CF
CF Industries·NYSE
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CF fundamentals
CF Industries (CF) released its earnings on Feb 18, 2026: revenue was 1.87B (YoY +22.70%), beat estimates; EPS was 2.72 (YoY +43.48%), beat estimates.
Revenue / YoY
1.87B
+22.70%
EPS / YoY
2.72
+43.48%
Report date
Feb 18, 2026
CF Earnings Call Summary for Q4,2025
- Record 2025 Performance: Adjusted EBITDA of $2.9 billion, free cash flow of $1.8 billion, and $1.7 billion returned to shareholders.
- Yazoo City Impact: 2026 ammonia production down 5%, with $200 million EBITDA impact offset by insurance proceeds.
- Blue Point Momentum: Civil work begins Q2 2026, targeting 2029 startup. Potential for future expansion at site.
- Low-Carbon Premiums: Global urea prices above cost curve, with European and Asian buyers paying premium for low-carbon ammonia.
- Capital Allocation: $1.3 billion in 2026 capex, with $950 million allocated to growth initiatives.
EPS
Actual | 0.3377 | 0.8667 | -0.1581 | 0.4186 | 0.6722 | 1.1539 | 1.0153 | 3.7062 | 4.21 | 5.58 | 2.2995 | 4.2436 | 2.85 | 2.7103 | 1.1403 | 1.4977 | 1.03 | 2.3 | 1.3316 | 1.8958 | 1.9744 | 2.3639 | 2.2768 | 2.72 | ||||||||||||||||
Forecast | 0.2482 | 0.6441 | 0.0745 | 0.1128 | 0.5851 | 1.5557 | 0.9599 | 3.4412 | 4.3526 | 5.9179 | 3.3535 | 4.3005 | 2.4989 | 2.1965 | 1.0188 | 1.5601 | 1.532 | 1.8457 | 1.164 | 1.5398 | 1.4786 | 2.5005 | 2.1581 | 2.4254 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +36.06% | +34.56% | -312.21% | +271.10% | +14.89% | -25.83% | +5.77% | +7.70% | -3.28% | -5.71% | -31.43% | -1.32% | +14.05% | +23.39% | +11.93% | -4.00% | -32.77% | +24.61% | +14.40% | +23.12% | +33.53% | -5.46% | +5.50% | +12.15% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 971.00M | 1.20B | 847.00M | 1.10B | 1.05B | 1.59B | 1.36B | 2.54B | 2.87B | 3.39B | 2.32B | 2.61B | 2.01B | 1.77B | 1.27B | 1.57B | 1.47B | 1.57B | 1.37B | 1.52B | 1.66B | 1.89B | 1.66B | 1.87B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 924.62M | 1.15B | 885.24M | 1.02B | 1.10B | 1.63B | 1.38B | 2.56B | 2.60B | 3.53B | 2.37B | 2.83B | 1.88B | 1.82B | 1.29B | 1.51B | 1.46B | 1.52B | 1.28B | 1.50B | 1.54B | 1.80B | 1.67B | 1.78B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.02% | +5.11% | -4.32% | +8.51% | -4.81% | -2.72% | -1.20% | -0.94% | +10.33% | -4.08% | -1.89% | -7.76% | +7.09% | -2.52% | -1.23% | +4.08% | +0.97% | +3.75% | +6.73% | +1.48% | +7.91% | +4.78% | -0.54% | +4.88% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for CF Industries year over year?What is CF Industries's latest dividend and current dividend yield?Did CF Industries beat or miss consensus estimates last quarter?What were the key takeaways from CF Industries’s earnings call?What is the market's earnings forecast for CF Industries next quarter?What guidance did CF Industries's management provide for the next earnings period?What does CF Industries do and what are its main business segments?What factors drove the changes in CF Industries's revenue and profit?
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