ADM
Archer-Daniels-Midland Co
Overview
Archer-Daniels-Midland Company processes agricultural commodities and manufactures food ingredients, animal feed, biofuels, and nutritional products for food, beverage, feed, fuel, and industrial customers globally.
Archer-Daniels-Midland Co is a Consumer Defensive company operating in Farm Products with a $36.19B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0515 Q&A exchanges
- Q4 FY2025Earnings2026-02-0316 Q&A exchanges
- Q3 FY2025Earnings2025-11-0413 Q&A exchanges
- Q2 FY2025Earnings2025-08-058 Q&A exchanges
- Q1 FY2025Earnings2025-05-0619 Q&A exchanges
- Q4 FY2024Earnings2025-02-0420 Q&A exchanges
- Q3 FY2024Earnings2024-12-0321 Q&A exchanges
- Q2 FY2024Earnings2024-07-3012 Q&A exchanges
- Q1 FY2024Earnings2024-04-3018 Q&A exchanges
- Q4 FY2023Earnings2024-03-1213 Q&A exchanges
- Q3 FY2023Earnings2023-10-2418 Q&A exchanges
- Q2 FY2023Earnings2023-07-2515 Q&A exchanges
- Q1 FY2023Earnings2023-04-2515 Q&A exchanges
- Q4 FY2022Earnings2023-01-2615 Q&A exchanges
- Q3 FY2022Earnings2022-10-2511 Q&A exchanges
- Q2 FY2022Earnings2022-07-2619 Q&A exchanges
- Q1 FY2022Earnings2022-04-2628 Q&A exchanges
- Q4 FY2021Earnings2022-01-2540 Q&A exchanges
- Q3 FY2021Earnings2021-10-2636 Q&A exchanges
- Q2 FY2021Earnings2021-07-2739 Q&A exchanges
- Q1 FY2021Earnings2021-04-2737 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $1.29—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$0.71 vs $0.66+7.6%Rev$20.49B vs ——EODHD
- Q4 FY20252026-02-02EPS$0.87 vs $0.89-1.8%Rev$18.56B vs ——EODHD
- Q3 FY20252025-11-03EPS$0.92 vs $0.84+9.5%Rev$20.37B vs ——EODHD
- Q2 FY20252025-08-04EPS$0.93 vs $0.80+16.3%Rev$21.19B vs ——EODHD
- Q1 FY20252025-05-05EPS$0.70 vs $0.67+4.5%Rev$20.18B vs ——EODHD
- Q4 FY20242025-02-03EPS$1.14 vs $1.15-0.9%Rev$21.50B vs ——EODHD
- Q3 FY20242024-11-17EPS$1.09 vs $1.090.0%Rev$19.94B vs ——EODHD
- Q2 FY20242024-07-29EPS$1.03 vs $1.24-16.9%Rev$22.25B vs ——EODHD
- Q1 FY20242024-04-29EPS$1.46 vs $1.37+6.6%Rev$21.85B vs ——EODHD
- Q4 FY20232024-03-11EPS$1.36 vs $1.43-4.9%Rev$22.98B vs ——EODHD
- Q3 FY20232023-10-23EPS$1.63 vs $1.53+6.5%Rev$21.70B vs ——EODHD
- Q2 FY20232023-07-24EPS$1.89 vs $1.59+18.9%Rev$25.19B vs ——EODHD
- Q1 FY20232023-04-24EPS$2.09 vs $1.78+17.4%Rev$24.07B vs ——EODHD
- Q4 FY20222023-01-25EPS$1.93 vs $1.65+17.0%Rev$25.94B vs ——EODHD
- Q3 FY20222022-10-24EPS$1.86 vs $1.41+31.9%Rev$24.68B vs ——EODHD
- Q2 FY20222022-07-25EPS$2.15 vs $1.72+25.0%Rev$27.28B vs ——EODHD
- Q1 FY20222022-04-25EPS$1.90 vs $1.41+34.8%Rev$23.65B vs ——EODHD
- Q4 FY20212022-01-24EPS$1.50 vs $1.37+9.5%Rev$23.09B vs ——EODHD
- Q3 FY20212021-10-25EPS$0.97 vs $0.89+9.0%Rev$20.34B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $1.29 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $0.71 | $0.66 | +7.6% | $20.49B | — | — | EODHD |
| Q4 FY2025 | 2026-02-02 | $0.87 | $0.89 | -1.8% | $18.56B | — | — | EODHD |
| Q3 FY2025 | 2025-11-03 | $0.92 | $0.84 | +9.5% | $20.37B | — | — | EODHD |
| Q2 FY2025 | 2025-08-04 | $0.93 | $0.80 | +16.3% | $21.19B | — | — | EODHD |
