Every material Form 8-K Bunge Global has filed with the SEC since June 16, 2025, 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.
Bunge Global SA and certain subsidiaries amended their existing trade receivables securitization program on October 30, 2026, extending its termination date by 364 days to December 13, 2027. The filing says other key terms were substantially unchanged and does not disclose a dollar size for the program.
Amendment dated October 30, 2026 extends the program's termination date by 364 days to December 13, 2027.
Purchasers permitted a merger of one Dutch originator into another Dutch subsidiary, which survives as a Dutch originator.
Bunge's recourse is limited to its first loss position as subordinated lender, apart from repurchase obligations for ineligible receivables.
Bunge reported third quarter 2026 results, with net income attributable to Bunge of $318 million, up from $166 million a year earlier, and net sales of $23,804 million versus $22,155 million. The company kept its full-year 2026 adjusted EPS outlook at $9.25 to $9.75, while expecting slightly lower Soybean Processing and Refining results and lower Tropical Oils and Specialty Ingredients results than previously outlined, which matters to shareholders because higher profit came with an unchanged earnings target.
Q3 GAAP diluted EPS from continuing operations was $1.64 versus $0.86; adjusted EPS was $2.56 versus $2.27.
Nine-month adjusted EPS was $6.38 versus $5.56, while cash used for operating activities was $2,302 million versus $503 million.
Q3 included $82 million of charges tied to the announced sale of two sugarcane mills in Brazil.
Adjusted annual effective tax rate outlook is 23% to 25%; net interest expense outlook is $640 to $670 million.
Bunge Global SA said its Chief Legal Officer, Joseph Podwika, will step down effective November 9, 2026, when Ignacio Walker takes over as successor. Podwika will move to a Senior Advisor role to the CEO until he retires on November 5, 2027, with his base salary reduced to $240,000 starting January 1, 2027.
Joseph Podwika steps down as Chief Legal Officer effective November 9, 2026, upon appointment of Ignacio Walker
Podwika becomes Senior Advisor to the CEO; retirement date is November 5, 2027
From January 1, 2027, base salary reduced to $240,000 and no annual bonus or annual equity awards for 2027
Bunge Global SA said its Controller and Chief Accounting Officer, Matt Simmons, will retire effective March 31, 2027, and will stay through the transition period. Richard James, a company veteran, will succeed him as Controller and CAO effective April 1, 2027, and the filing states the retirement is not due to any disagreement on accounting, reporting, operations, policies or practices.
Matt Simmons to retire as Controller and Chief Accounting Officer effective March 31, 2027, and will remain through the transition period
Richard James, age 45, to succeed him effective April 1, 2027
James has worked at Bunge for over fourteen years, most recently as Vice President, Finance Integration and Transformation since December 2022
Filing states the retirement is not the result of any disagreement with the Company on accounting, financial reporting, operations, policies or practices
Bunge reported second quarter 2026 results, with GAAP diluted EPS of $3.47 versus $2.61 a year earlier and adjusted EPS of $2.00 versus $1.31. The company raised its full-year 2026 adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50 and completed about $250 million of share repurchases under its $2 billion Viterra-related program, which benefits shareholders through higher expected per-share earnings and reduced share count.
Q2 2026 net income attributable to Bunge was $678 million, compared with $354 million in Q2 2025.
Full-year 2026 adjusted EPS outlook raised to $9.25-$9.75 from $9.00-$9.50.
Repurchased about $250 million of shares, completing the $2 billion program related to the Viterra transaction.
Six-month GAAP diluted EPS was $3.81, down from $4.10 a year earlier.
Bunge reported first-quarter 2026 results on April 29, 2026. GAAP diluted EPS fell to $0.35 from $1.48 a year earlier, while adjusted EPS rose slightly to $1.83 from $1.81, and the company raised its full-year 2026 adjusted EPS outlook to $9.00-$9.50 from $7.50-$8.00. For shareholders, the higher outlook sits alongside a sharp drop in reported profit, driven by a $336 million mark-to-market timing swing.
