The Digest’s 2026 Multi-Slide Guide to The Andersons

The Andersons targets a run-rate EPS of $7.00 by 2028, a significant jump from $2.56 in 2025, driven by organic growth and renewables. The company anticipates a cumulative impact of over $300 million from 45Z clean fuel tax credits through 2028. As the 5th largest U.S. ethanol producer, they merchandised 1.6 billion pounds of renewable feedstocks in 2024. The strategy prioritizes balance sheet strength and operational excellence over incremental M&A to capture rising demand for low-carbon solutions.