Food & agriculture
Fertiliser makers, grain traders, seed and farm-equipment companies, read through their filings, world grain prices, fertiliser prices, farm and tariff rules, and where US fertiliser imports come from.
- Companies covered
- 10
- Latest quarter filed
- Sep 30, 2026
- SEC filings, last 30 days
- 21
- Comment periods open
- 1
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
CF Industries reported revenue +12.1% for its quarter to Sep 30, 2026, on a year earlier.
It kept 42% of revenue as operating profit; over twelve months revenue moved +17.9%.
SEC EDGAR · 10-Q (XBRL) · Nov 5, 2026 · read 14:58 UTC, Nov 9 · Food & agriculture →
- Nov 4Food & ag · MOS · 10-QMosaic reported revenue -10.2% for its quarter to Sep 30, 2026, on a year earlier.Its operating loss came to 5% of revenue.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 3Food & ag · ADM · 10-QArcher-Daniels-Midland reported revenue +9.6% for its quarter to Sep 30, 2026, on a year earlier.; over twelve months revenue moved +1.0%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Producer prices, nitrogen fertiliser
533.4
index
+19.1% on a year earlier
Sep 2026 · FRED PCU325311325311
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
No filings by the covered companies
Aug 12 to Nov 9 · 58 filings, 10 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Nov 6Ingredion · 10-QQuarterly report
- Nov 5CF Industries · 10-QQuarterly report
- Nov 5Ingredion · 8-KQuarterly results
- Nov 4CF Industries · 8-KQuarterly results
- Nov 4CF Industries · 8-KQuarterly results
- Nov 4Mosaic · 10-QQuarterly report
- Nov 3Archer-Daniels-Midland · 10-QQuarterly report
- Nov 3Archer-Daniels-Midland · 8-KQuarterly results
- Nov 3Bunge · 8-KSigned a material agreement; Took on a debt obligation
- Nov 3Mosaic · 8-KQuarterly results
- Nov 2Deere · 8-KDirector or officer change; Investor disclosure
- Oct 30FMC · 10-QQuarterly report
- Oct 29AGCO · 10-QQuarterly report
- Oct 29AGCO · 8-KQuarterly results
7 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 3Notice · Commerce DepartmentPhosphate Fertilizers From the Kingdom of Morocco: Final Results of First Full Sunset Review of the Countervailing Duty Order
- Oct 29Notice · Labor DepartmentGrain Handling Facilities Standard; Extension of the Office of Management and Budget's (OMB) Approval of Information Collection (Paperwork) Requirements
- Oct 9Notice · International Trade CommissionPhosphate Fertilizers From Morocco and Russia; Scheduling of Full Five-Year Reviews
- Oct 1Notice · Agriculture DepartmentUnited States Grain Standards Act Award of Designations
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| CF Industries CFNitrogen fertiliser | Sep 30, 2026 | $7.9B | +17.9% | 42.5% | 41.6% | 12.6% | +8.8% | 33 | $1.3B-43.5% |
| Mosaic MOSPhosphate and potash | Sep 30, 2026 | $11.9B | — | 7.4% | -5.1% | 11.0% | +0.3% | 107 | — |
| Archer-Daniels-Midland ADMGrain trading and processing | Sep 30, 2026 | $84.1B | +1.0% | 7.4% | — | 1.3% | -18.4% | 55 | — |
| Bunge BGOilseed processing | Sep 30, 2026 | $93.5B | +55.5% | 5.1% | — | 1.8% | +1.6% | 68 | — |
| Corteva CTVASeeds and crop protection | Jun 30, 2026 | $17.8B | +3.7% | 49.5% | — | 3.3% | +6.4% | 180 | $155M+9.9% |
| FMC FMCCrop protection | Sep 30, 2026 | $2.8B | -22.0% | 22.0% | -97.0% | 2.0% | -39.4% | 220 | — |
| Deere DEFarm equipment | Aug 2, 2026 | $48.0B | +8.0% | — | — | 2.6% | -15.5% | — | $1.9B+2.6% |
| AGCO AGCOFarm equipment | Sep 30, 2026 | $10.1B | +0.9% | 25.0% | 5.6% | 2.5% | -8.2% | 144 | — |
| Tyson Foods TSNMeat processing | Jun 27, 2026 | $55.7B | +2.9% | 6.1% | 2.3% | 1.5% | -10.2% | 41 | — |
| Ingredion INGRStarches and sweeteners | Sep 30, 2026 | $7.2B | -1.0% | 23.0% | 11.3% | 6.2% | +5.4% | 76 | — |
| Median of 10 with a current year | +2.9% | 22.0% | 3.9% | 2.5% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal RegisterWhere US supply comes from
US imports, Aug 2026 · UN Comtrade- HS 3102Nitrogen fertilisers · $198M · -10.3% on a year earlierCanada 23% · Russia 23% · Oman 14%
- HS 3104Potash fertilisers · $278M · -23.4% on a year earlierCanada 82% · Russia 12% · Germany 3%
- HS 3105Mixed fertilisers · $91M · -31.1% on a year earlierMorocco 22% · Saudi Arabia 21% · Jordan 12%
ARCANE reporting
Published investigations that land on this page
Beneath the Surface
Legumes reduce the need for fertilizer, but farmers must plant them in advance
Most farmers in an American Farm Bureau Federation survey could not afford all the fertilizer they needed this year, and the saving from a legume goes to the crop grown after it.
Fertilizer · Oct 1, 2026
Archive · through Oct 1, 2026
Open Calls on food & agriculture
Newest articles · open CallsOpen Calls on this
Will the US Department of Agriculture's first farm income forecast for 2027 show fertilizer, lime and soil conditioner expenses lower in 2027 than in 2026?68% yes · resolves by Mar 15, 2027Will the World Bank's annual average urea price for 2027 be lower than its annual average urea price for 2026?74% yes · resolves by Jan 15, 2028Every Call, scored in public →