CF Industries

CF

Market cap $13.8B

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.

CF Industries remains a Buy, supported by robust free cash flow, shareholder returns, and long-term growth projects like Blue Point and carbon capture. CF still delivered strong cash generation, very solid ongoing buybacks, and a focus on low-carbon ammonia and clean energy under a new CEO starting next year. Macro factors such as rate cuts, commodity cycles, and global supply-demand shifts present both risks and opportunities for CF.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), the world's largest producer of ammonia, today announced a shipment of certified low-carbon ammonia from its Donaldsonville, Louisiana, facility. Trafigura, a market leader in the global commodities industry, purchased the ammonia for shipment to Envalior, a global leader in Engineering Materials, which intends to use the low-carbon ammonia for the production of low-carbon caprolactam. Trafigura has loaded 23,500 metric.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on November 28, 2025, to stockholders of record as November 14, 2025. Additionally, the Company confirmed that it will report its third quarter and nine months 2025 results after the market close on Wednesday, November 5, 2025. The company plans to host a conference call to discuss these re.

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NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading manufacturer of hydrogen and nitrogen products, today announced that W. Anthony Will has informed the Company's Board of Directors of his intention to retire as president and chief executive officer, effective January 4, 2026. Christopher D. Bohn, currently executive vice president and chief operating officer of CF Industries, has been elected to succeed Mr. Will as president and chief executive officer. Mr. W.

CF Industries is the world's largest ammonia producer, benefiting from US natural gas prices that, while higher, are lower than other global regions, plus strong pricing power in fertilizer markets. Despite a modest 2.4% dividend yield, robust cash flows, low valuation multiples, and a substantial buyback program make CF attractive for commodity investors. CF's US Gulf Coast location offers a durable cost advantage over global peers, even as natural gas prices rise due to LNG exports and AI data center demand.

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