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北京时间·🕒 发布 18:22:30时区推断·⟳ 抓取 18:26:39·⚡ 决策 08-04 18:34:40 +8m01s·84.1 天前
ADM二季度EPS超预期并上调2026年调整后EPS指引
ADM将2026年调整后EPS指引由4.15-4.70美元上调至5.15-5.60美元，二季度调整后EPS为1.84美元、高于LSEG一致预期1.44美元。
📄 原文Reuters↗ 原文
Archer-Daniels-Midland (ADM.N) raised its forecast for full-year adjusted profit and beat quarterly earnings estimate…
不做 Archer-Daniels-Midland（ADM.US）
同一二季度EPS超预期并上调2026年EPS指引催化已由08-04 10:13 UTC的ADM.US IR源处理，本路透稿不重复做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 high · price-in 风险 high ↗
关键理由
- ADM将2026年调整后EPS指引由4.15-4.70美元上调至5.15-5.60美元，二季度调整后EPS为1.84美元、高于LSEG一致预期1.44美元。
- 当前路透稿与已处理的ADM IR源为同一二季度业绩和全年指引上修催化，重复输出会造成同一事件重复推送。
主要风险
- 本条不因基本面方向回避，而是因系统内同一具体催化已先处理。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中与本次ADM业绩催化直接相关的新增反证，返回结果与ADM无关。
检索:ADM 2026 guidance oilseed processing earnings forecast margin risks
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 981 字
Archer-Daniels-Midland (ADM.N) raised its forecast for full-year adjusted profit and beat quarterly earnings estimates on Tuesday, citing a strong oilseed processing outlook.
A rally in U.S. grain prices since the start of the Iran war has triggered fresh farmer selling of corn and soybeans, which were stored from last year's crop during a prolonged period of low prices.
In the wake of U.S. and Israeli attacks on Iran, farmers across the U.S. Midwest sold stored corn, soybeans and wheat as prices rallied, with grains flowing to ethanol plants and soybean processing facilities.
Chicago-based ADM expects 2026 adjusted earnings between $5.15 and $5.60 per share, compared with a prior forecast of $4.15 and $4.70 per share.
Shares of the company rose 2.7% in premarket trading.
The company posted an adjusted profit of $1.84 per share for the three months ended June 30, topping analysts' average estimate of $1.44, according to data compiled by LSEG.
A rally in U.S. grain prices since the start of the Iran war has triggered fresh farmer selling of corn and soybeans, which were stored from last year's crop during a prolonged period of low prices.
In the wake of U.S. and Israeli attacks on Iran, farmers across the U.S. Midwest sold stored corn, soybeans and wheat as prices rallied, with grains flowing to ethanol plants and soybean processing facilities.
Chicago-based ADM expects 2026 adjusted earnings between $5.15 and $5.60 per share, compared with a prior forecast of $4.15 and $4.70 per share.
Shares of the company rose 2.7% in premarket trading.
The company posted an adjusted profit of $1.84 per share for the three months ended June 30, topping analysts' average estimate of $1.44, according to data compiled by LSEG.
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