Bunge Global SA BG is scheduled to report second-quarter 2026 results on July 29, before market open.
The Zacks Consensus Estimate for BG’s second-quarter sales is pegged at $23.5 billion, indicating 84% growth from the prior-year quarter’s reported figure. The consensus mark for earnings is pegged at $2.03 per share, indicating a year-over-year surge of 55%. Earnings estimates have moved up 1.5% in the past 60 days.
BG’s Earnings Surprise History
Bunge’s earnings have outpaced the consensus estimate in each of the trailing four quarters, the average surprise being 27.5%.
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What the Zacks Model Unveils for Bunge
Our proven model does not conclusively predict an earnings beat for Bunge this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that is not the case here.
You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: The Earnings ESP for Bunge is -1.24%.
Zacks Rank: BG currently sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Have Shaped BG’s Q2 Performance
Bunge Global’s second-quarter performance is expected to have reflected the impacts of the Viterra acquisition, which was completed in July 2025. The enlarged platform has significantly strengthened Bunge’s global agricultural network, expanding its reach across major crops and geographies. As a result, BG’s second-quarter revenues are projected to surge about 84% year over year.
Beginning with the first quarter of 2026, Bunge has been presenting results under four segments - Soybean Processing and Refining, Softseed Processing and Refining, Tropical Oils and Specialty Ingredients and Grain Merchandising and Milling.
The Soybean Processing and Refining segment’s second-quarter results are expected to reflect higher margins, strong execution and the addition of Viterra’s South American assets. The segment is expected to have reported higher processed volumes thanks to the combined company's increased production capacity in Argentina. Process volumes are expected to have been higher in North America and Brazil as well. Merchandised volumes are also expected have been higher, reflecting the combined company’s expanded soybean origination footprint.
Softseed Processing and Refining results are also expected to strengthen in the quarter, reflecting the contribution from Viterra’s softseed asset. Softseed processed volumes are expected to have been higher year over year, primarily reflecting the combined company’s increased production capacity in Argentina, Canada and Europe. Merchandised volumes are also expected to have shown improvement owing to the combined company’s expanded softseeds origination footprint.
The tropical oils and specialty ingredients segment’s performance is expected to have reflected higher results in Asia, Europe and global oils merchandising activities. However, lower results in ocean freight, impacted by the spike in bunker fuel costs, are likely to have negated some of these gains. Within Grain Merchandising and Milling, volumes are expected to have reflected the company's expanded grain handling footprint and capabilities along with large global grain crops.
Net interest expenses are anticipated to have been higher in the quarter, reflecting the company’s expanded footprint in merchandising activities with the addition of Viterra, which is expected to have been partially offset by lower average net interest rates. The company will report an increase in corporate expenses in the quarter, primarily driven by the addition of Viterra.
BG Stock’s Price Performance
Shares of Bunge have gained 61% over the past year compared with the industry's 35.3% growth.
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Stocks Likely to Deliver Earnings Beat
Here are some Basic Material stocks with the right combination of elements to post an earnings beat in their upcoming releases.
Ternium TX, scheduled to release second-quarter 2026 earnings on Aug. 4, has an Earnings ESP of +21.40% and a Zacks Rank of 1 at present.
The Zacks Consensus Estimate for earnings for Ternium for the second quarter of 2026 is pegged at $1.29 per share, suggesting an 0.8% year-over-year increase. TX has a trailing four-quarter average earnings surprise of 3.51%.
Avient AVNT, scheduled to release second-quarter 2026 earnings on Aug. 6, has an Earnings ESP of +70.87% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for earnings for Avient for the second quarter of 2026 is 89 cents per share, indicating an 11.2% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 2.1%.
Element Solutions ESI, scheduled to release second-quarter 2026 earnings on July 27, has an Earnings ESP of +1.54% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Element Solutions’ earnings for the second quarter of 2026 is pegged at 73 cents per share, indicating 16% growth from the year-ago quarter’s reported figure. Element Solutions has a trailing four-quarter average earnings surprise of 4.6%.
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Bunge Global SA (BG): Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).