CF Industries

CF

Market cap $12.3B

Nutrien and CF Industries ride firm fertilizer demand, rising prices and stronger cash flow as global farm economics stay supportive.

CF Industries is upgraded to Strong Buy thanks to robust free cash flow, aggressive buybacks, and solid long-term growth projects like Blue Point. CF's valuation remains significantly below peers despite strong financial performance, with management actively repurchasing shares to capitalize on perceived undervaluation. Macro tailwinds, including US rate cuts, trade deals, and decarbonization trends, support CF's outlook, though industry volatility and risks persist.

Canaccord Genuity Group Inc. ( CF:CA ) Q2 2026 Earnings Call November 14, 2025 9:00 AM EST Company Participants Daniel Daviau - CEO & Chairman Nadine Ahn - Executive VP & CFO Conference Call Participants Jeff Fenwick - Cormark Securities Inc., Research Division Rob Goff - Ventum Financial Corp., Research Division Stephen Boland - Raymond James Ltd., Research Division Graham Ryding - TD Cowen, Research Division Presentation Operator Good morning, ladies and gentlemen, and thank you for standing by.

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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.