ADM三季度净利润8.21亿美元、每股收益1.70美元：分部营业利润13.82亿美元增64%，全年调整后每股收益指引上调至约5.50至5.80美元
伊利诺伊州库克县芝加哥市的农产品加工与贸易公司 ADM（纽约证券交易所代码 ADM）11 月 3 日发布截至 2026 年 9 月 30 日的第三季度业绩：当季净利润 8.21 亿美元、调整后净利润 8.58 亿美元，摊薄每股收益 1.70 美元、调整后每股收益 1.77 美元；税前利润 9.97 亿美元，去年同期为 1.47 亿美元。当季总营收 223.35 亿美元，前九个月累计营收 655.06 亿美元。
分部方面，当季分部营业利润合计 13.82 亿美元，同比增长 64%，去年同期为 8.45 亿美元。农业服务与油籽分部营业利润 7.78 亿美元，同比增长 105%，其中压榨业务利润增加 2.98 亿美元，业绩稿将其归因于北美生物燃料利润环境与今年 3 月定版的可再生燃料义务量（RVO）政策带来的国内需求，全球压榨产量同比增 1.6%；碳水化合物解决方案分部营业利润 4.70 亿美元，增 40%；营养分部 1.34 亿美元，增 3%。
指引方面，ADM 把 2026 全年调整后每股收益指引上调至约 5.50 至 5.80 美元，此前为 5.15 至 5.60 美元；全年资本开支预期下调至 12 亿至 13 亿美元，此前为 13 亿至 15 亿美元。董事会主席兼首席执行官 Juan Luciano 在业绩稿中表示，三季度利润较去年同期显著增长、各分部营业利润均增长，业绩由良好的生物燃料环境、公司在北美的广泛布局与团队执行推动，全年表现与四季度展望支持再次上调指引。公司于 11 月 3 日美中时间上午 7 时 30 分举行网络直播说明业绩。
ADM Third-Quarter Net Earnings of $821 Million and EPS of $1.70: Segment Operating Profit Up 64% to $1.382 Billion, Full-Year Adjusted EPS Guidance Raised to About $5.50–$5.80
ADM (NYSE: ADM), the Chicago, Cook County, Illinois-based agricultural processor and trader, on November 3 reported results for the quarter ended September 30, 2026: net earnings of $821 million and adjusted net earnings of $858 million, with diluted EPS of $1.70 and adjusted EPS of $1.77. Earnings before income taxes were $997 million, compared with $147 million a year earlier. Total revenues were $22.335 billion for the quarter and $65.506 billion for the first nine months.
Total segment operating profit was $1.382 billion, up 64% from $845 million a year earlier. Ag Services and Oilseeds operating profit was $778 million, up 105%, with Crushing operating profit up $298 million in what the release calls a constructive North American biofuels margin environment driven by higher domestic demand following the Renewable Volume Obligation (RVO) policy finalized in March, alongside global crush volumes up 1.6% year over year. Carbohydrate Solutions operating profit was $470 million, up 40%, and Nutrition was $134 million, up 3%.
ADM raised its full-year 2026 adjusted EPS guidance to approximately $5.50 to $5.80, from $5.15 to $5.60 previously, and lowered projected capital expenditures to $1.2–$1.3 billion from $1.3–$1.5 billion. Chair of the Board and chief executive Juan Luciano said third-quarter earnings were up significantly from the prior-year quarter with operating profit growth across all segments, driven by a constructive biofuels environment, the company's extensive North American footprint and team execution, and that year-to-date performance and the fourth-quarter outlook support another increase to full-year guidance. ADM hosted a webcast on November 3 at 7:30 a.m. Central Time.
来源：ADM
发布：GSM·美国（发布链接）
图片来源：图：ADM旗下工厂。Stiopa 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: An ADM plant. Photo by Stiopa, CC BY-SA 4.0, via Wikimedia Commons.
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