Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities and commodity products, including oilseeds primarily soybeans, rapeseed, canola, and sunflower seeds, as well as grains comprising wheat and corn; and processes oilseeds into vegetable oils and protein meals. This segment offers its products for animal feed manufacturers, livestock producers, wheat and corn millers, and other oilseed processors, as well as third-party edible oil processing and biofuel companies for biofuel production applications. The Refined and Specialty Oils segment sells packaged and bulk oils and fats that comprise cooking oils, shortenings, margarines, mayonnaise, renewable diesel feedstocks, and other products for baked goods companies, snack food producers, confectioners, restaurant chains, foodservice operators, infant nutrition companies, and other food manufacturers, as well as grocery chains, wholesalers, distributors, and other retailers. This segment also refines and fractionates palm oil, palm kernel oil, coconut oil, and shea butter, and olive oil; and produces specialty ingredients derived from vegetable oils, such as lecithin. The Milling segment provides wheat flours and bakery mixes; corn milling products that comprise dry-milled corn meals and flours, wet-milled masa and flours, and flaking and brewer's grits, as well as soy-fortified corn meal, corn-soy blends, and other products; whole grain and fiber ingredients; die-cut pellets; and non-GMO products. The Sugar and Bioenergy segment produces sugar and ethanol; and generates electricity from burning sugarcane bagasse. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.

Bunge looks like a large and profitable business, but the quality of its earnings is noticeably weaker than its revenue scale suggests. Its valuation at a P/S of 0.22 and a P/B of 1.18 looks restrained and even cheap relative to the industry, but the P/E of 22.89 is already above the median, which limits the potential for re-rating. The most important drawback is weak profitability: ROE of 5.81, ROA of 2.18, and ROI of 3.75 are significantly below industry benchmarks, while margins remain very thin, especially the net margin of 1.10 and the operating margin of 2.57. This means the company generates earnings on a large turnover base, but converts revenue into profit worse than its peers. At the same time, the trend in revenue and earnings is generally positive: revenue rose to 24.0 billion, EBITDA to 1.34 billion, net income to 678 million, and EPS remains around 2.0. The balance sheet looks acceptable: a current ratio of 1.57 supports short-term liquidity, and a debt/equity ratio of 0.54 does not look excessive for a capital-intensive business. However, the quick ratio of 0.64 and the decline in cash on hand to 638 million show that the liquidity cushion is not ideal. Long-term debt of 9.43 billion and total liabilities of 29.44 billion require attention, although equity of 17.34 billion remains solid. Dividend yield of 0.88% is present, but it is not high enough to offset weak operating profitability. Overall, the fundamentals support a moderately cautious view: the business is large and profitable, but earnings quality and capital efficiency are below industry average. Therefore, the target forecast should be lowered slightly, while still acknowledging the company’s resilience and its ability to generate profit at scale.

Bunge Limited

Сильный индекс, незначительно вырос. Быки крепко уверены в своих позициях.

Strong index, slightly up. The bulls are very confident in their positions.

Средний индекс, незначительно упал. Рынок не поддерживает быков.

Medium index, slightly down. The market does not support the bulls.

Сильный индекс, значительно упал. Отток средств из лонгов на высоком уровне.

Strong index, significantly down. Outflow of funds from longs at a high level.

Bunge’s large-scale and low-revenue business is constrained by low profitability, weak liquidity as measured by the quick ratio, and ROE/ROA/ROI that are noticeably below industry levels.

