Adecoagro S.A.(AGRO)Earnings, Financials & Key Ratios
AGRO•NYSE
$9.62
Price updated Jul 7, 2026
AboutAdecoagro S.A. operates as an agro-industrial company in South America. It engages in farming crops and other agricultural products, dairy operations, and land transformation activities, as well as sugar, ethanol, and energy production activities. The company is involved in the planting, harvesting, and sale of grains and oilseeds, as well as wheat, corn, soybeans, peanuts, cotton, sunflowers, and others; provision of grain warehousing/conditioning, handling, and drying services to third parties; and purchase and sale of crops produced by third parties. It also plants, harvests, processes, and markets rice; and produces and sells raw milk, UHT, cheese, powder milk, and others. In addition, the company engages in the cultivating, processing, and transforming of sugarcane into ethanol and sugar; and the sale of electricity cogenerated at its sugar and ethanol mills to the grid. Further, it is involved in the identification and acquisition of underdeveloped and undermanaged farmland, and the realization of value through the strategic disposition of assets. As of December 31, 2021, the company owned a total of 219,850 hectares of land, including 18 farms in Argentina, 8 farms in Brazil, and 1 farm in Uruguay, as well as a total of 241 megawatts of installed cogeneration capacity. Adecoagro S.A. was founded in 2002 and is based in Luxembourg, Luxembourg.Show more
- Revenue$1.43B-6.0%
- EBITDA$338M-30.5%
- Net Income-$8M-109.0%
- EPS (Diluted)-0.02-109.1%
- Gross Margin24.6%-14.1%
- EBITDA Margin23.67%-26.1%
- Operating Margin4.65%-61.2%
- Net Margin-0.58%-109.6%
- ROE-0.52%-107.6%
AGRO Price & Volume
Adecoagro S.A. (AGRO) stock price & volume — 10-year historical chart
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Volatile Commodity Exposure Masks Structural Debt Escalation
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Commodity and currency volatility
Key Thesis Takeaways
- Adecoagro's performance remains tethered to the inherent volatility of agricultural commodity cycles and sugar-ethanol parity, which frequently obscures underlying operational profitability.
- While the company pursues aggressive land transformation and industrial expansion, the rapid accumulation of debt and significant goodwill, which reached $230.4M in 2026Q1, introduces substantial balance sheet risk.
- Investors should remain cautious as the firm's reliance on external financing to fund high capital expenditures, often exceeding 20% of revenue, may continue to pressure long-term shareholder value.
Verdict Logic
while the forward P/E of 5.31 suggests potential value, the company's negative free cash flow of $89.9M in 2026Q1 and rising debt levels warrant a wait-and-see approach.
AGRO Growth Metrics
Adecoagro S.A. (AGRO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years7.79%
5 Years11.79%
3 Years1.94%
TTM-5.16%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-78.26%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-97.59%
Return on Capital
10 Years9.14%
5 Years8.28%
3 Years6.01%
Last Year1.92%
AGRO Recent Earnings
Adecoagro S.A. (AGRO) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (10%)●Beat Revenue 7/12 qtrs (64%)
Q2 2026Latest
May 11, 2026Metric
Actual
Est
EPS
$0.24-196.8%
$0.25
Rev
$399M-2.5%
$409M
Q2 2026
Mar 16, 2026Metric
Actual
Est
EPS
$0.18-107.8%
$0.09
Rev
$416M+11.8%
$372M
Q4 2025
Nov 11, 2025Metric
Actual
Est
EPS
$0.26+334.6%
$0.06
Rev
$304M-19.1%
$376M
Q3 2025
Aug 18, 2025Metric
Actual
Est
EPS
$0.14-154.2%
$0.26
Rev
$382M-5.0%
$402M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 11, 2026 | $0.24vs $0.25-196.8% | $399Mvs $409M-2.5% |
| Q2 2026 | Mar 16, 2026 | $0.18vs $0.09-107.8% | $416Mvs $372M+11.8% |
| Q4 2025 | Nov 11, 2025 | $0.26vs $0.06+334.6% | $304Mvs $376M-19.1% |
| Q3 2025 | Aug 18, 2025 | $0.14vs $0.26-154.2% | $382Mvs $402M-5.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Adecoagro S.A. (AGRO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.62 | $5.43B | -586.59 | -6% | -0.58% | -0.52% | 0.71% | |
| $10.62 | $688.96M | 9999.00 | 28.51% | 16.79% | 7.31% | — | |
| $25.10 | $4.1B | 16.51 | 6.45% | 13.74% | 17.48% | — | |
| $3.54 | $352.64M | 13.18 | -85.08% | -7.41% | -1.51% | — | |
| $58.82 | $20.94B | 43.25 | 2.12% | 0.81% | 2.48% | — | |
| $78.20 | $37.68B | 35.07 | -6.15% | 1.34% | 4.72% | — |
Compare AGRO vs Peers
Adecoagro S.A. (AGRO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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AGRO Frequently Asked Questions
Adecoagro S.A. (AGRO) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Adecoagro S.A.'s revenue?
Adecoagro S.A. (AGRO) reported $1.50B in revenue for fiscal year 2025. This represents a 724% increase from $182.2M in 2007.
How fast is Adecoagro S.A. growing?
Adecoagro S.A. (AGRO) saw revenue decline by 6.0% over the past year.
Is AGRO profitable?
Yes, Adecoagro S.A. (AGRO) is profitable, generating $13.7M in net income for fiscal year 2025 (-0.6% net margin).
Dividend & Returns
Does AGRO pay dividends?
Yes, Adecoagro S.A. (AGRO) pays a dividend with a yield of 0.71%. This makes it attractive for income-focused investors.
What is AGRO's return on equity?
Adecoagro S.A. (AGRO) has a return on equity (ROE) of -0.5%. Negative ROE indicates the company is unprofitable.
What is Adecoagro S.A.'s free cash flow?
Adecoagro S.A. (AGRO) generated $51.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.