Bunge Global SA

Company facts

Industry

Fats & Oils

Headquarters

Geneva

Most recent report

8-K, filed Nov 3, 2026

Incorporated

N/A

Filings on record

443 filings

On EDGAR

CIK 1996862

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 4 of 13 sections worth reading, with 1 positive, 10 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Viterra acquisition closed July 2025; $10.6B deal transforms scale and debt profile.
  Notable

  • Sellers of Viterra own ~33% of Bunge shares post-acquisition, a concentrated ownership block.
  • Brazil sugarcane mills held for sale; $66M impairment recorded in Q3 2026, expected to close in 2026.
  • European margarines/spreads sale expected to close in 2027, delayed from earlier estimate.
  • Trade receivables securitization program increased to $2.0B in March 2026; $1.6B receivables sold.
  • New $3.0B share repurchase program approved March 9, 2026; $249M spent on buybacks in nine months.

• Management's Discussion (Item 2)

  Viterra acquisition results, segment EBIT swings, debt surge, and negative operating cash flow.
  Positive

  • Net income up 92% to $318M in Q3 2026, from $166M in Q3 2025.
  Notable

  • Viterra acquisition added ~65.6M shares and $5.3B in stock plus $1.9B cash, closed July 2025.
  • Interest expense up 42% to $586M for nine months, from higher debt for Viterra and working capital.

• Market Risk (Item 3)

  Contains company-specific VaR table, interest rate sensitivity, and FX exposure details.
  Notable

  • Primary FX exposures are Brazilian real, Canadian dollar, Euro, and Chinese yuan/renminbi.
  • Permanently invested intercompany loans generated $29M FX gain in 9M 2026, down from $42M in FY2025.
  • Total debt fair value is $16,687M vs carrying value of $16,746M at September 30, 2026, a slight discount.
  Negative

  • A 100 bps rate increase on variable debt would raise interest expense by $148M as of September 30, 2026.

• Legal Proceedings (Item 1)

  Quantified $335M in reserves for Brazil labor and civil claims, a specific risk.
  Negative

  • Reserved $297M for civil claims in Brazil as of Sep 30, 2026, a large quantified exposure.
  • Reserved $38M for labor claims in Brazil as of Sep 30, 2026, adding to total $335M.

What changed: Sep 2026 vs. Jun 2026

About 4% of BG's Sep 2026 10-Q is new information. 16 paragraphs were added, 191 changed, and 47 removed. Below are the most important lines SECSift identified.

• Item 1 69
• Item 2 69
• Item 3 5
• Item 4 2
• Item 6 1