Agriculture sector
AGRICULTURE · SECTOR · MARKET VIEW
Market view · as of Aug 30, 2026
ADM
$39.30B
+7.2% rev YoY
BG
$22.19B
+88.3% rev YoY
MOS
$7.50B
-6.0% rev YoY
CTVA
$55.98B
-1.2% rev YoY
The agriculture sector shows divergent performance, with Corteva maintaining a 30.1% margin on a $55.98 billion market capitalization despite a 1.2% revenue decline. Bunge reported 88.3% revenue growth, while Mosaic faces headwinds characterized by a 6.0% revenue contraction and negative 0.12% margins. Recent sector sentiment is mixed, as positive outlooks for the broader farm economy contrast with ongoing fertilizer market challenges.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| ADM | $39.30B | 22.28 | 7.2% | 4.0% |
| BG | $22.19B | 24.89 | 88.3% | 4.6% |
| MOS | $7.50B | — | -6.0% | -0.1% |
| CTVA | $55.98B | 50.85 | -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
- Neutral 5 fall fertilizer strategies · 2025-11-03
Sources this view read
- fundamentals Agriculture constituent fundamentals (Alpha Vantage)