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CF Industries Holdings, Inc. (CF) stock

CFNYSEAgricultural ChemicalsFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 17/3044% below fair value
$123.30+5.21 (+4.41%)

Close on Oct 30, 2026Market cap $18.66BP/E 9.1Yield 1.62%

Earnings

CF Industries's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Nov 4, 2026
Q3 FY2026 · estimated, during market hours
Revenue, Q2 FY2026
$2.22B
+17.5% on a year earlier
Adjusted EPS, Q2 FY2026
$4.73
$2.37 a year earlier
Latest guidance
Reaffirmed
Aug 5, 2026 · 2 items

Quarterly results

Revenue and earnings per share from each of CF Industries's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q3 FY2026ended Sep 30, 2026Nov 4, 2026Expected–––––
Q2 FY2026ended Jun 30, 2026Aug 5, 2026during market hours$2.22B+17.5%$4.73–Release
Q1 FY2026ended Mar 31, 2026May 6, 2026during market hours$1.99B+19.9%$3.98–Release
Q4 FY2025ended Dec 31, 2025Feb 18, 2026during market hours$1.87B+23.0%$2.59–Release
Q3 FY2025ended Sep 30, 2025Nov 5, 2025during market hours$1.66B+21.2%$2.19–Release
Q2 FY2025ended Jun 30, 2025Aug 6, 2025during market hours$1.89B+20.4%$2.37–Release
Q1 FY2025ended Mar 31, 2025May 7, 2025during market hours$1.66B+12.9%$1.85$644.00Release
Q4 FY2024ended Dec 31, 2024Feb 19, 2025during market hours$1.52B-3.2%$1.89–Release
Q3 FY2024ended Sep 30, 2024Oct 30, 2024during market hours$1.37B+7.9%$1.55–Release
Q2 FY2024ended Jun 30, 2024Aug 7, 2024during market hours$1.57B-11.8%$2.30–Release
Q1 FY2024ended Mar 31, 2024May 1, 2024during market hours$1.47B-26.9%$1.03–Release
Q4 FY2023ended Dec 31, 2023Feb 14, 2024during market hours$1.57B-39.8%$1.44–Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

CF Industries's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
capital expendituresFY2026$1.30B$1.30BReaffirmedAug 5, 2026
gross ammonia productionFY20269.59.5ReaffirmedAug 5, 2026
gross ammonia productionFY20269.5–NewFeb 18, 2026

Guidance history

Every forecast CF Industries put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Aug 5, 2026capital expendituresFY2026$1.30BReaffirmed
Aug 5, 2026gross ammonia productionFY20269.5Reaffirmed
May 6, 2026capital expendituresFY2026$1.30BRaised
May 6, 2026gross ammonia productionFY20269.5New
Feb 18, 2026capital expenditures for CF Industries, excluding the portion of capital expenditures funded by JERA and MitsuiFY2026$950.00MLowered
Feb 18, 2026capital expenditures approximately $40 million of capitalized interestFY2026$40.00MLowered
Feb 18, 2026capital expendituresFY2026$1.30BNew
Feb 18, 2026gross ammonia productionFY20269.5New
Nov 5, 2025capital expendituresFY2025$925.00MRaised
Nov 5, 2025capital expenditures, excluding the portion of capital expenditures funded by JERA and MitsuiFY2025$725.00MRaised
Nov 5, 2025capital expenditures in 2025 related to its wholly owned Blue Point common facilitiesFY2025$25.00MLowered
Nov 5, 2025total estimated capital expenditures in 2025 of the Blue Point joint ventureFY2025$300.00M – $400.00MLowered
Nov 5, 2025gross ammonia productionFY202510New
Aug 6, 2025capital expendituresFY2025$800.00M – $900.00MNew
Aug 6, 2025capital expenditures, excluding the portion of capital expenditures funded by JERA and MitsuiFY2025$650.00MRaised
Aug 6, 2025capital expenditures in 2025 related to its wholly owned Blue Point common facilitiesFY2025$25.00MLowered
Aug 6, 2025gross ammonia productionFY202510New
May 7, 2025capital expenditures, excluding the portion of capital expenditures funded by the Blue Point joint venture partnersFY2025$650.00MLowered
May 7, 2025capital expendituresFY2025$800.00M – $900.00MRaised
May 7, 2025gross ammonia productionFY202510Lowered

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases CF Industries filed with the SEC as exhibits to Form 8-K or 6-K

  1. Quarterly results release
    Results
  2. CF Industries Holdings, Inc. Reports First Half 2026 Net Earnings of $1.34 Billion, Adjusted EBITDA of $2.18 Billion
    Results
  3. All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the “Company”), other than those relating to historical
    Results
  4. CF Industries Holdings, Inc. Reports First Quarter 2026 Net Earnings of $615 Million, Adjusted EBITDA of $983 Million
    Results
  5. Elected Executive Vice President and Chief Financial Officer of CF Industries Holdings, Inc.
    Update
  6. Quarterly results release
    Results
  7. CF Industries Holdings, Inc. Reports Full Year 2025 Net Earnings of $1.46 Billion, Adjusted EBITDA of $2.89 Billion
    Results
  8. All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the “Company”), other than those relating to historical
    Results
  9. CF Industries Holdings, Inc. Reports First Nine Months 2025 Net Earnings of $1.05 Billion, Adjusted EBITDA of $2.07 Billion
    Results
  10. CF Industries’ W. Anthony Will to Retire
    Update
  11. Quarterly results release
    Results
  12. CF Industries Holdings, Inc. Reports First Half 2025 Net Earnings of $698 Million, Adjusted EBITDA of $1.41 Billion
    Results
  13. June 24, 2025 NYSE: CF
    Update
  14. Quarterly results release
    Results
  15. CF Industries Holdings, Inc. Reports First Quarter 2025 Net Earnings of $312 Million, Adjusted EBITDA of $644 Million
    Results