Bunge Global (BG) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.93

$1.86$2.05

vs $1.31+47.2%

6 analysts

Next Qtr

$2.53

$2.40$2.60

vs $2.27+11.5%

6 analysts

Current Yr

$9.43

$9.27$9.63

vs $7.57+24.6%

6 analysts

Next Yr

$10.89

$9.69$11.91

vs $9.43+15.4%

8 analysts

Revenue Estimates

Current Qtr

$22.76B

$21.86B$24.00B

vs $12.77B+78.2%

4 analysts

Next Qtr

$22.97B

$22.15B$24.00B

vs $22.16B+3.7%

4 analysts

Current Yr

$91.48B

$89.64B$93.86B

vs $70.33B+30.1%

6 analysts

Next Yr

$94.80B

$89.24B$99.44B

vs $91.48B+3.6%

7 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for BG on EDGAR.

BG filing events and research context
Filed	Item	Context
Apr 29, 2026	mda_quarterly	The acquisition of Viterra Limited significantly expanded Bunge's scale, driving net sales up 88% to $21.86 billion for the first quarter of 2026. However, net income attributable to shareholders decreased to $68 million and Total EBIT fell to $184 million. This decline was primarily driven by lower performance in Grain Merchandising and Milling, which recorded a $76 million loss due to rising ocean freight costs linked to the Iran conflict and Viterra integration expenses. Soybean Processing and Refining EBIT decreased 23% to $209 million, pressured by unfavorable mark-to-market results and South American foreign exchange losses, despite growth from North American biofuel mandates and higher Brazilian merchandising volumes. Conversely, Tropical Oils and Specialty Ingredients EBIT surged to $110 million on favorable mark-to-market results and strong biofuel demand. To finance the Viterra acquisition, total debt increased to $14.55 billion, supported by the March 2026 issuance of $1.2 billion in senior notes. Working capital rose to $10.15 billion, reflecting higher inventory levels tied to the South American harvest. The company continues to manage risks associated with volatile commodity prices and a strong U.S. dollar impacting non-USD functional currency operations.
Feb 19, 2026	business	Bunge Global SA is a leading global agribusiness and food company that recently restructured its operations into a value chain model following the July 2025 acquisition of Viterra Limited. The company operates through four reportable segments: Soybean Processing and Refining, which manages soybeans, biodiesel, and fertilizer across South America, North America, and Europe; Softseed Processing and Refining, focusing on canola and sunflower seed products in Europe and North America; Other Oilseeds Processing and Refining, handling specialty products globally; and Grain Merchandising and Milling, which manages commodities including corn, wheat, barley, cotton, pulses, and sugar, with milling concentrated in South America. Significant geographic and macroeconomic risks include exposure to Argentina’s hyperinflationary environment and exchange rate volatility, as well as operational risks related to the ongoing Ukraine-Russia war. To satisfy European Commission regulatory requirements for the Viterra acquisition, Bunge executed the divestment of its oilseed businesses in Hungary and Poland. The company utilizes extensive derivative hedging to mitigate volatility in agricultural commodity prices, interest rates, and foreign exchange across its global footprint.
Feb 19, 2026	mda	Bunge’s 2025 fiscal year was primarily defined by the July 2025 acquisition of Viterra, which triggered a restructuring into four reportable segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. Net income attributable to shareholders declined to $816 million from $1,137 million in 2024, with diluted EPS falling to $4.91 due to Viterra-related dilution and increased interest expense from higher debt levels. Total EBIT decreased to $1,533 million, as higher SG&A and a $118 million U.S. pension settlement offset gains in Segment EBIT. Despite the overall decline, Soybean Processing EBIT rose 40% on Viterra contributions and higher Argentine prices, while Grain Merchandising EBIT grew 14% driven by corn and wheat demand. Softseed sales surged 62% due to Viterra and European sunflower crop shortages. To finance the acquisition, total debt increased to $14.05 billion, and inventories rose to $13.2 billion. Working capital improved to $9.26 billion. Profitability remains sensitive to agricultural commodity price volatility, weather patterns, energy costs, and foreign exchange fluctuations, particularly regarding U.S. dollar-denominated debt in non-U.S. functional currency operations.

Filed

Item

Context

Apr 29, 2026

mda_quarterly

The acquisition of Viterra Limited significantly expanded Bunge's scale, driving net sales up 88% to $21.86 billion for the first quarter of 2026. However, net income attributable to shareholders decreased to $68 million and Total EBIT fell to $184 million. This decline was primarily driven by lower performance in Grain Merchandising and Milling, which recorded a $76 million loss due to rising ocean freight costs linked to the Iran conflict and Viterra integration expenses. Soybean Processing and Refining EBIT decreased 23% to $209 million, pressured by unfavorable mark-to-market results and South American foreign exchange losses, despite growth from North American biofuel mandates and higher Brazilian merchandising volumes. Conversely, Tropical Oils and Specialty Ingredients EBIT surged to $110 million on favorable mark-to-market results and strong biofuel demand. To finance the Viterra acquisition, total debt increased to $14.55 billion, supported by the March 2026 issuance of $1.2 billion in senior notes. Working capital rose to $10.15 billion, reflecting higher inventory levels tied to the South American harvest. The company continues to manage risks associated with volatile commodity prices and a strong U.S. dollar impacting non-USD functional currency operations.

Feb 19, 2026

business

Bunge Global SA is a leading global agribusiness and food company that recently restructured its operations into a value chain model following the July 2025 acquisition of Viterra Limited. The company operates through four reportable segments: Soybean Processing and Refining, which manages soybeans, biodiesel, and fertilizer across South America, North America, and Europe; Softseed Processing and Refining, focusing on canola and sunflower seed products in Europe and North America; Other Oilseeds Processing and Refining, handling specialty products globally; and Grain Merchandising and Milling, which manages commodities including corn, wheat, barley, cotton, pulses, and sugar, with milling concentrated in South America. Significant geographic and macroeconomic risks include exposure to Argentina’s hyperinflationary environment and exchange rate volatility, as well as operational risks related to the ongoing Ukraine-Russia war. To satisfy European Commission regulatory requirements for the Viterra acquisition, Bunge executed the divestment of its oilseed businesses in Hungary and Poland. The company utilizes extensive derivative hedging to mitigate volatility in agricultural commodity prices, interest rates, and foreign exchange across its global footprint.

Feb 19, 2026

mda

Bunge’s 2025 fiscal year was primarily defined by the July 2025 acquisition of Viterra, which triggered a restructuring into four reportable segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. Net income attributable to shareholders declined to $816 million from $1,137 million in 2024, with diluted EPS falling to $4.91 due to Viterra-related dilution and increased interest expense from higher debt levels. Total EBIT decreased to $1,533 million, as higher SG&A and a $118 million U.S. pension settlement offset gains in Segment EBIT. Despite the overall decline, Soybean Processing EBIT rose 40% on Viterra contributions and higher Argentine prices, while Grain Merchandising EBIT grew 14% driven by corn and wheat demand. Softseed sales surged 62% due to Viterra and European sunflower crop shortages. To finance the acquisition, total debt increased to $14.05 billion, and inventories rose to $13.2 billion. Working capital improved to $9.26 billion. Profitability remains sensitive to agricultural commodity price volatility, weather patterns, energy costs, and foreign exchange fluctuations, particularly regarding U.S. dollar-denominated debt in non-U.S. functional currency operations.

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BG filing events and research context

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