The widening net loss despite higher revenue suggests structural margin pressures, particularly in energy and grains. Traders should monitor upcoming guidance for fiscal year 2026 and any commentary on RINs expenses and crush margins.
Price Chart
Executive Summary
CHS Inc. reported a net loss of $147.1 million on $8.4 billion in revenue for Q2 fiscal year 2026, compared to a net loss of $75.8 million and $7.8 billion in revenue for the same quarter last year. The results reflect ongoing challenges in energy, grains, and agronomy segments despite operational improvements.
Key Financial Metrics
Key Facts
- Net loss of $147.1 million vs. $75.8 million in the prior-year quarter
- Revenue increased to $8.4 billion from $7.8 billion in the prior-year quarter
- Energy segment pretax loss of $133.6 million, a $54.2 million decrease year-over-year
- Grains segment pretax loss of $17.9 million, $9.5 million worse than prior year
- Agronomy segment pretax loss of $11.5 million, flat year-over-year
Financial Impact
Net loss widened by $71.3 million year-over-year despite revenue growth
Risk Factors
- Continued headwinds in renewable energy credits (RINs) and commodity hedges
- Weak soy and canola crush margins in the grains segment
- Declining agronomy sales volumes due to a weaker U.S. farm economy
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000823277-26-000017 |
| Document: chscp-20260408.htm | 0000823277-26-000017 |
| Document: 0000823277-26-000017-index-headers.html | 0000823277-26-000017 |
| Document: 0000823277-26-000017-index.html | 0000823277-26-000017 |
| Document: 0000823277-26-000017.txt | 0000823277-26-000017 |
| 8-K Data (Synthetic) | 0000823277-26-000017 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 8, 2026 28w ago | 8-K | $26.05 $25.83 | ▲ +0.84% | ▲ +11.30% | $25.47 (+2.23%) |
Apr 7, 2026 29w ago | 8-K | $26.07 $25.83 | ▼ −0.92% | ▼ −14.19% | $25.47 (−2.30%) |
Apr 3, 2026 29w ago | 8-K | $26.11 $25.79 | ▼ −1.23% | ▼ −14.69% | $25.47 (−2.45%) |
US Market Status
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