Q1 2026 GAAP diluted EPS was $0.35 versus $1.48; net income attributable to Bunge was $68 million versus $201 million
Q1 2026 adjusted diluted EPS was $1.83 versus $1.81, excluding mark-to-market timing differences and certain gains and charges
Full-year 2026 adjusted EPS outlook raised to $9.00-$9.50 from $7.50-$8.00
Net interest expense outlook raised to $620-$660 million from $575-$625 million; cash used for operating activities was $541 million
On March 31, 2026, Bunge and certain subsidiaries amended their trade receivables securitization program, increasing its aggregate size by $500 million to $2 billion and cutting the accordion feature from $1 billion to $500 million. Recourse to Bunge is generally limited to its first loss position as subordinated lender, apart from repurchase obligations for ineligible receivables, and the filing describes the changes as otherwise substantially unchanged.
Aggregate program size increased by $500 million to a total of $2 billion, dated March 31, 2026
Accordion feature reduced by $500 million, from $1 billion to $500 million
A U.S. subsidiary was added as a seller, a German subsidiary was removed, and a Canadian subsidiary may join subject to conditions
Bunge retains repurchase obligations for ineligible receivables and a first loss position as subordinated lender
Bunge's board approved a special, one-time performance-based incentive program for senior officers, including the CEO, tied to cumulative run-rate cost synergy targets over 2026 to 2028. The program was set up to support integration of the Viterra Limited acquisition, and awards vest only if performance targets are met.
Board approved the Executive Integration Incentive Program on March 26, 2026, on recommendation of the Compensation Committee.
Performance period runs January 1, 2026 through December 31, 2028, measured on cumulative run-rate cost synergy targets.
CEO Gregory Heckman was granted 63,281 PBRSUs; CFO John Neppl received 12,099 and Chief Legal Officer Joseph Podwika received 3,900.
Bunge reported fourth-quarter and full-year 2025 results on February 4, 2026. Net sales rose to $23.8 billion in the quarter from $13.5 billion a year earlier, but GAAP diluted EPS fell to $0.49 from $4.36, and net income attributable to Bunge fell to $95 million from $602 million. The company also expects 2026 adjusted EPS of $7.50 to $8.00.
Q4 2025 GAAP diluted EPS was $0.49 vs. $4.36 a year earlier; adjusted EPS was $1.99 vs. $2.13
Full-year 2025 GAAP diluted EPS was $4.93 vs. $7.99; adjusted EPS was $7.57 vs. $9.19
Full-year 2025 net sales were $70.3 billion vs. $53.1 billion, and net income attributable to Bunge was $816 million vs. $1.14 billion
2026 outlook: adjusted EPS of $7.50 to $8.00; Investor Day scheduled for March 10
Bunge Global SA said co-Chief Operating Officer David Mattiske will leave the company to pursue other opportunities, ceasing to be an executive officer effective December 11, 2025 and separating on December 31, 2025. Julio Garros, currently co-COO, will become Chief Operating Officer effective December 12, 2025, so the change affects who runs day-to-day operations at the company.
David Mattiske steps down as co-Chief Operating Officer; separation effective December 31, 2025
Mattiske ceased to be an Executive Officer effective December 11, 2025 and will assist with transition
Julio Garros assumes the Chief Operating Officer position effective December 12, 2025
Mattiske is entitled to severance under the Bunge Executive Severance Plan
Bunge and certain subsidiaries amended their existing trade receivables securitization program with Coöperatieve Rabobank U.A. as administrative agent, extending the termination date by 364 days to December 15, 2026. The filing says other key terms were unchanged, and Bunge's recourse is limited apart from repurchase obligations for ineligible receivables and its first loss position as subordinated lender.
Amendment dated December 5, 2025 is the Twenty-Ninth Amendment to the Receivables Transfer Agreement.
Termination date extended by an additional 364 days to December 15, 2026.
Other terms unchanged; Bunge must repurchase receivables that are not eligible as represented at sale.
Full amendment text to be filed with Bunge's next periodic report.
Bunge reported third quarter 2025 results on November 5, 2025. Net sales rose to $22,155 million from $12,908 million, while GAAP diluted EPS from continuing operations fell to $0.86 from $1.56, and adjusted EPS was $2.27 versus $2.29. Bunge kept its full-year 2025 adjusted EPS outlook of $7.30 to $7.60, which implies second-half adjusted EPS of $4.00 to $4.25.