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Comfort Systems USA Inc (Symbol: FIX) has taken over the #15 spot from Bunge Global SA (Symbol: BG), according to ETF Channel. Below is a chart of Comfort Systems USA Inc versus Bunge Global SA plotting their respective rank within the S&P 500 over time (FIX plotted in blue; BG plotted in green):
Below is a three month price history chart comparing the stock performance of FIX vs. BG:
FIX is currently trading off about 1.3%, while BG is up about 0.7% midday Monday.
Further FIX Research:

Comfort Systems USA Takes Over #15 Spot From Bunge Global

Bunge Global SA BG raised full-year 2026 adjusted EPS guidance to $9.25-$9.75 from $9.00-$9.50 after stronger second-quarter processing performance. The revision reflects higher expectations for Soybean Processing and Refining and slightly higher Softseed Processing and Refining results.
The upgrade is not broad based. Bunge lowered its outlook for Grain Merchandising and Milling, while higher corporate, financing and integration costs leave execution important to converting processing gains into per-share earnings.
The Zacks Consensus Estimate for earnings for 2026 is currently pegged at $9.72 per share, near the higher end of the company’s guided range. The estimate suggests year-over-year growth of 28.4%. The estimate of $12.08 for 2027 indicates growth of 24.3%.
Bunge’s Q2 Processing Gains Support Higher Guidance
Second-quarter adjusted EPS increased 52.7% year over year to $2.00. Adjusted total EBIT more than doubled to $665 million, with the margin improving to 2.8% from 2.3%.
Bunge Global SA Price, Consensus and EPS Surprise
Net sales rose 88.3% to $24.04 billion as sales and volumes increased across all four segments. Gross profit more than doubled to $1.68 billion, while gross margin expanded to 7% from 5.8%.
BG’s Soybean Volumes Show Added Viterra Scale
Soybeans processed volumes increased to 11,524 thousand metric tons from 9,304 thousand metric tons, with the largest increase tied to greater production capacity in Argentina. Merchandised volumes nearly doubled, reflecting the combined company’s broader origination footprint.
Soybean Processing and Refining adjusted EBIT advanced 46.4% to $445 million as North and South American results improved. Archer-Daniels-Midland Company ADM also reported stronger second-quarter Ag Services & Oilseeds profit, up 129% on improved segment margins.
Darling Ingredients Inc. DAR offers another biofuel-linked reference through its Diamond Green Diesel joint venture, which has capacity to produce more than 1.2 billion gallons annually.
Bunge’s Softseed Results Strengthen the Earnings Mix
Softseed processed volumes increased 79.3% to 3,490 thousand metric tons, reflecting added capacity in Argentina, Canada and Europe. Segment sales rose 167.5% to $4.1 billion.
Adjusted segment EBIT jumped to $255 million from $14 million. Processing gains in North America and Argentina led the improvement, while stronger European processing offset weaker refining and biodiesel results. Darling Ingredients provides another biofuel reference through its 50/50 Diamond Green Diesel joint venture, which has more than 1.2 billion gallons of annual renewable-fuel capacity.
BG’s Grain Outlook Limits the Scope of the Upgrade
Grain Merchandising and Milling sales rose 183.4% to $6.61 billion, while volumes increased 184.6% to 23,852 thousand metric tons as the combined company expanded its grain-handling footprint. Adjusted segment EBIT increased to $67 million from $29 million.
Higher ocean freight, commercial services, global cotton and wheat milling results were partly offset by weaker global grain merchandising and sugar. Management lowered its full-year outlook for the segment, limiting the breadth of the guidance increase.
Bunge’s Cost Base Still Tests Guidance Conversion
Selling, general and administrative expenses rose 45% to $606 million as the combined company became larger. Net interest expense also increased year over year, and transaction and integration costs weighed on reported per-share results.
Bunge maintained 2026 net interest expense guidance of $620-$660 million and capital spending expectations of $1.5-$1.7 billion. Cash used for operating activities totaled $1.13 billion in the first half, while capital expenditures reached $779 million.
BG’s Style Scores Reflect Better Earnings Momentum
The higher outlook rests on stronger oilseed processing, but grain merchandising weakness and a heavier combined-company cost base keep the earnings picture mixed. The next test is whether processing gains and Viterra synergies translate into more consistent earnings conversion.
BG carries a Zacks Rank #3 (Hold), a VGM Score of A, a Value Score of B, a Growth Score of B and a Momentum Score of B. The Style Scores complement rather than supersede the Zacks Rank.
The current-fiscal-year EPS estimate was unchanged over the past one and four weeks, while the 12-week change was positive 1.6%. That leaves limited evidence of fresh near-term estimate-revision momentum despite the higher company guidance.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Bunge Lifts 2026 EPS Outlook as Oilseed Momentum Offsets Grain Risks

