The Andersons, Inc. (NASDAQ:ANDE ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Brian A. Valentine - Executive VP & CFO Michael T.
The Andersons is a value play with ethanol upside but is exposed to corn price volatility, making its margins sensitive to commodity cycles. ANDE's diversified segments—Trade, Renewables, and Nutrient & Industrial—benefit from agricultural volatility, energy demand, and supportive biofuel policies like the OBBBA. ANDE appears fairly valued or undervalued vs. peers, with multiple tailwinds from policy, energy markets, and its internal segment hedges supporting the investment thesis.
The Andersons, Inc. (NASDAQ:ANDE ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Mike Hoelter - VP, Corporate Controller & IR Bill Krueger - President & CEO Brian Valentine - EVP & CFO Conference Call Participants Ben Mayhew - BMO Capital Markets Ben Klieve - Lake Street Capital Markets Pooran Sharma - Stephens Operator Good morning, ladies and gentlemen, and welcome to the Andersons 2025 First Quarter Earnings Conference Call. My name is Joe, and I will be your coordinator for today.
![]() ANDE In 1 month Estimated | Quarterly | $0.2 Per Share |
![]() ANDE 1 month ago Paid | Quarterly | $0.2 Per Share |
![]() ANDE 4 months ago Paid | Quarterly | $0.2 Per Share |
![]() ANDE 7 months ago Paid | Quarterly | $0.2 Per Share |
![]() ANDE 10 months ago Paid | Quarterly | $0.19 Per Share |
![]() ANDE 1 Jul 2024 Paid | Quarterly | $0.19 Per Share |
3 Nov 2025 (In 2 months) Date | | 0.47 Cons. EPS | - EPS |
3 Nov 2025 (In 2 months) Date | | 0.62 Cons. EPS | - EPS |
5 Aug 2025 Date | | 0.53 Cons. EPS | - EPS |
4 Aug 2025 Date | | 0.51 Cons. EPS | 0.24 EPS |
6 May 2025 Date | | 0.02 Cons. EPS | 0.12 EPS |
![]() ANDE In 1 month Estimated | Quarterly | $0.2 Per Share |
![]() ANDE 1 month ago Paid | Quarterly | $0.2 Per Share |
![]() ANDE 4 months ago Paid | Quarterly | $0.2 Per Share |
![]() ANDE 7 months ago Paid | Quarterly | $0.2 Per Share |
![]() ANDE 10 months ago Paid | Quarterly | $0.19 Per Share |
![]() ANDE 1 Jul 2024 Paid | Quarterly | $0.19 Per Share |
3 Nov 2025 (In 2 months) Date | | 0.47 Cons. EPS | - EPS |
3 Nov 2025 (In 2 months) Date | | 0.62 Cons. EPS | - EPS |
5 Aug 2025 Date | | 0.53 Cons. EPS | - EPS |
4 Aug 2025 Date | | 0.51 Cons. EPS | 0.24 EPS |
6 May 2025 Date | | 0.02 Cons. EPS | 0.12 EPS |
Food Distribution Industry | Consumer Defensive Sector | William E. Krueger CEO | XMUN Exchange | US0341641035 ISIN |
US Country | 2,224 Employees | 1 Jul 2025 Last Dividend | 20 Feb 2014 Last Split | - IPO Date |
The Andersons, Inc. is a diversified company with a broad operational footprint, engaging in trade, renewables, and nutrient and industrial sectors across the United States, Canada, Mexico, Egypt, Switzerland, and other international locations. Founded in 1947 and headquartered in Maumee, Ohio, the company’s business activities are categorized into three main segments: Trade, Renewables, and Nutrient & Industrial, each serving a wide range of industries with various product offerings and services. The organization is well-known for its comprehensive services in grain marketing, risk management, and the production and distribution of renewable energy sources and essential agricultural inputs.
The Andersons’ Trade segment is pivotal, including the operation of grain elevators, storage of commodities, and the provision of extensive grain marketing and risk management services. This segment caters to the agricultural sector by merchandising and logistics services for commodities such as corn, soybeans, wheat, oats, ethanol, and corn oil, focusing on the efficient distribution and promotion of these essential agricultural products.
In Renewables, The Andersons contribute to sustainable energy solutions by producing and selling ethanol and its co-products. This segment leverages the company’s investments and operations in ethanol plants to offer facility operations, risk management, and marketing services, highlighting The Andersons’ commitment to renewable energy and the circular economy.
This segment exhibits The Andersons' multifaceted approach to agriculture and industrial solutions. It encompasses the manufacturing, distribution, and retail of agricultural and related plant nutrients and liquid industrial products, including:
The segment’s expansive product line and services, including application and agronomic support, are tailored to meet the comprehensive needs of commercial and family farmers, reinforcing The Andersons’ role as a comprehensive provider of agricultural solutions.