Bunge Overhauls Reporting Structure and Projects FY25 EPS of $7.30–$7.60 Post-Viterra Merger

Segment Changes Aim to Improve Transparency in Value Chain Performance

Bunge Global SA (NYSE: BG) is taking a decisive step in realigning how it reports financial results. Following the recent completion of its merger with Viterra Limited, the company announced that it will now break out its operations across four new segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The intent is to provide investors with a more granular view into the performance drivers of the enlarged, integrated enterprise.

This reorganization isn’t merely a cosmetic shift. By realigning segments, Bunge is explicitly mirroring how the combined entity’s CEO and management team now evaluate performance, allocate capital, and assess opportunities across their value chains. Supplemental volume reporting—broken out by type and commodity—will provide further detail on the key sources of profitability and growth going forward.

EPS Outlook Adjusted Down Slightly as Integration Dynamics Come into Focus

Bunge’s updated outlook incorporates the effects of the Viterra acquisition, which closed July 2, 2025. For the full fiscal year 2025, Bunge now expects adjusted EPS in the range of $7.30 to $7.60, reflecting both operational integration and the evolving margin and macro environment. This is a modest revision from the prior stand-alone forecast of approximately $7.75 given on the Q2 call, and now reflects new shares issued as part of the Viterra deal, partially offset by share repurchases.

For the second half of 2025, management anticipates adjusted EPS between $4.00 and $4.25, highlighting the anticipated contribution and integration synergies but also acknowledging the near-term margin headwinds across key markets. Investors can expect more color on outlook drivers during the upcoming Q3 2025 earnings call scheduled for November 5, 2025.

Breakdown of Adjusted EBIT by Segment Illustrates Shift in Earnings Sources

The table below details the recast Adjusted EBIT performance for the past five quarters under both the new and prior reporting frameworks, giving investors a clear lens on where value is being generated.

Volume Growth and Efficiency Under New Structure

Bunge’s updated volume reporting gives a comprehensive look at activity levels across each commodity segment. Soybean and Grain operations continue to anchor total volumes, while refined oil production and softseed activity support diversification. Recent quarters show a stable trend in oilseeds processed, with Soybean Processing reaching 9,304 thousand metric tons in Q2 2025 and Grain Merchandising and Milling hitting 8,382 thousand metric tons.

What to Watch Next: Focus on Margin Trends and Synergy Delivery

Bunge’s changes come as the agricultural and food supply chain industries grapple with price volatility, evolving global trade, and uncertain margin outlooks. By providing sharper visibility into each link of the value chain and how volume and EBIT generation are shifting, Bunge aims to give stakeholders a better basis for understanding underlying trends.

Investors will want to tune in to the Q3 2025 earnings call for an update on integration progress, specific drivers behind the new EPS guidance, and further detail on margin management in a post-merger world. While near-term guidance is slightly lower, the structural moves—along with clearer disclosure—signal an intent to position the combined Bunge-Viterra enterprise for long-term visibility and adaptability in a fast-changing market.

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