Bunge Global SA BG is benefiting from a stronger oilseed environment just as the Viterra combination expands its processing and origination reach. Second-quarter gains in soybean and softseed processing show the operating potential of the larger platform.
The trade-off is execution. Grain merchandising remains uneven, cash conversion is weak and returns on invested capital trail key benchmarks. With the stock also above its five-year median valuation, the investment case depends on whether processing resilience and synergies can translate into steadier cash returns.
Bunge’s Oilseed Engine Supports the Upside Case
Second-quarter 2026 adjusted EBIT in Soybean Processing and Refining rose 46.4% year over year to $445 million. Softseed Processing and Refining adjusted EBIT increased to $255 million from $14 million as results improved across regions.
The broader demand backdrop remains supportive, with population growth, rising incomes and biofuel use underpinning grain, oilseed and vegetable oil consumption. Archer-Daniels-Midland Company ADM also reported improved second-quarter oilseed crushing results in a constructive biofuels environment. Darling Ingredients Inc. DAR offers another biofuel-linked reference through its Diamond Green Diesel joint venture, which has capacity to produce more than 1.2 billion gallons annually.
Bunge Global SA Price and Consensus
BG’s Viterra Platform Broadens Regional Resilience
Viterra is adding more than scale. Bunge’s softseed processing volumes rose 79.3% in the second quarter, reflecting added production capacity in Argentina, Canada and Europe, while soybean volumes also benefited from greater capacity in Argentina.
Management increased its Viterra cost-synergy target to approximately $350 million and said progress was ahead of plan, giving the integration a clearer path to operating benefits.
The Zacks Consensus Estimate for earnings for 2026 suggests year-over-year growth of 28.4%. The estimate for 2027 indicates growth of 24.3%.
Bunge’s Valuation Leaves Less Room for Missteps
BG’s forward 12-month price-to-earnings ratio is 10.46, above its five-year median of 9.73 and the Zacks sub-industry’s 9.87.
The ratio remains below the Basic Materials sector’s 15.18 and the S&P 500’s 19.76. That valuation makes execution on synergies and earnings consistency more important.
BG’s Cash Conversion and Returns Need Improvement
Trailing-12-month return on invested capital is 6.7%, below Bunge’s 10-year median of 7.8% and the industry median of 8.1%. Free cash flow conversion is negative 69.2%, even though that is better than the company median of negative 146.9%.
Cash demands remain meaningful. Net interest expense is expected at $620-$660 million for 2026, while capital expenditures are guided to $1.5-$1.7 billion. Integration costs and working-capital needs add to the burden as the company invests in growth and productivity.
Bunge’s Grain Weakness Keeps the Thesis Balanced
Grain Merchandising and Milling improved sequentially in the second quarter, helped by ocean freight, commercial services, global cotton and wheat milling. Those gains were partly offset by weaker global grain merchandising and sugar results.
Management lowered its full-year 2026 outlook for the segment. Persistent merchandising weakness could therefore limit earnings consistency even if soybean and softseed conditions remain constructive.
BG’s Style Profile Supports a Measured View
Bunge has meaningful operating support from oilseeds, added regional breadth from Viterra and a higher synergy target. Valuation, cash conversion, below-benchmark returns and grain volatility keep the investment case balanced rather than one-sided.
BG currently carries a Zacks Rank #3 (Hold), with a VGM Score of A and Value Score of B, Growth Score of B and Momentum Score of B. The favorable Style Scores complement the Rank rather than supersede it, while the #3 designation places BG in the middle of the short-term ranking scale. Continued earnings delivery, synergy capture and better cash realization remain important to the stock’s profile.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Is Bunge Worth Buying as Oilseed Strength Meets Integration Risks?

