Every material Form 8-K Archer Daniels Midland filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Archer-Daniels-Midland reported third quarter 2026 net earnings of $821 million, or $1.70 per share, alongside an adjusted EPS of $1.77. Driven by a constructive biofuels environment and strong operational execution, the company raised its full-year 2026 adjusted EPS outlook to a range of approximately $5.50 to $5.80.
Reported third quarter 2026 net earnings of $821 million, with adjusted net earnings of $858 million.
Raised full-year 2026 adjusted EPS guidance to approximately $5.50 to $5.80, up from the prior range of $5.15 to $5.60.
Total segment operating profit for the third quarter rose 64% year-over-year to $1.38 billion.
Capital expenditures for 2026 are now projected to be in the range of $1.2 to $1.3 billion, revised from the prior $1.3 to $1.5 billion range.
Archer-Daniels-Midland's board accepted the resignation of director Lei Z. Schlitz, effective December 31, 2026, after she tendered it under the company's governance guidelines because of a voluntary material change in her principal employment. The filing states the resignation is not due to any disagreement with the company on operations, policies, or practices, and it does not name a successor.
Board accepted the resignation on August 6, 2026; it takes effect December 31, 2026
Board asked Ms. Schlitz to remain through the end of the year
Reason given: voluntary material change in her principal employment; no disagreement with the company
Archer-Daniels-Midland reported second-quarter 2026 GAAP EPS of $1.87 and adjusted EPS of $1.84, with total segment operating profit up 75% from a year earlier. The company raised its full-year 2026 adjusted EPS guidance to approximately $5.15 to $5.60, from $4.15 to $4.70, citing biofuels margins and growth in Nutrition.
Second-quarter 2026 net earnings attributable to ADM were $908 million, compared with $219 million a year earlier.
GAAP EPS was $1.87 versus $0.45 in the prior-year quarter; adjusted EPS was $1.84.
Full-year 2026 adjusted EPS guidance was raised to approximately $5.15 to $5.60 from $4.15 to $4.70.
Ag Services and Oilseeds segment operating profit rose 129% to $867 million, led by the Crushing subsegment.
Archer-Daniels-Midland appointed Jeffrey Rowe, currently CEO of Syngenta Group, as Executive Vice President and Chief Operating Officer, effective August 17, 2026. He will oversee ADM's commercial businesses, global manufacturing and R&D, reporting to Chair and CEO Juan Luciano, and his offer letter includes a $1,200,000 base salary and sizable one-time make-whole awards.
Rowe steps down as Syngenta Group CEO effective August 1, 2026, a role he has held since January 2024.
Offer letter sets a $1,200,000 base salary, a 175% target annual cash incentive, and an annual target equity award of $12,500,000.
One-time make-whole awards total $18,890,000: a $2,200,000 cash bonus payable January 2027 and RSUs with a $16,690,000 grant date value.
The position is newly created, and Rowe reports to Juan Luciano.
ADM reported first-quarter 2026 results on May 5, 2026, with GAAP EPS of $0.62 and adjusted EPS of $0.71, both slightly above the prior year, and revenue of $20.49 billion. The company raised its full-year 2026 adjusted EPS guidance to $4.15 to $4.70, citing expected earnings improvement in crushing and ethanol after the finalization of the 2026 and 2027 renewable volume obligations. The Ag Services and Oilseeds segment's operating profit fell 34%, mainly due to about $275 million of net negative mark-to-market and timing impacts.
Q1 2026 GAAP EPS was $0.62 versus $0.61 a year earlier; adjusted EPS was $0.71 versus $0.70.
Revenue was $20.49 billion versus $20.18 billion; net earnings attributable to ADM were $298 million versus $295 million.
2026 adjusted EPS guidance is $4.15 to $4.70, up from the prior $3.60 to $4.25 range.
Ag Services and Oilseeds segment operating profit fell 34% to $273 million, mainly from mark-to-market and timing impacts of about $275 million.
ADM increased its Board of Directors from 12 to 13 seats and elected Michael C. McMurray, former executive vice president and CFO of LyondellBasell Industries N.V., as an independent director effective immediately. The filing reports no related person transactions and no arrangements tied to his election, and says his director pay will follow the company's existing non-employee director policies.
Board size increased from 12 to 13 directors; McMurray fills the new seat effective March 9, 2026
McMurray appointed to the Audit Committee and the Sustainability and Technology Committee
McMurray served more than five years as LyondellBasell's CFO and previously held roles at Owens Corning and Royal Dutch Shell
Filing states he has no related person transactions with the company
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%.
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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Archer Daniels Midland filing is on SEC EDGAR ↗. 8-K briefs of other companies →