| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 6.1K | 81.6% | 38.0% |
| Total Income | 6.1K | 81.6% | 38.0% |
| Expenditure | 6.0K | 66.3% | 38.6% |
| PBT | 282.21 | 271.1% | 9.0% |
| Net Profit | 267.37 | 281.8% | 15.2% |
| OPM | 1.79% | 9.03pp | 1.06pp |
| NPM | 4.41% | 8.82pp | 2.04pp |
| EPS | — |
CHS Inc. Reports Third Quarter Fiscal Year 2026 Earnings
08 Jul 2026 · 8 Jul, 9:27 pm
Summary
CHS Inc. announced its third quarter fiscal year 2026 results, reporting revenues of $11.6 billion and net income of $267.4 million. This represents a significant increase compared to the $9.8 billion in revenues and $232.2 million in net income from the prior year's third quarter. The company highlighted strong operational execution during the spring planting season, with the energy segment benefiting from improved refining margins and the agronomy segment showing strong performance driven by its CF Nitrogen investment. Management noted that while the diversity of its businesses is a strength, ongoing market volatility and high expenses for renewable energy credits present challenges.
Key Highlights
- 1
CHS Inc. reported revenues of $11.6 billion for the third quarter of fiscal year 2026.
- 2
Net income attributable to CHS was $267.4 million for the third quarter of fiscal year 2026.
- 3
The energy segment reported pretax earnings of $10.1 million, a $66.6 million increase versus the prior year period, driven by strong refining margins.
- 4
The grains segment reported a pretax loss of $33.6 million, a $0.7 million decrease versus the prior year period.
- 5
The agronomy segment reported pretax earnings of $275.0 million, a $27.6 million increase versus the prior year period.
- 6
Corporate and Services segment pretax earnings were $30.6 million, a $70.2 million decrease versus the prior year period, due to a prior year gain on sale of a business.
Management Comments
Jay Debertin
The diversity of our ag and energy businesses continues to be a key strength for CHS, as shifting policy and market conditions create both headwinds and tailwinds. We saw strong operational execution during the busy spring planting season, but we also recognize that ongoing market volatility continues to create a challenging environment for farmers and member cooperatives. We remain focused on operating efficiently and managing costs as we provide the products and services farmers need, while working every day to create additional value for our owners.
Informational and educational content only. Not investment advice.