In early trading on Friday, shares of Honeywell International topped the list of the day's best performing components of the S&P 500 index, trading up 7.5%. Year to date, Honeywell International registers a 42.2% gain.
And the worst performing S&P 500 component thus far on the day is PayPal Holdings, trading down 11.9%. PayPal Holdings is lower by about 7.3% looking at the year to date performance.
Two other components making moves today are Marvell Technology, trading down 5.6%, and Bunge Global, trading up 3.4% on the day.

S&P 500 Movers: PYPL, HONIV

Darling Ingredients Inc. DAR has a stronger earnings profile entering the second half of 2026. Second-quarter earnings rose to $2.41 per share from 8 cents a year earlier, while the Zacks Consensus Estimate for 2026 earnings has increased 55.1% in the past four weeks.
The investment case still requires balance. A discounted valuation, stronger core profitability and favorable renewable-fuel economics support the upside case, but higher costs, flat Feed throughput and rendering-capacity constraints raise the execution bar.
DAR's Valuation Leaves Room for Upside
DAR trades at 10.04X forward 12-month EPS, below the Zacks sub-industry's 15.03X and its own five-year median of 11.85X. The discount leaves room for revaluation if recent earnings improvement proves durable.
The stock has already gained 117.3% in the past year, so valuation alone is not enough to remove risk. Continued upside would likely require core margins and renewable-fuel economics to remain supportive as investors reassess the sustainability of 2026 earnings.
Darling's Core EBITDA Supports the Growth Case
Core ingredients adjusted EBITDA reached $352.5 million in the second quarter, up from $206.9 million a year earlier. Contract management, commercial optimization, price-risk management and operating efficiency helped lift earnings from the existing asset base.
Management expects core ingredients adjusted EBITDA of $325-$340 million in the third quarter. Excluding the second-quarter Food tariff recovery, that range implies underlying performance generally consistent with the elevated second-quarter level, which supports a more durable earnings case beyond one unusually strong period.
DAR's DGD Strength Raises Earnings Potential
Diamond Green Diesel ("DGD") produced 355.9 million gallons in the second quarter, while Darling's share of DGD adjusted EBITDA rose to $389.2 million from $42.6 million a year earlier. Management expects about 335 million gallons of third-quarter production and views margins through 2027 as attractive under the current renewable-fuel mandate.
Valero Energy Corporation VLO is Darling's partner in DGD, giving it direct exposure to the same renewable-diesel venture. Bunge Global SA BG, meanwhile, is expanding its role in renewable-fuels feedstocks through supply agreements and oilseed-processing investments, making it relevant to the broader feedstock and policy backdrop supporting renewable fuels.
Darling's Costs and Capacity Temper the Setup
Selling, general and administrative expenses increased to $151 million in the second quarter from $138.1 million a year earlier. Acquisition and integration costs also rose to $13.2 million from $3.4 million, creating more pressure if commodity prices or DGD margins weaken.
Feed raw material processed remained at 3.1 million metric tons, unchanged from both the year-earlier quarter and the first quarter. Darling is out of rendering capacity in Brazil, while faster U.S. poultry line speeds could pressure its network, leaving future Feed growth more dependent on pricing, mix and execution.
DAR's Ratings Favor Growth Over Momentum
For investors weighing whether to buy, hold or wait, DAR's setup remains constructive but not one-sided. The valuation discount, core earnings improvement and DGD contribution support the case, while rising expenses and constrained throughput make continued execution important.
DAR currently carries a Zacks Rank #1 (Strong Buy). It also has a Growth Score of A, VGM Score of A, and Value Score of B, which are favorable when paired with a top Zacks Rank. The Momentum Score of D is the weaker signal, suggesting the stock's current support is stronger on growth, value and blended characteristics than on near-term momentum. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Is DAR a Buy as Earnings Surge but Cost and Capacity Risks Build?

