Quarterly earnings show improved profitability, supporting preferred dividend coverage. No immediate catalyst for preferred price movement; monitor for any credit rating changes or dividend announcements.
Price Chart
Executive Summary
CHS Inc. reported Q3 FY2026 net income of $267.4M (up 15% YoY) on revenue of $11.6B (up 18% YoY), driven by strong agronomy and energy segment improvements. For preferred stock (CHSCP) holders, the earnings improvement supports dividend coverage but represents a routine quarterly update with no material credit events.
Key Financial Metrics
Key Facts
- Net income attributable to CHS Inc.: $267.4M vs $232.2M in Q3 FY2025
- Revenue: $11.6B vs $9.8B in prior year quarter
- Agronomy segment pretax earnings: $275.0M (up $27.6M YoY)
- Energy segment swung to pretax earnings of $10.1M from a loss of $56.5M
- Grains segment pretax loss of $33.6M (slightly wider than $32.9M loss)
- Record-high renewable energy credit (RIN) expenses partially offset energy gains
Financial Impact
Net income increased by $35.2M YoY; revenue increased by $1.8B YoY
Risk Factors
- Ongoing high RIN costs could pressure energy segment margins
- Weak U.S. farm economy may reduce agronomy sales volumes
- Global grain margin headwinds persist
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000823277-26-000025 |
| Document: chscp-20260708.htm | 0000823277-26-000025 |
| Document: 0000823277-26-000025-index-headers.html | 0000823277-26-000025 |
| Document: 0000823277-26-000025-index.html | 0000823277-26-000025 |
| Document: 0000823277-26-000025.txt | 0000823277-26-000025 |
| 8-K Data (Synthetic) | 0000823277-26-000025 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | 8-K | $26.09 | awaiting T+20 | — | $25.77 (−1.23%) |
Aug 26, 2026 8w ago | 8-K | $26.66 $25.98 | ▼ −2.55% | ▼ −2.04% | $25.77 (−3.34%) |
Jul 8, 2026 15w ago | 8-K | $26.78 $26.72 | ▼ −0.22% | ▼ −3.50% | $25.77 (−3.77%) |
Jul 8, 2026 15w ago | 8-K | $26.78 $26.72 | ▼ −0.22% | ▼ −3.50% | $25.77 (−3.77%) |
US Market Status
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