Archer Daniels Midland Company's Ag Services business stands to gain from continued Chinese purchases of U.S. soybeans, which would support grain merchandising, origination and transportation volumes. ADM's second-quarter 2026 Ag Services operating profit surged 159% year over year, helped by strong commercial execution and the return of its Barcarena, Brazil, export terminal to full operations. Management said China is well underway in fulfilling its commitment to purchase 25 million tons of U.S. soybeans in 2026 and has been buying roughly 1 million tons per week, a contributor to the company's 2026 outlook. ADM expects Ag Services results in the third quarter to be slightly lower than the second quarter, with fourth-quarter performance depending partly on the pace of U.S. exports and whether additional corn and sorghum programs develop alongside soybean shipments. The Zacks Consensus Estimate for ADM's 2026 and 2027 earnings per share indicates year-over-year growth of 59.2% and 3.9%, respectively, and the stock carries a Zacks Rank #1 (Strong Buy).
Mission Produce Inc
Dole PLCArcher-Daniels-Midland CompanyChina's 25 million ton U.S. soybean purchase commitment and ~1 million tons/week buying support ADM's grain merchandising, origination and transportation volumes.
