US Equity · NYSE · Earnings Dossier

AGRO earnings intelligence

Adecoagro SA

Consumer Defensive · Farm Products · USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence93/100 · Deep

Next scheduled catalyst

Monday 17 August 2026

Time unconfirmed · Fiscal period ending 30 Jun 2026

75event risk

High

Countdown4 dayscalendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement5.7%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Fundamental fracture

Market price is leading earnings power; the spread is closing and has persisted through 7 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move0.2%2023-08-18 to 2026-08-07
Earnings move-98.8%trailing diluted EPS
Unresolved spread-98.9 ptsClosing
Current multiple625.8xprice divided by TTM EPS
Relationship pressure66/100High
Model confidence88/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Fundamental fracture

Earnings have weakened while price has not adjusted to the same degree.

Beat rate25.0%2 beats in 8 measured quarters
Average surprise+18.5%median -63.5%
Delivery streak11 consecutive beats
Average response+2.9%12 measured reactions
Result-price confirmation75%same directional sign
Surprise variability171.9 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-77.4%year on year
Revenue growth-5.2%year on year
Average surprise0.2%latest four quarters
SUE0.10standardised surprise
Net margin0.9%trailing basis
Cash conversion37.03xcash flow / net income
P/E95.7xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close9.45 USDcompleted week
13-week return-28.0%price momentum
Fair-value gap-2.8%price versus current fair value
Relative strength-12.7exchange benchmark
Trend signalInactiveweekly architecture
Next-week statePositive58.4%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period11 May 202631 Mar 2026 · exact
EPS actual / estimate0.28 / 0.07USD
Surprise+316.7%Beat
EPS growth+55.6%year on year
Revenue / growth398680000+22.5% · USD
Next close / four weeks-0.2% / -13.0%completed weekly closes
ReadContainedresult versus price sign
Reported / period16 Mar 202631 Dec 2025 · exact
EPS actual / estimate-0.15 / -0.09USD
Surprise-66.7%Miss
EPS growth-192.8%year on year
Revenue / growth415936000+11.1% · USD
Next close / four weeks+30.4% / +32.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period11 Nov 202530 Sep 2025 · exact
EPS actual / estimate0.07 / 0.33USD
Surprise-80.1%Miss
EPS growth-65.7%year on year
Revenue / growth304212000-35.5% · USD
Next close / four weeks-6.6% / +0.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period18 Aug 202530 Jun 2025 · exact
EPS actual / estimate-0.18 / 0.26USD
Surprise-169.2%Miss
EPS growth-293.5%year on year
Revenue / growth382080000-7.1% · USD
Next close / four weeks-3.6% / -11.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period12 May 202531 Mar 2025 · exact
EPS actual / estimate0.18 / -0.09USD
Surprise+300.0%Beat
EPS growth-60.0%year on year
Revenue / growth325506000+23.3% · USD
Next close / four weeks+1.9% / +1.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Mar 202531 Dec 2024 · exact
EPS actual / estimate0.16 / 0.41USD
Surprise-60.4%Miss
EPS growth+1.1%year on year
Revenue / growth374220000+41.8% · USD
Next close / four weeks-0.5% / +2.0%completed weekly closes
ReadContainedresult versus price sign
Reported / period13 Nov 202430 Sep 2024 · exact
EPS actual / estimate0.19 / 0.69USD
Surprise-72.5%Miss
EPS growth-77.1%year on year
Revenue / growth471495000+22.2% · USD
Next close / four weeks+0.5% / -7.3%completed weekly closes
ReadContainedresult versus price sign
Reported / period12 Aug 202430 Jun 2024 · exact
EPS actual / estimate0.09 / -USD
Surprise-Unavailable
EPS growth-78.3%year on year
Revenue / growth411417000- · USD
Next close / four weeks+10.6% / +10.8%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period16 May 202431 Mar 2024 · exact
EPS actual / estimate0.45 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth263946000- · USD
Next close / four weeks-5.4% / -17.4%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period14 Mar 202431 Dec 2023 · exact
EPS actual / estimate0.16 / 0.20USD
Surprise-20.0%Miss
EPS growth-year on year
Revenue / growth263946000- · USD
Next close / four weeks-0.8% / +9.1%completed weekly closes
ReadContainedresult versus price sign
Reported / period13 Nov 202330 Sep 2023 · exact
EPS actual / estimate0.83 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth385794000- · USD
Next close / four weeks+1.8% / +1.6%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period17 Aug 202330 Jun 2023 · exact
EPS actual / estimate0.43 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+6.4% / +19.2%completed weekly closes
ReadUnavailableresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context