CF Earnings Date: Nov 4, 2026 (Estimated) — CF Industries Holdings, Inc.
NYSE · Materials · Agricultural Inputs
Updated
When is CF's next earnings date?
CF Industries Holdings, Inc. (CF) is expected to report earnings on Wednesday, November 4, 2026; the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $3.03 on revenue of $1.77B.
How did CF do in its last earnings report?
In its most recent report on Aug 6, 2026 (Q1 2027), CF Industries Holdings, Inc. posted EPS of $0.36 versus the $1.37 estimate, a miss of 73.7%. Revenue was $577.4M against a $917.6M estimate. The stock's 1-day post-earnings move was -2.0%.
How much does CF stock move after earnings?
CF beat EPS estimates in 4 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 2.6% (up or down) in the day after earnings.
About CF Industries Holdings, Inc.
CF Industries Holdings, Inc. is a global producer and distributor of hydrogen and nitrogen-based products. These essential chemicals serve a variety of purposes worldwide, including energy generation, agricultural fertilization, environmental emissions reduction, and numerous other industrial applications. The company's core product lineup features vital nitrogen compounds such as anhydrous ammonia, granular urea, urea ammonium nitrate (UAN), and different forms of ammonium nitrate. In addition to these primary offerings, CF Industries also provides specialized chemicals like diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia, alongside complex fertilizers containing nitrogen, phosphorus, and potassium. Its diverse customer base includes agricultural cooperatives, independent fertilizer distributors, commodity traders, wholesalers, and a wide array of industrial end-users. Founded in 1946, the firm is headquartered in Deerfield, Illinois.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q1 2027 | 1.37 | 0.36 | -73.72% | $577.4M | ❌ Miss | -2.04% | +0.28% | +14.83% |
| 2026-08-05 | Q2 2026 | 5.63 | 4.73 | -18.31% | $2.22B | ❌ Miss | +0.02% | +2.82% | +18.69% |
| 2026-06-03 | Q4 2026 | 0.31 | 0.48 | +54.84% | $615.9M | ✅ Beat | +0.79% | -6.29% | -2.91% |
| 2026-05-06 | Q1 2026 | 2.67 | 3.98 | +49.06% | $1.99B | ✅ Beat | -0.90% | +4.80% | -4.85% |
| 2026-02-18 | Q4 2025 | 2.41 | 2.99 | +24.07% | $1.87B | ✅ Beat | +3.80% | +0.34% | +31.04% |
| 2026-02-13 | Q3 2026 | 1.18 | 0.36 | -69.49% | $616.1M | ❌ Miss | -0.92% | +0.83% | +30.25% |
| 2025-11-05 | Q3 2025 | 2.01 | 2.19 | +8.96% | $1.66B | ✅ Beat | -4.24% | -0.36% | -7.88% |
| 2025-08-06 | Q2 2025 | 2.42 | 2.37 | -2.07% | $1.89B | ❌ Miss | -7.80% | -3.87% | -5.47% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $2.03B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Urea | 37.3% | $759.0M | +38.8% | $348.0M | $439.0M | $547.0M | $423.0M |
| UAN | 30.2% | $613.0M | +0.5% | $372.0M | $470.0M | $610.0M | $517.0M |
| Ammonia | 28.8% | $586.0M | +19.3% | $572.0M | $520.0M | $491.0M | $457.0M |
| AN | 3.7% | $75.0M | -35.9% | $101.0M | $101.0M | $117.0M | $122.0M |
By region
Q2 FY26 · $2.22B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| North America | 86.6% | $1.93B | +14.2% | — | — | $1.69B | $1.33B |
| Europe and Other | 13.4% | $297.0M | +45.6% | — | — | $204.0M | $331.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.