Form 8-K · Current Report · Filed 2026-05-06
CF Industries Reports Strong Q1 2026 Financial Results
CF Industries Holdings, Inc. reported strong financial results for the first quarter of 2026, driven by a tight global nitrogen supply-demand balance. The company's net earnings attributable to common stockholders were $615 million, up from $312 million in the same period last year. Adjusted EBITDA was $983 million, a significant increase from $644 million in Q1 2025. The company also reported a 12-month rolling average recordable incident rate of 0.16 per 200,000 work hours, indicating outstanding safety performance. CF Industries' investments to expand gross ammonia capacity and its North American network's insulation from geopolitical disruptions contributed to its strong performance.
- Filer
- Cf Industries Holdings Inc. CF · NYSE
- Filed
- Accession
- 0001104659-26-056338
- CIK
- 0001324404
- Signal
- Medium impactBasic Materials
- Source
- Official filing on sec.gov ↗
Items reported
Reported Item
Market reaction
Close before filing
$128.04
Next session
-7.3%
Since filing
-2.2%
Latest close
$125.19
What happened, not what will happen — closing prices around the filing date.
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Previous filings from CF reporting the same item, with the next session's move:
Insider tape
Within 45 days of this filing, CF insiders reported 1 Form 4 transaction — flat net activity.
About Cf Industries Holdings Inc.
Cf Industries Holdings Inc. is a leading manufacturer and distributor of nitrogen and other specialty fertilizers. The primary function of the company is to enhance the agricultural productivity of its customers, which include both farmers and agricultural communities globally. With its robust production capabilities, Cf Industries operates world-class manufacturing complexes primarily in the United States and Canada, ensuring a stable supply of nitrogen-based fertilizers, such as ammonia, urea, and urea ammonium nitrate. These products are vital to the agricultural sector, contributing significantly to crop yield improvements and global food production efficiency. Additionally, the company focuses on operational excellence and sustainability initiatives, aiming to reduce carbon emissions and energy consumption across its facilities. Cf Industries' strategic role in the agricultural supply chain underscores its importance in meeting the rising global demand for food amidst environmental and economic challenges. As such, the company is a key player in supporting sustainable agricultural practices and the advancement of food security worldwide.
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