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CF

CF Industries Holdings, Inc. ( CF ) Q3 2025 Earnings Call November 6, 2025 11:00 AM EST Company Participants Martin Jarosick - VP of Treasury & Investor Relations W. Will - President, CEO & Director Christopher Bohn - Executive VP, COO & Director Bert Frost - Executive Vice President of Sales, Market Development & Supply Chain Gregory Cameron - Executive VP & Chief Financial Officer Conference Call Participants Benjamin Theurer - Barclays Bank PLC, Research Division Edlain Rodriguez - Mizuho Securities USA LLC, Research Division Joel Jackson - BMO Capital Markets Equity Research Christopher Parkinson - Wolfe Research, LLC Andrew Wong - RBC Capital Markets, Research Division Kristen Owen - Oppenheimer & Co. Inc., Research Division Lucas Beaumont - UBS Investment Bank, Research Division Vincent Andrews - Morgan Stanley, Research Division Matthew DeYoe - BofA Securities, Research Division Presentation Operator Good day, and welcome to the CF Industries Q3 2025 Earnings Conference Call.

CF posts a Q3 earnings beat as stronger nitrogen prices lift margins across key fertilizer segments.

The headline numbers for CF (CF) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CF Industries (CF) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $1.55 per share a year ago.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the nine months and third quarter ended September 30, 2025. Highlights First nine months 2025 net earnings(1) of $1.05 billion, or $6.39 per diluted share, EBITDA(2) of $2.05 billion, and adjusted EBITDA(2) of $2.07 billion Third quarter 2025 net earnings of $353 million, or $2.19 per diluted share, EBITDA of $671 million, and a.

Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, CF and YARIY are set to tackle the challenges.

CF (CF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CF (CF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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CF ships its first VACI-certified low-carbon ammonia to Europe, marking a milestone in sustainable industrial supply chains.