| Schedule of Segment Information |
Segment information for the years ended August 31, 2026, 2025 and 2024, is presented in the tables below. | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Energy | | Grains | | Agronomy | | Total Reportable Segments | | Corporate
and Services | | Reconciling
Amounts | | Total | | Year ended August 31, 2026 | (Dollars in thousands) | | Revenues, including intersegment revenues | $ | 11,404,745 | | | $ | 21,592,210 | | | $ | 6,101,260 | | | $ | 39,098,215 | | | $ | 366,627 | | | $ | (233,625) | | | $ | 39,231,217 | | | Intersegment revenues | (44,790) | | | (8,072) | | | (1,661) | | | (54,523) | | | (179,102) | | | 233,625 | | | — | | | Revenues, net of intersegment revenues | $ | 11,359,955 | | | $ | 21,584,138 | | | $ | 6,099,599 | | | $ | 39,043,692 | | | $ | 187,525 | | | $ | — | | | $ | 39,231,217 | | Cost of goods sold (a) | 10,432,789 | | | 21,184,001 | | | 5,740,971 | | | 37,357,761 | | | 85,599 | | | — | | | 37,443,360 | | | Marketing, general and administrative expenses | 377,239 | | | 397,941 | | | 334,260 | | | 1,109,440 | | | 86,535 | | | — | | | 1,195,975 | | | Interest expense | (2,721) | | | 70,157 | | | 110,890 | | | 178,326 | | | 24,869 | | | (39,562) | | | 163,633 | | | Other income | 313 | | | (123,426) | | | (27,333) | | | (150,446) | | | (20,355) | | | 39,562 | | | (131,239) | | | Equity income from investments | (2,255) | | | (71,913) | | | (413,829) | | | (487,997) | | | (81,234) | | | — | | | (569,231) | | | Income before income taxes | $ | 554,590 | | | $ | 127,378 | | | $ | 354,640 | | | $ | 1,036,608 | | | $ | 92,111 | | | $ | — | | | $ | 1,128,719 | | | | | | | | | | | | | | | | | Capital expenditures (b) | $ | 211,468 | | | $ | 191,217 | | | $ | 51,787 | | | $ | 454,472 | | | $ | 77,045 | | | $ | — | | | $ | 531,517 | | | Depreciation and amortization | $ | 361,500 | | | $ | 158,123 | | | $ | 65,127 | | | $ | 584,750 | | | $ | 92,395 | | | $ | — | | | $ | 677,145 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Energy | | Grains | | Agronomy | | Total Reportable Segments | | Corporate
and Services | | Reconciling
Amounts | | Total | | Year ended August 31, 2025 | (Dollars in thousands) | | Revenues, including intersegment revenues | $ | 8,210,390 | | | $ | 20,992,479 | | | $ | 6,070,765 | | | $ | 35,273,634 | | | $ | 371,247 | | | $ | (182,273) | | | $ | 35,462,608 | | | Intersegment revenues | (12,136) | | | (4,591) | | | (1,653) | | | (18,380) | | | (163,893) | | | 182,273 | | | — | | | Revenues, net of intersegment revenues | $ | 8,198,254 | | | $ | 20,987,888 | | | $ | 6,069,112 | | | $ | 35,255,254 | | | $ | 207,354 | | | $ | — | | | $ | 35,462,608 | | Cost of goods sold (a) | 7,893,975 | | | 20,668,156 | | | 5,647,756 | | | 34,209,887 | | | 115,907 | | | — | | | 34,325,794 | | | Marketing, general and administrative expenses | 335,664 | | | 353,866 | | | 280,358 | | | 969,888 | | | 76,171 | | | — | | | 1,046,059 | | | Interest expense | (5,950) | | | 59,682 | | | 103,377 | | | 157,109 | | | 17,740 | | | (28,770) | | | 146,079 | | | Other income | (4,839) | | | (59,980) | | | (33,275) | | | (98,094) | | | (31,107) | | | 28,770 | | | (100,431) | | | Equity income from investments | (1,581) | | | (77,839) | | | (304,387) | | | (383,807) | | | (185,858) | | | — | | | (569,665) | | | (Loss) income before income taxes | $ | (19,015) | | | $ | 44,003 | | | $ | 375,283 | | | $ | 400,271 | | | $ | 214,501 | | | $ | — | | | $ | 614,772 | | | | | | | | | | | | | | | | | Capital expenditures (b) | $ | 419,317 | | | $ | 279,357 | | | $ | 133,876 | | | $ | 832,550 | | | $ | 167,405 | | | $ | — | | | $ | 999,955 | | | Depreciation and amortization | $ | 352,559 | | | $ | 166,693 | | | $ | 65,671 | | | $ | 584,923 | | | $ | 66,503 | | | $ | — | | | $ | 651,426 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Energy | | Grains | | Agronomy | | Total Reportable Segments | | Corporate
and Services | | Reconciling
Amounts | | Total | | Year ended August 31, 2024 | (Dollars in thousands) | | Revenues, including intersegment revenues | $ | 9,430,686 | | | $ | 24,104,905 | | | $ | 5,569,615 | | | $ | 39,105,206 | | | $ | 323,760 | | | $ | (167,737) | | | $ | 39,261,229 | | | Intersegment revenues | (20,445) | | | (12,099) | | | (1,495) | | | (34,039) | | | (133,698) | | | 167,737 | | | — | | | Revenues, net of intersegment revenues | $ | 9,410,241 | | | $ | 24,092,806 | | | $ | 5,568,120 | | | $ | 39,071,167 | | | $ | 190,062 | | | $ | — | | | $ | 39,261,229 | | | Cost of goods sold (a) | 8,676,407 | | | 23,515,288 | | | 5,230,401 | | | 37,422,096 | | | 87,806 | | | — | | | 37,509,902 | | | Marketing, general and administrative expenses | 353,757 | | | 414,157 | | | 312,143 | | | 1,080,057 | | | 86,912 | | | — | | | 1,166,969 | | | Interest expense | (16,649) | | | 38,032 | | | 85,328 | | | 106,711 | | | 22,467 | | | (25,114) | | | 104,064 | | | Other income | (12,676) | | | (64,899) | | | (42,462) | | | (120,037) | | | (42,707) | | | 25,114 | | | (137,630) | | | Equity losses (income) from investments | 2,744 | | | (64,342) | | | (275,867) | | | (337,465) | | | (142,398) | | | — | | | (479,863) | | | Income before income taxes | $ | 406,658 | | | $ | 254,570 | | | $ | 258,577 | | | $ | 919,805 | | | $ | 177,982 | | | $ | — | | | $ | 1,097,787 | | | | | | | | | | | | | | | | | Capital expenditures (b) | $ | 196,202 | | | $ | 253,444 | | | $ | 75,314 | | | $ | 524,960 | | | $ | 306,551 | | | $ | — | | | $ | 831,511 | | | Depreciation and amortization | $ | 338,351 | | | $ | 118,120 | | | $ | 53,181 | | | $ | 509,652 | | | $ | 60,239 | | | $ | — | | | $ | 569,891 | |
(a) Cost of goods sold is presented net of intersegment cost of goods sold. (b) Includes amounts related to acquisition of property, plant and equipment and expenditures for major maintenance.
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