong quarter," highlighting the company's resilie...
• Revenue Performance — The company saw adjusted segment EBIT increase to $796 million from $373 million year-over-year, driven by higher processing volumes in North and South America. CFO John Neppl noted, "Higher results were primarily driven...
• Guidance Increase — Management raised its full-year adjusted EPS guidance to $9.25 to $9.75, up from $9.00 to $9.50, indicating improved confidence in future performance. This adjustment reflects the company's ability to navigate current ma...
• Viterra Integration Benefits — The integration of Viterra is yielding positive results, with management noting that cost synergies are ahead of plan. Heckman emphasized, "Viterra cost synergies continue to run ahead of plan," which is expected to enha...

Read the full Bunge Global SA transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 74 Bunge Global SA earnings call transcripts on record, spanning February 12, 2020 to July 29, 2026. Based on this history, Bunge Global SA reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BG

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Food Products

Calls on record

74

First call

February 12, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly