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ADMArcher-Daniels-Midland CompanySell5.2·$84.61+0.27%

Archer-Daniels-Midland (ADM) Q2 2026 earnings — TrendMatrix coverage

BEAT+28.4% vs estimateEPS $1.84 vs $1.43 estCurrent verdict Sell 5.2/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.84
Estimate
$1.43
Surprise
+28.4%
Revenue (period 2026-06-30)
$6.39B
Score today
5.2/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Archer-Daniels-Midland (ADM) beat the $1.43 estimate with diluted EPS of $1.84 — a large 28.4% upside surprise.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates ADM Sell at 5.2/10; no pre/post engine snapshot brackets this report.

4 of the last 4 quarters beat the estimate; this quarter's +28.4% surprise compares with a +13.2% four-quarter average. Next scheduled report: 2026-11-03.

What argues against it

  • Target reached (-19.1% upside)
  • Quality below floor (3.3 < 4.0)
  • Negative risk/reward — downside exceeds upside

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$84.61
Price target
$97.30
Stop
$78.85
Upside to target
+15.0%

The stock trades at 23.3× trailing but 14.8× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Consumer Defensive context

ADM at TrendMatrix's latest read

Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.

Industry
Farm Products
Market cap
$40.67B
P/E (fwd)
14.8
P/E (ttm)
23.3
52-week range
$55.58$88.46
Off 52-week high
4.4%
RSI (14)
61
Volume vs avg
0.67×
Score today
5.2/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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