Archer-Daniels-Midland

Strategic intent

Archer-Daniels-Midland (ADM) is a global agricultural processing and commodities trading corporation that sources, transports, and transforms crops into ingredients, animal feed, biofuels, and industrial products.

Key market signals

• 2026-10: CJ CheilJedang and ADM announced a joint venture to strengthen U.S. production of feed-grade amino acids, particularly lysine, pending regulatory approvals.
• 2026-09: ADM announced plans to enter the voluntary carbon market, leveraging over 800,000 tons of annual carbon capture capacity from its Columbus, Nebraska ethanol complex.
• 2026-08: Jeffrey Rowe was appointed as Executive Vice President and Chief Operating Officer, taking over global operations, commercial businesses, and R&D.
• 2026-01: ADM settled SEC accounting fraud charges for $40 million, while the DOJ closed its related criminal investigation with no further action.
• 2025-01: ADM appointed Carrie Nichols as Chief Accounting Officer to strengthen internal financial controls following the accounting probe.

Financial health

• In Q2 2026, ADM reported net earnings of $908 million and adjusted EPS of $1.84, representing a significant recovery from the prior year quarter's adjusted EPS of $0.93 (https://www.adm.com).
• ADM raised its full-year 2026 adjusted EPS guidance to a range of $5.15 to $5.60, up from its prior guidance of $4.15 to $4.70, driven by expected improvements in its crushing and ethanol businesses (https://www.adm.com).
• For the full year 2025, ADM reported GAAP net earnings of $1.1 billion and adjusted EPS of $3.43, down from an adjusted EPS of $3.66 in 2024 due to margin compression and restructuring charges (https://www.adm.com).

Impact & compliance

Legal & risks

In August/September 2024, the U.S. Environmental Protection Agency (EPA) issued a Notice of Violation to ADM regarding leaks of carbon dioxide and formation fluids into unauthorized underground zones at its carbon sequestration wells in Decatur, Illinois, violating the Safe Drinking Water Act. In […]

Forensic audit — 3 findings

• ⚠ On September 2, 2026, a federal judge in the Northern District of Illinois dismissed a False Claims Act cybersecurity fr...
• ⚠ On September 18, 2026, a class action lawsuit (Matthew Ranney v. Archer-Daniels-Midland Company) was filed in the Northe...
• ⚠ In late July 2026, the Minnesota Pollution Control Agency (MPCA) fined ADM $25,000 for air permit violations at its Mars...

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