# Archer Daniels Midland 3Q Profit Jumps on Boost from U.S. Biofuels Policy

> Archer Daniels Midland reported third-quarter profit of $821 million, or $1.70 a share, versus $108 million a year earlier, and adjusted EPS of $1.77 beat estimates. The company raised its full-year adjusted EPS outlook to $5.50-$5.80 and trimmed its capex guidance, citing new US crop-based biofuel blending quotas.

- Date: 2026-11-03 · published 2026-11-03T12:06:22.423Z
- Category: policy · region US · magnitude low
- Page: https://feedsoft.ai/events/77501-archer-daniels-midland-3q-profit-jumps-on-boost-from-u-s-biofuels-policy
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Strong crushing and ethanol margins under expanded US biofuel blending mandates signal robust crush demand for soybeans and oil, supporting soybean oil and meal values, though the earnings report itself is company-specific.

## Read by commodity

- SBM: neutral
- SBO: bullish ▲
- SOY: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-06-01 | [US oil refiners finally profit from biofuels due to mandates, high fuel prices](https://feedsoft.ai/events/19351-us-oil-refiners-finally-profit-from-biofuels-due-to-mandates-high-fuel-prices.md) | -2.0% | -6.1% |
| SBO | 2026-07-15 | [Uncertainty Over U.S. Biofuels Policy Muddying Outlook: CoBank - OPIS, A Dow Jones Company](https://feedsoft.ai/events/15010-uncertainty-over-u-s-biofuels-policy-muddying-outlook-cobank-opis-a-dow-jones.md) | -1.3% | -5.0% |
| SBO | 2025-08-08 | [EPA’s Proposal to Focus Biofuel Policy on Domestic Fuels Doesn’t Add Up - Union of Concerned Scientists](https://feedsoft.ai/events/15097-epa-s-proposal-to-focus-biofuel-policy-on-domestic-fuels-doesn-t-add-up-union.md) | -1.2% | -1.6% |
| SBO | 2026-08-01 | [U.S. Biofuel Boom: What’s Driving Record Soybean Crush, and Will It Fuel Higher Prices?](https://feedsoft.ai/events/18452-u-s-biofuel-boom-what-s-driving-record-soybean-crush-and-will-it-fuel-higher.md) | +3.6% | +2.3% |
| SBO | 2019-08-22 | [Farmers, lawmakers dial up pressure over biofuel policy](https://feedsoft.ai/events/57452-farmers-lawmakers-dial-up-pressure-over-biofuel-policy.md) | -2.2% | +3.7% |
| SBM | 2016-11-26 | [US’ new biofuel mandate boon to M’sia’s plantation sector \| Borneo Post Online](https://feedsoft.ai/events/73930-us-new-biofuel-mandate-boon-to-m-sia-s-plantation-sector-borneo-post-online.md) | -3.1% | -4.0% |
| SBM | 2024-10-28 | [Cargill, Bunge Slow Soybean Buying on Stalled US Biofuels Policy - Bloomberg](https://feedsoft.ai/events/27949-cargill-bunge-slow-soybean-buying-on-stalled-us-biofuels-policy-bloomberg.md) | -3.2% | -5.8% |
| SBM | 2022-11-30 | [Surging US Biofuel Production Stokes Soybean Crush Demand](https://feedsoft.ai/events/15357-surging-us-biofuel-production-stokes-soybean-crush-demand.md) | +8.9% | +12.9% |

## Sources

- marketwatch.com: https://www.marketwatch.com/story/archer-daniels-midland-3q-profit-jumps-on-boost-from-u-s-biofuels-policy-9d91313f

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.