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Bunge Global SA

NYSE•BG
CEO: Mr. Gregory A. Heckman
セクター: Consumer Defensive
業種: Agricultural Farm Products
上場日: 2001-08-02
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.
連絡先情報
1391 Timberlake Manor Parkway, Chesterfield, MO, 63017, United States
(314)-292-2000
www.bunge.com
時価総額
$22.58B
PER (TTM)
27.9
52.1
配当利回り
2.4%
52週高値
$124.78
52週安値
$68.33
52週レンジ
86%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$23.76B+0.00%
直近4四半期の推移

EPS

$0.49+0.00%
直近4四半期の推移

フリーCF

$799.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Sales Surge Post-Acquisition External Net Sales reached $70.33B, increasing 14% compared to 2024, driven primarily by contributions from the Viterra Acquisition.
Shareholder Net Income Decreased Net income attributable to shareholders was $816M, reflecting a 28% decrease from $1.137B recorded in the prior fiscal year.
Debt Rises Post-Viterra Deal Total debt increased significantly to $14.051B by year-end 2025, primarily due to borrowings financing the $10.617B Viterra Acquisition.
Soybean Segment EBIT Strong Soybean Processing EBIT grew 40% to $1.225B in 2025, benefiting from Viterra integration and improved South American results.

リスク要因

Viterra Integration Costs Integration costs for Viterra totaled $223M in 2025; failure to realize anticipated synergies could adversely affect future performance metrics.
Commodity Price Volatility Exposure Operating results remain sensitive to volatile agricultural commodity prices, energy costs, and global supply/demand imbalances outside management control.
Climate and Regulatory Scrutiny Increased scrutiny on sustainability disclosures (CSRD, EUDR) and potential climate change regulation could materially increase compliance costs and operational risks.
Foreign Currency Fluctuation Impact Global operations face material impact from currency fluctuations, evidenced by $51M net foreign exchange loss recognized in 2025 income statement.

見通し

2026 Capital Expenditure Plan Intends to spend $1.5B to $1.7B in 2026, focusing on non-discretionary maintenance and discretionary growth projects for the oilseeds platform.
Strategic Platform Strengthening Strategy prioritizes strengthening the oilseeds platform, increasing participation in biofuels and plant-based proteins, funded by operating cash flows.
Enhanced Sustainability Reporting Evaluating compliance with new Swiss non-financial reporting rules and CSRD disclosures, requiring increased reporting efforts starting 2027.
Quarterly Dividend Continuation Expects to continue quarterly dividend distributions, having approved $2.80 per share for fiscal year 2025, subject to Board discretion.

同業比較

売上高 (TTM)

ADM stock ticker logoADM
$80.29B
-6.1%
BG stock ticker logoBG
$70.33B
+32.4%
PFGC stock ticker logoPFGC
$65.77B
+9.4%

粗利益率 (最新四半期)

CELH stock ticker logoCELH
47.4%
+5.3pp
KOF stock ticker logoKOF
46.7%
-1.1pp
CHD stock ticker logoCHD
45.8%
+1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ADM$32.45B30.34.8%24.3%
DG$32.21B25.216.3%52.0%
CHD$24.18B32.617.2%24.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
26.8%
高成長
4四半期純利益CAGR
-22.1%
収益性の低下
キャッシュフロー安定性
50%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年4月29日
|
EPS:$0.98
|
売上高:$22.68B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし