Global agribusiness Bunge Global said it officially closed a long-delayed deal to merge with Glencore-backed Viterra on Wednesday, two years after announcing the $34 billion mega-deal.
The near-term outlook for the Zacks Agriculture - Products industry is uncertain. Stocks like BG, CALM and HYFM are braving the industry headwinds.
U.S. President Donald Trump's administration proposed higher quotas of biofuel for 2026 and 2027 in the U.S., a positive aspect for Bunge, as corn demand is expected to increase. The stock price of Bunge is slightly higher than its 2018 trading price. However, its net income was $287 million in 2018, growing to $1,188 million in 2024. The merger between Bunge and Viterra would considerably increase Bunge's revenues.
BG clears final Chinese regulatory hurdle, setting the stage to close the $34B Viterra merger by early July.
Bunge Global reports a 41% decline in earnings in Q1. The company's 2025 earnings per share guidance of $7.75 indicates a 15.7% year-over-year decline.
Although the revenue and EPS for Bunge Global (BG) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Bunge Global (BG) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.27 per share. This compares to earnings of $3.04 per share a year ago.
BG's Q1 results are anticipated to reflect weak year-over-year performances in its segments and the impacts of the divestiture of the Sugar and Bioenergy segment.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Bunge Global (BG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Bunge's Q1 earnings are likely to weaken. Operating conditions are continuing to normalize after the Covid pandemic, even turning into pressure due to agricultural trends. The rising US-China trade tension is a significant risk for Bunge, affecting the company through China's agricultural tariffs and China's ability to stall the Bunge-Viterra merger. I estimate Bunge to have a fair value of $90.2. The current stock price reflects a fair margin of safety.
BG plans to sell its North America Corn milling business to focus better on core businesses.
Bunge Global is selling its European margarines and spreads business to focus on core operations.