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Agricultural Chemicals SIC 2870
7 companies filing with the SEC under SIC 2870. Median revenue growth +7% year on year in Q2 2026 (middle half -2% to +19%, 7 companies). The growth model expects the industry's combined revenue to grow +9% in Q3 2026. 6 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- IEP → UAN 28% of the supplier's revenue, $2.7B
- SMG → LOW 52% of the supplier's revenue, $1.8B
- SMG → HD 34% of the supplier's revenue, $1.2B
- UAN → IEP
- CVI → UAN
- DUK → MOS
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +8.7% | $6.4B | $5.5B – $7.3B |
| Q4 2026 | +12.7% | $6.2B | $5.2B – $7.2B |
| Q1 2027 | +14.9% | $7.8B | $6.4B – $9.1B |
| Q2 2027 | +15.8% | $7.6B | $6.2B – $8.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MOS Mosaic | $3.1B | -6% | contraction |
| CF CF Industries Holdings | $1.9B | +18% | transition |
| SMG Scotts Miracle-Gro | $1.2B | +1% | mature |
| UAN CVR Partners, LP | $146M | +20% | deceleration |
| AVD American Vanguard | $117M | -10% | contraction |
| CBUS Cibus | $994K | +7% | deceleration |
| SNES SenesTech | $770K | +23% | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.