Q3 2025 net income attributable to Bunge was $166 million, down from $221 million a year earlier
Q3 net sales were $22,155 million versus $12,908 million, and nine-month adjusted EPS was $5.56 versus $7.06
Full-year 2025 adjusted EPS outlook of $7.30 to $7.60 was reaffirmed, with a second-half range of $4.00 to $4.25
Nine-month cash used for operating activities was $503 million, compared with cash provided of $847 million a year earlier
On October 3, 2025, Bunge and its subsidiaries entered into several new credit agreements that replace existing facilities, which were terminated on the same day. The filing states that no borrowings were outstanding under the terminated facilities, and the new agreements are guaranteed by Bunge Global SA. The filing describes these as refinancing arrangements for general corporate purposes and does not state any change in borrowing levels.
$4.2 billion 5-year unsecured revolving credit agreement by BLFC, maturing October 3, 2030, replacing a $3.2 billion agreement dated March 1, 2024
$3.5 billion 3-year revolving agreement by BFE, maturing October 3, 2028, replacing a $3.5 billion agreement dated October 6, 2023
$1.1 billion 364-day revolving credit agreement by BLFC, maturing October 2, 2026, replacing an agreement dated April 12, 2024
CoBank credit agreement amended and restated, including an $865 million revolver maturing October 3, 2030 and three term loans of $250 million, $250 million and $300 million
Bunge reported second-quarter 2025 results, with net income attributable to Bunge of $354 million, up from $70 million a year earlier, and GAAP diluted EPS of $2.61 versus $0.48. The gain was helped by a $155 million gain on the sale of its US corn milling business, while adjusted diluted EPS fell to $1.31 from $1.73 and net sales declined to $12.77 billion from $13.24 billion. Bunge maintained its full-year adjusted EPS outlook of approximately $7.75, which excludes the Viterra business that closed on July 2, 2025.
Q2 net sales were $12.77 billion versus $13.24 billion in Q2 2024.
GAAP diluted EPS was $2.61 versus $0.48, including a $155 million gain on the corn milling sale.
Adjusted diluted EPS was $1.31 versus $1.73 in the prior year.
Full-year 2025 adjusted EPS outlook of approximately $7.75 was maintained and excludes Viterra, which closed July 2, 2025.
Bunge Global SA completed its acquisition of Viterra Limited on July 2, 2025, issuing about 65.6 million registered shares valued at approximately $5.3 billion plus about $2.0 billion in cash to the sellers. Sellers other than the Viterra EBT now own approximately 33% of Bunge's registered shares, and the filing says the deal was financed with cash on hand and existing debt instruments.
Share issuance of about 65.6 million shares valued at approximately $5.3 billion, plus approximately $2.0 billion in cash consideration
Bunge withheld $150 million from cash consideration pending agreement on Danube Leakage calculations
David Mattiske, former Viterra CEO, appointed Co-Chief Operating Officer with a $3.5 million target LTIP award and a $3.0 million one-time RSU award
Four Board nominees from CPPIB and Glencore will serve until the 2026 annual general meeting
Bunge Limited Finance Corp., a wholly owned subsidiary of Bunge Global SA, entered a $2 billion term loan agreement on June 30, 2025, with Sumitomo Mitsui Banking Corporation as administrative agent. Proceeds will fund Bunge's acquisition of Viterra Limited, repay part of Viterra's existing debt at closing, and cover fees and expenses; Bunge guarantees the loan, which adds to its debt obligations.
Lenders committed $2 billion in term loans to BLFC, maturing June 1, 2028
Borrowings bear interest at daily simple SOFR plus an applicable margin, or an alternate base rate
Proceeds fund the Viterra Acquisition, repay part of Viterra's debt at closing, and cover fees and expenses
Bunge Global SA guarantees the obligations under a separate Guaranty dated June 30, 2025
Bunge Global SA subsidiaries amended two revolving credit facilities on June 11, 2025, with JPMorgan Chase Bank, N.A. as administrative agent for the U.S. facility. The amendments add incremental commitments that become available only after Bunge certifies that governmental authorities have approved its acquisition of Viterra Limited, and they can be cancelled under certain circumstances.
BLFC's unsecured $3.2 billion U.S. revolving credit agreement keeps $1.95 billion in current commitments and adds $1.25 billion in incremental commitments tied to Viterra approval.
BFE's European revolving facility rises to $3.5 billion total commitments after an additional $1.75 billion becomes effective on Viterra approval; without cancellation it would otherwise remain at $1.75 billion.
Bunge guarantees both facilities under amended guaranties dated June 11, 2025.
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