10-Q filed October 29: Bunge Global
Bunge Global generated $93.5bn in revenue over the twelve months to September 2026, a 55.5% increase on the year before, though this marks a slowdown from the 80.5% growth recorded a quarter earlier. Among the 16 agricultural products and services companies we track, that pace of expansion ranks second. Free-cash-flow margin remained unchanged at -2.8%. Meanwhile, the diluted share count has climbed 28.6% year on year, diluting existing holders in the process. On valuation, our combined model puts fair value at $162 a share, well above the current share price of $97.61.
Source: 10-Q filed October 29, 2026 on SEC EDGAR · Financials · Valuation