earnings
confidence high
sentiment neutral
materiality 0.55
CHS Q1 FY2026 net income $260.5M; revenue $8.9B; energy segment up, grains down
CHS INC
- Net income $260.5M vs $244.8M YoY; revenue $8.9B vs $9.3B YoY.
- Energy pretax earnings $152.3M, up $136.6M on higher refining margins and record premium diesel sales.
- Grains pretax earnings $36.2M, down $130.8M YoY due to weaker soy crush, lower soybean exports, and mark-to-market timing.
- Agronomy pretax $36.8M (+$8.7M) driven by CF Nitrogen JV; crop nutrients volumes down on tighter farm spending.
- Corporate & Services pretax $46.8M, nearly flat; segments now reflect new end-to-end product-line operating model.