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Cf Industries Holdings (CF)
NYSE:CF
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.54Last Year’s EPS
1.03Same Quarter Last Year
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 19, 2025
|% Change Since: -7.05%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Positive
The earnings call for CF Industries highlighted robust financial performance and strategic progress, particularly in carbon capture initiatives and ammonia production efficiency. Despite concerns over increased capital expenditure for future projects, the overall market outlook remains positive with strong demand expectations in the nitrogen sector.Company Guidance
In the CF Industries conference call for the full year and fourth quarter of 2024, the company provided a robust financial outlook with key metrics illustrating its strong performance and strategic initiatives. The company reported an adjusted EBITDA of $562 million for Q4 2024 and $2.3 billion for the full year. CF Industries returned $1.9 billion to shareholders through dividends and share repurchases, marking the highest level of capital return in over a decade. The production network achieved a 100% ammonia utilization rate in Q4, producing over 2.6 million tons of gross ammonia and ending the year with 9.8 million tons. The company forecasts approximately 10 million tons of gross ammonia production in 2025. CF is advancing its carbon capture and sequestration project at the Donaldsonville complex, expecting start-up and 45Q tax credit generation this year. The evaluation of a greenfield low-carbon ammonia plant at the Blue Point complex in Louisiana is nearing completion, with a final investment decision expected in Q1 2025. The company is targeting a cash flow to adjusted EBITDA conversion rate of 63% and has $1 billion remaining on its share repurchase authorization for 2025. The global nitrogen market is expected to remain tight, with strong demand anticipated, particularly in the United States, driven by low world corn stocks and favorable planting conditions.Strong Financial Performance
CF Industries generated adjusted EBITDA of $2.3 billion for the full year 2024. The company returned $1.9 billion to shareholders through dividends and share repurchases, marking the highest level of capital return in more than a decade.
Operational Efficiency
CF Industries achieved a 100% ammonia utilization rate, producing over 2.6 million tons of gross ammonia in Q4 and 9.8 million tons for the full year 2024.
Strategic Initiatives Progress
The carbon capture and sequestration project at the Donaldsonville complex is nearing completion, with commissioning activities underway. The FEED study for the Blue Point complex's low-carbon ammonia plant has been completed.
Positive Nitrogen Market Outlook
Global nitrogen market dynamics are favorable, with strong demand expected due to low world corn stocks and positive corn to soybean ratios. The supply-demand balance is projected to tighten further by the end of the decade.
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CF Earnings History
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
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CF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 19, 2025 | $83.81 | $80.26 | -4.24% |
| Oct 30, 2024 | $80.80 | $81.25 | +0.56% |
| Aug 07, 2024 | $71.98 | $78.09 | +8.49% |
| May 01, 2024 | $76.04 | $72.05 | -5.25% |
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.
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FAQ
When does Cf Industries Holdings (CF) report earnings?
Cf Industries Holdings (CF) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Cf Industries Holdings (CF) earnings time?
Cf Industries Holdings (CF) earnings time is at May 07, 2025, TBA Not 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 (Q1) is 1.54.
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