Zacks Investment Research·5 days ago
Best Value Stocks to Buy for July 2ndADM, EXP and OPFI made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 2, 2026.
Archer-Daniels-Midland Company(ADM)Earnings, Financials & Key Ratios
ADM•NYSE
$78.20
35.1× P/E·Price updated Jul 7, 2026
AboutArcher-Daniels-Midland Company procures, transports, stores, processes, and merchandises agricultural commodities, products, and ingredients in the United States, Switzerland, Cayman Islands, Brazil, Mexico, the United Kingdom, and internationally. The company operates through three segments: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition. It procures, stores, cleans, and transports agricultural raw materials, such as oilseeds, corn, wheat, milo, oats, and barley. The company also engages in the agricultural commodity and feed product import, export, and distribution; and structured trade finance activities. In addition, it offers vegetable oils and protein meals; ingredients for the food, feed, energy, and industrial customers; crude vegetable oils, salad oils, margarine, shortening, and other food products; and partially refined oils to produce biodiesel and glycols for use in chemicals, paints, and other industrial products. Further, the company provides peanuts, peanut-derived ingredients, and cotton cellulose pulp; sweeteners, corn and wheat starches, syrup, glucose, wheat flour, and dextrose; alcohol and other food and animal feed ingredients; ethyl alcohol and ethanol; corn gluten feed and meal; distillers' grains; and citric acids. Additionally, the company provides natural flavors, flavor systems, natural colors, proteins, emulsifiers, soluble fiber, polyols, hydrocolloids, and natural health and nutrition products, including probiotics, prebiotics, enzymes, and botanical extracts; and other specialty food and feed ingredients; edible beans; formula feeds, and animal health and nutrition products; and contract and private label pet treats and foods. It also offers futures commission merchant; commodity brokerage services; cash margins and securities pledged to commodity exchange clearinghouses; and cash pledged as security under certain insurance arrangements. The company was founded in 1902 and is headquartered in Chicago, Illinois.Show more
- Revenue$80.27B-6.2%
- EBITDA$2.6B-18.9%
- Net Income$1.08B-40.1%
- EPS (Diluted)2.23-38.9%
- Gross Margin6.27%-7.2%
- EBITDA Margin3.25%-13.6%
- Operating Margin1.77%-26.8%
- Net Margin1.34%-36.2%
- ROE4.74%-38.2%
ADM Price & Volume
Archer-Daniels-Midland Company (ADM) stock price & volume — 10-year historical chart
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Structural Margin Compression Challenges ADM Earnings Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Contracting
Profitability:Strained
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Accounting and margin volatility
Key Thesis Takeaways
- ADM faces a challenging outlook characterized by persistent margin compression and significant earnings volatility, as evidenced by operating margins declining from 3.6% in 2023Q4 to 2.0% in 2026Q1.
- While the company maintains a dividend commitment, the erratic nature of cash flow—highlighted by an OCF/NI ratio swinging from 16.75 to -1.16—suggests underlying operational risks that may be exacerbated by ongoing investigations into intersegment accounting.
- Investors should remain cautious as the firm struggles to scale profitability in a commoditized environment where goodwill fluctuations between $4.1 billion and $7.1 billion raise questions regarding asset valuation integrity.
Verdict Logic
while the forward P/E of 16.68 suggests a more reasonable valuation, the extreme volatility in net income—ranging from $729 million to $18 million in recent periods—warrants further investigation into the sustainability of core earnings.
