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CHS INC (CHSCN) Form 10-K — Nov 4, 2026

$CHSCNForm 10-KFiled Nov 4, 2026, 11:35 AM ET0000823277-26-000039Original filing

CHS Inc. filed its fiscal 2026 annual report reporting total revenues of $39.2 billion and net income attributable to CHS of $1.1 billion. The company implemented a new product-line operating model effective September 1, 2025, reorganizing into Energy, Grains and Agronomy segments with revenues of $11.4B, $21.6B and $6.1B respectively. Strong refining margins and oilseed crush/ethanol economics drove results, with a small refinery exemption from the EPA adding roughly $205.0 million in Energy margin benefits.

Key figures

Revenue
39200000000
Net Income
1100000000
Employees
10422
Energy revenue
$11.4 billion
Grains revenue
$21.6 billion
Agronomy revenue
$6.1 billion
Wti wcs discount
$13.17 per barrel
D6 ethanol rin price
$1.5683
Cf nitrogen investment
$2.5 billion
Group3 2 1 1 crack spread
$35.15 per barrel
Sre margin benefit fy2025
$90.0 million
Sre margin benefit fy2026
$205.0 million
Laurel refinery capacity bpd
70000
Refinery throughput bpd fy2026
195415
Mcpherson refinery capacity bpd
120000

AI analysis

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    CHS INC (CHSCN) Form 10-K — Nov 4, 2026: AI Analysis | Signal8