Bunge Global SA

Bunge Global SA is a leading global agribusiness and food company dedicated to connecting farmers to consumers by delivering essential food, feed, and fuel to the world. The company operates an integrated global network that encompasses sourcing, storing, transporting, processing, and marketing agricultural commodities. Its mission emphasizes operating efficiently, sustainably, and responsibly across its worldwide operations. While its legal registered office is in Geneva, Switzerland, Bunge's operational headquarters are located in St. Louis, Missouri, U.S. The company employs approximately 34,000 individuals globally.

Bunge's core business activities are segmented into oilseed processing and refining, grain merchandising and milling, and the production of various food ingredients and biofuels. Key products and services include the processing of soybeans, softseeds, and other oilseeds into protein meals and vegetable oils for the food, animal feed, and biofuel industries. The company also engages in the merchandising and milling of grains such as corn, wheat, barley, cotton, pulses, and sugar, and offers specialty plant-based oils, fats, and ingredients. Additionally, Bunge provides logistics, trade finance, and risk management services to support agricultural value chains, serving a diverse customer base across food, animal feed, biofuel, and industrial markets.

Under the leadership of CEO Greg Heckman, appointed in January 2019, Bunge has recently undergone significant strategic developments. In July 2025, the company completed its merger with Viterra, a move that substantially expanded its global footprint and diversified its agricultural network. At its 2026 Investor Day, Bunge announced a new $3 billion share repurchase program and updated its financial framework, projecting an increase in its mid-cycle adjusted EPS baseline. The company reported strong first-quarter 2026 results, exceeding analyst expectations with an adjusted EPS of $1.83, and subsequently raised its full-year 2026 adjusted EPS outlook to $9.00-$9.50. Bunge was also recognized as one of the 2026 World's Most Ethical Companies® by Ethisphere. In October 2024, Bunge completed the sale of its 50% share in the BP Bunge Bioenergia joint venture to bp.

Latest updates

Bunge's Q1 EPS Surges Despite Revenue Decline, Raises Full-Year Outlook

Event summary

  • Bunge Global SA reported Q1 2026 GAAP diluted EPS of $0.35, down from $1.48 in Q1 2025.
  • Adjusted diluted EPS for Q1 2026 was $1.83, up from $1.81 in Q1 2025.
  • Bunge increased its full-year adjusted EPS outlook range to $9.00 - $9.50 from $7.50 - $8.00.
  • Net income attributable to Bunge decreased to $68 million in Q1 2026 from $201 million in Q1 2025.

The big picture

Bunge's strong Q1 performance, driven by Soybean and Softseed Processing and Refining, highlights the resilience of its global platform amidst a volatile market environment. The increased EPS outlook suggests a positive assessment of current conditions, but the company's cautious tone regarding visibility underscores the ongoing macroeconomic headwinds. The Viterra acquisition remains a significant factor, with integration and synergy realization critical to long-term value creation.

What we're watching

Margin Pressure
Whether Bunge can sustain the improved margins seen in Q1, given the limited visibility and ongoing macroeconomic conditions, will be crucial for meeting the raised full-year outlook.
Viterra Integration
The pace at which Bunge integrates Viterra's operations and realizes synergies will be a key determinant of future profitability and market share.
Geopolitical Risk
How Bunge manages ongoing geopolitical uncertainty and shifting trade flows, particularly in South America, will continue to impact its performance and ability to capture opportunities.
CID: 3742