$ADM

Agriculture sector shows recovery with fertilizer stocks leading. CF Industries up 62.7% YTD, Nutrien up 19.2%. Wolfe Research notes shift to cautious optimism. Fall fertilizer season and commodity price recovery are key catalysts. CF Industries trades at 9.1x P/E with 20.0% revenue growth. Risks include trade policy and macro slowdown.

U.S. ethanol blending credit (RIN) prices dropped to four-month lows after the EPA extended a compliance deadline and ruled on small refinery exemption requests, per Reuters. Archer-Daniels-Midland (ADM) is among affected companies.

Revolution Foods acquired Ardella’s to expand its school-meal menu, adding pizzas and burritos. ADM is investing $16M to increase natural-color production. Both moves highlight the need for flexible contracted capacity and operational integration to support menu changes and reformulation.

Ingredients, flavors, and fragrances stocks reported mixed Q2 earnings, with revenues missing estimates by 2.4%. Darling Ingredients (DAR) reported $1.72B revenue, up 16.4% YoY, beating estimates. Archer-Daniels-Midland (ADM) reported $22.68B revenue, up 7.2% YoY, outperforming estimates. International Flavors & Fragrances (IFF) reported $1.95B revenue, down 29.3% YoY, missing estimates. Ingredion (INGR) reported $1.85B revenue, flat YoY, topping estimates. Bunge Global (BG) reported $24.04B rev

Archer Daniels Midland (ADM) stock has risen 20.6% in six months, outperforming its industry and the S&P 500. Strong oilseed processing margins, biofuel demand, and an upgraded 2026 earnings outlook have driven this growth. ADM's Q2 2026 EPS of $1.84 exceeded expectations, and management raised its 2026 EPS guidance to $5.15-$5.60. The stock is trading above its 50-day and 200-day moving averages, indicating positive momentum.

ADM said it is expanding in Scotland by adding storage and berthing capacity at the Port of Greenock, owned by Peel Ports Group. The new site, alongside ADM’s King George V Dock operations in Glasgow, is intended to improve import, storage and distribution of feed ingredients. Greenock is expected to be operational later this year.

ADM Agriculture Ltd, the agricultural feed importer, is expanding in Scotland with new storage and berthing capacity at the Port of Greenock, owned by Peel Ports Group. The move builds on ADM’s existing King George V Dock operations in Glasgow and aims to increase import, storage and distribution capacity on the River Clyde. The Greenock facility is expected to be operational later this year.

ADM released a report on pet longevity based on a September 2025 survey of 5,148 pet owners in China, France, Mexico, the UK, and the US. It found 71% seek longevity-supporting products and 56% exercise pets regularly. Interest in functional ingredients included vitamins/minerals (77%) and pre/pro/postbiotics (65%).

ADM said it will expand its Scottish operations by adding storage and berthing capacity at the Port of Greenock, owned by Peel Ports Group. The move builds on ADM’s existing King George V Dock operations in Glasgow, aiming to increase import, storage and distribution capacity for feed ingredients and improve logistics across the River Clyde, according to ADM and Peel Ports.

Archer-Daniels-Midland (NYSE:ADM) said director Lei Z. Schlitz will resign from its board at year-end due to a voluntary material change in her principal employment, effective Dec. 31. The company stated the move is not tied to disagreements over operations or policies and is intended to support planned board composition changes.