An industry chapter · Agricultural Inputs

Agricultural Inputs

8 members, BIOX to UAN, A to Z by ticker.

Gross profitability: median 15% — gross profit as a share of total assets, each member's median across its readable years; read on 8 of 8 members
Capital intensity: median 5.3% — capital expenditure as a share of revenue, each member's median across its readable years; read on 7 of 8 members
Net cash: 1 of the 8 members with a readable debt line hold more cash and short-term investments than total debt

Figures describe the list as a group, from each member's own filed record; they name no member and form no rank. A member missing an input is absent from that median, never counted against the others.

From the latest filings · data as of July 9, 2026.

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BIOX Bioceres Crop Solutions Corp.

A chemicals business, converting feedstocks into products at a spread the cycle moves.

Owner earnings 2016–2025 ($2M)$16M$28M$8M($9M)($21M)($2M)$36M$44M

Retained capital Paid out $87M more than it earned over 2016–2025; annual owner earnings grew $12M.

Balance sheet Net debt against an operating loss, $112M · dividend paid 4 of 9 yrs, cut at least once

CF CF Industries Holdings Inc.

Revenue is led by Ammonia (31%) and UAN (31%), with 4 more segments behind.

Owner earnings 2016–2025 ($61M)$1.2B$1.1B$1.1B$922M$2.4B$3.4B$2.3B$1.8B$1.8B

Retained capital Retained $435M of earnings over 2016–2025; annual owner earnings grew $1.2B.

Balance sheet Modest net debt, $1.2B · buybacks at an average near $63.30 · dividend paid 10 of 10 yrs, never cut

CTVA Corteva Inc. Common Stock

Corteva is a leading global provider of seed and crop protection solutions focused on the agriculture industry and contributing to a healthier, more secure and sustainable food supply.

Owner earnings 2018–2025 ($1.0B)($93M)$1.6B$2.2B$267M$1.2B$1.5B$2.8B

Retained capital Paid out $7.6B more than it earned over 2018–2025; annual owner earnings grew $1.7B.

Balance sheet Net cash, +$2.8B · buybacks at an average near $55.30 · dividend paid 7 of 8 yrs, never cut

ICL ICL Group Ltd.

Revenue is led by Phosphate Solutions (33%) and Growing Solutions (29%), with 3 more segments behind.

Owner earnings not read

Retained capital not read

Balance sheet Heavy net debt, $2.5B

MOS Mosaic Company (The)

Mosaic Company is the world's leading producer and marketer of concentrated phosphate and potash crop nutrients.

Owner earnings 2018–2025 $455M$213M$735M$1.4B$3.0B$1.4B$47M($225M)

Retained capital Retained $2.6B of earnings over 2018–2025; annual owner earnings fell $45M, $-0.02 per $1 retained.

Balance sheet Heavy net debt, $4.0B · buybacks at an average near $45.90 · dividend paid 8 of 8 yrs, cut at least once

NTR Nutrien Ltd.

We are a leading global provider of crop inputs and services.

Owner earnings 2017–2025 $824M$647M$1.9B$1.9B$2.1B$5.9B$2.7B$1.5B$2.1B

Retained capital Retained $573M of earnings over 2017–2025; annual owner earnings grew $959M.

Balance sheet Meaningful net debt, $9.5B · dividend paid 9 of 9 yrs, never cut

SMG Scotts Miracle-Gro

We are the exclusive agent of Monsanto Company, a subsidiary of Bayer AG, for the marketing and distribution of certain of Monsanto's consumer Roundup 1 branded products within the United States and certain other specified countries.

Owner earnings 2016–2025 $186M$294M$274M$184M$495M$165M($243M)$438M$584M$309M

Retained capital Paid out $1.6B more than it earned over 2016–2025; annual owner earnings grew $192M.

Balance sheet Heavy net debt, $2.1B · buybacks at an average near $114 · dividend paid 10 of 10 yrs, cut at least once

UAN CVR Partners LP Common

CVR Partners, LP is a Delaware limited partnership formed in 2011 by CVR Energy, Inc.

Owner earnings 2016–2025 $22M($4M)$12M$21M$1M$168M$257M$219M$113M$99M

Retained capital Retained $394M of earnings over 2016–2025; annual owner earnings grew $134M, $0.34 per $1 retained.

Balance sheet Meaningful net debt, $501M · buybacks at an average near $26.35

The same four lines for every member, in strict ticker order; a figure that could not be read renders as "not read," never as a mark against the record beside it. The header describes the list and names no member; the entries carry no ranking and form no score. What a chapter cannot carry — understanding of the business, and a price — is yours.