Bunge Global SA (BG) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Bunge published the results on October 29, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Bunge reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, continuing operations, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Bunge completed its acquisition of Viterra on July 2, 2025, so Q3 2025 is the first quarter that includes Viterra and the year-ago quarter is comparable; the nine-month figures are not.
• GAAP EPS here is total diluted EPS. The year-ago figure from continuing operations was $0.86, and $0.84 after a $0.02 loss from discontinued operations (the Viterra businesses sold in Hungary and Poland).
• Bunge renamed its Other Oilseeds Processing and Refining segment to Tropical Oils and Specialty Ingredients in Q1 2026, with no change to what it contains.

Source: Bunge Q3 2026 results, October 29, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Bunge splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Bunge's Soybean Processing and Refining revenue was $11.4 billion in Q3 2026, up 5% from $10.9 billion in Q3 2025, 48% of total revenue.
• Bunge's Softseed Processing and Refining revenue was $4.3 billion in Q3 2026, up 18% from $3.7 billion in Q3 2025, 18% of total revenue.
• Bunge's Tropical Oils and Specialty Ingredients revenue was $1.3 billion in Q3 2026, up 7% from $1.2 billion in Q3 2025, 5% of total revenue.
• Bunge's Grain Merchandising and Milling revenue was $6.8 billion in Q3 2026, up 5% from $6.4 billion in Q3 2025, 28% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Bunge said:

“Taking into account third quarter results, the current margin and macro environment and forward curves, Bunge continues to expect full-year 2026 adjusted EPS in the range of $9.25 to $9.75.”

“An adjusted annual effective tax rate in the range of 23% to 25% compared to its previous range of 22% to 26%”

“Net interest expense in the range of $640 to $670 million compared to its previous range of $620 to $660 million”

“Capital expenditures toward the higher end of the $1.5 to $1.7 billion range”

Source: Bunge Q3 2026 release, Oct 29, 2026.

This is the company's own guidance as of Oct 29, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the BG forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Net sales and total GAAP diluted EPS, each as first reported in that quarter's release. Quarters from Q3 2025 include Viterra.

We do not hold a confirmed date for Bunge's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 29, 2026

Bunge's Q3 2026 net sales of $23,804 million came mostly from oilseeds. Soybean Processing and Refining sold $11,442 million and Softseed Processing and Refining $4,302 million; Grain Merchandising and Milling sold $6,764 million and Tropical Oils and Specialty Ingredients $1,295 million. (Bunge Q3 2026 release, Oct 29, 2026)

Most of Bunge's revenue is commodity trading accounted for as derivatives. Of net sales to external customers, $18,353 million came from commodity contracts under ASC 815 and $5,451 million from contracts with customers under ASC 606. Tropical Oils and Specialty Ingredients is the exception, with $1,215 million of its $1,295 million under ASC 606. (Bunge Form 10-Q, Q3 2026, Oct 29, 2026)

Bunge processed 11,745 thousand metric tons of soybeans, against 12,139 thousand a year earlier, with lower volumes in South America and Asia partly offset by Europe. Softseeds processed rose to 3,606 thousand metric tons from 3,129 thousand, and Bunge said softseed volumes increased across all regions. Grain Merchandising and Milling handled 23,806 thousand metric tons, against 24,080 thousand. (Bunge Q3 2026 release, Oct 29, 2026)

Bunge reports sales by the location of the subsidiary making the sale. In 2025, of $70,329 million of net sales, $15,637 million were booked in the United States, $15,602 million in Switzerland and $8,612 million in the Netherlands. (Bunge Form 10-K, 2025, Feb 19, 2026)

On August 31, 2026, Bunge agreed to sell two sugarcane mills in Brazil, which came with Viterra, to COFCO International for about $383 million in cash, and recognized a $66 million impairment on them in the quarter. (Bunge Form 10-Q, Q3 2026, Oct 29, 2026)

Bunge's GAAP diluted EPS of $1.64 in Q3 2026 compares with adjusted EPS from continuing operations of $2.56. The $0.92 gap is $0.64 of certain gains and charges and $0.28 of mark-to-market timing differences on commodity, freight and currency contracts and inventories. The largest charge was $82 million on the planned sale of the Brazilian sugarcane mills, $66 million of impairment and $16 million of hedge losses, followed by $21 million of Viterra acquisition and integration costs. (Bunge Q3 2026 release, Oct 29, 2026)

By segment, adjusted segment EBIT was $997 million, against $924 million: Soybean Processing and Refining $565 million, Softseed Processing and Refining $329 million, Grain Merchandising and Milling $87 million and Tropical Oils and Specialty Ingredients $16 million. Bunge put the Tropical Oils decline down to geopolitical trade disruptions and ramp-up costs in tropical oils and soy protein concentrate. (Bunge Q3 2026 release, Oct 29, 2026)

Diluted shares were 194 million, against 198 million in Q3 2025. Bunge did not repurchase shares in the quarter; over the first nine months of 2026 it bought 1,966,107 shares for $249 million, and it has $3.0 billion remaining under a program approved on March 9, 2026. The adjusted effective tax rate for the quarter was approximately 25%. (Bunge Q3 2026 release, Oct 29, 2026; Bunge Form 10-Q, Q3 2026, Oct 29, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Bunge gives a full-year outlook in its release. After Q3 2026 it kept its 2026 adjusted EPS range of $9.25 to $9.75 and, against its previous outlook, expects slightly lower Soybean Processing and Refining results, lower Tropical Oils and Specialty Ingredients results, higher Grain Merchandising and Milling results, and unchanged Softseed and Corporate and Other results. (Bunge Q3 2026 release, Oct 29, 2026)

Bunge also narrowed its 2026 adjusted effective tax rate to 23% to 25%, raised net interest expense to $640 to $670 million, expects capital expenditures toward the higher end of $1.5 to $1.7 billion, and expects depreciation and amortization of approximately $975 million. (Bunge Q3 2026 release, Oct 29, 2026)

A consensus figure is the average of the models published by the analysts who cover Bunge, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Bunge's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning BG is on is BG a buy or a sell?, what analysts expect next is on the BG forecast, and what the company does is on the Bunge Global SA (BG) stock page.

Every number on this page can be traced to a document Bunge published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.