ANDE · Andersons, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Andersons reported Q2 adjusted EPS of $2.15 and adjusted EBITDA of $140 million, driven by record Renewables earnings on record ethanol production and $24 million of 45Z tax credits, while Agribusiness improved modestly on stronger fertilizer margins. Management reiterated confidence in exceeding $6 trailing-twelve-month EPS and achieving the $7 EPS target by end of 2028, though short-term borrowings rose on increased market volatility and dry western Corn Belt conditions present risk.
- + Renewables recorded $24 million of 45Z tax credits in Q2 with full-year expected at $90–$100 million.
- + Q2 adjusted EBITDA more than doubled to $140 million from $65 million, with cash from operations before working capital up to $113 million from $43 million.
- + Long-term debt to EBITDA of 1.3x remains well below the less-than-2.5x target, supporting growth investment.
- + Management reiterated ability to exceed $6 trailing-twelve-month EPS and confidence in the $7 long-range EPS target by end of 2028.
- − Short-term borrowings rose versus the prior year amid increased market volatility in 2026.
- − Q2 board crush has shown some sequential weakness going into Q3, and U.S. ethanol is currently priced near parity with Brazil, with recent competition from Brazilian ethanol exports.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Food Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ANDE
this stock
Andersons, Inc.
|
$2.25B | +25.8% | -2.2% | — | 4.0% |
|
SYY
Sysco Corp
|
$37.59B | +3.7% | +3.9% | 21.4 | 2.6% |
|
USFD
US Foods Holding Corp.
|
$20.19B | +25.6% | +4.1% | 28.7 | 4.9% |
|
PFGC
Performance Food Group Co
|
$14.42B | +3.0% | +5.1% | 40.0 | 3.1% |
|
BZLFY
Bunzl PLC
|
$11.01B | +24.9% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ANDE | +0.7% | -3.5% | -8.7% | +1.8% | +25.8% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -0.5% | -4.1% | -20.3% | +0.2% | +12.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.