Greg Melling @GregMelling: "Earnings Update: ABBV, BG, and..."

Australia

Earnings Update: ABBV, BG, and DHT – Key Insights for Your Portfolio Dear Followers and eToro Copiers, I’m sharing a concise overview of recent earnings from three standout companies in our portfolio: AbbVie (ABBV), Bunge Global (BG), and DHT Holdings (DHT). These reports highlight resilience and opportunities amid market dynamics. Let’s break it down. AbbVie (ABBV): Pharma Powerhouse on the Rise Q4 2025 delivered strong results with revenue at $16.62B (up 10% YoY) and adjusted EPS of $2.71, both beating estimates. Full-year revenue hit $61.16B, driven by explosive growth in Skyrizi ($5.01B in Q4) and Rinvoq ($2.61B). Looking ahead, 2026 guidance projects adjusted EPS of $14.37–$14.57 and revenue around $67B. Despite Humira’s patent cliff, the pipeline is firing on all cylinders—neuroscience up 16% to $12.5B. Verdict: A diversified growth engine with a 3%+ yield, trading at 15x forward. Consider adding to positions for long-term stability in your copier strategy. Bunge Global (BG): Agribusiness Giant Integrating for Value Q4 2025 revenue surged to $23.76B (up 75% YoY, thanks to the Viterra merger), with adjusted EPS at $1.99, edging past expectations. Full-year adjusted EPS was $7.57. Synergies are materializing—$70M in 2025, targeting $190M–$220M run-rate in 2026. However, 2026 EPS guidance of $7.50–$8.00 reflects macro volatility in biofuels and trade flows. Verdict: A solid value play at 10x forward, but monitor headwinds. This could be a dip-buy opportunity to enhance commodity exposure in your portfolio. DHT Holdings (DHT): Tanker Leader Riding High Waves Q4 2025 revenue reached $143.9M, with adjusted EBITDA at $95.3M and EPS of $0.41, surpassing estimates. Full-year net income was $211M ($1.31 EPS). Spot rates remain robust at $69.5K/day for VLCCs, with Q1 2026 bookings at $78.9K/day. Fleet modernization includes newbuilds and asset sales generating $153M gains, plus a 10%+ dividend yield. Verdict: With low debt and a supply crunch in aging fleets, this pure-play tanker is a cash generator. Ideal for income-focused copiers—stack shares to capitalize on energy transport trends. These earnings underscore selective opportunities in healthcare, agribusiness, and shipping. If you’re copying my eToro strategy, these align with our balanced approach to growth and dividends. $DHT (DHT Holdings Inc) $BG (Bunge Global S.A.) $ABBV (AbbVie Inc) @Maantokin @ingjuanm @MaryMahinay @villaresg @nkronholm @jahmikhaiah @JMfun92 @MaeshielD @galestaceylamo13 @mjonahtrazo

Not investment advice. The author may have financial interests in the mentioned instruments.