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Earnings transcript
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BG
Bunge Global S.A.
$111.4
-1.85
(-1.63%)
| Exchange: | NYSE |
| Market Cap: | 21.402B |
| Shares Outstanding: | 62.5M |
Delayed data
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Agricultural Farm Products | |||||
| CEO: | Gregory A. Heckman | |||||
| Full Time Employees: | 34000 | |||||
| Address: |
| |||||
| Website: | https://www.bunge.com |
Bunge Global S.A., established in 1818 and headquartered in St. Louis, Missouri, operates as a prominent international agribusiness and food corporation. Its diverse operations are categorized into four main divisions: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment involves the sourcing, storage, transportation, processing, and sale of agricultural goods and their derivatives. Key commodities include various oilseeds such as soybeans, rapeseed, canola, and sunflower seeds, alongside grains like wheat and corn. These oilseeds are further processed into vegetable oils and protein-rich meals. This segment supplies a wide range of clients, including animal feed and livestock producers, millers of wheat and corn, other oilseed processors, and companies involved in edible oil and biofuel production, catering to both industrial and biodiesel applications. The Refined and Specialty Oils division produces and distributes a variety of packaged and bulk oils and fats. Offerings span cooking oils, shortenings, margarines, and mayonnaise, as well as specialized products for baked goods, snacks, and confectionery. Its clientele includes food manufacturers (e.g., bakeries, snack producers, confectioners, infant nutrition companies), restaurant chains, foodservice providers, and various retail channels such as grocery stores, wholesalers, and distributors. Within the Milling segment, Bunge provides an array of milled products. This includes diverse wheat flours and bakery mixes. Corn milling offerings encompass dry and wet-milled corn meals and flours, masa, flaking, and brewer’s grits, along with fortified corn meals and blends. The segment also supplies whole grain and fiber ingredients, specialty grains like quinoa and millet, die-cut pellets, and non-genetically modified products. Finally, the Sugar and Bioenergy segment focuses on the production of sugar and ethanol. An additional activity in this division is the generation of electricity by utilizing sugarcane bagasse.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 59,540,000 | 53,108,000 | 70,329,000 |
| Gross Profit | 4,845,000 | 3,393,000 | 3,409,000 |
| EBITDA | 4,018,000 | 2,463,000 | 2,465,000 |
| Operating Income | 3,130,000 | 1,617,000 | 1,296,000 |
| Net Income | 2,243,000 | 1,137,000 | 816,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 25,372,000 | 24,899,000 | 44,528,000 |
| Total Liabilities | 13,557,000 | 13,950,000 | 27,106,000 |
| Total Stockholders Equity | 10,851,000 | 9,913,000 | 17,369,000 |
| Total Debt | 5,756,000 | 7,119,000 | 13,811,000 |
| Cash and Cash Equivalents | 2,602,000 | 3,311,000 | 1,135,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 3,308,000 | 1,900,000 | 844,000 |
| Capital Expenditure | -1,122,000 | -1,376,000 | -1,723,000 |
| Free Cash Flow | 2,186,000 | 524,000 | 844,000 |
| Net Income | 2,337,000 | 1,188,000 | 816,000 |
| Net Change in Cash | 1,471,000 | 705,000 | -2,162,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 94,256,482.715 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 95,583,227.326 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 94,919,855.021 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 4,643,862.511 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 4,709,229.045 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 4,676,545.778 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,935,033.362 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 2,085,604.375 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 2,019,323.898 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 2,516,908.172 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 2,552,335.914 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 2,534,622.043 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 12.130 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 12.530 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 11.620 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 3 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Financial Performance: Bunge reported a Q2 2025 EPS of $2.61, surpassing market expectations, reflecting robust profitability. Revenue and net income trends from income statements indicate consistent growth, supported by strong operating cash flow as seen in cash flow statements.
- Operational Efficiency: The Q2 2025 earnings call highlighted Bunge's focus on optimizing operations, with improved gross profit margins (grossProfitMarginTTM) and return on invested capital (roicTTM), positioning the company as a leader in operational effectiveness within its sector.
- Strategic Acquisitions: The recent acquisition mentioned in the earnings call transcript is expected to enhance Bunge's market position and drive future growth, showcasing strategic agility in a competitive industry (industryName, sectorName).
- Solid Liquidity Position: Balance sheet data shows a healthy current ratio (currentRatioTTM) and quick ratio (quickRatioTTM), indicating Bunge's ability to meet short-term obligations, supported by substantial cash and cash equivalents.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates BG intrinsic value between $54.30 – $81.65 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about BG valuation
Is Bunge Global S.A. (BG) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Bunge Global S.A. (BG) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BG a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BG trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BG’s P/E ratio?
You can see BG’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BG?
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Is BG a good long-term investment?
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BG
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Daily snapshot
-1.63
Trading Metrics:
| Open: | 112.75 | Previous Close: | 113.25 | |
| Day Low: | 110.95 | Day High: | 113.97 | |
| Year Low: | 76.01 | Year High: | 134.87 | |
| Price Avg 50: | 112.93 | Price Avg 200: | 113.41 | |
| Volume: | 391069 | Average Volume: | 1.568M |
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Login — it's freeBG full analysis
Welcome to MARKETSNAP’s SWOT analysis for Bunge Global, a heavyweight in the agribusiness world. If you’re a long-term investor looking to dig into a company that’s at the heart of global food supply chains, you’ve come to the right place. Today, we’re breaking down Bunge’s strengths, weaknesses, opportunities, and threats, while weaving in the latest financials, news, and market trends to give you a full picture of where this stock stands. So, let’s dive in and see if Bunge is…
