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CF Industries by the numbers
CF Industries (CF) reported revenue of $1.99B in Q1 2026 (quarter ended Mar 31, 2026), up 19% from the same quarter a year earlier. That came with a gross margin of 38% and net income of $676M (34% of revenue). For the full year FY2025, revenue was $7.08B (+19% year on year) and net income $1.80B. Its largest segment in Jun 2026 was Urea at $712M, 34% of the disclosed total, ahead of UAN at 26%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.99B | $1.66B | +19% |
| Gross profit | $746M | $572M | +30% |
| Operating income | $863M | $455M | +90% |
| Net income | $676M | $351M | +93% |
| Diluted EPS | $3.98 | $1.85 | +115% |
| Operating | Revenue | Share |
|---|---|---|
| Urea | $712M | 34% |
| UAN | $557M | 26% |
| Ammonia | $489M | 23% |
| Other Products | $193M | 9.1% |
| All Other | $166M | 7.8% |
| Ammonium Nitrate | $1.0M | 0.0% |
Business Segments
Revenue split by operating segment, from SEC XBRL filings.
Latest period: Jun 2026Total $2.12B (+14%)
Other Products grew +54% year on yearAmmonium Nitrate -98% year on year
Segment Latestquarter on quarteryear on year
- Urea$712.0M$712.0MQoQ +21%year on year +30%+21%+30%
- UAN$557.0M$557.0MQoQ +0.91%year on year -0.18%+0.91%-0.18%
- Ammonia$489.0M$489.0MQoQ +2.9%year on year +18%+2.9%+18%
- Other Products$193.0M$193.0MQoQ +51%year on year +54%+51%+54%
- All Other$166.0M$166.0MQoQ +57%year on year +52%+57%+52%
- Ammonium Nitrate$1.0M$1.0MQoQ 0.00%year on year -98%0.00%-98%
Basic Materials
Ranks #15 of 150 by Smart Score