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
時価総額
$22.89B
PER (TTM)
28.3
52.8
配当利回り
2.3%
52週高値
$121.64
52週安値
$68.33
52週レンジ
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 Q3 決算ハイライト
主なハイライト
Net Sales Surge Post-Acquisition Net sales reached $46.57 B, up 17.7% for nine months, driven by Viterra integration starting July 2025.
Shareholder Net Income Rises Net income attributable to shareholders was $721 M, increasing $186 M compared to prior nine months period.
Diluted EPS Shows Strength Diluted EPS improved to $4.60 per share for nine months, reflecting 23.3% growth over prior year results.
Total Assets Significantly Expanded Total assets grew to $46.30 B as of September 30, 2025, reflecting substantial balance sheet expansion from acquisition.
リスク要因
Viterra Integration Costs Acquisition integration costs impacted Corporate and Other EBIT, requiring ongoing management focus post-closing activities.
Increased Interest Expense Burden Higher debt levels used for Viterra financing caused interest expense to rise significantly across quarterly periods.
Commodity Price Volatility Risk Exposure remains high to agricultural commodity prices, transportation, and energy costs affecting gross profit margins.
Labor and Civil Claim Reserves Significant reserves recorded for labor and civil claims, primarily related to Brazilian operations, totaling $324 M.
見通し
New Credit Facility Agreements Secured new $4.2 B and $3.5 B revolving credit agreements in October 2025, extending maturities through 2028/2030.
Segment Reporting Alignment Operations reorganized into four reportable segments effective July 1, 2025, aligning with Viterra's value chain structure.
Debt Refinancing Activities Completed exchange offers for Viterra notes and issued $1.3 B in 2025 Senior Notes to finance acquisition.
同業比較
売上高 (TTM)
ADM$80.29B
$70.33B
$65.77B
粗利益率 (最新四半期)
CELH51.3%
CHD45.8%
45.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ADM | $32.98B | 30.8 | 4.8% | 2.3% |
| DG | $32.19B | 25.2 | 16.3% | 52.0% |
| DLTR | $24.87B | -8.5 | -78.1% | 38.3% |
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5月5日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月5日|売上高: $22.16B+71.6%|EPS: $0.86-46.5%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年8月5日|売上高: $12.77B-3.6%|EPS: $2.63+436.7%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $11.64B-13.2%|EPS: $1.50-11.8%予想通りForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月20日|売上高: $53.11B-10.8%|EPS: $8.09-46.3%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月30日|売上高: $12.91B-9.3%|EPS: $1.57-38.4%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月1日|売上高: $13.24B-12.0%|EPS: $0.49-88.1%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年4月24日|売上高: $13.42B-12.5%|EPS: $1.70-59.5%予想を下回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月22日|売上高: $59.54B-11.4%|EPS: $15.07+40.3%予想を上回る