Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Aug 29, 2026
ADM
$38.12B
+7.2% rev YoY
BG
$21.43B
+88.3% rev YoY
MOS
$7.55B
-6.0% rev YoY
CTVA
$54.98B
-1.2% rev YoY
The agriculture sector exhibits divergent financial results, with Bunge Global posting 88.3% year-over-year revenue growth compared to revenue declines at The Mosaic Company (-6%) and Corteva (-1.2%). While Corteva maintains a 30.1% margin, Mosaic faces negative margins of -0.12% amid broader fertilizer market volatility. Archer-Daniels-Midland and Bunge continue to operate with margins of 4.01% and 4.62% respectively, as the industry balances tractor manufacturing optimism against persistent nutrient demand challenges.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $38.12B | 21.91 | 7.2% | 4.0% |
| BG | $21.43B | 24.41 | 88.3% | 4.6% |
| MOS | $7.55B | — | -6.0% | -0.1% |
| CTVA | $54.98B | 49.94 | -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)