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
- Aug 2, 2026
- SEC filings, last 30 days
- 18
- Comment periods open
- 0
- SEC EDGAR read
- 02:34 UTC, Oct 8
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
527.7
index
+19.9% on a year earlier
Aug 2026 · FRED PCU325311325311
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayThu, Oct 8, 2026
No filings by the covered companies
Jul 11 to Oct 8 · 66 filings, 5 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- Oct 7Corteva · 8-KDirector or officer change
- Oct 7Corteva · 8-KChanged shareholder rights; Other material event
- Oct 5AGCO · 8-KDirector or officer change
- Oct 5Bunge · 8-KDirector or officer change
- Oct 5Corteva · 8-KSigned a material agreement; Completed an acquisition or sale
- Oct 1Corteva · 8-KCurrent report
- Oct 1Corteva · 8-KOther material event
- Oct 1Corteva · 8-KOther material event
- Oct 1Corteva · 8-KOther material event
- Sep 30Corteva · 8-KOther material event
- Sep 25Corteva · 8-KOther material event
- Sep 25Mosaic · 8-KDirector or officer change
- Sep 24Corteva · 8-KOther material event
- Sep 23FMC · 8-KSigned a material agreement; Sold unregistered shares; more
4 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Oct 1Notice · Agriculture DepartmentUnited States Grain Standards Act Award of Designations
- Sep 4Rule · Agriculture DepartmentDriving Efficiency in Farm Loan Delivery
- Aug 27Rule · Agriculture DepartmentFarmer Bridge Assistance (FBA) Program; Correction
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 00:28 UTC, Oct 8
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 | Jun 30, 2026 | $7.7B | +20.0% | 42.5% | 41.1% | 13.8% | +49.6% | 34 | $1.5B-34.8% |
| Mosaic MOSPhosphate and potash | Jun 30, 2026 | — | — | — | — | — | +17.9% | 123 | — |
| Archer-Daniels-Midland ADMGrain trading and processing | Jun 30, 2026 | $82.1B | -0.8% | 6.9% | — | 1.4% | -23.9% | 51 | — |
| Bunge BGOilseed processing | Mar 31, 2026 | $80.5B | +56.9% | 4.4% | — | 2.2% | +20.6% | 73 | — |
| 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 | Jun 30, 2026 | $3.3B | -21.3% | 35.3% | -61.9% | 2.2% | -14.7% | 210 | — |
| Deere DEFarm equipment | Aug 2, 2026 | $48.0B | +8.0% | — | — | 2.6% | -15.5% | — | $1.9B+2.6% |
| AGCO AGCOFarm equipment | Jun 30, 2026 | $10.3B | +1.7% | 25.3% | 5.8% | 2.5% | -10.8% | 142 | — |
| Tyson Foods TSNMeat processing | Jun 27, 2026 | $55.7B | +2.9% | 6.1% | 2.3% | 1.5% | -10.2% | 41 | — |
| Ingredion INGRStarches and sweeteners | Jun 30, 2026 | $7.2B | -1.4% | 23.7% | 11.9% | 6.2% | +22.3% | 74 | — |
| Median of 10 with a current year | +2.9% | 24.5% | 5.8% | 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 RegisterNo comment period or effective date ahead among this industry’s documents of the last 150 days.
Where US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 3102Nitrogen fertilisers · $216M · +23.4% on a year earlierAlgeria 36% · Canada 26% · Russia 11%
- HS 3104Potash fertilisers · $206M · -33.8% on a year earlierCanada 81% · Israel 11% · Russia 4%
- HS 3105Mixed fertilisers · $80M · +57.3% on a year earlierSaudi Arabia 61% · Mexico 10% · Canada 6%
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