Feed / ANDE

The Andersons, Inc.

ANDE

Consumer Defensive · 70.92 -1.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

The Andersons, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-1.2% todayVolume comparison unavailable
Market group0 of 13 activeRenewable Fuels & Feedstocks · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • ANDE's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ANDE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Food Distribution

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ANDE's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements116
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +9.1% year over year.
  • Capital investment and capacity has repeated favorable evidence across 5 filings.
  • Credit and interest rates has repeated favorable evidence across 5 filings.
  • Energy and commodity prices has repeated favorable evidence across 4 filings.
  • Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -1.9 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

70.92
6m-0.5%12m+77.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.2B+49.5%$3.07+2.0%
2022-12-31$17.3B+683.4%$3.81+1.7%
2023-12-31$1.6B-90.6%$2.94-0.1%
2024-12-31$1.4B-14.0%$3.32-0.2%
2025-12-31$1.5B+9.1%+0.0%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitypositive · 5 filings
The $47.6 million increase was primarily attributable to $31.9 million in higher capital expenditures related to previously announced growth initiatives along with $12.9 million of additional property insurance proceeds received in the prior year.
10-Q · Aug 4, 2026
Credit and interest ratesmixed · 5 filings
The $84.8 million year-over-year reduction was primarily driven by 130.3 million of additional borrowings on the Company's short-term lines of credit.
10-Q · Aug 4, 2026
Demand and volumemixed · 4 filings
Substantially all of the increases in sales and merchandising revenues and the related cost of sales and merchandising revenues were attributable to higher volumes and commodity values within the Renewables segment's renewable feedstocks business.
10-Q · Aug 4, 2026
Energy and commodity pricesmixed · 4 filings
The decrease in cash on hand was partially offset by a $189.1 million increase in inventory as a result of increased commodity prices compared to the prior year.
10-Q · Aug 4, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

70.92-1.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ANDE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ANDE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ANDE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ANDE is currently a Follower in the organic co-movement group Renewable Fuels & Feedstocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.