-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
BG delivered solid Q1 results with adjusted EPS of $1.83 (+1% Y/Y) beating the $0.87 consensus, while adjusted EBIT of $561M (+55% Y/Y) exceeded the $367M consensus. Strong performance across segments drove the beat, with Soy Processing & Refining adjusted EBIT up 56% to $377M and Softseed Processing surging 138% to $195M. The results demonstrate early benefits from the transformational Viterra acquisition, with integration proceeding ahead of expectations and synergies materializing across value chains. Management significantly raised full-year 2026 adjusted EPS guidance to $9.00-$9.50 (consensus is $8.41) from $7.50-$8.00, a substantial $1.25 midpoint increase reflecting strong execution and improving synergy visibility. We believe Viterra integration momentum should continue supporting earnings growth, while favorable EPA renewable volume obligations requiring over 60% higher biofuel production vs. 2025 levels should benefit crush margins and support the company's positive outlook and earnings trajectory.