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Side-by-side financial comparison of Bunge Global (BG) and Estée Lauder Companies (The) (EL), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
Bunge Global is the larger business by last-quarter revenue ($4.9B vs $4.2B, roughly 1.2× Estée Lauder Companies (The)). Estée Lauder Companies (The) runs the higher net margin — 1.9% vs 3.8%, a 1.9% gap on every dollar of revenue. On growth, Bunge Global posted the faster year-over-year revenue change (22.2% vs 5.6%). Estée Lauder Companies (The) produced more free cash flow last quarter ($1.0B vs $809.0M). Over the past eight quarters, Bunge Global's revenue compounded faster (11.3% CAGR vs 3.6%).
Bunge Global SA (BUN-ghee) is a global agribusiness and food company, incorporated in Geneva, Switzerland and headquartered in St. Louis, Missouri, United States.
Estée Lauder was an American businesswoman. She co-founded her eponymous cosmetics company with her husband, Joseph Lauter. Lauder was the only woman on Time magazine's 1998 list of the 20 most influential business geniuses of the 20th century.
BG vs EL — Head-to-Head
Income Statement — Q4 2025 vs Q2 2026
| Metric | | |
|---|---|---|
| Revenue | $4.9B | $4.2B |
| Net Profit | $95.0M | $162.0M |
| Gross Margin | 20.7% | 76.5% |
| Operating Margin | 1.8% | 9.5% |
| Net Margin | 1.9% | 3.8% |
| Revenue YoY | 22.2% | 5.6% |
| Net Profit YoY | -84.2% | 127.5% |
| EPS (diluted) | $-0.02 | $0.44 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $4.9B | $4.2B | ||
| Q3 25 | $4.4B | $3.5B | ||
| Q2 25 | $4.0B | $3.4B | ||
| Q1 25 | $3.7B | $3.5B | ||
| Q4 24 | $4.0B | $4.0B | ||
| Q3 24 | $3.9B | $3.4B | ||
| Q2 24 | $3.7B | $3.9B | ||
| Q1 24 | $3.9B | $3.9B |
| Q4 25 | $95.0M | $162.0M | ||
| Q3 25 | $166.0M | $47.0M | ||
| Q2 25 | $354.0M | $-546.0M | ||
| Q1 25 | $201.0M | $159.0M | ||
| Q4 24 | $602.0M | $-590.0M | ||
| Q3 24 | $221.0M | $-156.0M | ||
| Q2 24 | $70.0M | $-286.0M | ||
| Q1 24 | $244.0M | $335.0M |
| Q4 25 | 20.7% | 76.5% | ||
| Q3 25 | 24.3% | 73.4% | ||
| Q2 25 | 18.4% | 72.0% | ||
| Q1 25 | 16.3% | 75.0% | ||
| Q4 24 | 27.0% | 76.1% | ||
| Q3 24 | 19.9% | 72.4% | ||
| Q2 24 | 17.8% | 71.8% | ||
| Q1 24 | 22.2% | 71.9% |
| Q4 25 | 1.8% | 9.5% | ||
| Q3 25 | 6.2% | 4.9% | ||
| Q2 25 | 12.3% | -11.4% | ||
| Q1 25 | 7.8% | 8.6% | ||
| Q4 24 | 18.3% | -14.5% | ||
| Q3 24 | 8.3% | -3.6% | ||
| Q2 24 | 2.8% | -6.0% | ||
| Q1 24 | 9.4% | 13.5% |
| Q4 25 | 1.9% | 3.8% | ||
| Q3 25 | 3.8% | 1.4% | ||
| Q2 25 | 8.8% | -16.0% | ||
| Q1 25 | 5.5% | 4.5% | ||
| Q4 24 | 15.0% | -14.7% | ||
| Q3 24 | 5.7% | -4.6% | ||
| Q2 24 | 1.9% | -7.4% | ||
| Q1 24 | 6.2% | 8.5% |
| Q4 25 | $-0.02 | $0.44 | ||
| Q3 25 | $0.84 | $0.13 | ||
| Q2 25 | $2.61 | $-1.52 | ||
| Q1 25 | $1.48 | $0.44 | ||
| Q4 24 | $4.27 | $-1.64 | ||
| Q3 24 | $1.56 | $-0.43 | ||
| Q2 24 | $0.48 | $-0.79 | ||
| Q1 24 | $1.68 | $0.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.0B | — |
| Total DebtLower is stronger | $10.2B | $7.3B |
