CF Industries

CF

Market cap $15.5B

CF Industries Holdings, Inc. (CF) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript

CF Industries valuation is challenging due to unpredictable nitrogen fertilizer and natural gas prices. CF's low-cost structure provides a durable competitive edge in volatile commodity cycles. Geopolitical factors, including China's export controls and India's subsidies, significantly influence CF's market dynamics.

CF Industries remains a Strong Buy, with the stock significantly undervalued relative to long-term free cash flow and potential. CF delivered strong Q4 and 2025 results, beating estimates and generating $1.8 billion in free cash flow despite elevated CAPEX for strategic projects.

CF Industries Holdings, Inc. (CF) Q4 2025 Earnings Call Transcript

CF Industries posts Q4 beat as higher nitrogen prices lift EPS and sales, despite lower volumes and rising gas costs, with a strong demand outlook.

The headline numbers for CF (CF) give insight into how the company performed in the quarter ended December 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 $2.99 per share, beating the Zacks Consensus Estimate of $2.5 per share. This compares to earnings of $1.89 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 full year and fourth quarter ended December 31, 2025. Highlights Full year 2025 net earnings(1) of $1.46 billion, or $8.97 per diluted share, EBITDA(2) of $2.78 billion, and adjusted EBITDA(2) of $2.89 billion Fourth quarter 2025 net earnings of $404 million, or $2.59 per diluted share, EBITDA of $731 million, and adjusted E.

Canaccord Genuity Group Inc. (CF:CA) Q3 2026 Earnings Call Transcript

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CF (CF), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.