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Bunge Ready to Report Q3 Earnings: What's in Store for the Stock?

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Key Takeaways

  • Bunge is expected to post Q3 sales of $23.08 billion and EPS of $2.43, up 4.2% and 7.1%, respectively.
  • Viterra's assets are expected to lift processing volumes and expand soybean and softseed origination.
  • Higher net interest and corporate expenses tied to Viterra may partly offset operational gains in Q3.

Bunge Global SA (BG - Free Report) is scheduled to report third-quarter 2026 results on Oct. 29, before market open.

The Zacks Consensus Estimate for BG’s third-quarter sales is pegged at $23.1 billion, indicating 4.2% growth from the prior-year quarter’s reported figure. The consensus mark for earnings is pegged at $2.43 per share, indicating year-over-year growth of 7.1%. Earnings estimates have moved up 1.5% in the past 60 days.

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BG’s Earnings Surprise History

Bunge’s earnings have beaten the consensus estimate in three of the trailing four quarters and missed in one, with an average surprise of 24.6%.

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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 -3.09%.

Zacks Rank: BG currently carries a Zacks Rank #4 (Sell). 

You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Likely to Have Shaped BG’s Q3 Performance

Bunge Global’s third-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. 

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 third-quarter results are expected to reflect higher margins, strong execution and the addition of Viterra’s South American assets.  The segment is expected to report higher processed volumes due to the combined company's increased production capacity in Argentina. Process volumes are also expected to have been higher in North America and Brazil. Merchandised volumes are also expected to have been higher, reflecting the combined company’s expanded soybean origination footprint.

Softseed Processing and Refining results are also expected to strengthen in the third 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 improved due to the combined company’s expanded softseeds origination footprint.

The tropical oils and specialty ingredients segment’s performance is expected to reflect ongoing momentum in Asia and Europe, as well as global oils merchandising activity. Within Grain Merchandising and Milling, volumes are expected to reflect the company's expanded grain-handling footprint and capabilities, along with large global grain crops.

Meanwhile, costs and selling, general and administrative expenses are expected to have been higher, reflecting the larger combined company. Net interest expenses are also anticipated to have increased, 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 higher corporate expenses in the quarter, driven primarily by the addition of Viterra. 

BG Stock’s Price Performance

Shares of Bunge have gained 6% over the past year against the industry's 8.4% decline.

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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.

Air Products and Chemicals (APD - Free Report) , scheduled to release third-quarter 2026 earnings on Nov. 5, has an Earnings ESP of +0.44% and a Zacks Rank of 3 at present. 

The Zacks Consensus Estimate for earnings for Air Products and Chemicals for the third quarter of 2026 is pegged at $3.60 per share, suggesting a 6.2% year-over-year increase. APD has a trailing four-quarter average earnings surprise of 2.9%.

Avient (AVNT - Free Report) , scheduled to release third-quarter 2026 earnings on Nov. 4, has an Earnings ESP of +0.58% and a Zacks Rank of 2 at present. 

The Zacks Consensus Estimate for earnings for Avient for the third quarter of 2026 is 81 cents per share, indicating a 15.7% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 3.4%.

Perimeter Solutions, SA (PRM - Free Report) , scheduled to release third-quarter 2026 earnings on Nov. 5, has an Earnings ESP of +3.16% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for Perimeter Solutions’ earnings for the third quarter of 2026 is pegged at 95 cents per share, indicating 15.8% growth from the year-ago quarter's reported figure. PRM has a trailing four-quarter average earnings surprise of 61.6%.

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