AI brief of an SEC Form 8-K · Archer Daniels Midland (ADM)

ADM Q4 adjusted EPS falls 24% to $0.87; 2026 adjusted EPS outlook $3.60 to $4.25

Negative Impact 4 of 5 earnings Written later

ADM reported fourth-quarter 2025 revenue of $18.6 billion, down from $21.5 billion a year earlier, and adjusted EPS of $0.87, down 24%. Full-year 2025 adjusted EPS was $3.43, down 28%, and ADM issued 2026 adjusted EPS guidance of approximately $3.60 to $4.25 while raising its quarterly dividend 2%.

Key points

  • Q4 2025 net earnings attributable to ADM were $456 million; diluted GAAP EPS was $0.94 versus $1.17 a year earlier
  • Full-year 2025 revenue was $80.3 billion versus $85.5 billion in 2024; diluted GAAP EPS was $2.23 versus $3.65
  • 2026 adjusted EPS outlook of approximately $3.60 to $4.25; the lower end assumes continued U.S. biofuel policy deferral and flat crush margins
  • Quarterly dividend raised to 52.0 cents per share from 51.0 cents, payable March 10, 2026 to holders of record on February 17, 2026

The filing

CompanyArcher Daniels Midland (ADM)
Form8-K, current report
Filed with the SECFeb 3, 2026, 6:03 AM ET
Accession number0000007084-26-000005

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.