Shares of Darling Ingredients Inc. DAR have gained 12.8% in the past week, putting the durability of the move in focus. The rally is backed by a sharp improvement in core ingredients profitability and much stronger renewable-fuel economics.
Estimate revisions have also moved decisively higher. The question now is whether Darling can sustain those earnings drivers as capacity constraints, higher costs and a weaker momentum signal create offsets.
Darling Ingredients Inc. Price, Consensus and EPS Surprise
DAR's Core Earnings Base Looks Stronger
Core ingredients adjusted EBITDA climbed to $352.5 million in the second quarter of 2026 from $206.9 million a year earlier. Contract management, commercial optimization, price-risk management and operating efficiencies are helping Darling extract more earnings from its existing asset base.
Management expects third-quarter core ingredients adjusted EBITDA of $325-$340 million. Excluding the second-quarter tariff recovery in Food, that outlook implies underlying earnings generally consistent with the elevated second-quarter level, supporting the case for a more durable core earnings base.
Darling's DGD Economics Add Another Earnings Lift
Darling's share of Diamond Green Diesel adjusted EBITDA surged to $389.2 million from $42.6 million a year earlier. EBITDA per gallon sold rose to $2.23 from 34 cents, helped by higher Renewable Identification Number values, diesel prices, production tax credits and about $50.5 million of tariff recovery at the DGD entity level.
Valero Energy Corporation VLO, Darling's partner in Diamond Green Diesel, also has direct exposure to the venture's renewable-diesel economics. Bunge Global SA BG is relevant on the feedstock side, with its renewable-fuels partnerships and oilseed processing network positioning it in the same policy-driven demand chain.
DAR's Estimate Revisions Support the Rally
The Zacks Consensus Estimate for 2026 earnings has risen 55.1% in the past four weeks and 53.6% over the past 12 weeks. That magnitude of upward revision gives the recent stock-price advance a clearer earnings foundation.
Darling reported second-quarter earnings of $2.41 per share, compared with 8 cents a year earlier, and topped the consensus mark of $1.45. Continued estimate support will depend on core-margin execution and renewable-fuel economics holding up through the balance of the year.
Darling Still Faces Capacity and Cost Pressure
Feed raw material processed remained at 3.1 million metric tons in the second quarter, unchanged from both a year earlier and the first quarter. Darling is out of rendering capacity in Brazil, while faster U.S. poultry line speeds could put additional pressure on its processing network.
Selling, general and administrative expenses rose to $151 million from $138.1 million a year earlier, while acquisition and integration costs increased to $13.2 million from $3.4 million. If commodity prices or DGD margins retreat, those costs could limit operating leverage and cash conversion.
DAR's Ratings Mix Supports Cautious Optimism
DAR's 12.8% weekly rally has a solid earnings foundation, but continuation is not assured. Stronger core earnings, favorable DGD economics and sharply higher estimates are constructive, while throughput constraints and a higher expense base leave less room for weaker pricing or renewable-fuel margins.
DAR currently carries a Zacks Rank #1 (Strong Buy). It also has a VGM Score of A, Growth Score of A and Value Score of B, while its Momentum Score of D is the weaker signal. The favorable Rank and broader Style Score mix support the earnings case, but the Momentum Score argues for a measured view after the rapid weekly advance. You can see the complete list of today’s Zacks #1 Rank stocks here.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Can DAR's 12.8% Weekly Rally Continue as Core Earnings Strengthen?