| Q1 FY2025 | 2025-05-05 | $0.70 | $0.67 | +4.5% | $20.18B | — | — | EODHD |
| Q4 FY2024 | 2025-02-03 | $1.14 | $1.15 | -0.9% | $21.50B | — | — | EODHD |
| Q3 FY2024 | 2024-11-17 | $1.09 | $1.09 | 0.0% | $19.94B | — | — | EODHD |
| Q2 FY2024 | 2024-07-29 | $1.03 | $1.24 | -16.9% | $22.25B | — | — | EODHD |
| Q1 FY2024 | 2024-04-29 | $1.46 | $1.37 | +6.6% | $21.85B | — | — | EODHD |
| Q4 FY2023 | 2024-03-11 | $1.36 | $1.43 | -4.9% | $22.98B | — | — | EODHD |
| Q3 FY2023 | 2023-10-23 | $1.63 | $1.53 | +6.5% | $21.70B | — | — | EODHD |
| Q2 FY2023 | 2023-07-24 | $1.89 | $1.59 | +18.9% | $25.19B | — | — | EODHD |
| Q1 FY2023 | 2023-04-24 | $2.09 | $1.78 | +17.4% | $24.07B | — | — | EODHD |
| Q4 FY2022 | 2023-01-25 | $1.93 | $1.65 | +17.0% | $25.94B | — | — | EODHD |
| Q3 FY2022 | 2022-10-24 | $1.86 | $1.41 | +31.9% | $24.68B | — | — | EODHD |
| Q2 FY2022 | 2022-07-25 | $2.15 | $1.72 | +25.0% | $27.28B | — | — | EODHD |
| Q1 FY2022 | 2022-04-25 | $1.90 | $1.41 | +34.8% | $23.65B | — | — | EODHD |
| Q4 FY2021 | 2022-01-24 | $1.50 | $1.37 | +9.5% | $23.09B | — | — | EODHD |
| Q3 FY2021 | 2021-10-25 | $0.97 | $0.89 | +9.0% | $20.34B | — | — | EODHD |
Source: EODHD. ADM reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ADM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 9/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 4 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.74 | $3.53 | +6.0% | +1.7% | +0.4% |
| Q4 FY2026 | $3.84 | $3.53 | +8.9% | +1.3% | +2.7% |
| Q3 FY2026 | $3.99 | $3.71 | +7.6% | -2.1% | -4.6% |
| Q2 FY2026 | $3.84 | $3.64 | +5.5% | +2.9% | +4.7% |
| Q1 FY2025 | $3.66 | $3.58 | +2.1% | -6.4% | -8.4% |
| Q4 FY2025 | $3.93 | $3.72 | +5.6% | +2.3% | +1.5% |
| Q3 FY2025 | $3.67 | $3.54 | +3.8% | +3.7% | +1.2% |
| Q2 FY2025 | $4.03 | $3.70 | +8.8% | +0.5% | +3.3% |
| Q1 FY2024 | $3.55 | $3.58 | -0.7% | -6.1% | -8.2% |
| Q4 FY2024 | $3.85 | $3.66 | +5.3% | -0.5% | -1.6% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Juan R LucianoCEO3 mo20 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Monish D PatolawalaCFO4 mo7 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Regina JonesSenior Vice President3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Christopher M CuddySenior Vice President3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Jennifer L WeberSenior Vice President4 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Carrie Ann NicholVice President & CAO4 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ADM.
$ curl https://api.spokenalpha.com/v1/companies/ADMFAQ
Frequently asked about ADM
Where can I find Archer-Daniels-Midland Co's (ADM) earnings call transcripts?
Spoken Alpha indexes ADM's earnings call transcripts at https://spokenalpha.com/companies/ADM. Each call links to attributed speakers and parsed analyst Q&A.
When was Archer-Daniels-Midland Co's most recent earnings call?
Archer-Daniels-Midland Co (ADM) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is ADM in?
Archer-Daniels-Midland Co (ADM) operates in the Consumer Defensive sector (Farm Products industry).