
CF Industries sees higher mid-cycle earnings power as rising construction costs lift nitrogen economics, with tight fundamentals expected into 2027.
CF Industries Holdings, Inc. is a North American manufacturer and distributor of agricultural fertilizers, based in Deerfield, Illinois.
| Revenue (TTM) | $7.74B |
| Gross Profit (TTM) | $3.29B |
| EBITDA | $3.87B |
| Operating Margin | 49.30% |
| Return on Equity | 29.90% |
| Return on Assets | 12.90% |
| Revenue/Share (TTM) | $49.56 |
| Book Value | $37.92 |
| Price-to-Book | 3.12 |
| Price-to-Sales (TTM) | 2.30 |
| EV/Revenue | 2.46 |
| EV/EBITDA | 4.58 |
| Quarterly Earnings Growth (YoY) | 99.60% |
| Quarterly Revenue Growth (YoY) | 17.60% |
| Shares Outstanding | $151.34M |
| Float | $150.28M |
| % Insiders | 0.45% |
| % Institutions | 108.52% |
Volatility is currently expanding

CF Industries sees higher mid-cycle earnings power as rising construction costs lift nitrogen economics, with tight fundamentals expected into 2027.

CF Industries Holdings, Inc. (CF) Q2 2026 Earnings Call Transcript

CF Industries' Q2 earnings miss estimates as lower volumes and the Yazoo City outage offset stronger nitrogen pricing and a 17.6% sales increase.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the first half and second quarter ended June 30, 2026. Highlights First half 2026 net earnings(1) of $1.34 billion, or $8.71 per diluted share, EBITDA(2) of $2.17 billion, and adjusted EBITDA(2) of $2.18 billion. First half 2026 financial results include a gain of approximately $170 million from a litigation settlement Second qu.

The benefits of healthy nitrogen fertilizer demand in major markets and higher nitrogen prices are expected to reflect on CF's Q2 performance.

CF (CF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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