Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Jul 19, 2026
ADM
$41.40B
+1.6% rev YoY
BG
$23.12B
+87.8% rev YoY
MOS
$7.03B
+14.4% rev YoY
CTVA
$57.95B
+11.0% rev YoY
The agriculture sector faces a mixed outlook as trade tensions surrounding soybean exports and fertilizer market volatility contrast with signs of a potential upturn in the broader farm economy. Among major constituents, Corteva Inc. leads with a 23.7% margin and a $57.9 billion market capitalization, while The Mosaic Company faces pressure with a price-to-earnings ratio of 158.07 and 0.79% margins. Bunge Global SA recorded 87.8% year-over-year revenue growth alongside a 1.24% margin, while Archer-Daniels-Midland holds a $41.4 billion market capitalization with 1.6% revenue growth.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $41.40B | 37.03 | 1.6% | 1.3% |
| BG | $23.12B | 30.47 | 87.8% | 1.2% |
| MOS | $7.03B | 158.07 | 14.4% | 0.8% |
| CTVA | $57.95B | 45.61 | 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
- Somewhat-Bullish 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)