Global agricultural processor

Archer-Daniels-Midland Company

Archer-Daniels-Midland sources, transports, and processes grains and oilseeds into ingredients and products for food, feed, and energy customers. It spends on agricultural inputs, logistics, production assets, and technology services while extending its processing and distribution network through joint ventures and equity investments.

ADM Updated Sep 12, 2026 4 AI consumers· 3 recurring

Per the valuechain.wiki graph, Archer-Daniels-Midland Company is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 10 companies within two hops; the links are backed by 10 dated sources, 1 of them primary filings (as of 2026-09-12).

Annual return · 2026-09-04'21+37.3%'22+40%'23-20.4%'24-27.5%'25+18.2%YTD+50.2%
Archer-Daniels-Midland CompanyFY2025 total revenues: $80.269 billion
Money outLTIMindtreeContract value $450MNorfolk Southern

Financials & Segments

  • Total revenue · FY2025 total revenues: $80.269 billion
  • Segments · Ag Services and Oilseeds · Carbohydrate Solutions · Nutrition · Other Business

Revenue from

  • Wilmar International Limited High confidence
    ADM states in its 2025 Form 10-K that it supplies raw materials to Wilmar. Academic research also describes Wilmar as a major customer and strategic trading partner, but ADM does not disclose Wilmar-specific revenue.
    Confirms EN SEC EDGAR Published Feb 17, 2026: Archer-Daniels-Midland Company 2025 Form 10-K
    Confirms EN Andalas Journal of International Studies Published Nov 1, 2023: Business Strategy of Multinational Trading Firm in Agriculture Sector: Case Study of Archer Daniels Midland Amid Pandemic and Geopolitical Conflict
  • Marathon Petroleum Corporation Medium confidence· Count 600,000,000 lb/year · annual nameplate capacity · Annual refined soybean oil capacity supplying Marathon Petroleum's renewable diesel operations
    Green Bison, a joint venture 75% owned by ADM, supplies refined soybean oil to Marathon Petroleum. The completed facility can produce up to 600 million pounds annually, although relationship-specific revenue is not disclosed.
    Confirms EN North Dakota Office of the Governor Published Nov 14, 2023: Miller Highlights Benefits to Ag, Energy at Ribbon Cutting for Green Bison Soybean Crush in Spiritwood
    Confirms EN ADM Published Dec 14, 2021: Marathon Petroleum Corp., ADM Announce Closing of Feedstock Partnership
  • PepsiCo Medium confidence· Count 675,000 acres · 2024 crop year · Corn, wheat, and soy acreage funded by PepsiCo in ADM's regenerative agriculture program
    ADM and PepsiCo operate a 7.5-year commercial agreement across shared North American supply chains. In the 2024 crop year, PepsiCo funded 675,000 acres of corn, wheat, and soy in ADM's program, with ingredients flowing to PepsiCo brands.
    Confirms EN ADM Published Sep 8, 2025: ADM 2025 Regenerative Agriculture Report
    Confirms EN ADM Published Sep 14, 2022: PepsiCo, ADM Announce Groundbreaking Agreement Aiming to Reduce Carbon Intensity by Supporting Regenerative Agriculture Practices on Up to 2 Million Acres of Farmland

Pays to

  • LTIMindtree Medium confidence· Contract value $450M · seven-year agreement announced in 2025 · Total value of the application, infrastructure, and cybersecurity services agreement that Mint attributed to ADM
    LTIMindtree announced a seven-year, $450 million IT services agreement with an unnamed global agribusiness company. Mint identified ADM through multiple sources, while noting that neither party had confirmed the client's identity by publication time.
    Mentions EN LTIMindtree Published May 12, 2025: LTIMindtree Secures $450 Million Multi-Year Deal with Global Agribusiness Leader
    Confirms EN Mint Published May 12, 2025: LTIMindtree Bags Its Largest Deal from US Agribusiness Firm ADM
  • Norfolk Southern Medium confidence
    Norfolk Southern says its Decatur, Illinois terminal provides rail service to major agricultural customers including ADM. ADM does not disclose its transportation payments to Norfolk Southern.
    Confirms EN Norfolk Southern Published Sep 12, 2023: Our Engineering Team in Action: 40 Hours in Decatur

Investments

  • Wilmar International Limited High confidence· Market share 22.5 percent · FY2025 year-end · ADM ownership interest in Wilmar International
    ADM owned 22.5% of Wilmar at year-end 2025. Its Form 10-K reported a $4.0 billion carrying value and $3.4 billion market value, while older Korean-language corporate news and academic research establish the relationship's long history.
    Confirms EN SEC EDGAR Published Feb 17, 2026: Archer-Daniels-Midland Company 2025 Form 10-K
    Mentions EN Andalas Journal of International Studies Published Nov 1, 2023: Business Strategy of Multinational Trading Firm in Agriculture Sector: Case Study of Archer Daniels Midland Amid Pandemic and Geopolitical Conflict
    Mentions KO Korea Newswire Published Jun 12, 2014: ADM Expands Presence in Asia-Pacific to Serve Growing Market

Value-chain ripple (2 tiers)

Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.

CompanyChain'21'22'23'24'25YTD
Sysco Corporationlead2+8.3-0.3-1.7+7.4-1+11
Costco Wholesalelead2+51.8-19+49+39.6-5.4+6.7
Walmart Inclead2+2-0.5+12.9+74+24.5-3.2
Seven & I Holdingslead2+44.4+11.5-2.5+28.9-8.5-4.3
E-mart Inc.lead2-18.4-19.5-25.3-14.6+44.7-17.1
Marathon Petroleum Corporationlead1+61+86.6+30.5-4.1+19.2+141.9
PepsiColead1+20.6+6.8-3.3-7.6-1.8-2.2
Archer-Daniels-Midland Companynode+37.3+40-20.4-27.5+18.2+50.2
Norfolk Southernbenef1+27.3-15.6-1.6+1.6+25.6+15.6
Wabtec Corporationbenef2+26.5+9.1+28+50.1+13.2+33
Union Pacific Corporationbenef2+23.3-15.9+21.6-5.1+3.9+27.1

YTD as of 2026-09-04 · source: Yahoo Finance

Archer-Daniels-Midland Company operates across Global agricultural processor. It is up +50.2% in 2026. Demand side (avg +69.9%), the stock (+50.2%) and supply side (avg +15.6%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Marathon Petroleum Corporation (+141.9%) and the furthest behind is PepsiCo (-2.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on agricultural inputs, logistics, production assets, and technology services while extending its processing and distribution network through joint ventures and equity investments.

Analysis generated from returns as of 2026-09-04

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