
ADM raised its full-year 2026 adjusted EPS guidance to $5.50–$5.80 after third-quarter net earnings reached $821 million. Strong oilseed crushing, refined products and North American ethanol margins drove results.
Higher crush and ethanol margins indicate strong processing demand for oilseeds and corn, supporting meal and oil values, though this is company earnings rather than a new supply or demand shock.
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.
After 770 past neutral report events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.7% 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.