Company Dossier · Consumer Staples
Bunge Global
- S&P 500
- Russell 1000
What Bunge Global is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $17.9 billion, up 17% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: −$1.16 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $1.75 billion, up 21% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.55 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $3.60 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 4 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 19, 2026): 0 risk factors added, 12 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.7 million on the open market.SEC Form 4
- 745 institutional managers reported a position at June 30, 2026 (+33 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 16 (17 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Bunge Global is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings28th pct
- Deals and private raises41st pct
- Patent publications35th pct
Confident ↔ Hedging
Confident
- Call sentiment62nd pct
- Call confidence60th pct
- Guidance changes69th pct
- Risk factors added64th pct
- Insider open-market trades88th pct
- + Insider open-market trades
- + Guidance changes
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver75th pct
- Stress filings48th pct
Credit
How these are built →Bunge Global's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$14.6B
- Due within a year $4.6B
- Longer term $9.9B
- Default point $9.6B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 31, 2025 | $650M | 4.550% | 2030 (5y) | +63bp | 4.584% |
| Jul 31, 2025 | $650M | 5.150% | 2035 (10y) | +83bp | 5.186% |
| Sep 10, 2024 | $400M | 4.100% | 2028 (3y) | +65bp | 4.113% |
| Sep 10, 2024 | $800M | 4.200% | 2029 (5y) | +80bp | 4.225% |
| Sep 10, 2024 | $800M | 4.650% | 2034 (10y) | +105bp | 4.690% |
From the pricing term sheets Bunge Global filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BUNGE NORTH AMERICA, INC)third_quarter 2026 · $0.4 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: Military Acquisition GameUS 12766400
- Oct 20, 2026Patent
- Oct 14, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)third_quarter 2026 · $0.1 million
- Oct 5, 20268-KDirector or officer changeItem 5.02
- Sep 3, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (BUNGE NORTH AMERICA, INC)second_quarter 2026 · $0.3 million
- Jul 13, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)second_quarter 2026 · $0.1 million
- May 22, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (BUNGE NORTH AMERICA, INC)first_quarter 2026 · $0.3 million
- Apr 14, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)first_quarter 2026 · $0.1 million
- Apr 2, 20268-KMaterial agreement signedItem 1.01
- Apr 1, 20268-KDirector or officer changeItem 5.02
- Feb 19, 202610-KAnnual report (10-K)0 risk factors added, 12 removed
- Jan 20, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)fourth_quarter 2025 · $0.1 million
- Jan 20, 2026LobbyingLobbying report (BUNGE NORTH AMERICA, INC)fourth_quarter 2025 · $0.3 million
- Dec 12, 20258-KDirector or officer changeItem 5.02
- Dec 11, 20258-KMaterial agreement signedItem 1.01
- Oct 8, 20258-KMaterial agreement signedItem 1.01
- Oct 8, 20258-KMaterial agreement terminatedItem 1.02
- Jul 2, 20258-KMaterial agreement signedItem 1.01
- Jul 2, 20258-KAcquisition or sale completedItem 2.01
- Jul 2, 20258-KDirector or officer changeItem 5.02
- Jun 30, 20258-KMaterial agreement signedItem 1.01
- Jun 16, 20258-KMaterial agreement signedItem 1.01
- Jun 13, 20258-KMaterial agreement signedItem 1.01
- May 19, 20258-KShareholder vote resultsItem 5.07
- Feb 20, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Dec 5, 20248-KMaterial agreement signedItem 1.01
- Feb 22, 202410-K
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Archer Daniels Midland ADM | $25.0B | $1.7B | Jun 30, 2026 |
| Ingredion INGR | $7.2B | $0.4B | Jun 30, 2026 |
| General Mills GIS | $18.3B | $1.6B | Aug 30, 2026 |
| Pilgrim's Pride PPC | $18.4B | $0.8B | Jun 28, 2026 |
| Casey's CASY | $18.7B | $0.7B | Jul 31, 2026 |
| Kimberly-Clark KMB | $16.6B | $1.8B | Jun 30, 2026 |
| Keurig Dr Pepper KDP | $20.1B | $2.0B | Jun 30, 2026 |
| Smithfield Foods SFD | $15.5B | — | Jun 28, 2026 |