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Cf Industries Holdings (CF)
NYSE:CF
Earnings Data
Report Date
Feb 18, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
2.42Last Year’s EPS
1.9Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
CF Industries reported strong financial results and environmental achievements, with robust market demand supporting future growth. However, challenges include a recent incident at the Yazoo City complex and a persistent valuation disconnect in the market.Company Guidance
Strong Financial Performance
CF Industries reported adjusted EBITDA of $2.1 billion for the first 9 months of 2025, reflecting strong execution and high free cash flow conversion rate of 65%.
Significant Environmental Achievements
The company reduced GHG emissions intensity by 25% and completed various environmentally responsible initiatives, including carbon capture projects and low-emission ammonia production.
Expansion and Strategic Growth
CF Industries is developing the world's largest ultra-low emissions ammonia plant at the Blue Point complex in Louisiana, with strong support from partners JERA and Mitsui.
Robust Market Demand
The global nitrogen supply-demand balance remains tight, with strong demand from North America, India, and Brazil, and constrained supply due to low global inventories.
Successful Share Repurchase Program
CF Industries completed its 2022 share repurchase authorization, reducing outstanding shares by 19% and increasing earnings per share by approximately 31%.
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
CF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $85.05 | $81.45 | -4.23% |
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% |
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 Feb 18, 2026, After Close (Confirmed).
What is Cf Industries Holdings (CF) earnings time?
Cf Industries Holdings (CF) earnings time is at Feb 18, 2026, 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 (Q4) is 2.42.