ANDE earnings / call / takeaways

ANDE earnings call: key takeaways

What ANDE said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 4, 2026·AI-generated from the call transcript and Lician data

The company reported adjusted EBITDA of $101 million for the third quarter, with strong performance in both agribusiness and renewables segments (12:16)
The acquisition of Harvest Stone Low Carbon Partners is expected to be immediately accretive to EPS. (25:28)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$1.11	–	–
Revenue	$2.90B	–	–

EPS basis: Unverified: provider EPS matches neither the SEC filing nor the press release

What changed since last quarter

The company expects the acquisition to generate EBITDA in a range of $225 to $250 million each of the next three years (25:28)
The company mentioned that the timing of income from agribusiness may be impacted by post-harvest market dynamics. (17:17)

What analysts pressed on

"- How the delayed harvest could impact space income and timing of profits " (44:40)
"- Whether the D6 RIN price trends will affect blending economics " (46:43)
"- How the recent drop in corn prices is affecting farmer selling activity ". (50:41)

In their words

We expect this transaction to be immediately accretive to EPS... (25:28)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.