ADM Growth Metrics
Archer-Daniels-Midland Company (ADM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.72%
5 Years4.52%
3 Years-7.54%
TTM-3.88%
Profit CAGR
10 Years-5.25%
5 Years-9.46%
3 Years-37.14%
TTM-20.86%
EPS CAGR
10 Years-2.86%
5 Years-6.67%
3 Years-33.87%
TTM-20.28%
Return on Capital
10 Years7.3%
5 Years8.55%
3 Years7.19%
Last Year4.24%
ADM Recent Earnings
Archer-Daniels-Midland Company (ADM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 0/12 qtrs (0%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.71+10.8%
$0.64
Rev
$20.5B-4.0%
$21.4B
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$0.87+9.2%
$0.80
Rev
$18.6B-11.9%
$21.1B
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.92+8.4%
$0.85
Rev
$20.4B-1.9%
$20.8B
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.93+13.8%
$0.82
Rev
$21.2B-3.8%
$22.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.71vs $0.64+10.8% | $20.5Bvs $21.4B-4.0% |
| Q1 2026 | Feb 3, 2026 | $0.87vs $0.80+9.2% | $18.6Bvs $21.1B-11.9% |
| Q4 2025 | Nov 4, 2025 | $0.92vs $0.85+8.4% | $20.4Bvs $20.8B-1.9% |
| Q3 2025 | Aug 5, 2025 | $0.93vs $0.82+13.8% | $21.2Bvs $22.0B-3.8% |
Based on last 12 quarters of dataView full earnings history →
Latest ADM News
Recent stock market news and headlines for Archer-Daniels-Midland Company (ADM)
Zacks Investment Research·6 days ago
Is Archer Daniels Midland (ADM) Stock Outpacing Its Consumer Staples Peers This Year?Here is how Archer Daniels Midland (ADM) and ARKO Corp. (ARKO) have performed compared to their sector so far this year.
Market Watch·Jun 29, 2026
Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are betting on now.This relationship between inflation and value stocks' outperformance is often overlooked. Many investment experts mistakenly believe that a strong economy, not inflation, is the key to value stocks beating growth stocks.
Zacks Investment Research·Jun 25, 2026
New Strong Buy Stocks for June 25thJLL, ADM, CMI, ROG and ASYS have been added to the Zacks Rank #1 (Strong Buy) List on June 25th, 2026.
Zacks Investment Research·Jun 25, 2026
Best Value Stocks to Buy for June 25thJLL, ADM and AMTB made it to the Zacks Rank #1 (Strong Buy) value stocks list on June 25th, 2026.
Peers Comparison
Key metrics vs top competitors for Archer-Daniels-Midland Company (ADM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $78.20 | $37.68B | 35.07 | -6.15% | 1.34% | 4.74% | 2.61% | |
| $110.91 | $21.52B | 22.54 | 32.42% | 0.85% | 4.28% | — | |
| $98.57 | $6.22B | 8.82 | -2.84% | 9.36% | 15.48% | — | |
| $58.82 | $20.94B | 43.25 | 2.12% | 0.81% | 2.48% | — | |
| $14.04 | $6.71B | 5.82 | -3.64% | -0.39% | -0.51% | — | |
| $85.41 | $4.05B | 3.42 | 83.19% | 20.07% | 26.05% | — |
Compare ADM vs Peers
Archer-Daniels-Midland Company (ADM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ADM SEC Filings & Documents
Archer-Daniels-Midland Company (ADM) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Mar 10, 2026·SEC
Material company update
Feb 3, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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ADM Frequently Asked Questions
Archer-Daniels-Midland Company (ADM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Archer-Daniels-Midland Company's revenue?
Archer-Daniels-Midland Company (ADM) reported $80.61B in revenue for fiscal year 2025. This represents a 482% increase from $13.85B in 1996.
How fast is Archer-Daniels-Midland Company growing?
Archer-Daniels-Midland Company (ADM) saw revenue decline by 6.2% over the past year.
Is ADM profitable?
Yes, Archer-Daniels-Midland Company (ADM) is profitable, generating $1.08B in net income for fiscal year 2025 (1.3% net margin).
Dividend & Returns
Does ADM pay dividends?
Yes, Archer-Daniels-Midland Company (ADM) pays a dividend with a yield of 2.61%. This makes it attractive for income-focused investors.
What is ADM's return on equity?
Archer-Daniels-Midland Company (ADM) has a return on equity (ROE) of 4.7%. This is below average, suggesting room for improvement.
What is Archer-Daniels-Midland Company's free cash flow?
Archer-Daniels-Midland Company (ADM) generated $4.84B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.