Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jun 2, 2026
ADM
$38.45B
+1.6% rev YoY
BG
$23.92B
+87.8% rev YoY
MOS
$7.60B
+14.4% rev YoY
CTVA
$52.36B
+11.0% rev YoY
Agriculture sector sentiment remains mixed as companies navigate volatile crop nutrient demand and potential trade headwinds involving China. Among major constituents, Corteva Inc. reports the highest profitability with a 23.7% margin, while Bunge Global SA leads with 87.8% year-over-year revenue growth. Meanwhile, The Mosaic Company faces continued fertilizer market pressure, reflected in a 170.71 price-to-earnings ratio, despite broader signals of an upturn in the farm economy.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $38.45B | 35.62 | 1.6% | 1.3% |
| BG | $23.92B | 32.45 | 87.8% | 1.2% |
| MOS | $7.60B | 170.71 | 14.4% | 0.8% |
| CTVA | $52.36B | 42.31 | 11.0% | 23.7% |
Recent news
- Neutral May '25 Farmer Fertilizer Focus - Potash · 2026-05-02
- Somewhat-Bullish Wheat Stress Builds As Corn Planting Gains Momentum · 2026-04-08
- Neutral Mosaic Company stock faces pressure from fertilizer market challenges and analyst adjustments amid volatile crop nutrient demand · 2026-03-26
- Bullish Deere Jumps as Tractor Maker Sees Upturn in Farm Economy · 2026-02-19
- Neutral 5 fall fertilizer strategies · 2025-11-03
- Somewhat-Bearish Trump Threatens China Cooking Oil Trade as Retaliation for Soybean Boycott · 2025-10-14
Sources this view read
- fundamentals Agriculture constituent fundamentals (Alpha Vantage)