v3.26.1
INVESTMENTS IN JOINT VENTURES
12 Months Ended
May 31, 2026
INVESTMENTS IN JOINT VENTURES  
INVESTMENTS IN JOINT VENTURES

8. INVESTMENTS IN JOINT VENTURES

The total carrying value of our equity method investments at the end of fiscal 2026 and 2025 was $947.4 million and $936.8 million, respectively. These amounts are included in other assets and reflect our 44% ownership interest in Ardent Mills and a 50% ownership interest in one other joint venture. Due to differences in fiscal reporting periods, we recognized the equity method investment earnings on a lag of approximately one month.

In fiscal 2026, we had purchases from our equity method investees of $27.7 million. Total dividends received from equity method investments in fiscal 2026 were $141.1 million.

In fiscal 2025, we had purchases from our equity method investees of $31.9 million. Total dividends received from equity method investments in fiscal 2025 were $160.3 million.

In fiscal 2024, we had purchases from our equity method investees of $28.7 million. Total dividends received from equity method investments in fiscal 2024 were $251.6 million.

Summarized combined financial information for our equity method investments on a 100% basis is as follows:

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2024

Net sales:

Ardent Mills

$

3,710.6

$

3,998.2

$

4,597.9

Other

354.9

339.3

361.4

Total net sales

$

4,065.5

$

4,337.5

$

4,959.3

Gross profit:

Ardent Mills

$

525.7

$

656.2

$

642.0

Other

94.5

85.0

87.1

Total gross profit

$

620.2

$

741.2

$

729.1

Earnings after income taxes:

Ardent Mills

$

267.4

$

369.2

$

361.5

Other

47.7

40.5

37.4

Total earnings after income taxes

$

315.1

$

409.7

$

398.9

  ​ ​ ​

May 31, 2026

  ​ ​ ​

May 25, 2025

Ardent Mills:

Current assets

$

1,300.7

$

1,365.2

Noncurrent assets

1,846.5

1,840.6

Current liabilities

562.2

521.9

Noncurrent liabilities

556.2

571.5

Other:

Current assets

$

180.0

$

142.0

Noncurrent assets

64.0

50.5

Current liabilities

49.1

46.5

Noncurrent liabilities

1.3

2.6