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ADM (ADM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2023, Archer Daniels Midland (ADM - Free Report) reported revenue of $21.7 billion, down 12.1% over the same period last year. EPS came in at $1.63, compared to $1.86 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $23.22 billion, representing a surprise of -6.56%. The company delivered an EPS surprise of +8.67%, with the consensus EPS estimate being $1.50.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how ADM performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Processed volumes - Oilseeds: 8,648 Kmt versus the four-analyst average estimate of 8,468.67 Kmt.
  • Total processed volumes: 13,155 Kmt versus 12,781.47 Kmt estimated by two analysts on average.
  • Processed volumes - Corn: 4,507 Kmt versus 4,295.66 Kmt estimated by two analysts on average.
  • Revenues- Carbohydrate Solutions: $3.33 billion compared to the $3.59 billion average estimate based on three analysts. The reported number represents a change of -7.2% year over year.
  • Revenues- Total Ag Services and Oilseeds: $16.48 billion compared to the $17.59 billion average estimate based on three analysts. The reported number represents a change of -13.9% year over year.
  • Revenues- Total Nutrition: $1.78 billion compared to the $1.91 billion average estimate based on three analysts. The reported number represents a change of -4.3% year over year.
  • Revenues- Other: $107 million versus the three-analyst average estimate of $99.75 million.
  • Adjusted Segment operating profit- Carbohydrate Solutions (Corn Processing): $460 million versus $325.87 million estimated by four analysts on average.
  • Adjusted Segment operating profit- Total Nutrition: $138 million versus the four-analyst average estimate of $191.92 million.
  • Adjusted Segment operating profit- Nutrition- Animal Nutrition: $20 million compared to the $12.10 million average estimate based on four analysts.
  • Adjusted Segment Operating Profit (Loss)- Total Ag Services and Oilseeds: $848 million compared to the $816.19 million average estimate based on four analysts.
  • Adjusted Segment Operating Profit (Loss)- Ag Services: $226 million versus the four-analyst average estimate of $247.67 million.
View all Key Company Metrics for ADM here>>>

Shares of ADM have returned -6.3% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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