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Archer-Daniels-Midland (ADM) Q2 2025 Earnings Call Transcript


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Archer-Daniels-Midland (NYSE:ADM) management highlighted that the recommissioning of Decatur East within the Specialty Ingredients business is ramping operations to planned run rates, which is expected to eliminate a $20 million to $25 million quarterly headwind beginning in the fourth quarter of 2025. New biofuel policy developments, including the proposed RVO for 2026-2027 and extension of the 45Z tax credit, are set to improve board crush margins, according to management commentary in the second quarter of 2025, though most financial benefit is expected in the fourth quarter of 2025 due to the timing of prior quarter bookings.

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Source Fool.com

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