• Bunge Global SA has already reported fourth-quarter 2025 results, with sales rising to US$23,762 million from US$13,542 million, while net income fell to US$95 million from US$602 million and diluted EPS dropped to US$0.49 from US$4.36 year on year.
• For 2025 as a whole, the company grew sales to US$70,329 million from US$53,108 million but saw net income and diluted EPS soften to US$816 million and about US$4.91, highlighting pressure on profitability despite higher revenues and the ongoing integration of Viterra.
• We’ll now explore how this mix of strong revenue growth but weaker profitability, set against the Viterra integration, affects Bunge’s investment narrative.

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Bunge Global Investment Narrative Recap

To own Bunge Global, you need to believe that its expanded global platform, especially after the Viterra deal, can turn higher volumes into healthier, more consistent earnings over time. The latest results show that this transition is not painless: strong revenue growth came with sharply lower net income and EPS, which keeps integration execution as the key near term catalyst and reinforces integration and margin pressure as the biggest risk. For now, the earnings miss to profit does not appear to change that hierarchy.

In that context, Bunge’s upcoming 2026 Investor Day, “Origins to Opportunities,” looks particularly relevant. Management plans to outline strategic priorities, long term outlook and capital allocation, which should give more color on how Viterra synergies, capital spending and balance sheet choices might support or constrain margins after a year in which sales grew but profitability tightened. How clearly the company links these plans to measurable financial outcomes could matter for how the market reassesses the stock.

But while the growth story sounds appealing, investors should also be aware that...

Bunge Global's narrative projects $56.6 billion revenue and $1.1 billion earnings by 2028. This requires 3.3% yearly revenue growth with earnings remaining flat, implying no change from current earnings of $1.1 billion.

Uncover how Bunge Global's forecasts yield a $126.00 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Before this earnings release, the most cautious analysts were still assuming revenue near US$96.0 billion and earnings around US$1.9 billion by 2029, which contrasts sharply with the current profit squeeze and the reliance on Viterra driven trade flow volatility that you now see in the results; it is a reminder that reasonable people can look at the same numbers and reach very different conclusions, and that both bullish and bearish cases may need updating after this quarter.

Explore 3 other fair value estimates on Bunge Global - why the stock might be worth 23% less than the current price!

Build Your Own Bunge Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bunge Global research is our analysis highlighting 2 key rewards and 5 important warning signs that could impact your investment decision.
• Our free Bunge Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bunge Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.