BG

AI Research

IFF acquisition closed + Investor Day → EPS mid-cycle baseline raised to ~$13

Bunge Global closed acquisition of IFF soy protein, lecithin and soy crush business on March 2, 2026, and at 2026 Investor Day raised long-term EPS mid-cycle baseline to approximately $13 targeting at least $15 by end of 2030 with $3 billion share repurchase program. Q1 FY2026 EPS of $1.99 beat consensus of $1.82 with $23.76B revenue versus $23B estimate, and FY 2026 guidance set at $7.50-$8.00 EPS. Bank of America and Morgan Stanley raised price targets to $130 and $140 respectively on March 11.