
CF Industries Benefits From Strong Nitrogen Demand and Higher Prices
CF Industries rides strong nitrogen demand and higher prices, lifting sales and cash flow, even as rising natural gas costs pressure margins.
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CF Industries rides strong nitrogen demand and higher prices, lifting sales and cash flow, even as rising natural gas costs pressure margins.

Shares of fertilizer producers surged Monday, as investors bet that supply disruptions resulting from the conflict in the Middle East could lead to higher nitrogen prices — boosting profits in the process.

CF Industries Holdings, Inc. (CF) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript

CF Industries valuation is challenging due to unpredictable nitrogen fertilizer and natural gas prices. CF's low-cost structure provides a durable competitive edge in volatile commodity cycles. Geopolitical factors, including China's export controls and India's subsidies, significantly influence CF's market dynamics.

CF Industries: The Valuation Disconnect Is Still Too Big To Ignore

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of CF Industries Holdings, Inc. (NYSE: CF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in CF Industries stock on January 9th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account.

Aberdeen Group plc lessened its stake in shares of CF Industries Holdings, Inc. (NYSE: CF) by 18.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 95,952 shares of the basic materials company's stock after selling 21,881 shares during the

Shares of CF Industries Holdings, Inc. (NYSE: CF - Get Free Report) were up 7.2% during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $105.27 and last traded at $102.72. Approximately 1,571,503 shares traded hands during mid-day trading, a decline of 31% from the average

Adjusted EBITDA (Full Year 2025): Approximately $2.9 billion.Net Cash from Operations (2025): $2.75 billion.Free Cash Flow (2025): Approximately $1.8 billion.N

CF Industries Holdings, Inc. (CF) Q4 2025 Earnings Call Transcript

CF Industries posts Q4 beat as higher nitrogen prices lift EPS and sales, despite lower volumes and rising gas costs, with a strong demand outlook.

The headline numbers for CF (CF) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CF Industries (CF) came out with quarterly earnings of $2.99 per share, beating the Zacks Consensus Estimate of $2.5 per share. This compares to earnings of $1.89 per share a year ago.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the full year and fourth quarter ended December 31, 2025. Highlights Full year 2025 net earnings(1) of $1.46 billion, or $8.97 per diluted share, EBITDA(2) of $2.78 billion, and adjusted EBITDA(2) of $2.89 billion Fourth quarter 2025 net earnings of $404 million, or $2.59 per diluted share, EBITDA of $731 million, and adjusted E.

CF Industries Holdings, Inc. (NYSE: CF - Get Free Report) was the recipient of a large decrease in short interest in January. As of January 30th, there was short interest totaling 10,932,962 shares, a decrease of 15.1% from the January 15th total of 12,878,233 shares. Currently, 7.1% of the shares of the stock are sold short.

Caprock Group LLC bought a new position in CF Industries Holdings, Inc. (NYSE: CF) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 13,616 shares of the basic materials company's stock, valued at approximately $1,180,000. A number of other

Envestnet Asset Management Inc. cut its stake in CF Industries Holdings, Inc. (NYSE: CF) by 2.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 269,876 shares of the basic materials company's stock after selling 6,666 shares during the period.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CF (CF), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today announced that the Company will present at the BofA 2026 Global Agriculture and Materials Conference at 9:45 am ET on Wednesday, February 25, 2026. Investors who wish to access the live conference webcast should visit the Investor Relations section of the company's website at www.cfindustries.com. A replay of the webcast will be available on the CF Industries Holdings, Inc. website for 180 days following the event.

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