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 Limited appears to be a large and profitable business, but not a very high-quality one in terms of margins, which is important for valuation. Revenue, EBITDA, operating profit, and net profit remain at high absolute levels and generally support the investment case; however, the trend in earnings quality is mixed. P/S and P/B look moderate and even below industry benchmarks, which partially offsets the higher P/E. At the same time, P/E is above the industry median, meaning the market is already pricing in a certain degree of earnings stability. The weak point is profitability: ROE, ROA, ROI, and return on tangible capital are noticeably below industry levels and have deteriorated relative to the stronger figures from last year. Margins also remain under pressure: gross, operating, and net margins are significantly below the median, which limits re-rating potential. The debt burden looks acceptable, but not ideal: debt/equity is slightly above the industry level, while the quick ratio is lower, indicating a more modest short-term liquidity buffer. The current and prior periods show that the balance sheet is generally stable, but cash flexibility is not outstanding, especially against the backdrop of declining cash on hand. The dividend yield of around 0.9% is not a strong re-rating driver and rather plays a supporting role. It is positive that revenue and earnings show no signs of structural deterioration, and assets and equity remain substantial. However, for a higher target multiple, the company lacks convincing growth in capital efficiency and margin expansion. Overall, the fundamentals support a moderately cautious view: the business is strong in scale and cash flow, but the valuation should take into account weak profitability and less-than-ideal liquidity.

Bunge Limited

Сильный индекс, значительно вырос. Быки резко укрепили уверенность в своих позициях.

Strong index, significantly up. Bulls sharply strengthened confidence in their positions.

Сильный индекс, значительно вырос. Рынок на стороне быков.

Strong index, significantly up. The market is on the bulls' side.

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

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

A large and profitable business with moderate P/S and P/B valuation, but weak profitability, low margins, and limited revaluation potential.

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.
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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.
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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.
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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.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Compared to Estimates, Bunge Global (BG) Q2 Earnings: A Look at Key Metrics

(RTTNews) - Bunge Global SA (BG) announced a profit for its second quarter that Increases, from last year
The company's earnings totaled $678 million, or $3.47 per share. This compares with $354 million, or $2.61 per share, last year.
Excluding items, Bunge Global SA reported adjusted earnings of $390 million or $2.00 per share for the period.
The company's revenue for the period rose 88.3% to $24.041 billion from $12.769 billion last year.
Bunge Global SA earnings at a glance (GAAP) :
-Earnings: $678 Mln. vs. $354 Mln. last year. -EPS: $3.47 vs. $2.61 last year. -Revenue: $24.041 Bln vs. $12.769 Bln last year.
-Guidance: Full year EPS guidance: $ 9.25 To $ 9.75
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bunge Global SA Bottom Line Rises In Q2

