ADM raised its 2026 adjusted earnings guidance to $5.50–$5.80 per share after third-quarter segment operating profit rose 64% to $1.38 billion. Stronger soybean-crushing and North American biofuel margins supported the results, although agricultural trading and human nutrition remained weaker.
Stronger biofuel margins support demand for renewable-fuel feedstocks and make crushing more profitable, potentially supporting ethanol and soybean-processing demand. The impact on ingredient prices is limited because the article provides no change in ADM’s purchase or output volumes.
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