ADM raised its 2026 adjusted earnings guidance to $5.50-$5.80 per share from $5.15-$5.60 on its third-quarter call. Management cited favorable North American biofuel margins and confidence in conditions heading into 2027.
Expectations of durable biofuel and crush margins support continued strong soybean processing demand, which underpins soybean oil and meal supply. The guidance raise reflects company-specific performance rather than a new market shock.
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