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Form 8-K · Current Report · Filed 2026-05-06

CF Industries Reports Strong Q1 2026 Financial Results

CF Industries Holdings, Inc. reported first quarter 2026 net earnings of $615 million, or $3.98 per diluted share, significantly higher than the $312 million, or $1.85 per diluted share, reported in the first quarter of 2025. The company's EBITDA was $1.01 billion, and adjusted EBITDA was $983 million for the quarter. The financial results reflect a gain of approximately $170 million from a litigation settlement. The company's operational performance was strong, with production exceeding 99% of available ammonia capacity. CF Industries also announced a quarterly dividend of $0.50 per common share, payable on May 29, 2026, to stockholders of record as of May 15, 2026.

Filer
Cf Industries Holdings Inc. CF · NYSE
Filed
Accession
0001324404-26-000011
CIK
0001324404
Signal
Medium impactBasic Materials

Items reported

Item events

Reported Item

Earnings Beat General Statement

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.

Precedent

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.

Full CF insider history →

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.

Exchange NYSE Industry Agricultural Inputs Company website ↗

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