CFCF Industries

$119.43+46% 1Y

Price

+46%1Y

End-of-day closes, not the intraday tick.

What they do

We have a strategic venture with CHS under which CHS owns an equity interest in CFN, a subsidiary of CF Holdings, which represents approximately 11% of the membership interests of CFN. We own the remaining membership interests. CHS also receives deliveries pursuant to a supply agreement under which CHS has the right to purchase annually from CFN up to approximately 1.1 million tons of granular urea and 580,000 tons of UAN at market prices.

In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR

P/E8.4
Market value$17.47B
1 year+46%
5 years+123%

Charts

As reported to the SEC, without any scoring.

Business segments

Q3 2026 · $1.62B

The company’s own SEC segment disclosure.

  • UAN$583.0M36%
  • Urea$374.0M23%
  • Ammonia$361.0M22%
  • Other Products$164.0M10%
  • Other Operating$138.0M8.5%

CF Industries (CF) reported revenue of $1.86B in Q3 2026 (quarter ended Sep 30, 2026), up 12% from the same quarter a year earlier. That came with a gross margin of 39% and net income of $520M (28% of revenue). For the full year FY2025, revenue was $7.08B (+19% year on year) and net income $1.80B. Its largest segment in Q3 2026 was UAN at $583M, 36% of the disclosed total, ahead of Urea at 23%. The next results filing is expected around Feb 17, 2027, the same week as a year ago.

What the company said

The company's own words from its current reports to the SEC, newest first

  1. Nov 4, 2026CF Industries Holdings, Inc. Reports First Nine Months 2026 Net Earnings of $1.78 Billion, Adjusted EBITDA of $3.01 Billion.Earnings release · press release
  2. Nov 4, 2026All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the “Company”), other than those relating to historical.Earnings release · press release
  3. Sep 3, 2026On August 31, 2026, Vice President and Corporate Controller and Chief Accounting Officer, Richard A. Hoker, informed CF Industries Holdings, Inc. (the “Company”) that he intends to retire from employment with the Company effective as of March 3, 2027.Director or officer change · Form 8-K

Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.