CHS Inc
CHSCN
$25.30 0.16%
Exchange: NASDAQ | Sector: Consumer Defensive | Industry: Agricultural Farm Products
Q4 2024
Published: Nov 6, 2024

Earnings Highlights

  • Revenue of $9.17B down 3.3% year-over-year
  • Gross margin of 4.5%
  • Net income of 111.82M
  • "The volatility in commodity pricing has put immense pressure on our margins and revenue generation capabilities. We are focusing on strategic initiatives to better position ourselves in these turbulent times." - Management

CHS Inc (CHSCN) QQ4 2024 Results Analysis: A Challenging Quarter Reflecting Market Conditions

Executive Summary

In the fourth quarter of 2024, CHS Inc (CHSCN) reported challenging financial results marked by a 3.34% year-over-year decline in revenue to $9.17 billion and a staggering net income drop of 59.78% to $111.82 million. The agricultural products sector faced significant headwinds from fluctuating market prices and increased competition, impacting both revenue and profit margins. Management emphasized the company's strategic initiatives in energy and grain merchandising as areas of focus to aid recovery next quarter. Amidst these pressures, investors may find the reduced valuation levels attractive as the company navigates through ongoing industry challenges. Management cited ongoing pressures from global supply chain disruptions and commodity price volatility, which limited revenue potential and compressed margins, pushing operating income down to $138.62 million, a 58.19% year-over-year decrease. The company's commitment to enhancing operational efficiencies and diversification into renewable energy segments is seen as pivotal for regaining momentum moving forward.

Key Performance Indicators

Revenue

9.17B
QoQ: -4.53% | YoY:-3.34%

Gross Profit

411.06M
4.48% margin
QoQ: -12.13% | YoY:-32.96%

Operating Income

138.62M
QoQ: -9.35% | YoY:-58.19%

Net Income

111.82M
QoQ: -62.39% | YoY:-59.78%

Revenue Trend

Margin Analysis

Key Insights

  • **Revenue:** $9.17 billion (YoY: -3.34%, QoQ: -4.53%)
  • **Gross Profit:** $411.06 million (YoY: -32.96%, QoQ: -12.13%)
  • **Operating Income:** $138.62 million (YoY: -58.19%, QoQ: -9.35%)
  • **Net Income:** $111.82 million (YoY: -59.78%, QoQ: -62.39%)

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 9,766.42 0.00 +1.6% View
Q2 2025 7,796.19 0.00 -14.2% View
Q1 2025 9,294.11 0.00 -18.4% View
Q4 2024 9,174.11 0.00 -3.3% View
Q3 2024 9,608.98 0.00 +1.0% View