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Bunge Global SA (Symbol: BG) has taken over the #429 spot from Mid-America Apartment Communities Inc (Symbol: MAA), according to The Online Investor.
Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter company is worth twice as much — that of course is a completely meaningless comparison without knowing how many shares of each company exist. But comparing market capitalization (factoring in those share counts) creates a true "apples-to-apples" comparison of the value of two stocks. In the case of Bunge Global SA (Symbol: BG), the market cap is now $21.97 billion, versus Mid-America Apartment Communities Inc (Symbol: MAA) at $15.15 billion.
Below is a chart of Bunge Global SA versus Mid-America Apartment Communities Inc plotting their respective size rank within the S&P 500 over time (BG plotted in blue; MAA plotted in green):
Below is a three month price history chart comparing the stock performance of BG vs. MAA:
Another reason market capitalization is important is where it places a company in terms of its size tier in relation to peers — much like the way a mid-size sedan is typically compared to other mid-size sedans (and not SUV's). This can have a direct impact on which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only be interested in those companies sized $10 billion or larger. Another illustrative example is the S&P MidCap index which essentially takes the S&P 500 index and "tosses out" the biggest 100 companies so as to focus solely on the 400 smaller "up-and-comers" (which in the right environment can outperform their larger rivals). So a company's market cap, especially in relation to other companies, carries great importance, and for this reason we at The Online Investor find value to putting together these rankings daily.
Examine the full BG market cap history vs. the full MAA market cap history.
At the closing bell, BG is down about 0.4%, while MAA is trading flat on the day Tuesday.
Further BG Research:

Bunge Global Takes Over #429 Spot From Mid-America Apartment Communities

GrowGeneration Corp. GRWG reported a second-quarter 2026 loss of 3 cents per share, narrower than the Zacks Consensus Estimate of a loss of 4 cents. The loss also narrowed from 8 cents a year ago.
GRWG's Sales Mix Strengthens
GrowGeneration generated sales of $43.2 million in second-quarter 2026, which increased 5.5% year over year, led by strength in its commercial B2B business. The top line surpassed the Zacks Consensus Estimate of $43 million.
Cultivation and Gardening sales increased to $34.9 million from $32.9 million in the prior-year quarter. Proprietary-brand sales rose to $13.8 million from $10.5 million, while non-proprietary brand sales declined to $21.1 million from $22.4 million.
Storage Solutions sales increased to $8.3 million from $8.1 million. Within Cultivation and Gardening, durable-product sales climbed to $9.8 million from $6.7 million, while consumables declined to $25.1 million from $26.2 million.
GrowGeneration Corp. Price, Consensus and EPS Surprise
GrowGeneration’s Gross Margin Rise Y/Y in Q2
The cost of sales increased 5.2% year over year to $30.9 million in the quarter. Gross profit moved up 6.3% year over year to $12.3 million. The gross margin was 28.5% in the quarter under review compared with 28.3% in the prior-year quarter. The upside was driven by a higher mix of proprietary-brand products within the company’s Cultivation and Gardening segment.
Selling, general and administrative expenses increased 5% to $6.5 million in the quarter under review. However, total operating expenses fell 13.1% year over year to $14.7 million in the second quarter of 2026, aided by lower store operations and other operational expenses.
Adjusted EBITDA was $0.3 million in the quarter against the prior-year quarter’s negative $1.3 million.
GRWG’s Q2 Cash Position
At the end of the second quarter of 2026, GrowGeneration had cash and cash equivalents of $23.5 million, down from $30.4 million at the end of 2025. Inventory was $35.3 million, while prepaid and other current assets were $7.8 million at the quarter end. Total current liabilities, including accounts payable, accrued liabilities and payroll and payroll tax liabilities, were $25.6 million at the quarter’s end.
GRWG also continued its capital-return program during the quarter. The company repurchased 0.7 million shares at an average price of $1.38 per share, leaving approximately $9 million available under its share-repurchase authorization.
GrowGeneration Raises Adjusted EBITDA Outlook
GRWG reaffirmed its 2026 sales guidance of $162-$168 million. The company expects proprietary-brand sales to reach 40% of Cultivation and Gardening revenues by the year-end and projects full-year gross margin between 27% and 29%.
The company raised its full-year adjusted EBITDA outlook to $2-$3 million compared with its previously expected breakeven adjusted EBITDA. The upside is supported by the second-quarter performance, operating improvements and anticipated tariff-related benefits. For the third quarter of 2026, GRWG expects consolidated net sales of $44-$46 million, implying continued sequential growth.
GRWG Stock Price Performance
In the past year, GrowGeneration shares have gained 18% compared with the industry’s 21.4% growth.
Image Source: Zacks Investment Research
Performance of Agricultural Products Stock in Q2
Bunge Global SA BG reported second-quarter 2026 adjusted earnings of $2 per share, up 52.7% year over year. The figure missed the Zacks Consensus Estimate of $2.03 by 1.5%.
Bunge’s sales surged 88.3% to $24.04 billion and beat the consensus mark of $23.49 billion by 2.3%. Sales and volumes increased across all segments.
GrowGeneration’s Zacks Rank & Other Stocks to Consider
GRWG currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Some other top-ranked stocks from the Industrial Products sector are Helios Technologies, Inc HLIO and Fastenal Company FAST. HLIO and FAST carry a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Helios Technologies’ 2026 earnings is pegged at $3.09 per share. The company has a trailing four-quarter average earnings surprise of 13.1%. Helios Technologies’ shares have gained 53.5% in a year.
The Zacks Consensus Estimate for Fastenal’s 2026 earnings is pinned at $1.26 per share, which indicates year-over-year growth of 15%. The company’s shares have grown 7.7% in a year.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

