
	Energy		Grains		Agronomy		Total Reportable Segments		Corporate and Services		Reconciling Amounts		Total
Three Months Ended February 28, 2026	(Dollars in thousands)
Revenues, including intersegment revenues	$	2,110,316	$	5,179,956	$	1,043,541	$	8,333,813	$	96,381	$	(76,403)	$	8,353,791
Intersegment revenues	(18,747)		(2,868)		(11,468)		(33,083)		(43,320)		76,403		—
Revenues, net of intersegment revenues	$	2,091,569	$	5,177,088	$	1,032,073	$	8,300,730	$	53,061	$	—	$	8,353,791
Cost of goods sold (a)	2,142,197		5,144,078		1,014,296		8,300,571		27,402		—		8,327,973
Marketing, general and administrative expenses	85,957		86,581		74,581		247,119		20,490		—		267,609
Interest expense	1,016		10,092		32,055		43,163		5,642		(5,048)		43,757
Other losses (income)	243		(21,739)		(14,521)		(36,017)		(3,988)		5,048		(34,957)
Equity (income) losses from investments	(4,202)		(23,988)		(62,846)		(91,036)		5,422		—		(85,614)
Loss before income taxes	$	(133,642)	$	(17,936)	$	(11,492)	$	(163,070)	$	(1,907)	$	—	$	(164,977)

Capital expenditures (b)	$	46,300	$	41,509	$	13,335	$	101,144	$	10,767	$	—	$	111,911
Depreciation and amortization	$	103,838	$	45,989	$	19,282	$	169,109	$	3,519	$	—	$	172,628

	Energy		Grains		Agronomy		Total Reportable Segments		Corporate and Services		Reconciling Amounts		Total
Three Months Ended February 28, 2025	(Dollars in thousands)
Revenues, including intersegment revenues	$	1,917,397	$	4,975,366	$	945,335	$	7,838,098	$	89,020	$	(130,927)	$	7,796,191
Intersegment revenues	(102,555)		619		(226)		(102,162)		(28,765)		130,927		—
Revenues, net of intersegment revenues	$	1,814,842	$	4,975,985	$	945,109	$	7,735,936	$	60,255	$	—	$	7,796,191
Cost of goods sold (a)	1,818,633		4,937,014		923,205		7,678,852		41,024		—		7,719,876
Marketing, general and administrative expenses	78,979		85,964		66,718		231,661		16,607		—		248,268
Interest expense	(1,467)		8,777		22,357		29,667		2,958		(7,420)		25,205
Other losses (income)	312		(33,421)		(3,964)		(37,073)		9,277		7,420		(20,376)
Equity income from investments	(2,149)		(13,956)		(51,849)		(67,954)		(24,116)		—		(92,070)
(Loss) income before income taxes	$	(79,466)	$	(8,393)	$	(11,358)	$	(99,217)	$	14,505	$	—	$	(84,712)

Capital expenditures (b)	$	84,128	$	92,084	$	21,957	$	198,169	$	1,400	$	—	$	199,569
Depreciation and amortization	$	86,664	$	51,992	$	14,589	$	153,245	$	1,784	$	—	$	155,029



	Energy		Grains		Agronomy		Total Reportable Segments		Corporate and Services		Reconciling Amounts		Total
Six Months Ended February 28, 2026	(Dollars in thousands)
Revenues, including intersegment revenues	$	4,478,104	$	10,398,857	$	2,288,052	$	17,165,013	$	176,773	$	(123,891)	$	17,217,895
Intersegment revenues	(21,658)		(6,415)		(17,974)		(46,047)		(77,844)		123,891		—
Revenues, net of intersegment revenues	$	4,456,446	$	10,392,442	$	2,270,078	$	17,118,966	$	98,929	$	—	$	17,217,895
Cost of goods sold (a)	4,270,737		10,271,920		2,212,143		16,754,800		47,925		—		16,802,725
Marketing, general and administrative expenses	167,455		178,726		151,061		497,242		38,487		—		535,729
Interest expense	295		35,307		55,397		90,999		6,140		(16,031)		81,108
Other losses (income)	354		(60,096)		(16,790)		(76,532)		(9,312)		16,031		(69,813)
Equity income from investments	(1,100)		(51,721)		(157,045)		(209,866)		(29,199)		—		(239,065)
Income before income taxes	$	18,705	$	18,306	$	25,312	$	62,323	$	44,888	$	—	$	107,211

Capital expenditures (b)	$	69,264	$	111,102	$	22,386	$	202,752	$	29,141	$	—	$	231,893
Depreciation and amortization	$	205,417	$	91,810	$	39,261	$	336,488	$	6,976	$	—	$	343,464

	Energy		Grains		Agronomy		Total Reportable Segments		Corporate and Services		Reconciling Amounts		Total
Six Months Ended February 28, 2025	(Dollars in thousands)
Revenues, including intersegment revenues	$	4,217,802	$	10,655,225	$	2,209,538	$	17,082,565	$	181,215	$	(173,477)	$	17,090,303
Intersegment revenues	(106,490)		(68)		(395)		(106,953)		(66,524)		173,477		—
Revenues, net of intersegment revenues	$	4,111,312	$	10,655,157	$	2,209,143	$	16,975,612	$	114,691	$	—	$	17,090,303
Cost of goods sold (a)	4,022,338		10,391,265		2,131,258		16,544,861		68,451		—		16,613,312
Marketing, general and administrative expenses	161,928		179,073		133,451		474,452		36,666		—		511,118
Interest expense	(3,533)		18,798		46,965		62,230		3,802		(13,179)		52,853
Other (income) losses	(4,215)		(44,616)		(12,857)		(61,688)		1,769		13,179		(46,740)
Equity income from investments	(1,464)		(47,970)		(106,423)		(155,857)		(58,508)		—		(214,365)
(Loss) income before income taxes	$	(63,742)	$	158,607	$	16,749	$	111,614	$	62,511	$	—	$	174,125

Capital expenditures (b)	$	171,732	$	187,562	$	39,847	$	399,141	$	4,161	$	—	$	403,302
Depreciation and amortization	$	173,249	$	98,210	$	27,786	$	299,245	$	3,467	$	—	$	302,712