CHS Inc reported third-quarter fiscal 2026 results with revenue of $11.58B, up from $9.77B a year earlier, and net income attributable to CHS Inc. of $267.37M, versus $232.18M in the prior-year quarter.

Financial Highlights

  • Revenue: $11.58B for 3Q FY2026, compared with $9.77B in the year-ago quarter; YoY change 18.6%.
  • Net income: $267.37M attributable to CHS Inc. for 3Q FY2026, compared with $232.18M in the year-ago quarter; YoY change 15.2%.
  • Diluted earnings per share: Not reported for the quarter in Part I Items 1–2, omitted.

Business Highlights

  • Revenue growth was driven primarily by the Energy segment, which rose 72.7% in the quarter, while Grains and Agronomy showed modest increases.
  • Channel and mix shifts included higher bulk refined fuels and propane volumes; agronomy volumes declined on weaker U.S. farm demand.
  • Stronger refined fuels crack spreads and favorable Western Canadian Select discounts supported refinery margins and Cenex® product performance.
  • Operationally, major refinery maintenance cycles were completed or ongoing (including a partial turnaround at Laurel), improving reliability and throughput.
  • Management flagged elevated RINs costs from the EPA RVO and volatile commodity markets as risks that could drive margin volatility into FY2027.

Original SEC Filing:

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