US · Basic Materials · Agricultural Inputs
EPS came in at 4.73 against a street estimate of 5.65 — a miss of 16.3%.
Analysts rate CF Industries Holdings Inc a hold (6 buy, 13 hold, 3 sell out of 22) with an average price target of $127.69.
CONFIDENT CF reported strong Q2 earnings, raised mid-cycle earnings expectations, and sees tight nitrogen markets through 2027, supporting continued buybacks and dividends. Q2 FY26 Management expects North American demand to remain firm, deferred Brazilian and Indian purchases to recover, European production to remain constrained by gas costs, and Chinese exports near last year’s levels. Analysts focused on nitrogen pricing, deferred demand, geopolitical supply risks, Yazoo City’s redesign and timing, and capital allocation. Management responded with a constructive demand outlook, tighter supply expectations, and explanations for project economics and insurance coverage. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.61% |
| Vanguard Capital Management, LLC | 6.63% |
| Vanguard Portfolio Management, LLC | 5.64% |
| State Street Corp | 5.64% |
| T. Rowe Price Associates, Inc. | 5.60% |
| Geode Capital Management, LLC | 3.56% |
| Dimensional Fund Advisors, Inc. | 2.40% |
| Capital World Investors | 2.19% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 CF INDUSTRIES HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Reporting Date: August 31, 2026 (earliest event reported); Form filed September 3 | 2026-09-03 |
| Quarterly report · Q2 2026 CF INDUSTRIES HOLDINGS, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net sales Q2 2026: $2,222 million vs. $1,890 million Q2 2025 (+17.6%) • | 2026-08-06 |
| Results announced · Q3 2026 CF INDUSTRIES HOLDINGS – 2026 H1 & Q2 RESULTS SUMMARY --- HEADLINE NUMBERS • Q2 2026 Adjusted EBITDA: $1.2B (up from $761M Q2 2025) • 1H 2026 Adjus | 2026-08-05 |
| Results announced · Q3 2026 CF INDUSTRIES HOLDINGS, INC. — FIRST HALF 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net earnings H1 2026: $1.34 billion ($8.71 per diluted share), ve | 2026-08-05 |
| Quarterly report · Q1 2026 CF INDUSTRIES HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales: $1,986 million (Q1 2026) vs. $1,663 million (Q1 2025) — increase o | 2026-05-07 |
| Results announced · Q2 2026 CF INDUSTRIES Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q1 2026 Net Earnings: $615M ($3.98 per diluted share); Q1 2025 was $312M ($1.85 p | 2026-05-06 |
| Proxy statement · Q2 2026 CF INDUSTRIES HOLDINGS, INC. — PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 11 director nominees — Board recommends v | 2026-03-17 |
| Annual report FY2025 CF INDUSTRIES HOLDINGS, INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Net sales (2025): $7.08 billion | (2024): $5.94 billion | (2023): $6.63 bil | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.60 / share ex-date Nov 16, 2026 · pay Nov 30, 2026 | 2026-11-16 |
| Dividend | $0.60 / share ex-date Aug 14, 2026 · pay Aug 31, 2026 | 2026-08-14 |
| Dividend | $0.50 / share ex-date May 15, 2026 · pay May 29, 2026 | 2026-05-15 |
| Dividend | $0.50 / share ex-date Feb 13, 2026 · pay Feb 27, 2026 | 2026-02-13 |
| Dividend | $0.50 / share ex-date Nov 14, 2025 · pay Nov 28, 2025 | 2025-11-14 |
| Announcement | Date |
|---|---|
| Formed joint venture for low-carbon ammonia construction and production CF Industries announced on April 8, 2025, that it formed a joint venture called Blue Point Number One, LLC with JERA (Japan's largest energy company) and Mitsui (a global investment firm) to | 2026-01-09 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for CF Industries Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.