The earnings call highlighted strong financial performance and strategic execution, particularly in carbon capture projects and shareholder returns. However, concerns were noted regarding increased costs, unplanned outages, and market volatility affecting farmer economics.

Company Guidance -

Q3 2025

During the CF Industries earnings call for the first half and second quarter of 2025, the company provided significant guidance and performance metrics. They reported an adjusted EBITDA of $1.4 billion for the first half, reflecting strong operational performance amidst a tight global nitrogen supply-demand balance. CF Industries highlighted several strategic initiatives, including the successful start-up of the Donaldsonville Carbon Capture and Sequestration Project and progress on the Blue Point joint venture. They returned approximately $2 billion to shareholders over the past 12 months, indicating robust capital return programs. The company achieved a 99% utilization rate in producing 5.2 million tons of gross ammonia in the first half and projects to produce around 10 million tons for the full year. Additionally, they outlined expectations for continued strong global nitrogen demand, particularly in North America and India, while managing challenges such as geopolitical events affecting production in regions like Egypt and Iran. Financial performance for the first half included net earnings of $698 million and free cash flow of $1.7 billion, with ongoing investment in growth and share repurchases being a focus for capital allocation.

Strong Financial Performance

CF Industries reported adjusted EBITDA of $1.4 billion for the first half of 2025, showcasing outstanding operational performance.

Successful Carbon Capture and Sequestration Project

The Donaldsonville Carbon Capture and Sequestration Project began operating efficiently, reducing carbon dioxide emissions by up to 2 million metric tons per year.

Record Production Utilization

Achieved a 99% utilization rate, producing 5.2 million tons of gross ammonia in the first half of 2025.

High Shareholder Returns

Returned approximately $2 billion to shareholders over the last 12 months, including repurchasing more than 10% of outstanding shares.

Strong Demand in Global Nitrogen Market

The global nitrogen supply-demand balance continued to tighten, with strong demand from North America and India.

Cf Industries Holdings (CF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	2.02 / -	1.332	―	―	―
Aug 06, 2025	2025 (Q2)	2.50 / 2.36	2.3	2.78% (+0.06)
May 07, 2025	2025 (Q1)	1.48 / 1.97	1.03	91.65% (+0.94)
Feb 19, 2025	2024 (Q4)	1.54 / 1.90	1.498	26.57% (+0.40)
Oct 30, 2024	2024 (Q3)	1.16 / 1.33	1.14	16.84% (+0.19)
Aug 07, 2024	2024 (Q2)	1.85 / 2.30	2.71	-15.13% (-0.41)
May 01, 2024	2024 (Q1)	1.53 / 1.03	2.85	-63.86% (-1.82)
Feb 14, 2024	2023 (Q4)	1.56 / 1.50	4.244	-64.70% (-2.75)
Nov 01, 2023	2023 (Q3)	1.02 / 1.14	2.299	-50.41% (-1.16)
Aug 02, 2023	2023 (Q2)	2.20 / 2.71	5.58	-51.43% (-2.87)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$89.37	$82.40	-7.80%
May 07, 2025	$79.75	$80.37	+0.78%
Feb 19, 2025	$82.83	$79.32	-4.24%
Oct 30, 2024	$79.86	$80.30	+0.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cf Industries Holdings (CF) report earnings?

Cf Industries Holdings (CF) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Cf Industries Holdings (CF) earnings time?

Cf Industries Holdings (CF) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CF EPS forecast?

CF EPS forecast for the fiscal quarter 2025 (Q3) is 2.02.

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