GrowGeneration Beats on Q2 Earnings, Hikes '26 Adjusted EBITDA View

Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned cash to make a purchase, is that they expect to make money. Today we look at two noteworthy recent insider buys.
On Tuesday, Bunge Global's Director, Christopher Mahoney, made a $689,050 buy of BG, purchasing 6,500 shares at a cost of $106.01 each. Mahoney was up about 5.2% on the purchase at the high point of today's trading session, with BG trading as high as $111.47 in trading on Wednesday. Bunge Global is trading up about 0.3% on the day Wednesday. Before this latest buy, Mahoney made one other buy in the past year, purchasing $408,650 shares for a cost of $81.73 each.
And on Monday, Director Andre J. Hawaux bought $100,264 worth of Tractor Supply, buying 3,150 shares at a cost of $31.83 a piece. Tractor Supply is trading up about 0.2% on the day Wednesday. So far Hawaux is in the green, up about 5.1% on their purchase based on today's trading high of $33.44.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wednesday 8/5 Insider Buying Report: BG, TSCO

Bunge Global (BG) reported $24.04 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 88.3%. EPS of $2.00 for the same period compares to $1.31 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $23.49 billion, representing a surprise of +2.34%. The company delivered an EPS surprise of -1.48%, with the consensus EPS estimate being $2.03.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Bunge Global performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Volume - Soybean Processing and Refining - Soybeans processed: 11,524.00 MTons compared to the 11,862.60 MTons average estimate based on two analysts.
Volume - Soybean Processing and Refining - Soybeans merchandised: 8,046.00 MTons versus the two-analyst average estimate of 6,351.90 MTons.
Volume - Soybean Processing and Refining - Refined soy oil production: 933.00 MTons compared to the 924.55 MTons average estimate based on two analysts.
Volume - Grain Merchandising and Milling: 23,852.00 MTons versus the two-analyst average estimate of 24,098.25 MTons.
Volume - Softseed Processing and Refining - Softseeds merchandised: 1,296.00 MTons versus 1,182.50 MTons estimated by two analysts on average.
Volume - Softseed Processing and Refining - Refined oil production: 974.00 MTons versus 669.63 MTons estimated by two analysts on average.
Volume - Tropical Oils and Specialty Ingredients: 660.00 MTons versus the two-analyst average estimate of 639.60 MTons.
Volume - Softseed Processing and Refining - Softseeds processed: 3,490.00 MTons compared to the 2,969.18 MTons average estimate based on two analysts.
Adjusted EBIT- Soybean Processing and Refining: $445 million versus the two-analyst average estimate of $466.94 million.
Adjusted EBIT- Softseed Processing and Refining: $255 million versus the two-analyst average estimate of $226.91 million.
Adjusted EBIT- Corporate: $-148 million compared to the $-126.3 million average estimate based on two analysts.
Adjusted EBIT- Grain Merchandising and Milling: $67 million versus the two-analyst average estimate of $84.54 million.
Shares of Bunge Global have returned +10% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bunge Limited

Options Strategies