Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Aug 27, 2026
ADM
$38.15B
+7.2% rev YoY
BG
$21.46B
+88.3% rev YoY
MOS
$7.72B
-6.0% rev YoY
CTVA
$55.41B
-1.2% rev YoY
The agriculture sector exhibits mixed performance, with Mosaic Company facing pressure amid a negative 0.12% margin and 6% revenue decline, while Corteva maintains a 30.1% margin despite a 1.2% revenue contraction. Revenue growth varies significantly across the sector, ranging from 7.2% at Archer-Daniels-Midland to 88.3% at Bunge Global. Market sentiment remains nuanced, balancing fertilizer market challenges against shifting crop planting dynamics and early signs of an upturn in the broader farm economy.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $38.15B | 21.39 | 7.2% | 4.0% |
| BG | $21.46B | 23.77 | 88.3% | 4.6% |
| MOS | $7.72B | — | -6.0% | -0.1% |
| CTVA | $55.41B | 50.33 | -1.2% | 30.1% |
Recent news
- Somewhat-Bullish A2AHKP ETF Profile: Dividends, Returns (LS:A2AHKP) · 2026-07-15
- 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
Sources this view read
- fundamentals Agriculture constituent fundamentals (Alpha Vantage)