ReutersReuters

Andersons Q2 adjusted EPS misses estimates

RefinitivBacaan 1 minit

Overview

  • Andersons Q2 adjusted EPS of $0.24 missed analyst expectations, per LSEG data

  • Adjusted net income and adjusted EBITDA both missed analyst estimates, per LSEG data

  • Co acquired full ownership of The Andersons Marathon Holdings LLC for $425 mln

Outlook

  • Company expects Houston port project completion by mid-2026

  • Andersons anticipates favorable grain values in late 2025

  • Andersons expects strong ethanol demand through summer

Result Drivers

  • ETHANOL STRATEGY - Acquisition of full ownership in TAMH aligns with strategy to grow earnings through ethanol investments, per CEO Bill Krueger

  • GRAIN OVERSUPPLY - Agribusiness faced low grain prices and limited forward contracting due to surplus grain and weak demand

  • RENEWABLES CHALLENGES - Lower board crush, higher corn basis, and increased natural gas costs impacted Renewables margins

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q2 Sales and Merchandising Revenues

$3.14 bln

Q2 Adjusted EPS

Miss

$0.24

$0.51 (3 Analysts)

Q2 EPS

$0.23

Q2 Adjusted Net Income

Miss

$8.40 mln

$17.60 mln (3 Analysts)

Q2 Net Income

$7.90 mln

Q2 Adjusted EBITDA

Miss

$65.20 mln

$80.10 mln (3 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the fishing & farming peer group is "buy"

  • Wall Street's median 12-month price target for Andersons Inc is $45.00, about 22.9% above its August 1 closing price of $34.69

  • The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release:

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