Bunge Global (BG) investor relations material

Executive summary

• Q2 2026 delivered strong results with GAAP diluted EPS of $3.47, adjusted EPS of $2.00, and net income attributable to shareholders rising 92% year-over-year to $678 million, driven by robust Soybean and Softseed Processing and the Viterra acquisition.

• The integration of Viterra assets enhanced global balance, origination, and operational flexibility, with synergy capture ahead of plan.

• Investor Day priorities and long-term value creation initiatives remain on track.

• Disciplined execution amid volatile geopolitical and macroeconomic conditions supported performance.

Financial highlights

• Q2 2026 net sales surged to $24.041 billion, up from $12.8 billion year-over-year, with gross profit more than doubling to $1.681 billion.

• Q2 reported EPS was $3.47, up from $2.61; adjusted EPS was $2.00, up from $1.31.

• Adjusted segment EBIT reached $796 million, more than double the prior year’s $373 million; total EBIT for Q2 2026 increased 97% to $1,060 million.

• Net interest expense rose to $197 million, reflecting higher debt levels post-Viterra.

• Cash provided by operating activities for Q2 2026 YTD was $1.291 billion; working capital stood at $9.481 billion.

Outlook and guidance

• Full-year 2026 adjusted EPS guidance raised to $9.25–$9.75 from $9.00–$9.50.

• Soybean and Softseed Processing segments forecasted higher results; Grain Merchandising and Milling expected lower; Tropical Oils and Specialty Ingredients unchanged.

• Capital expenditures expected at $1.5–$1.7 billion; adjusted annual effective tax rate at 22–26%; net interest expense $620–$660 million.