| Stockholders' EquityBook value | $15.9B | $4.0B |
| Total Assets | $44.5B | $19.6B |
| Debt / EquityLower = less leverage | 0.64× | 1.82× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $2.0B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $3.1B | — |
| Q4 25 | $10.2B | $7.3B | ||
| Q3 25 | $11.1B | $7.3B | ||
| Q2 25 | $7.7B | $7.3B | ||
| Q1 25 | $5.4B | $7.3B | ||
| Q4 24 | $5.4B | $7.3B | ||
| Q3 24 | $5.4B | $7.3B | ||
| Q2 24 | $4.1B | $7.3B | ||
| Q1 24 | $4.1B | $7.3B |
| Q4 25 | $15.9B | $4.0B | ||
| Q3 25 | $15.8B | $3.9B | ||
| Q2 25 | $10.9B | $3.9B | ||
| Q1 25 | $10.6B | $4.3B | ||
| Q4 24 | $9.9B | $4.2B | ||
| Q3 24 | $10.1B | $5.1B | ||
| Q2 24 | $10.0B | $5.3B | ||
| Q1 24 | $10.6B | $5.7B |
| Q4 25 | $44.5B | $19.6B | ||
| Q3 25 | $46.3B | $19.3B | ||
| Q2 25 | $31.2B | $19.9B | ||
| Q1 25 | $26.7B | $19.9B | ||
| Q4 24 | $24.9B | $19.8B | ||
| Q3 24 | $25.3B | $21.3B | ||
| Q2 24 | $24.4B | $21.7B | ||
| Q1 24 | $25.8B | $22.7B |
| Q4 25 | 0.64× | 1.82× | ||
| Q3 25 | 0.71× | 1.88× | ||
| Q2 25 | 0.71× | 1.89× | ||
| Q1 25 | 0.51× | 1.68× | ||
| Q4 24 | 0.54× | 1.75× | ||
| Q3 24 | 0.54× | 1.44× | ||
| Q2 24 | 0.41× | 1.37× | ||
| Q1 24 | 0.39× | 1.26× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.3B | $1.1B |
| Free Cash FlowOCF − Capex | $809.0M | $1.0B |
| FCF MarginFCF / Revenue | 16.6% | 24.0% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 11.0% | 2.6% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 14.18× | 6.94× |
| TTM Free Cash FlowTrailing 4 quarters | $-879.0M | $1.1B |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $854.0M | $-340.0M | ||
| Q2 25 | $-1.1B | $601.0M | ||
| Q1 25 | $-285.0M | $284.0M | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.3B | $-670.0M | ||
| Q2 24 | $-1.5B | $889.0M | ||
| Q1 24 | $994.0M | $534.0M |
| Q4 25 | $809.0M | $1.0B | ||
| Q3 25 | $385.0M | $-436.0M | ||
| Q2 25 | $-1.5B | $394.0M | ||
| Q1 25 | $-595.0M | $162.0M | ||
| Q4 24 | $564.0M | $925.0M | ||
| Q3 24 | $973.0M | $-811.0M | ||
| Q2 24 | $-1.8B | $672.0M | ||
| Q1 24 | $758.0M | $359.0M |
| Q4 25 | 16.6% | 24.0% | ||
| Q3 25 | 8.8% | -12.5% | ||
| Q2 25 | -36.8% | 11.6% | ||
| Q1 25 | -16.2% | 4.6% | ||
| Q4 24 | 14.1% | 23.1% | ||
| Q3 24 | 25.1% | -24.1% | ||
| Q2 24 | -47.4% | 17.4% | ||
| Q1 24 | 19.2% | 9.1% |
| Q4 25 | 11.0% | 2.6% | ||
| Q3 25 | 10.7% | 2.8% | ||
| Q2 25 | 10.1% | 6.1% | ||
| Q1 25 | 8.5% | 3.4% | ||
| Q4 24 | 12.2% | 3.3% | ||
| Q3 24 | 9.1% | 4.2% | ||
| Q2 24 | 8.0% | 5.6% | ||
| Q1 24 | 6.0% | 4.4% |
| Q4 25 | 14.18× | 6.94× | ||
| Q3 25 | 5.14× | -7.23× | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | -1.42× | 1.79× | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 6.00× | — | ||
| Q2 24 | -21.06× | — | ||
| Q1 24 | 4.07× | 1.59× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
EL
| Skin Care | $2.1B | 49% |
| Makeup | $1.2B | 28% |
| Fragrance | $812.0M | 19% |
| Hair Care | $168.0M | 4% |
| Other | $31.0M | 1% |
