
ADM beat third-quarter 2026 earnings expectations with adjusted EPS of $1.77 versus $1.60 expected and raised its full-year adjusted profit forecast. Crushing profit rose to $311 million from $13 million a year earlier, with elevated US corn and soybean prices prompting farmers to accelerate grain sales.
Strong crush margins signal robust soybean meal and oil output, which can pressure meal prices while supporting oil. The report reflects company results rather than a new supply shock.
After 563 past neutral report events, Soybeans moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), and -0.1% over 20.
After 399 past bearish report events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.4% to +1.2%), and -1.0% over 20.
After 296 past bullish report events, Soybean Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.8% to +2.0%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.