Southern Copper Corporation (SCCO) reported second-quarter earnings per share (EPS) of $2.01, surpassing the Zacks Consensus Estimate of $1.97. The bottom line came in 71.8% higher than the year-ago quarter’s earnings of $1.17 per share, aided by stronger metal prices and improved operating profitability.
Southern Copper Posts Record Revenues & Profitability
Revenues surged 40.6% year over year to a quarterly record of $4.29 billion but missed the consensus estimate of $4.37 billion by 1.88%. Higher prices for copper, molybdenum, zinc and silver were offset by lower sales volumes for copper and its main products.
Cost of sales increased 14.7% year over year to $1.39 billion. Total operating costs and expenses rose 13.8% to $1.67 billion, reflecting higher spending on operating materials, purchased copper, diesel and fuel, and workers’ participation.
Southern Copper Corporation Price, Consensus and EPS Surprise
Operating cash cost after incorporating by-product revenue credits was five cents per pound in the quarter compared with 63 cents in the prior-year quarter, owing to an increase in by-product revenue credits.
Operating income jumped 65.3% to $2.62 billion. Adjusted EBITDA reached a record $2.86 billion, up 59.5% from the prior-year quarter. The adjusted EBITDA margin expanded 790 basis points to 66.6%, reflecting stronger realized prices and disciplined cost management.
Net income attributable to SCCO also reached a record $1.67 billion, rising 71.6% year over year. The net income margin improved to 38.9% from 31.9% in the year-ago period.
SCCO’s Q2 Production Falls on Lower Peruvian Grades
Southern Copper mined 230,662 tons of copper in the reported quarter, down 3.5% year over year. Total copper production decreased 3.6% year
over year to 232,521 tons, including third-party concentrate. A 12% decline at the Peruvian operations more than offset a 3.2% increase in Mexico. Copper sales declined 1.5% to 220,712 tons.
The company mined 7,046 tons of molybdenum in the reported quarter, reflecting a year-over-year decline of 11%. Sales were 6,821 tons in the quarter under review, down 13% from the second quarter of 2025.
Zinc production declined 14.5% year over year to 39,257 tons in the quarter under review on lower production at the Buenavista zinc concentrator. Zinc sales decreased 8.8% year over year to 40,570 tons in the quarter.
Southern Copper's silver production was down 3.8% year over year to 5.76 million ounces, and sales were down 8.7% year over year to 5.516 million ounces.
SCCO Strengthens Cash Flow and Liquidity
Net cash provided by operating activities totaled $1.99 billion in the quarter, more than double the prior-year figure. For the first six months of 2026, operating cash flow increased 116.9% to $3.68 billion, supported by stronger earnings and lower operating working-capital requirements.
Cash and cash equivalents stood at $5.67 billion as of June 30, 2026, while short-term investments totaled $1.66 billion. Long-term debt was $7.99 billion following the issuance of $1.25 billion of 10-year senior unsecured notes carrying a 5.35% interest rate. The proceeds are intended primarily to support the Tía María project and other capital needs of the company’s Peruvian operations.
Southern Copper’s Guidance for 2026
For 2026, Southern Copper expects copper production to reach 917,000 tons, which is 1% above its previous target but implies a 5% year-over-year decline.
Molybdenum production is now projected at 27,900 tons, a 7% increase from its previous target, indicating a 10% decline from the 2025 level. Silver output is projected at 24 million ounces, a decrease of 1% compared with 2025. Zinc production for the year is projected at 163,900 tons, 7% lower than the 2025 level.
SCCO Stock’s Price Performance
The company’s shares have gained 84.6% in the past year compared with the industry’s 51.2% growth.
Image Source: Zacks Investment Research
SCCO’s Peer Performances
Freeport-McMoRan Inc. FCX reported adjusted EPS of 74 cents in the second quarter, up around 37% year over year from 54 cents. The figure topped the Zacks Consensus Estimate of 62 cents. Revenues declined around 7.3% year over year to approximately $7.03 billion. The figure surpassed the Zacks Consensus Estimate of $6.47 billion. Higher realized metal prices were offset by lower copper and gold volumes.
Copper production fell around 18.4% year over year to 786 million pounds in the reported quarter. Consolidated copper sales declined approximately 30.1% year over year to 710 million pounds. The fall primarily resulted from lower operating rates at PTFI during the phased ramp-up of the Grasberg Block Cave underground mine. The company sold 123,000 ounces of gold in the quarter, down 76.4% year over year. Freeport also sold 25 million pounds of molybdenum, up 13.6% from the prior-year quarter.
Teck Resources Limited TECK reported second-quarter 2026 adjusted EPS of CAD $1.93 or $1.39, beating the Zacks Consensus Estimate of 78 cents. It marked a substantial improvement of 415% from the earnings of 27 cents per share in the year-ago quarter. This was attributed to higher base metal prices and increased sales volume of copper and zinc. Including one-time items, the company reported EPS of $1.26 in the quarter compared with the year-ago quarter’s 30 cents.
Net sales amounted to $2.6 billion, surpassing the Zacks Consensus Estimate of $2.3 billion. The figure reflects a 78% year-over-year improvement, aided by higher copper and zinc prices and sales.
SCCO’s Zacks Rank & Another Stock to Consider
Southern Copper currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Another top-ranked stock from the basic materials space is Bunge Global SA BG, which sports a Zacks Rank of 1 at present.
Bunge has an average trailing four-quarter earnings surprise of 27.5%. The Zacks Consensus Estimate for the company’s fiscal 2026 earnings is pegged at $9.74 per share, implying 28.7% year-over-year growth. Bunge shares have gained 59% in a year.
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%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SCCO Q2 Earnings Beat on Strong Metal Prices Despite Low Volumes

