Post-earnings recap
Reported
Tue, May 5, 2026
EPS actual
$1.12
EPS est.
—
EPS surprise
—
1-day move
-0.16%
The Andersons, Inc. reported a strong EPS of $1.12, significantly exceeding expectations of $0.70. However, the company did not provide revenue figures, which may have contributed to the stock's slight decline of 0.16%. Investors may be cautious due to the lack of revenue details and forward guidance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.12 | $0.70 | +60.0% |
| Revenue | — | $2.7B | — |
No transcript is on record, and the analysis is based on numerical results only.
The Andersons, Inc. is a consumer staples company that operates in the food distribution industry, focusing on grain, ethanol, and plant nutrient sectors. With a market cap of $3 billion, it plays a crucial role in the agricultural supply chain, impacting food availability and prices.
Last quarter
In Q4-2025, The Andersons reported an EPS of $2.04, but the revenue details were not disclosed. The stock fell 2.93% the following day, indicating market disappointment.
EPS beat streak
0Q
EPS beat rate
0%
Avg EPS surprise
+0.00%
Avg 1-day reaction
-1.09%
Analysts expect The Andersons to report earnings of $0.70 per share on revenues of $2.7 billion for Q1-2026. The stock's recent performance has been mixed, leading to cautious investor sentiment.
Bull case
If The Andersons exceeds earnings expectations, it could signal strong operational efficiency and demand, potentially driving the stock higher.
Bear case
Conversely, if the company misses earnings or revenue targets, it may highlight underlying issues in demand or cost management, leading to a decline in stock price.
Key metrics to watch
EPS
$0.70Earnings per share is a key indicator of profitability and financial health, which investors closely watch.
Revenue
$2.7BTotal revenue reflects the company's ability to generate sales and is critical for assessing growth.
The print will turn on these.
Q1
Will The Andersons achieve an EPS of $0.70 or higher?
This figure is crucial for assessing the company's profitability and could significantly influence investor sentiment.
Q2
What are the revenue figures compared to the expected $2.7 billion?
Revenue performance will indicate the company's sales strength and market demand, impacting future growth projections.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The Street may underestimate the potential for The Andersons to exceed revenue expectations due to strong demand in the agricultural sector.
Supporting evidence
The options market suggests a significant move, indicating that traders anticipate volatility which could favor a positive surprise.
The company's historical performance shows it has occasionally outperformed expectations, suggesting potential upside.
Key risk
If the revenue comes in below $2.6 billion, it could undermine the bullish sentiment surrounding the stock.
Pre-commit to what would confirm each case.
The market is debating whether The Andersons can sustain its earnings growth amid fluctuating market conditions.
Bull confirmed if
An EPS of $0.70 or better would confirm strong operational performance.
Bear confirmed if
An EPS below $0.40 would raise concerns about profitability and market demand.
What the market is pricing for the move.
Implied Move
±8.23%
Historical Avg
±1.6%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.
Options are pricing ±7.9% while ANDE has averaged ±1.6% over the last 8 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
28.3%
Smart-money positioning from the most recent 13F filings.
Institutional
93.96%
of float
Insider
4.02%
of float
Holders
421
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
6,252,747 sh · $412.3M
18.36%
12.1%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If The Andersons beats expectations, history suggests the stock could rise by around 3.6%, confirming a positive outlook.
In line / cautious
If results are in line with expectations, the stock may see limited movement as investors await further guidance.
Miss
A miss on earnings could lead to a decline, with historical patterns suggesting a drop of around 5.5%.
The lines on the call that would change the story.
Vanguard Portfolio Management LLC
2,447,338 sh · $161.4M
7.19%
1.3%
Dimensional Fund Advisors LP
2,355,568 sh · $155.3M
6.92%
0.2%
Invesco Ltd.
1,639,477 sh · $108.1M
4.81%
34.0%
State Street Corporation
1,452,578 sh · $95.8M
4.27%
8.1%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.