Darling Ingredients Inc. DAR is becoming less dependent on traditional rendering economics as collagen, specialty nutrition and renewable fuels take larger roles in its earnings mix.
The shift offers a better growth profile, but it also raises execution demands. Regulatory approvals, capital allocation and leverage control will determine how much of these trends converts into steadier cash flow.
Darling Expands Its Collagen Growth Platform
Darling’s Food Ingredients segment gives the company a higher-margin channel beyond feed and fuel markets. Its Rousselot and Gelnex brands supply collagen-based ingredients used in food, pharmaceutical, nutraceutical and pet-food applications.
Demand remains tied to nutrition, health and functional food trends. In the first quarter of 2026, Food segment sales rose to $405 million from $349 million a year earlier, while adjusted EBITDA improved to $81 million from $71 million.
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DAR Pursues Scale Through a Collagen Venture
The proposed PB Leiner-Tessenderlo joint venture is central to Darling’s next step in collagen. The transaction could add production capacity and support more efficient raw-material sourcing.
Management has said the venture remains in an antitrust review process. That makes regulatory clearance a key condition before Darling can fully capture the expected benefits of a larger global collagen platform.
Darling Builds New Specialty Nutrition Options
Darling is also investing in the Nextida portfolio of science-based functional ingredients. This initiative moves the company further into health and nutrition applications that are less tied to commodity-oriented rendering markets.
Nextida gives Darling another path to build value from technical expertise rather than only raw-material availability. The company has discussed product development around glucose-control applications, positioning the portfolio as a longer-term specialty nutrition opportunity.
Darling currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
DAR Benefits From Renewable Fuel Mandates
Renewable fuels remain a major earnings swing factor. The finalized 2026-2027 Renewable Volume Obligation created a more constructive operating backdrop for Diamond Green Diesel, Darling’s renewable diesel joint venture.
Management expects the industry to run hard through 2027 to meet mandated volumes. That backdrop could support renewable diesel and sustainable aviation fuel margins while increasing demand for low-carbon feedstocks.
Valero Energy Corporation VLO, Darling’s partner in Diamond Green Diesel, remains a relevant comparison for investors watching renewable diesel economics. Its role in the joint venture links refining discipline with low-carbon fuel production.
Darling Ingredients Inc. Price, Consensus and EPS Surprise
Darling Captures Value Across the Supply Chain
Darling’s integrated model is important because the company is exposed to both renewable-fuel production and feedstock supply. It can collect and process fats, used cooking oil and proteins, then direct those products to the highest-value markets.
That flexibility lets Darling benefit from policy-driven demand in more than one way. When renewable fuel economics improve, the company may gain through Diamond Green Diesel and through stronger demand for low-carbon inputs.
Bunge Global SA BG also sits at the intersection of agricultural processing and biofuel-related demand. Bunge’s oilseed processing operations produce vegetable oils and protein meals for food, animal feed and biofuel markets, making it a useful sector reference for investors tracking feedstock economics.
DAR’s Trend Exposure Comes With Execution Tests
The bottom line is that DAR has attractive exposure to collagen growth and renewable fuel mandates, but those themes do not remove near-term risks. International volatility, regulatory review and elevated capital needs remain meaningful constraints.
Leverage also keeps the investment case balanced. Net debt was about $4 billion at the end of the first quarter of 2026, and management continues to target total debt of approximately $3 billion or less over time.
DAR carries a Neutral recommendation with a $66 price target. That view fits a company with improving long-term trend exposure but unresolved execution and balance-sheet questions.
No Zacks Rank or Style Scores are provided. Without those inputs, investors cannot make a report-grounded assessment of DAR’s value, growth or momentum factor profile and should focus instead on cash generation, leverage reduction and execution against the collagen and renewable-fuel opportunities.
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.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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